29 tracked 13F filers disclose a position in PAI as of the latest SEC 13F filings, a combined $23.6M 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 | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | 1607 Capital Partners, LLC | $8.7M | 720K | ▲+1.0% Added · +7K sh | Q1 2026 | |
| 2 | Hennion & Walsh Asset Management, Inc. | $2.8M | 228K | ▼−14% Reduced · −39K sh | Q2 2026 | |
| 3 | GUGGENHEIM CAPITAL LLC | $2.6M | 216K | ▲+15% Added · +29K sh | Q1 2026 | |
| 4 | JONES FINANCIAL COMPANIES LLLP | $2.5M | 209K | ▲+5.2% Added · +10K sh | Q1 2026 | |
| 5 | Fiera Capital Corp | $1.5M | 128K | ▼−4.3% Reduced · −6K sh | Q1 2026 | |
| 6 | LPL Financial LLC | $1.1M | 91K | ▲+21% Added · +16K sh | Q1 2026 | |
| 7 | RAYMOND JAMES FINANCIAL INC | $570K | 47K | ▲+1.0% Added · +452 sh | Q1 2026 | |
| 8 | STIFEL FINANCIAL CORP | $516K | 43K | ▲+18% Added · +7K sh | Q1 2026 | |
| 9 | Aviance Capital Partners, LLC | $484K | 40K | ▲+4.3% Added · +2K sh | Q2 2026 | |
| 10 | Baird Financial Group, Inc. | $381K | 31K | ▼−1.0% Reduced · −321 sh | Q1 2026 | |
| 11 | CLIFFORD SWAN INVESTMENT COUNSEL LLC | $331K | 27K | ▼−12% Reduced · −4K sh | Q1 2026 | |
| 12 | MORGAN STANLEY | $277K | 23K | ▲+1.6% Added · +363 sh | Q1 2026 | |
| 13 | Martin Capital Partners, LLC | $231K | 19K | ▼−2.4% Reduced · −475 sh | Q2 2026 | |
| 14 | UHLMANN PRICE SECURITIES, LLC | $213K | 18K | ▲New +18K sh | Q2 2026 | |
| 15 | WHITENER CAPITAL MANAGEMENT, INC. | $197K | 16K | —Held | Q2 2026 | |
| 16 | Gilman Hill Asset Management, LLC | $182K | 15K | —Held | Q2 2026 | |
| 17 | WELLS FARGO & COMPANY/MN | $152K | 13K | ▲~0% Added · +2 sh | Q1 2026 | |
| 18 | BANK OF AMERICA CORP /DE/ | $138K | 11K | ▼−0.3% Reduced · −37 sh | Q1 2026 | |
| 19 | Focus Partners Advisor Solutions, LLC | $133K | 11K | ▲New +11K sh | Q1 2026 | |
| 20 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $131K | 11K | ▼−31% Reduced · −5K sh | Q1 2026 | |
| 21 | OSAIC HOLDINGS, INC. | $101K | 8K | ▼−0.9% Reduced · −75 sh | Q1 2026 | |
| 22 | UBS Group AG | $101K | 8K | ▼−49% Reduced · −8K sh | Q1 2026 | |
| 23 | INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | $68K | 6K | —Held | Q2 2026 | |
| 24 | CWM, LLC | $48K | 4K | —Held | Q1 2026 | |
| 25 | Founders Capital Management | $38K | 3K | —Held | Q2 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, 2 funds opened a new position in PAI and 3 added to an existing one, while 4 reduced and 0 exited entirely — 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 | Combined value |
|---|---|---|
| MICROSOFT CORPMSFT | 13 funds | $1.8B |
| APPLE INCAAPL | 13 funds | $1.1B |
| JOHNSON & JOHNSONJNJ | 13 funds | $746.6M |
| BROADCOM INCAVGO | 13 funds | $417.6M |
| COSTCO WHOLESALE CORPCOST | 13 funds | $343.8M |
| JPMORGAN CHASE & COJPM | 13 funds | $251.6M |
| CISCO SYSTEMS INCCSCO | 13 funds | $208.4M |
| CHEVRON CORPCVX | 13 funds | $188.0M |
| VERIZON COMMUNICATIONS INCVZ | 13 funds | $110.4M |
| CATERPILLAR INCCAT | 13 funds | $109.0M |
| HOME DEPOT INCHD | 13 funds | $106.0M |
| PROCTER & GAMBLE CO/THEPG | 13 funds | $100.3M |
Ranked by how many of PAI's institutional holders also hold each name, a cross-fund conviction signal.
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.