Institutional Holders (2026 Q2)
155 + investorsExplore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in PID. Verified SEC 13F-HR filings.
| # | Investor | % of Portfolio | Shares | Mkt Value |
|---|---|---|---|---|
| 1 | Northwest Financial Advisors | 2.83% | 960,110 | $21.3M |
| 2 | Strategic Wealth Partners, Ltd. | 1.58% | 1,152,976 | $25.6M |
| 3 | Brian Low Financial Group, LLC | 1.41% | 108,657 | $2.4M |
| 4 | One Wealth Map LLC | 0.94% | 87,885 | $2.1M |
| 5 | Nestegg Advisors, INC. | 0.75% | 47,896 | $1.1M |
| 6 | Morton Capital Management LLC/CA | 0.72% | 236,547 | $5.3M |
| 7 | Winebrenner Capital Management LLC | 0.55% | 40,865 | $907K |
| 8 | AAF Wealth Management, LLC | 0.53% | 64,662 | $1.4M |
| 9 | Appalachian Capital Management Ltd | 0.48% | 29,524 | $655K |
| 10 | Alexander Randolph Advisory, Inc. | 0.46% | 25,287 | $561K |
| 11 | Freedom Financial Partners LLC | 0.40% | 55,153 | $1.2M |
| 12 | Cahill Financial Advisors Inc | 0.37% | 174,940 | $3.9M |
| 13 | Mosley Wealth Management | 0.31% | 43,467 | $965K |
| 14 | Cheviot Value Management, LLC | 0.28% | 122,502 | $2.7M |
| 15 | Continuum Advisory, LLC | 0.21% | 116,535 | $2.6M |
| 16 | Southland Equity Partners LLC | 0.20% | 52,497 | $1.2M |
| 17 | SimpliFi, Inc. | 0.20% | 23,063 | $512K |
| 18 | Bluedoor Private Wealth, LLC | 0.19% | 20,066 | $445K |
| 19 | Accel Wealth Management | 0.18% | 35,772 | $794K |
| 20 | Drive Wealth Management, LLC | 0.15% | 38,226 | $849K |
| 21 | Genesis Wealth Advisors, LLC | 0.14% | 10,710 | $238K |
| 22 | Focus Financial Network, Inc. | 0.13% | 185,656 | $4.1M |
| 23 | Saxon Interests, INC. | 0.12% | 19,946 | $443K |
| 24 | Coastwise Capital Group, LLC | 0.12% | 9,053 | $201K |
| 25 | Brandywine Oak Private Wealth LLC | 0.12% | 68,750 | $1.5M |
| 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|