Institutional Holders (2026 Q2)
21 + investorsExplore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in PAB. Verified SEC 13F-HR filings.
| # | Investor | % of Portfolio | Shares | Mkt Value |
|---|---|---|---|---|
| 1 | Coign Capital Advisors LLC | 3.46% | 182,203 | $7.7M |
| 2 | Advisory Resource Group | 0.84% | 133,351 | $5.6M |
| 3 | Evergreen Wealth Partners LLC | 0.33% | 13,138 | $554K |
| 4 | Global Assets Advisory, LLC | 0.29% | 31,375 | $1.3M |
| 5 | Sagespring Wealth Partners, LLC | 0.15% | 228,331 | $9.6M |
| 6 | Intrua Financial, LLC | 0.12% | 31,193 | $1.3M |
| 7 | Cora Capital Advisors LLC | 0.09% | 7,777 | $328K |
| 8 | Mpwm Advisory Solutions, LLC | 0.06% | 3,346 | $141K |
| 9 | Prudential Financial Inc | 0.02% | 451,164 | $19.0M |
| 10 | Steward Partners Investment Advisory, LLC | 0.02% | 84,708 | $3.6M |
| 11 | Stratos Wealth Partners, LTD. | 0.01% | 25,558 | $1.1M |
| 12 | Larson Financial Group LLC | 0.00% | 2,666 | $112K |
| 13 | Jones Financial Companies Lllp | 0.00% | 82,555 | $3.5M |
| 14 | Osaic Holdings, INC. | 0.00% | 17,957 | $757K |
| 15 | LPL Financial LLC | 0.00% | 65,932 | $2.8M |
| 16 | Cetera Investment Advisers | 0.00% | 13,698 | $577K |
| 17 | Jpmorgan Chase & Co | 0.00% | 221,249 | $9.4M |
| 18 | Goldman Sachs Group Inc | 0.00% | 8,334 | $351K |
| 19 | Citadel Advisors LLC | 0.00% | 4,989 | $210K |
| 20 | Royal Bank of Canada | 0.00% | 3,809 | $160K |
| Investor | Ownership History |
% of Portfolio | Prev % | Rank | Conviction | Avg Buy Price | 13F Score™ 3Y / 7Y | Sell Timing | Shares | Mkt Value | Change | Change % | Source | Quarter | Filed |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|