$51.47

+0.01 (+0.03%)

Pre-Market: $51.50 (+0.03, +0.05%)

Weekly Expected Move ±0.1%

$51 $51 $51 $52 $52

ETF AMEX · AUM $11.3B

Overview Chart Holdings Changes Technicals Analysis Peers Institutions Dark Pool Short Interest Dividends Weather

Institutional Ownership — PAAA

294

Institutional Holders

+39 vs prior quarter

0.0%

Ownership

+0.00pp

Total Invested

New Positions

149

Increased

Reduced

Closed

0.00

Put/Call Ratio

Ownership Trends

Top Institutional Holders (309 total)

#	Holder	Shares	Value	Change	Change %	Holding Period	Filing
1	PRUDENTIAL FINANCIAL INC	52,490,323	2.7B	+8,212,601	+18.5%	12Q	SEC ↗
2	Allianz SE	10,604,500	546M	—	+0.0%	2Q	SEC ↗
3	BANK OF AMERICA CORP /DE	9,571,417	493M	+1,323,018	+16.0%	8Q	SEC ↗
4	LPL Financial LLC	6,551,711	337M	+1,702,516	+35.1%	10Q	SEC ↗
5	SEI INVESTMENTS CO	6,345,361	327M	+256,521	+4.2%	2Q	SEC ↗
6	MORGAN STANLEY	5,277,776	272M	+240,441	+4.8%	8Q	SEC ↗
7	ROYAL BANK OF CANADA	4,464,507	230M	+596,479	+15.4%	12Q	SEC ↗
8	AMERIPRISE FINANCIAL INC	4,325,095	223M	+2,241,869	+107.6%	4Q	SEC ↗
9	JONES FINANCIAL COMPANIES LLLP	4,279,043	220M	+1,151,253	+36.8%	9Q	SEC ↗
10	WELLS FARGO & COMPANY/MN	3,113,614	160M	+492,992	+18.8%	7Q	SEC ↗
11	1900 WEALTH MANAGEMENT LLC NEW	2,922,055	150M	—	+0.0%	1Q	SEC ↗
12	ENVESTNET ASSET MANAGEMENT INC	1,682,303	87M	+267,180	+18.9%	8Q	SEC ↗
13	Bank of New York Mellon Corp	1,557,567	80M	+1,485,488	+2060.9%	3Q	SEC ↗
14	RAYMOND JAMES FINANCIAL INC	1,550,918	80M	+340,870	+28.2%	6Q	SEC ↗
15	Rockefeller Capital Management L.P.	1,431,051	74M	+207,372	+16.9%	8Q	SEC ↗
16	UBS Group AG	1,352,347	70M	+150,198	+12.5%	6Q	SEC ↗
17	PNC Financial Services Group, Inc.	1,226,735	63M	+23,287	+1.9%	8Q	SEC ↗
18	COMMONWEALTH EQUITY SERVICES, LLC	1,189,608	61M	+127,899	+12.0%	9Q	SEC ↗
19	NORDEN GROUP LLC	1,098,908	57M	-111,991	-9.2%	9Q	SEC ↗
20	INDEPENDENT FINANCIAL GROUP, LLC	1,003,376	52M	-490,264	-32.8%	7Q	SEC ↗
21	Ameritas Advisory Services, LLC	937,864	48M	+632,934	+207.6%	9Q	SEC ↗
22	Pine Harbor Wealth Management, LLC	766,829	39M	+26,400	+3.6%	9Q	SEC ↗
23	HIGHLINE WEALTH PARTNERS LLC NEW	721,948	37M	—	+0.0%	1Q	SEC ↗
24	JPMORGAN CHASE & CO	657,171	34M	-375,125	-36.3%	8Q	SEC ↗
25	Insight Wealth Strategies, LLC	655,982	34M	+637,214	+3395.2%	7Q	SEC ↗
26	OSAIC HOLDINGS, INC.	623,331	32M	+197,106	+46.2%	12Q	SEC ↗
27	Main Street Group, LTD	597,202	31M	+139,991	+30.6%	3Q	SEC ↗
28	Steward Partners Investment Advisory,	573,686	30M	+65,800	+13.0%	9Q	SEC ↗
29	Roehl & Yi Investment Advisors, LLC NEW	566,344	29M	—	+0.0%	1Q	SEC ↗
30	Cambridge Investment Research Advisors	565,755	29M	+27,444	+5.1%	8Q	SEC ↗
31	Cooper Capital Advisors LLC	512,528	26M	+474,587	+1250.9%	6Q	SEC ↗
32	Cetera Investment Advisers	506,491	26M	+112,425	+28.5%	4Q	SEC ↗
33	KESTRA PRIVATE WEALTH SERVICES, LLC	502,060	26M	+249	+0.0%	8Q	SEC ↗
34	BASSO CAPITAL MANAGEMENT, L.P.	493,638	25M	+323,695	+190.5%	5Q	SEC ↗
35	Blue Trust, Inc.	451,629	23M	+445,577	+7362.5%	6Q	SEC ↗
36	BANK OF MONTREAL /CAN	449,854	23M	+375,904	+508.3%	3Q	SEC ↗
37	TRUIST FINANCIAL CORP	431,092	22M	+45,143	+11.7%	8Q	SEC ↗
38	POTENTIA WEALTH	410,021	21M	-29,902	-6.8%	4Q	SEC ↗
39	Kestra Advisory Services, LLC	387,572	20M	+33,909	+9.6%	9Q	SEC ↗
40	Fiduciary Group, LLC	379,691	20M	+7,898	+2.1%	9Q	SEC ↗
41	Arax Advisory Partners NEW	364,643	19M	—	+0.0%	1Q	SEC ↗
42	Sanctuary Advisors, LLC	360,922	19M	+12,245	+3.5%	9Q	SEC ↗
43	WealthPlan Investment Management, LLC	348,921	18M	+34,872	+11.1%	2Q	SEC ↗
44	U.S. Capital Wealth Advisors, LLC	345,542	18M	+29,266	+9.3%	6Q	SEC ↗
45	L2 Asset Management, LLC NEW	344,747	18M	—	+0.0%	1Q	SEC ↗
46	AdvisorNet Financial, Inc	338,009	17M	+33,948	+11.2%	5Q	SEC ↗
47	Addison Capital Co	323,598	17M	-4,349	-1.3%	6Q	SEC ↗
48	WNY Asset Management, LLC	315,539	16M	-7,375	-2.3%	2Q	SEC ↗
49	MGO ONE SEVEN LLC	309,063	16M	+190,346	+160.3%	7Q	SEC ↗
50	HighTower Advisors, LLC	301,015	15M	+11,787	+4.1%	7Q	SEC ↗

Recent Activity

New Positions (20)

Holder	Shares	Value
1900 WEALTH MANAGEMENT LLC	2,922,055	150M
HIGHLINE WEALTH PARTNERS LLC	721,948	37M
Roehl & Yi Investment Advisors, LLC	566,344	29M
Arax Advisory Partners	364,643	19M
L2 Asset Management, LLC	344,747	18M
Apollon Wealth Management, LLC	255,183	13M
WEALTHEDGE INVESTMENT ADVISORS, LLC	133,363	7M
EP Wealth Advisors, LLC	97,319	5M
Stonebridge Financial Group, LLC/CA	92,642	5M
49 WEALTH MANAGEMENT, LLC	92,483	5M
ALONGSIDE, LLC	92,483	5M
TOP Private Wealth LLC.	80,693	4M
Pallas Capital Advisors LLC	80,072	4M
JANE STREET GROUP, LLC	56,357	3M
Modern Wealth Management, LLC	47,950	2M
Dakota Wealth Management	35,981	2M
Vident Advisory, LLC	33,155	2M
Global Assets Advisory, LLC	31,867	2M
J.W. COLE ADVISORS, INC.	26,277	1M
Security National Bank	25,504	1M

Sold Out (20)

Holder	Prev Shares	Prev Value
Corebridge Financial, Inc.	4,011,314	206M
Tower Research Capital LLC (TRC)	243,237	13M
Independent Advisor Alliance	109,288	6M
HRT FINANCIAL LP	35,071	2M
GOLDMAN SACHS GROUP INC	30,945	2M
HM PAYSON & CO	29,359	2M
OLD MISSION CAPITAL LLC	23,970	1M
Atlantic Union Bankshares Corp	19,460	1M
CALTON & ASSOCIATES, INC.	10,594	545K
Spinnaker Investment Group, LLC	8,296	427K
PARSONS CAPITAL MANAGEMENT INC/RI	6,139	316K
Fiduciary Trust Co	6,000	309K
Secure Asset Management, LLC	5,829	300K
Capital Investment Advisors, LLC	5,648	291K
MSH Capital Advisors LLC	4,986	257K
United Community Bank	4,926	254K
Signal Advisors Wealth, LLC	4,798	247K
CAHILL FINANCIAL ADVISORS INC	4,717	243K
Saiph Capital, LLC	4,505	232K
Moors & Cabot, Inc.	4,463	230K

Biggest Increases (20)

Holder	Added	Change %	Total Shares
PRUDENTIAL FINANCIAL INC	+8,212,601	+18.5%	52,490,323
AMERIPRISE FINANCIAL INC	+2,241,869	+107.6%	4,325,095
LPL Financial LLC	+1,702,516	+35.1%	6,551,711
Bank of New York Mellon Corp	+1,485,488	+2060.9%	1,557,567
BANK OF AMERICA CORP /DE	+1,323,018	+16.0%	9,571,417
JONES FINANCIAL COMPANIES LLLP	+1,151,253	+36.8%	4,279,043
Insight Wealth Strategies, LLC	+637,214	+3395.2%	655,982
Ameritas Advisory Services, LLC	+632,934	+207.6%	937,864
ROYAL BANK OF CANADA	+596,479	+15.4%	4,464,507
WELLS FARGO & COMPANY/MN	+492,992	+18.8%	3,113,614
Cooper Capital Advisors LLC	+474,587	+1250.9%	512,528
Blue Trust, Inc.	+445,577	+7362.5%	451,629
BANK OF MONTREAL /CAN	+375,904	+508.3%	449,854
RAYMOND JAMES FINANCIAL INC	+340,870	+28.2%	1,550,918
BASSO CAPITAL MANAGEMENT, L.P.	+323,695	+190.5%	493,638
ENVESTNET ASSET MANAGEMENT INC	+267,180	+18.9%	1,682,303
SEI INVESTMENTS CO	+256,521	+4.2%	6,345,361
MORGAN STANLEY	+240,441	+4.8%	5,277,776
Rockefeller Capital Management L.P.	+207,372	+16.9%	1,431,051
OSAIC HOLDINGS, INC.	+197,106	+46.2%	623,331

Biggest Decreases (20)

Holder	Reduced	Change %	Total Shares
INDEPENDENT FINANCIAL GROUP, LLC	-490,264	-32.8%	1,003,376
JPMORGAN CHASE & CO	-375,125	-36.3%	657,171
Redhawk Wealth Advisors, Inc.	-135,337	-91.6%	12,398
NORDEN GROUP LLC	-111,991	-9.2%	1,098,908
Janney Montgomery Scott LLC	-60,734	-43.7%	78,243
POTENTIA WEALTH	-29,902	-6.8%	410,021
Nilsine Partners, LLC	-17,604	-6.4%	258,269
Atlas Wealth LLC	-16,133	-26.4%	44,863
KWB Wealth	-15,038	-49.7%	15,231
Equitable Holdings, Inc.	-14,610	-36.2%	25,798
Able Wealth Management LLC	-13,787	-15.6%	74,713
FLAGSHIP HARBOR ADVISORS, LLC	-12,288	-7.6%	148,982
WealthPLAN Partners, LLC	-11,194	-9.3%	108,678
Pasadena Private Wealth, LLC	-9,749	-50.3%	9,650
Tanglewood Legacy Advisors, LLC	-9,560	-4.3%	213,996
PRINCIPAL FINANCIAL GROUP INC	-8,975	-7.9%	105,176
Patriot Financial Group Insurance A	-8,190	-49.8%	8,270
WEALTH ENHANCEMENT ADVISORY SERVICE	-8,162	-3.3%	236,899
WNY Asset Management, LLC	-7,375	-2.3%	315,539
Concurrent Investment Advisors, LLC	-7,349	-11.6%	56,235

PAAA Institutional Ownership

Institutional Ownership — PAAA

Ownership Trends

Top Institutional Holders (309 total)

Recent Activity

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