PARAMETRIC EQUITY PREM INCO PAPI
$27.14
+1.3% 52w: $23.22 – $27.62
Latest 13F among current holders filed 1 month ago (May 15, 2026)
Price — last 12 months
research preview data23.2225.4227.62
Jun 20, 2025 Jul 2, 2026
Institutional holders
28
+2 QoQ
13F value
$234.9M
+26.3% QoQ
Smart-money holders
0
signal tier ≥ 2
New smart buyers
0
Q1 2026
Institutional value by quarter
Number of holders
Who owns PAPI?
Q1 2026 filings| Fund | Type | Shares | Value | % of fund | Change |
|---|---|---|---|---|---|
| MORGAN STANLEY | Bank broker | 7.3M | $200.9M | 0.0% | +15.0% |
| LPL Financial LLC | Bank broker | 246.8K | $6.8M | 0.0% | +72.9% |
| LeClair Wealth Partners LLC | Wealth advisor | 194.2K | $5.3M | 1.8% | New |
| Blue Water Asset Management | Wealth advisor | 194.2K | $5.3M | 1.8% | New |
| Private Advisor Group, LLC | Wealth advisor | 101.1K | $2.8M | 0.0% | +8.4% |
| Wayfinding Financial, LLC | Wealth advisor | 98.7K | $2.7M | 1.2% | +1.4% |
| OSAIC HOLDINGS, INC. | Wealth advisor | 94.5K | $2.6M | 0.0% | +35.3% |
| Janney Montgomery Scott LLC | Diversified mechanical | 45.0K | $1.2M | 0.0% | -37.6% |
| FIFTH THIRD BANCORP | Diversified mechanical | 28.7K | $785K | 0.0% | New |
| OLD MISSION CAPITAL LLC | Wealth advisor | 25.0K | $685K | 0.0% | +19.2% |
| LRI Investments, LLC | Wealth advisor | 25.0K | $684K | 0.1% | Held |
| GREAT VALLEY ADVISOR GROUP, INC. | Wealth advisor | 23.4K | $639K | 0.0% | New |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Market maker | 22.2K | $606K | 0.0% | -30.3% |
| COMMONWEALTH EQUITY SERVICES, LLC | Wealth advisor | 21.3K | $583K | 0.0% | -0.7% |
| FLAGSTAR ADVISORS INC | Wealth advisor | 21.0K | $580K | 0.2% | +9.0% |
| NOTTINGHAM ADVISORS, INC. | Wealth advisor | 17.5K | $479K | 0.1% | New |
| STIFEL FINANCIAL CORP | Diversified mechanical | 14.1K | $386K | 0.0% | -67.4% |
| ENVESTNET ASSET MANAGEMENT INC | Wealth advisor | 13.5K | $370K | 0.0% | +16.5% |
| Mariner, LLC | Diversified mechanical | 11.2K | $306K | 0.0% | Held |
| AGH Wealth Advisors, LLC | Other | 9.0K | $246K | 0.2% | New |
| RAYMOND JAMES FINANCIAL INC | Bank broker | 8.2K | $226K | 0.0% | New |
| COLDSTREAM CAPITAL MANAGEMENT INC | Wealth advisor | 8.0K | $220K | 0.0% | +2.1% |
| Eldridge Investment Advisors, Inc. | Wealth advisor | 7.9K | $215K | 0.0% | New |
| Manchester Capital Management LLC | Diversified mechanical | 5.2K | $141K | 0.0% | +346.9% |
| ROYAL BANK OF CANADA | Bank broker | 4.1K | $112K | 0.0% | Held |
| HARBOUR INVESTMENTS, INC. | Wealth advisor | 450 | $12K | 0.0% | Held |
| Rockefeller Capital Management L.P. | Diversified mechanical | 197 | $5K | 0.0% | +123.9% |
| Sound Income Strategies, LLC | Diversified mechanical | 166 | $5K | 0.0% | New |
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