PAAA

—

not in universe+ Compare Tear sheet →

$51.45

-0.01 (-0.02%)

USD · as of 2026-07-29 · marketstack

Switch Ticker

Institutional ownership· 13F filers holding PAAA · 2026-Q1 methodology → sources →

231 holders

FUNDPGIM ETF TRA fund, not an operating company. There are no company fundamentals for a fund line — no revenue, no earnings, no balance sheet, no fair value — so the security page stays price-only by design, and this register is the 13F read: which institutions hold the fund itself.evidence · the issuer name as filed on 13Fs ⓘ

% of shares outstanding held

—

Shares held (13F)

122,065,920

Reporting holders

231

% of shares outstanding is not shown for PAAA: this is a fund line, and we hold no cover-page share count for it at any quarter — a fund's shares outstanding move with creations and redemptions rather than with issuance and buybacks, and it is not the SEC cover-page count this percentage is defined against. The figure is withheld rather than computed against a count that does not exist. Holder share counts are shown as filed.

Active share of register98.7%227 active filers

Index / screened out1.3%4 filers

Reporting holders2312026-Q1

Top-10 concentration76.0%

HHI0.1542

Effective holders6.5

Crowding percentile—

Crowding percentile withheld — no market cap for PAAA in the served universe — the cohort is size-matched, and an unmatched percentile would compare a micro-cap register to a mega-cap one.

Top holders

largest 100 of 231 · Δ vs 2025-Q4

#	Holder	Shares	Value	% of shares out	Δ QoQ
1	PRUDENTIAL FINANCIAL INC	44,277,72244.3M	$2.3B	—	TRIM -4%
2	Allianz SE	10,604,50010.6M	$543M	—	NEW
3	BANK OF AMERICA CORP /DE/	8,248,3998.2M	$422M	—	ADD 20%
4	SEI INVESTMENTS CO	6,088,8406.1M	$312M	—	NEW
5	MORGAN STANLEY	5,037,3355.0M	$258M	—	ADD 16%
6	LPL Financial LLC	4,849,1954.8M	$248M	—	ADD 20%
7	Corebridge Financial, Inc.	4,011,3144.0M	$206M	—	NEW
8	ROYAL BANK OF CANADA	3,868,0283.9M	$198M	—	ADD 1171%
9	JONES FINANCIAL COMPANIES LLLP	3,127,7903.1M	$161M	—	ADD 27%
10	WELLS FARGO & COMPANY/MN	2,620,6222.6M	$134M	—	ADD 13%
11	AMERIPRISE FINANCIAL INC	2,083,2262.1M	$107M	—	ADD 50%
12	INDEPENDENT FINANCIAL GROUP, LLC	1,493,6401.5M	$76M	—	—
13	ENVESTNET ASSET MANAGEMENT INC	1,415,1231.4M	$72M	—	ADD 185%
14	Rockefeller Capital Management L.P.	1,223,6791.2M	$63M	—	ADD 45%
15	NORDEN GROUP LLC	1,210,8991.2M	$62M	—	TRIM -3%
16	RAYMOND JAMES FINANCIAL INC	1,210,0481.2M	$62M	—	ADD 32%
17	PNC FINANCIAL SERVICES GROUP, INC.	1,203,4481.2M	$62M	—	ADD 29%
18	UBS Group AG	1,202,1491.2M	$62M	—	TRIM -10%
19	COMMONWEALTH EQUITY SERVICES, LLC	1,061,7091.1M	$54M	—	ADD 16%
20	JPMORGAN CHASE & CO	1,032,2961.0M	$53M	—	TRIM -11%
21	Pine Harbor Wealth Management, LLC	740,429740,429	$38M	—	ADD 9%
22	Cambridge Investment Research Advisors, Inc.	538,311538,311	$28M	—	ADD 92%
23	Steward Partners Investment Advisory, LLC	507,886507,886	$26M	—	ADD 6%
24	KESTRA PRIVATE WEALTH SERVICES, LLC	501,811501,811	$26M	—	—
25	Main Street Group, LTD	457,211457,211	$23M	—	ADD 187%
26	POTENTIA WEALTH	439,923439,923	$23M	—	ADD 10%
27	OSAIC HOLDINGS, INC.	426,225426,225	$22M	—	—
28	Cetera Investment Advisers	394,066394,066	$20M	—	ADD 2%
29	TRUIST FINANCIAL CORP	385,949385,949	$20M	—	ADD 86%
30	Fiduciary Group, LLC	371,793371,793	$19M	—	ADD 15%
31	Kestra Advisory Services, LLC	353,663353,663	$18M	—	ADD 40%
32	Sanctuary Advisors, LLC	348,677348,677	$18M	—	ADD 16%
33	U.S. Capital Wealth Advisors, LLC	345,542345,542	$18M	—	ADD 9%
34	Addison Capital Co	327,947327,947	$17M	—	ADD 43%
35	WNY Asset Management, LLC	322,914322,914	$17M	—	NEW
36	WealthPlan Investment Management, LLC	314,049314,049	$16M	—	NEW
37	Ameritas Advisory Services, LLC	304,930304,930	$16M	—	TRIM -31%
38	AdvisorNet Financial, Inc	304,061304,061	$16M	—	ADD 18%
39	HighTower Advisors, LLC	289,228289,228	$15M	—	TRIM -16%
40	Nilsine Partners, LLC	275,873275,873	$14M	—	TRIM -10%
41	EverSource Wealth Advisors, LLC	274,467274,467	$14M	—	TRIM -5%
42	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	245,061245,061	$13M	—	TRIM -20%
43	COMMUNITY TRUST & INVESTMENT CO	244,168244,168	$12M	—	ADD 25%
44	Tanglewood Legacy Advisors, LLC	223,556223,556	$11M	—	ADD 46%
45	LEVEL FOUR ADVISORY SERVICES, LLC	221,793221,793	$11M	—	ADD 8%
46	Hartford Financial Management Inc.	194,021194,021	$10M	—	—
47	Inscription Capital, LLC	176,076176,076	$9M	—	ADD 23%
48	Asset Allocation Strategies LLC	174,110174,110	$9M	—	ADD 322%
49	Beacon Pointe Advisors, LLC	172,255172,255	$9M	—	NEW
50	BASSO CAPITAL MANAGEMENT, L.P.	169,943169,943	$9M	—	ADD 11%
51	FLAGSHIP HARBOR ADVISORS, LLC	161,270161,270	$8M	—	TRIM -4%
52	Baird Financial Group, Inc.	159,067159,067	$8M	—	ADD 6%
53	Private Advisor Group, LLC	156,951156,951	$8M	—	ADD 19%
54	Kestra Investment Management, LLC	154,021154,021	$8M	—	NEW
55	Redhawk Wealth Advisors, Inc.	147,735147,735	$8M	—	—
56	Janney Montgomery Scott LLC	138,977138,977	$7M	—	ADD 53%
57	Ballast Rock Private Wealth LLC	137,407137,407	$7M	—	ADD 54%
58	MML INVESTORS SERVICES, LLC	130,001130,001	$7M	—	TRIM -13%
59	TOEWS CORP /ADV	127,430127,430	$7M	—	TRIM -3%
60	WealthPLAN Partners, LLC	119,872119,872	$6M	—	TRIM -66%
61	MGO ONE SEVEN LLC	118,717118,717	$6M	—	ADD 6%
62	NATIXIS ADVISORS, LLC	117,946117,946	$6M	—	ADD 48%
63	Kingsview Wealth Management, LLC	116,052116,052	$6M	—	TRIM -30%
64	PRINCIPAL FINANCIAL GROUP INC	114,151114,151	$6M	—	ADD 96%
65	Indie Asset Partners, LLC	110,259110,259	$6M	—	ADD 15%
66	STIFEL FINANCIAL CORP	109,861109,861	$6M	—	—
67	Triton Wealth Management, PLLC	109,797109,797	$6M	—	—
68	Independent Advisor Alliance	109,288109,288	$6M	—	ADD 1657%
69	Thrivent Financial for Lutherans	106,414106,414	$5M	—	ADD 19%
70	IFP Advisors, Inc	104,471104,471	$5M	—	ADD 65%
71	Cerity Partners LLC	103,673103,673	$5M	—	NEW
72	MIDDLETON & CO INC/MA	103,050103,050	$5M	—	ADD 14%
73	PREVAIL INNOVATIVE WEALTH ADVISORS, LLC	100,950100,950	$5M	—	ADD 34%
74	Hobart Private Capital, LLC	90,11990,119	$5M	—	ADD 239%
75	FIRST NATIONAL BANK OF OMAHA	89,45589,455	$5M	—	TRIM -7%
76	Able Wealth Management LLC	88,50088,500	$5M	—	ADD 51%
77	Summit Financial, LLC	87,89987,899	$5M	—	TRIM -8%
78	Argent Trust Co	84,53184,531	$4M	—	ADD 1209%
79	Essex Financial Services, Inc.	83,93383,933	$4M	—	TRIM -4%
80	Fiduciary Alliance LLC	82,02782,027	$4M	—	ADD 297%
81	BANK OF MONTREAL /CAN/	73,95073,950	$4M	—	—
82	Merit Financial Group, LLC	73,54673,546	$4M	—	ADD 40%
83	Bank of New York Mellon Corp	72,07972,079	$4M	—	ADD 16%
84	HBW ADVISORY SERVICES LLC	70,52570,525	$4M	—	ADD 458%
85	CITADEL ADVISORS LLC	66,74166,741	$3M	—	NEW
86	Concurrent Investment Advisors, LLC	63,58463,584	$3M	—	TRIM -2%
87	Gotham Asset Management, LLC	62,87762,877	$3M	—	ADD 241%
88	Atlas Wealth LLC	60,99660,996	$3M	—	TRIM -42%
89	Entelevest, LLC	60,90360,903	$3M	—	TRIM -4%
90	K2 Financial Inc.	59,76559,765	$3M	—	NEW
91	Mariner, LLC	58,48458,484	$3M	—	ADD 104%
92	Stratos Wealth Partners, LTD.	57,82657,826	$3M	—	ADD 35%
93	Prospera Financial Services Inc	54,78054,780	$3M	—	—
94	Prime Capital Investment Advisors, LLC	53,95053,950	$3M	—	ADD 3%
95	Great Diamond Partners, LLC	48,98748,987	$3M	—	ADD 15%
96	FOSTER & MOTLEY INC	48,31548,315	$2M	—	ADD 21%
97	GREAT VALLEY ADVISOR GROUP, INC.	43,84043,840	$2M	—	ADD 30%
98	Evergreen Wealth Partners LLC	41,07741,077	$2M	—	TRIM -37%
99	Farther Finance Advisors, LLC	40,90640,906	$2M	—	TRIM -35%
100	Atria Investments, Inc	40,66640,666	$2M	—	ADD 33%

Rows rank by the value each filer reported — 13F filers price their own positions, so a holder with fewer shares can rank just above one with more.

Buyers & sellers2026-Q1 vs 2025-Q4 · 163 bought / 79 sold · net +31,570,039 shares · 17.7d of ADV

Bought163 filers

Shares: 34,953,010
Value: $1.8B
Opened: 57 · 22,298,563 sh
Days of ADV: 19.6d

Sold79 filers

Shares: 3,382,971
Value: $173M
Closed: 24 · 596,075 sh
Days of ADV: 1.9d

Net (all filers) +31,570,039 sh · $1.6B · 34.9% of the prior register

Holder trends· top 15 holders · shares held over 6 quarters

green added · red trimmed

Holder

2024-Q4

2025-Q1

2025-Q2

2025-Q3

2025-Q4

2026-Q1

Latest value

PRUDENTIAL FINANCIAL INC

13.0M

20.2M

20.7M

30.9M

45.9M

44.3M

$2.3B

Allianz SE

—

10.6M

$543M

BANK OF AMERICA CORP /DE/

957K

4.3M

5.2M

5.7M

6.9M

8.2M

$422M

SEI INVESTMENTS CO

—

6.1M

$312M

MORGAN STANLEY

1.7M

2.7M

3.1M

3.7M

4.4M

5.0M

$258M

LPL Financial LLC

1.7M

2.6M

2.9M

4.0M

4.8M

$248M

Corebridge Financial, Inc.

—

4.0M

$206M

ROYAL BANK OF CANADA

91K

56K

331K

269K

304K

3.9M

$198M

JONES FINANCIAL COMPANIES LLLP

448K

995K

1.4M

2.0M

2.5M

3.1M

$161M

WELLS FARGO & COMPANY/MN

225K

536K

836K

1.6M

2.3M

2.6M

$134M

AMERIPRISE FINANCIAL INC

—

1.1M

1.4M

2.1M

$107M

INDEPENDENT FINANCIAL GROUP, LLC

—

268K

1.3M

1.5M

$76M

ENVESTNET ASSET MANAGEMENT INC

270K

300K

277K

569K

497K

1.4M

$72M

Rockefeller Capital Management L.P.

668K

811K

1.6M

767K

846K

1.2M

$63M

NORDEN GROUP LLC

740K

1.7M

1.3M

1.2M

$62M

Shares reported each quarter by the largest current holders. Green = added vs the prior filing, red = trimmed, grey = roughly held; a dash is a quarter with no 13F on file (a gap is skipped, not read as an exit). 13F is filed up to 45 days after quarter-end. Up to 40 quarters (10 years) available — use the selector above.

Institutional footprint by quarter

Holder count only — too few computable %-of-shares-outstanding quarters for a % pane. Line breaks are quarters with no 13F record, never interpolated.

Quarter	Holders	Shares held	% shares out	Value held
2026-Q1	231	122,065,920	—	$6.2B
2025-Q4	199	90,495,881	—	$4.6B
2025-Q3	180	68,793,106	—	$3.5B
2025-Q2	153	51,839,812	—	$2.7B
2025-Q1	128	47,437,469	—	$2.4B
2024-Q4	85	26,776,891	—	$1.4B
2024-Q3	52	6,816,942	—

Short interest has its own tab now — open SI →

Source: SEC Form 13F — every institution manager (≥ $100M in 13F securities) reporting a long US-listed position, across ~10,250 filers over 10 years of history. 13F is long-only, US-listed, filed up to 45 days after quarter-end.

▸Register gapwho owns your peers and not you

13F

Institutional ownership· 13F filers holding PAAA · 2026-Q1 methodology → sources →

231 holders

% of shares outstanding held

—

Shares held (13F)

122,065,920

Reporting holders

231

Active share of register98.7%227 active filers

Index / screened out1.3%4 filers

Reporting holders2312026-Q1

Top-10 concentration76.0%

HHI0.1542

Effective holders6.5

Crowding percentile—

Crowding percentile withheld — no market cap for PAAA in the served universe — the cohort is size-matched, and an unmatched percentile would compare a micro-cap register to a mega-cap one.

Top holders

largest 100 of 231 · Δ vs 2025-Q4

#	Holder	Shares	Value	% of shares out	Δ QoQ
1	PRUDENTIAL FINANCIAL INC	44,277,72244.3M	$2.3B	—	TRIM -4%
2	Allianz SE	10,604,50010.6M	$543M	—	NEW
3	BANK OF AMERICA CORP /DE/	8,248,3998.2M	$422M	—	ADD 20%
4	SEI INVESTMENTS CO	6,088,8406.1M	$312M	—	NEW
5	MORGAN STANLEY	5,037,3355.0M	$258M	—	ADD 16%
6	LPL Financial LLC	4,849,1954.8M	$248M	—	ADD 20%
7	Corebridge Financial, Inc.	4,011,3144.0M	$206M	—	NEW
8	ROYAL BANK OF CANADA	3,868,0283.9M	$198M	—	ADD 1171%
9	JONES FINANCIAL COMPANIES LLLP	3,127,7903.1M	$161M	—	ADD 27%
10	WELLS FARGO & COMPANY/MN	2,620,6222.6M	$134M	—	ADD 13%
11	AMERIPRISE FINANCIAL INC	2,083,2262.1M	$107M	—	ADD 50%
12	INDEPENDENT FINANCIAL GROUP, LLC	1,493,6401.5M	$76M	—	—
13	ENVESTNET ASSET MANAGEMENT INC	1,415,1231.4M	$72M	—	ADD 185%
14	Rockefeller Capital Management L.P.	1,223,6791.2M	$63M	—	ADD 45%
15	NORDEN GROUP LLC	1,210,8991.2M	$62M	—	TRIM -3%
16	RAYMOND JAMES FINANCIAL INC	1,210,0481.2M	$62M	—	ADD 32%
17	PNC FINANCIAL SERVICES GROUP, INC.	1,203,4481.2M	$62M	—	ADD 29%
18	UBS Group AG	1,202,1491.2M	$62M	—	TRIM -10%
19	COMMONWEALTH EQUITY SERVICES, LLC	1,061,7091.1M	$54M	—	ADD 16%
20	JPMORGAN CHASE & CO	1,032,2961.0M	$53M	—	TRIM -11%
21	Pine Harbor Wealth Management, LLC	740,429740,429	$38M	—	ADD 9%
22	Cambridge Investment Research Advisors, Inc.	538,311538,311	$28M	—	ADD 92%
23	Steward Partners Investment Advisory, LLC	507,886507,886	$26M	—	ADD 6%
24	KESTRA PRIVATE WEALTH SERVICES, LLC	501,811501,811	$26M	—	—
25	Main Street Group, LTD	457,211457,211	$23M	—	ADD 187%
26	POTENTIA WEALTH	439,923439,923	$23M	—	ADD 10%
27	OSAIC HOLDINGS, INC.	426,225426,225	$22M	—	—
28	Cetera Investment Advisers	394,066394,066	$20M	—	ADD 2%
29	TRUIST FINANCIAL CORP	385,949385,949	$20M	—	ADD 86%
30	Fiduciary Group, LLC	371,793371,793	$19M	—	ADD 15%
31	Kestra Advisory Services, LLC	353,663353,663	$18M	—	ADD 40%
32	Sanctuary Advisors, LLC	348,677348,677	$18M	—	ADD 16%
33	U.S. Capital Wealth Advisors, LLC	345,542345,542	$18M	—	ADD 9%
34	Addison Capital Co	327,947327,947	$17M	—	ADD 43%
35	WNY Asset Management, LLC	322,914322,914	$17M	—	NEW
36	WealthPlan Investment Management, LLC	314,049314,049	$16M	—	NEW
37	Ameritas Advisory Services, LLC	304,930304,930	$16M	—	TRIM -31%
38	AdvisorNet Financial, Inc	304,061304,061	$16M	—	ADD 18%
39	HighTower Advisors, LLC	289,228289,228	$15M	—	TRIM -16%
40	Nilsine Partners, LLC	275,873275,873	$14M	—	TRIM -10%
41	EverSource Wealth Advisors, LLC	274,467274,467	$14M	—	TRIM -5%
42	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	245,061245,061	$13M	—	TRIM -20%
43	COMMUNITY TRUST & INVESTMENT CO	244,168244,168	$12M	—	ADD 25%
44	Tanglewood Legacy Advisors, LLC	223,556223,556	$11M	—	ADD 46%
45	LEVEL FOUR ADVISORY SERVICES, LLC	221,793221,793	$11M	—	ADD 8%
46	Hartford Financial Management Inc.	194,021194,021	$10M	—	—
47	Inscription Capital, LLC	176,076176,076	$9M	—	ADD 23%
48	Asset Allocation Strategies LLC	174,110174,110	$9M	—	ADD 322%
49	Beacon Pointe Advisors, LLC	172,255172,255	$9M	—	NEW
50	BASSO CAPITAL MANAGEMENT, L.P.	169,943169,943	$9M	—	ADD 11%
51	FLAGSHIP HARBOR ADVISORS, LLC	161,270161,270	$8M	—	TRIM -4%
52	Baird Financial Group, Inc.	159,067159,067	$8M	—	ADD 6%
53	Private Advisor Group, LLC	156,951156,951	$8M	—	ADD 19%
54	Kestra Investment Management, LLC	154,021154,021	$8M	—	NEW
55	Redhawk Wealth Advisors, Inc.	147,735147,735	$8M	—	—
56	Janney Montgomery Scott LLC	138,977138,977	$7M	—	ADD 53%
57	Ballast Rock Private Wealth LLC	137,407137,407	$7M	—	ADD 54%
58	MML INVESTORS SERVICES, LLC	130,001130,001	$7M	—	TRIM -13%
59	TOEWS CORP /ADV	127,430127,430	$7M	—	TRIM -3%
60	WealthPLAN Partners, LLC	119,872119,872	$6M	—	TRIM -66%
61	MGO ONE SEVEN LLC	118,717118,717	$6M	—	ADD 6%
62	NATIXIS ADVISORS, LLC	117,946117,946	$6M	—	ADD 48%
63	Kingsview Wealth Management, LLC	116,052116,052	$6M	—	TRIM -30%
64	PRINCIPAL FINANCIAL GROUP INC	114,151114,151	$6M	—	ADD 96%
65	Indie Asset Partners, LLC	110,259110,259	$6M	—	ADD 15%
66	STIFEL FINANCIAL CORP	109,861109,861	$6M	—	—
67	Triton Wealth Management, PLLC	109,797109,797	$6M	—	—
68	Independent Advisor Alliance	109,288109,288	$6M	—	ADD 1657%
69	Thrivent Financial for Lutherans	106,414106,414	$5M	—	ADD 19%
70	IFP Advisors, Inc	104,471104,471	$5M	—	ADD 65%
71	Cerity Partners LLC	103,673103,673	$5M	—	NEW
72	MIDDLETON & CO INC/MA	103,050103,050	$5M	—	ADD 14%
73	PREVAIL INNOVATIVE WEALTH ADVISORS, LLC	100,950100,950	$5M	—	ADD 34%
74	Hobart Private Capital, LLC	90,11990,119	$5M	—	ADD 239%
75	FIRST NATIONAL BANK OF OMAHA	89,45589,455	$5M	—	TRIM -7%
76	Able Wealth Management LLC	88,50088,500	$5M	—	ADD 51%
77	Summit Financial, LLC	87,89987,899	$5M	—	TRIM -8%
78	Argent Trust Co	84,53184,531	$4M	—	ADD 1209%
79	Essex Financial Services, Inc.	83,93383,933	$4M	—	TRIM -4%
80	Fiduciary Alliance LLC	82,02782,027	$4M	—	ADD 297%
81	BANK OF MONTREAL /CAN/	73,95073,950	$4M	—	—
82	Merit Financial Group, LLC	73,54673,546	$4M	—	ADD 40%
83	Bank of New York Mellon Corp	72,07972,079	$4M	—	ADD 16%
84	HBW ADVISORY SERVICES LLC	70,52570,525	$4M	—	ADD 458%
85	CITADEL ADVISORS LLC	66,74166,741	$3M	—	NEW
86	Concurrent Investment Advisors, LLC	63,58463,584	$3M	—	TRIM -2%
87	Gotham Asset Management, LLC	62,87762,877	$3M	—	ADD 241%
88	Atlas Wealth LLC	60,99660,996	$3M	—	TRIM -42%
89	Entelevest, LLC	60,90360,903	$3M	—	TRIM -4%
90	K2 Financial Inc.	59,76559,765	$3M	—	NEW
91	Mariner, LLC	58,48458,484	$3M	—	ADD 104%
92	Stratos Wealth Partners, LTD.	57,82657,826	$3M	—	ADD 35%
93	Prospera Financial Services Inc	54,78054,780	$3M	—	—
94	Prime Capital Investment Advisors, LLC	53,95053,950	$3M	—	ADD 3%
95	Great Diamond Partners, LLC	48,98748,987	$3M	—	ADD 15%
96	FOSTER & MOTLEY INC	48,31548,315	$2M	—	ADD 21%
97	GREAT VALLEY ADVISOR GROUP, INC.	43,84043,840	$2M	—	ADD 30%
98	Evergreen Wealth Partners LLC	41,07741,077	$2M	—	TRIM -37%
99	Farther Finance Advisors, LLC	40,90640,906	$2M	—	TRIM -35%
100	Atria Investments, Inc	40,66640,666	$2M	—	ADD 33%

Rows rank by the value each filer reported — 13F filers price their own positions, so a holder with fewer shares can rank just above one with more.

Buyers & sellers2026-Q1 vs 2025-Q4 · 163 bought / 79 sold · net +31,570,039 shares · 17.7d of ADV

Bought163 filers

Shares: 34,953,010
Value: $1.8B
Opened: 57 · 22,298,563 sh
Days of ADV: 19.6d

Sold79 filers

Shares: 3,382,971
Value: $173M
Closed: 24 · 596,075 sh
Days of ADV: 1.9d

Net (all filers) +31,570,039 sh · $1.6B · 34.9% of the prior register

Holder trends· top 15 holders · shares held over 6 quarters

green added · red trimmed

Holder

2024-Q4

2025-Q1

2025-Q2

2025-Q3

2025-Q4

2026-Q1

Latest value

PRUDENTIAL FINANCIAL INC

13.0M

20.2M

20.7M

30.9M

45.9M

44.3M

$2.3B

Allianz SE

—

10.6M

$543M

BANK OF AMERICA CORP /DE/

957K

4.3M

5.2M

5.7M

6.9M

8.2M

$422M

SEI INVESTMENTS CO

—

6.1M

$312M

MORGAN STANLEY

1.7M

2.7M

3.1M

3.7M

4.4M

5.0M

$258M

LPL Financial LLC

1.7M

2.6M

2.9M

4.0M

4.8M

$248M

Corebridge Financial, Inc.

—

4.0M

$206M

ROYAL BANK OF CANADA

91K

56K

331K

269K

304K

3.9M

$198M

JONES FINANCIAL COMPANIES LLLP

448K

995K

1.4M

2.0M

2.5M

3.1M

$161M

WELLS FARGO & COMPANY/MN

225K

536K

836K

1.6M

2.3M

2.6M

$134M

AMERIPRISE FINANCIAL INC

—

1.1M

1.4M

2.1M

$107M

INDEPENDENT FINANCIAL GROUP, LLC

—

268K

1.3M

1.5M

$76M

ENVESTNET ASSET MANAGEMENT INC

270K

300K

277K

569K

497K

1.4M

$72M

Rockefeller Capital Management L.P.

668K

811K

1.6M

767K

846K

1.2M

$63M

NORDEN GROUP LLC

740K

1.7M

1.3M

1.2M

$62M

Institutional footprint by quarter

Holder count only — too few computable %-of-shares-outstanding quarters for a % pane. Line breaks are quarters with no 13F record, never interpolated.

Quarter	Holders	Shares held	% shares out	Value held
2026-Q1	231	122,065,920	—	$6.2B
2025-Q4	199	90,495,881	—	$4.6B
2025-Q3	180	68,793,106	—	$3.5B
2025-Q2	153	51,839,812	—	$2.7B
2025-Q1	128	47,437,469	—	$2.4B
2024-Q4	85	26,776,891	—	$1.4B
2024-Q3	52	6,816,942	—

Short interest has its own tab now — open SI →

▸Register gapwho owns your peers and not you

13F

PAAA☆

Institutional ownership· 13F filers holding PAAA · 2026-Q1 methodology → sources →

Top holders

Holder trends· top 15 holders · shares held over 6 quarters

Institutional footprint by quarter

▸Register gapwho owns your peers and not you

Institutional ownership· 13F filers holding PAAA · 2026-Q1 methodology → sources →

Top holders

Holder trends· top 15 holders · shares held over 6 quarters

Institutional footprint by quarter

▸Register gapwho owns your peers and not you

PAAA