Among active 13F managers last quarter, 5 opened and 3 added, while 4 reduced; the largest holder to move was 1607 Capital Partners, LLC (−22%).
32 tracked 13F filers disclose a position in PAI as of the latest SEC 13F filings, a combined $24.5M in reported value. Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
| # | Fund | Shares | Position value | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | 1607 Capital Partners, LLC | 558K | $6.8M | ▼−22% Reduced · −162K sh | Q2 2026 | |
| 2 | Hennion & Walsh Asset Management, Inc. | 228K | $2.8M | ▼−14% Reduced · −39K sh | Q2 2026 | |
| 3 | Guggenheim Capital LLC | 216K | $2.6M | ▲+15% Added · +29K sh | Q1 2026 | |
| 4 | Jones Financial Companies LLLP | 209K | $2.5M | ▲+5.2% Added · +10K sh | Q1 2026 | |
| 5 | Karpus Management, Inc. | 206K | $2.5M | ▲New +206K sh | Q2 2026 | |
| 6 | Fiera Capital Corp | 131K | $1.6M | ▲+3.1% Added · +4K sh | Q2 2026 | |
| 7 | LPL Financial LLC | 91K | $1.1M | ▲+21% Added · +16K sh | Q1 2026 | |
| 8 | Raymond James Financial Inc | 47K | $570K | ▲+1.0% Added · +452 sh | Q1 2026 | |
| 9 | Stifel Financial Corp | 43K | $516K | ▲+18% Added · +7K sh | Q1 2026 | |
| 10 | Aviance Capital Partners, LLC | 40K | $484K | ▲+4.3% Added · +2K sh | Q2 2026 | |
| 11 | Baird Financial Group, Inc. | 31K | $381K | ▼−1.0% Reduced · −321 sh | Q1 2026 | |
| 12 | Morgan Stanley | 23K | $277K | ▲+1.6% Added · +363 sh | Q1 2026 | |
| 13 | Waverly Advisors, LLC | 22K | $269K | ▲New +22K sh | Q2 2026 | |
| 14 | Martin Capital Partners, LLC | 19K | $231K | ▼−2.4% Reduced · −475 sh | Q2 2026 | |
| 15 | Uhlmann Price Securities, LLC | 18K | $213K | ▲New +18K sh | Q2 2026 | |
| 16 | Whitener Capital Management, Inc. | 16K | $197K | —Held | Q2 2026 | |
| 17 | Clifford Swan Investment Counsel LLC | 16K | $196K | ▼−41% Reduced · −11K sh | Q2 2026 | |
| 18 | Gilman Hill Asset Management, LLC | 15K | $182K | —Held | Q2 2026 | |
| 19 | Wells Fargo & Company | 13K | $152K | ▲~0% Added · +2 sh | Q1 2026 | |
| 20 | Allspring Global Investments Holdings, LLC | 12K | $148K | ▲New +12K sh | Q2 2026 | |
| 21 | Citadel Advisors LLC | 11K | $139K | ▲New +11K sh | Q2 2026 | |
| 22 | Bank Of America Corp | 11K | $138K | ▼−0.3% Reduced · −37 sh | Q1 2026 | |
| 23 | Susquehanna International Group, LLP | 11K | $131K | ▼−31% Reduced · −5K sh | Q1 2026 | |
| 24 | Osaic Holdings, Inc. | 8K | $101K | ▼−0.9% Reduced · −75 sh | Q1 2026 | |
| 25 | UBS Group AG | 8K | $101K | ▼−49% Reduced · −8K sh | Q1 2026 |
Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
Last quarter, 5 funds opened a new position in PAI and 3 added to an existing one, while 4 reduced. Based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).
| Company | Co-held by | Their position there |
|---|---|---|
| Microsoft CorpMSFT | 16 funds | $4.2B |
| Home Depot IncHD | 16 funds | $824.7M |
| Apple IncAAPL | 15 funds | $5.0B |
| Broadcom IncAVGO | 15 funds | $2.8B |
| Eli Lilly & CoLLY | 15 funds | $1.8B |
| JPMorgan Chase & CoJPM | 15 funds | $1.3B |
| Johnson & JohnsonJNJ | 15 funds | $1.3B |
| Costco Wholesale CorpCOST | 15 funds | $1.1B |
| Chevron CorpCVX | 15 funds | $826.5M |
| SS SPDR S&P 500 ETF Trust-USSPY | 15 funds | $740.2M |
| Cisco Systems IncCSCO | 15 funds | $729.1M |
| Procter & Gamble CoPG | 15 funds | $627.2M |
Ranked by how many of PAI's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in PAI.
Connected entities for PAI
This ETF page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/stocks/PAI/capital-change-brief"
Use Arkolith's capital_change_brief for PAI. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
13F holdings + quarter-over-quarter ownership changes + end-of-day price history + the live filing stream, joined for PAI. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.