Who owns POWR
Which tracked institutional funds hold POWR, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See POWR company fundamentals →
Ownership as of the 2026-Q2 13F filings (latest filed 2026-08-24). 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.
How the tape is positioned
The tracked-fund tape on POWR is one-sided between 2026-Q1 and 2026-Q2: 31 added or opened and 2 trimmed or exited — on balance accumulating.
A prompt to read the filings, not a verdict. 13F is a quarter-end snapshot disclosed up to 45 days late; a fund adds or exits for mandate, benchmark, and timing reasons that have nothing to do with a view on the stock. This is a starting question, not a signal to trade.
Conviction spread
POWR’s largest tracked holder by dollar value, Parcion Private Wealth LLC, sizes it at 2.3% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 2.3pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in POWR divided by its whole reported 13F book, so it is comparable across funds of different sizes and is unaffected by stock splits. A higher share means a fund has committed more of its book to the name — a starting question about conviction, not a verdict or a signal to trade.
Institutional & insider positioning
Between 2026-Q1 and 2026-Q2, across 88 tracked filers holding POWR, 59 increased or opened the position and 20 reduced or closed it; over the same quarter, there were no open-market insider Form 4s.
This fuses two public signals for the same quarter — how tracked institutions changed their positions and whether insiders bought or sold in the open market. It describes what was filed; it is a starting question, not a verdict or a signal to trade.
New buyers & exits
Funds opening or closing a position in POWR between the 2026-Q1 and 2026-Q2 13F filings, and the largest changes among funds holding it in both. New buyers and exits are counted on fund presence (split-invariant); adds and trims are measured on reported value.
New buyers 17
- Parcion Private Wealth LLC$42M
- FFG Partners, LLC$11M
- PALLADIEM, LLC$5M
- Focus Financial Network, Inc.$4M
- MML INVESTORS SERVICES, LLC$2M
- Lionsbridge Wealth Management LLC$2M
Full exits 1
- FLOW TRADERS U.S. LLC$2M
Largest adds
- LPL Financial LLC$12M
- COMMONWEALTH EQUITY SERVICES, LLC$4M
- MORGAN STANLEY$3M
- RAYMOND JAMES FINANCIAL INC$2M
- BANK OF AMERICA CORP /DE/$1M
- ROYAL BANK OF CANADA$1M
Largest trims
- AE Wealth Management LLC$8M
Institutional holders
One row per tracked fund, largest reported value first. “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding. Rows marked stale are from an earlier filing than the security’s latest quarter — that fund is absent from the newest snapshot (position exited, or reported under a different name).
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| Parcion Private Wealth LLC new | 1,508,705 | $42M | 26.8% | 2026-Q2 |
| LPL Financial LLC added | 855,929 | $24M | 15.2% | 2026-Q2 |
| FFG Partners, LLC new | 398,150 | $11M | 7.1% | 2026-Q2 |
| PALLADIEM, LLC new | 193,772 | $5M | 3.4% | 2026-Q2 |
| MORGAN STANLEY added | 181,007 | $5M | 3.2% | 2026-Q2 |
| COMMONWEALTH EQUITY SERVICES, LLC added | 175,163 | $5M | 3.1% | 2026-Q2 |
| Focus Financial Network, Inc. new | 132,684 | $4M | 2.4% | 2026-Q2 |
| Steward Partners Investment Advisory, LLC added | 114,855 | $3M | 2.0% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC added | 98,133 | $3M | 1.7% | 2026-Q2 |
| StoneX Group Inc. added | 92,360 | $3M | 1.6% | 2026-Q2 |
| JONES FINANCIAL COMPANIES LLLP added | 86,330 | $2M | 1.5% | 2026-Q2 |
| ROYAL BANK OF CANADA added | 76,807 | $2M | 1.4% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC added | 72,026 | $2M | 1.3% | 2026-Q2 |
| ARS Investment Partners, LLC added | 70,801 | $2M | 1.3% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ added | 67,499 | $2M | 1.2% | 2026-Q2 |
| MML INVESTORS SERVICES, LLC new | 66,806 | $2M | 1.2% | 2026-Q2 |
| Cetera Investment Advisers added | 63,621 | $2M | 1.1% | 2026-Q2 |
| Wealthfront Advisers LLC added | 59,637 | $2M | 1.1% | 2026-Q2 |
| Lionsbridge Wealth Management LLC new | 57,096 | $2M | 1.0% | 2026-Q2 |
| Mezzasalma Advisors, LLC new | 55,795 | $2M | 1.0% | 2026-Q2 |
| RATIONAL ADVISORS, INC. trimmed | 53,132 | $1M | 0.9% | 2026-Q2 |
| Advisory Services Network, LLC added | 51,783 | $1M | 0.9% | 2026-Q2 |
| HERITAGE OAK WEALTH ADVISORS LLC added | 48,621 | $1M | 0.9% | 2026-Q2 |
| Fisher Asset Management, LLC trimmed | 46,585 | $1M | 0.8% | 2026-Q2 |
| Bright Futures Wealth Management, LLC. trimmed | 45,324 | $1M | 0.8% | 2026-Q2 |
| Thompson David Blair added | 44,590 | $1M | 0.8% | 2026-Q2 |
| Private Advisor Group, LLC new | 42,730 | $1M | 0.8% | 2026-Q2 |
| Kestra Advisory Services, LLC new | 40,430 | $1M | 0.7% | 2026-Q2 |
| Planned Solutions, Inc. trimmed | 38,044 | $1M | 0.7% | 2026-Q2 |
| James J. Burns & Company, LLC new | 36,511 | $1M | 0.6% | 2026-Q2 |
| MGO ONE SEVEN LLC new | 35,906 | $1M | 0.6% | 2026-Q2 |
| Arrowroot Family Office, LLC trimmed | 34,431 | $963K | 0.6% | 2026-Q2 |
| Pathstone Holdings, LLC | 32,950 | $921K | 0.6% | 2026-Q2 |
| Teamwork Financial Advisors, LLC trimmed | 31,304 | $875K | 0.6% | 2026-Q2 |
| OSAIC HOLDINGS, INC. added | 28,172 | $788K | 0.5% | 2026-Q2 |
| Arax Advisory Partners new | 26,988 | $755K | 0.5% | 2026-Q2 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP trimmed | 26,649 | $745K | 0.5% | 2026-Q2 |
| Creekside Partners | 25,000 | $699K | 0.4% | 2026-Q2 |
| JANE STREET GROUP, LLC trimmed | 24,461 | $684K | 0.4% | 2026-Q2 |
| Clear Creek Financial Management, LLC new | 23,108 | $646K | 0.4% | 2026-Q2 |
| Geneos Wealth Management Inc. new | 22,825 | $638K | 0.4% | 2026-Q2 |
| PERRYMAN FINANCIAL ADVISORY INC /AD new | 21,775 | $609K | 0.4% | 2026-Q2 |
| M Wealth Management, LLC | 19,309 | $540K | 0.3% | 2026-Q2 |
| Strategic Blueprint, LLC added | 16,143 | $451K | 0.3% | 2026-Q2 |
| Summit Wealth Partners, LLC new | 15,351 | $429K | 0.3% | 2026-Q2 |
| KINGSWOOD WEALTH ADVISORS, LLC new | 14,600 | $408K | 0.3% | 2026-Q2 |
| PRINCIPAL SECURITIES, INC. added | 14,362 | $402K | 0.3% | 2026-Q2 |
| SILVERLAKE WEALTH MANAGEMENT LLC added | 14,285 | $399K | 0.3% | 2026-Q2 |
| Equitable Holdings, Inc. new | 10,826 | $303K | 0.2% | 2026-Q2 |
| Guardian Asset Advisors, LLC trimmed | 10,455 | $292K | 0.2% | 2026-Q2 |
| OpenArc Corporate Advisory, LLC new | 9,945 | $278K | 0.2% | 2026-Q2 |
| FIDUCIARY FINANCIAL GROUP, LLC new | 8,472 | $237K | 0.2% | 2026-Q2 |
| D.A. DAVIDSON & CO. trimmed | 8,402 | $235K | 0.1% | 2026-Q2 |
| AE Wealth Management LLC trimmed | 7,830 | $219K | 0.1% | 2026-Q2 |
| Harbor Asset Planning, Inc. | 7,506 | $210K | 0.1% | 2026-Q2 |
| CARLSON FINANCIAL, INC. new | 7,452 | $208K | 0.1% | 2026-Q2 |
| Tidemark, LLC added | 5,194 | $145K | 0.1% | 2026-Q2 |
| SIMPLEX TRADING, LLC new | 4,029 | $113K | 0.1% | 2026-Q2 |
| LRI Investments, LLC | 3,883 | $109K | 0.1% | 2026-Q2 |
| UBS Group AG added | 3,722 | $104K | 0.1% | 2026-Q2 |
| EDMOND DE ROTHSCHILD HOLDING S.A. | 3,450 | $96K | 0.1% | 2026-Q2 |
| Elequin Capital, LP trimmed | 2,599 | $73K | 0.0% | 2026-Q2 |
| Kilter Group LLC | 1,899 | $53K | 0.0% | 2026-Q2 |
| BANK OF MONTREAL /CAN/ added | 1,340 | $37K | 0.0% | 2026-Q2 |
| Global Retirement Partners, LLC added | 1,016 | $28K | 0.0% | 2026-Q2 |
| PRIVATE TRUST CO NA | 960 | $27K | 0.0% | 2026-Q2 |
| Parallel Advisors, LLC new | 892 | $25K | 0.0% | 2026-Q2 |
| Caitlin John, LLC | 819 | $23K | 0.0% | 2026-Q2 |
| Federation des caisses Desjardins du Quebec | 480 | $13K | 0.0% | 2026-Q2 |
| Strategic Wealth Partners, Ltd. | 478 | $13K | 0.0% | 2026-Q2 |
| Princeton Global Asset Management LLC new | 455 | $13K | 0.0% | 2026-Q2 |
| Security National Bank | 450 | $13K | 0.0% | 2026-Q2 |
| KERR FINANCIAL PLANNING Corp new | 402 | $11K | 0.0% | 2026-Q2 |
| US BANCORP \DE\ trimmed | 400 | $11K | 0.0% | 2026-Q2 |
| Gould Capital, LLC new | 400 | $11K | 0.0% | 2026-Q2 |
| Leo H. Evart, Inc. added | 359 | $10K | 0.0% | 2026-Q2 |
| SHP Wealth Management new | 256 | $7K | 0.0% | 2026-Q2 |
| Atlantic Union Bankshares Corp | 230 | $6K | 0.0% | 2026-Q2 |
| FMR LLC added | 219 | $6K | 0.0% | 2026-Q2 |
| NATIONAL BANK OF CANADA /FI/ new | 200 | $6K | 0.0% | 2026-Q2 |
| TD Waterhouse Canada Inc. new | 130 | $4K | 0.0% | 2026-Q2 |
| CBIZ Investment Advisory Services, LLC | 108 | $3K | 0.0% | 2026-Q2 |
| Triumph Capital Management | 100 | $3K | 0.0% | 2026-Q2 |
| LANARK FINANCIAL, INC. | 100 | $3K | 0.0% | 2026-Q2 |
| IFP Advisors, Inc | 59 | $2K | 0.0% | 2026-Q2 |
| NewEdge Advisors, LLC new | 58 | $2K | 0.0% | 2026-Q2 |
| Institute for Wealth Management, LLC. new | 37 | $1K | 0.0% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN trimmed | 0 | $2 | 0.0% | 2026-Q2 |
| FLOW TRADERS U.S. LLC | 62,098 | $2M | 1.0% | 2026-Q1 stale (1 quarter behind) |
| Clal Insurance Enterprises Holdings Ltd new | 15,000 | $393K | 0.3% | 2026-Q1 stale (1 quarter behind) |
| U.S. Capital Wealth Advisors, LLC | 14,736 | $387K | 0.2% | 2026-Q1 stale (1 quarter behind) |
| Sculati Wealth Management, LLC | 8,180 | $215K | 0.1% | 2026-Q1 stale (1 quarter behind) |
| CITADEL ADVISORS LLC added | 48,644 | $1M | 0.7% | 2025-Q4 stale (2 quarters behind) |
| Intelligence Driven Advisers, LLC | 24,000 | $565K | 0.4% | 2025-Q4 stale (2 quarters behind) |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO added | 20,626 | $120K | 0.1% | 2025-Q4 stale (2 quarters behind) |
| Gradient Capital Advisors, LLC | 13,065 | $328K | 0.2% | 2025-Q3 stale (3 quarters behind) |
| TPG Advisors LLC new | 12,650 | $317K | 0.2% | 2025-Q3 stale (3 quarters behind) |
| Empowered Funds, LLC new | 18,955 | $450K | 0.3% | 2025-Q2 stale (4 quarters behind) |
| AVANTAX ADVISORY SERVICES, INC. trimmed | 9,537 | $226K | 0.1% | 2025-Q2 stale (4 quarters behind) |
| AMERIPRISE FINANCIAL INC added | 8,491 | $201K | 0.1% | 2025-Q2 stale (4 quarters behind) |
Ownership over time
Tracked institutional holder count and total shares held by filing quarter (independent scales). The curated-era tail and any mid-ingest latest quarter are handled honestly — a partial quarter is not drawn as a collapse.
Reading this table
Funds hold the same stock for different reasons — an index fund “holds” almost everything, an active manager sizes a name to a mandate and a benchmark, and each fund entered at its own price and time. Because 13F is filed up to 45 days after quarter-end, every row is a backward-looking snapshot; a manager may have traded since. Share-class siblings (a company’s A and C shares) are rolled up to one line so a dual-class name is never double-counted. Compare like-for-like. A large holder is not an endorsement, and a fund exiting is not a warning — this is a starting question, not a verdict.
About 13F filings
A Form 13F is a quarterly disclosure that institutional investment managers with over $100 million in US-listed equities must file with the SEC. In plain English: it is a snapshot of the long stock positions a fund held at the end of a quarter. It covers long US-listed equities only — not short positions, options, cash, or private holdings — and the funds shown are the large sample we track, not the complete 13F universe.