Money Flow

Who's quietly buying it

Flows Whales Filers

Filers

314 institutions on file

PHILADELPHIA TRUST CO
TRACKED
CIK 0001110806
$1.4M
AUM
265
positions
8
filings
latest Q1 2026
Phillip James Consulting Co.
TRACKED
CIK 0002111830
$131.9M
AUM
378
positions
2
filings
latest Q1 2026
Phillips Wealth Planners LLC
TRACKED
CIK 0001962628
$132.9M
AUM
210
positions
8
filings
latest Q1 2026
PhiloSmith Capital Corp
TRACKED
CIK 0001942361
$350.6M
AUM
22
positions
8
filings
latest Q1 2026
Philosophy Capital Management LLC
TRACKED
CIK 0001869199
$1.63B
AUM
39
positions
8
filings
latest Q1 2026
Phoenix Financial Ltd.
TRACKED
CIK 0001679543
$10.55B
AUM
486
positions
8
filings
latest Q1 2026
PIAR LLC
TRACKED
CIK 0002054677
$128.5M
AUM
80
positions
6
filings
latest Q1 2026
PICKERING ENERGY PARTNERS LP
TRACKED
CIK 0001979670
$47.1M
AUM
19
positions
8
filings
latest Q1 2026
PICTON MAHONEY ASSET MANAGEMENT
TRACKED
CIK 0001539041
$13.55B
AUM
1,207
positions
8
filings
latest Q1 2026
Piedmont Capital Management, LLC
TRACKED
CIK 0001656150
$196.6M
AUM
50
positions
8
filings
latest Q1 2026
PIER 88 INVESTMENT PARTNERS LLC
TRACKED
CIK 0001697366
$401.8M
AUM
112
positions
8
filings
latest Q1 2026
Pier Capital, LLC
TRACKED
CIK 0001310051
$606.2M
AUM
122
positions
8
filings
latest Q1 2026
Pilgrim Global Advisors LLC
TRACKED
CIK 0001963918
$772.4M
AUM
3
positions
8
filings
latest Q1 2026
Pilgrim Partners Asia Pte Ltd
TRACKED
CIK 0002012674
$245.6M
AUM
122
positions
5
filings
latest Q1 2026
Pillar Financial Advisors, LLC
TRACKED
CIK 0002054958
$171.1M
AUM
106
positions
6
filings
latest Q1 2026
Pillsbury Lake Capital LLC
TRACKED
CIK 0002111915
$221.2M
AUM
32
positions
2
filings
latest Q1 2026
PINCUS CAPITAL MANAGEMENT, LP
TRACKED
CIK 0002109652
$143.6M
AUM
50
positions
2
filings
latest Q1 2026
PineBridge Investments Asia Ltd
TRACKED
CIK 0002111095
$289.3M
AUM
7
positions
2
filings
latest Q1 2026
PINEBRIDGE INVESTMENTS LLC
TRACKED
CIK 0002088548
$11.87B
AUM
489
positions
3
filings
latest Q1 2026
Pinegrove Venture Partners, LLC
TRACKED
CIK 0002011811
$2.1M
AUM
5
positions
8
filings
latest Q1 2026
Pine Ridge Advisers LLC
TRACKED
CIK 0001845915
$1.62B
AUM
40
positions
8
filings
latest Q1 2026
Pingora Partners LLC
TRACKED
CIK 0002011176
$168.7M
AUM
186
positions
8
filings
latest Q1 2026
Pinnacle Family Advisors, LLC
TRACKED
CIK 0001679064
$212.8M
AUM
135
positions
8
filings
latest Q1 2026
Pinnacle Financial Group, LLC / IL
TRACKED
CIK 0001905962
$364.8M
AUM
111
positions
8
filings
latest Q1 2026
Pinnacle Financial Partners, Inc. (PNFP, PNFP-PA, PNFP-PB, PNFP-PC)
TRACKED
CIK 0002082866
$13.07B
AUM
1,076
positions
3
filings
latest Q1 2026
Pinnacle Holdings, LLC
TRACKED
CIK 0001411784
$309.3M
AUM
233
positions
8
filings
latest Q1 2026
Pinnacle Wealth Planning Services, Inc.
TRACKED
CIK 0001726752
$968.0M
AUM
2,737
positions
8
filings
latest Q1 2026
Pinnacle West Asset Management, Inc.
TRACKED
CIK 0001975730
—
AUM
—
positions
8
filings
latest Q1 2026
PINNBROOK CAPITAL MANAGEMENT LP
TRACKED
CIK 0001856103
$383.9M
AUM
39
positions
8
filings
latest Q1 2026
PINNEY & SCOFIELD, INC.
TRACKED
CIK 0002056763
$185.4M
AUM
243
positions
6
filings
latest Q1 2026
PIN OAK INVESTMENT ADVISORS INC
TRACKED
CIK 0001094584
$141,397
AUM
503
positions
8
filings
latest Q1 2026
Pinpoint Asset Management (Singapore) Pte. Ltd.
TRACKED
CIK 0002080247
$432.6M
AUM
150
positions
4
filings
latest Q1 2026
Pioneer Family Office, LLC
TRACKED
CIK 0002135110
$303.7M
AUM
143
positions
2
filings
latest Q1 2026
PIPER SANDLER & CO.
TRACKED
CIK 0000724683
$102.0M
AUM
20
positions
8
filings
latest Q1 2026
PITCAIRN CO
TRACKED
CIK 0000315014
—
AUM
1
positions
8
filings
latest Q1 2026
Pitcairn Wealth Advisors LLC
TRACKED
CIK 0002089089
$1.09B
AUM
271
positions
2
filings
latest Q1 2026
Pitti Group Wealth Management, LLC
TRACKED
CIK 0001909664
$123.2M
AUM
81
positions
8
filings
latest Q1 2026
Pivotal bioVenture Partners Investment Advisor LLC
TRACKED
CIK 0001844645
$279.8M
AUM
13
positions
8
filings
latest Q1 2026
PJT Investments Corp.
TRACKED
CIK 0002080606
$252.3M
AUM
8
positions
4
filings
latest Q1 2026
PKS Advisory Services, LLC
TRACKED
CIK 0001605401
$430.2M
AUM
228
positions
6
filings
latest Q1 2026
Plan A Wealth LLC
TRACKED
CIK 0002093645
$208.7M
AUM
178
positions
6
filings
latest Q1 2026
PLANNING ALTERNATIVES LTD /ADV
TRACKED
CIK 0000712011
$774.8M
AUM
111
positions
8
filings
latest Q1 2026
PlanVest Financial, Inc
TRACKED
CIK 0002135239
$131.5M
AUM
565
positions
1
filings
latest Q1 2026
PLANWISER FINANCIAL, LLC
TRACKED
CIK 0002043741
$138.1M
AUM
47
positions
6
filings
latest Q1 2026
Platinum Equity Advisors, LLC/DE
TRACKED
CIK 0001803274
$8.88B
AUM
6
positions
8
filings
latest Q1 2026
PLATINUM EQUITY, LLC
TRACKED
CIK 0001228754
$32.3M
AUM
2
positions
8
filings
latest Q1 2026
PLATINUM INVESTMENT MANAGEMENT LTD
TRACKED
CIK 0001256071
$396.8M
AUM
89
positions
8
filings
latest Q1 2026
PLATINUM PARAMOUNT INVESTMENT LTD.
TRACKED
CIK 0002089123
$689.2M
AUM
2
positions
2
filings
latest Q1 2026
PL Capital Advisors, LLC
TRACKED
CIK 0001569147
$331.6M
AUM
30
positions
8
filings
latest Q1 2026
Plotkin Financial Advisors, LLC
TRACKED
CIK 0001826394
$199.1M
AUM
100
positions
8
filings
latest Q1 2026

PHILADELPHIA TRUST CO
TRACKED
CIK 0001110806
$1.4M
AUM
265
positions
8
filings
latest Q1 2026
Phillip James Consulting Co.
TRACKED
CIK 0002111830
$131.9M
AUM
378
positions
2
filings
latest Q1 2026
Phillips Wealth Planners LLC
TRACKED
CIK 0001962628
$132.9M
AUM
210
positions
8
filings
latest Q1 2026
PhiloSmith Capital Corp
TRACKED
CIK 0001942361
$350.6M
AUM
22
positions
8
filings
latest Q1 2026
Philosophy Capital Management LLC
TRACKED
CIK 0001869199
$1.63B
AUM
39
positions
8
filings
latest Q1 2026
Phoenix Financial Ltd.
TRACKED
CIK 0001679543
$10.55B
AUM
486
positions
8
filings
latest Q1 2026
PIAR LLC
TRACKED
CIK 0002054677
$128.5M
AUM
80
positions
6
filings
latest Q1 2026
PICKERING ENERGY PARTNERS LP
TRACKED
CIK 0001979670
$47.1M
AUM
19
positions
8
filings
latest Q1 2026
PICTON MAHONEY ASSET MANAGEMENT
TRACKED
CIK 0001539041
$13.55B
AUM
1,207
positions
8
filings
latest Q1 2026
Piedmont Capital Management, LLC
TRACKED
CIK 0001656150
$196.6M
AUM
50
positions
8
filings
latest Q1 2026
PIER 88 INVESTMENT PARTNERS LLC
TRACKED
CIK 0001697366
$401.8M
AUM
112
positions
8
filings
latest Q1 2026
Pier Capital, LLC
TRACKED
CIK 0001310051
$606.2M
AUM
122
positions
8
filings
latest Q1 2026
Pilgrim Global Advisors LLC
TRACKED
CIK 0001963918
$772.4M
AUM
3
positions
8
filings
latest Q1 2026
Pilgrim Partners Asia Pte Ltd
TRACKED
CIK 0002012674
$245.6M
AUM
122
positions
5
filings
latest Q1 2026
Pillar Financial Advisors, LLC
TRACKED
CIK 0002054958
$171.1M
AUM
106
positions
6
filings
latest Q1 2026
Pillsbury Lake Capital LLC
TRACKED
CIK 0002111915
$221.2M
AUM
32
positions
2
filings
latest Q1 2026
PINCUS CAPITAL MANAGEMENT, LP
TRACKED
CIK 0002109652
$143.6M
AUM
50
positions
2
filings
latest Q1 2026
PineBridge Investments Asia Ltd
TRACKED
CIK 0002111095
$289.3M
AUM
7
positions
2
filings
latest Q1 2026
PINEBRIDGE INVESTMENTS LLC
TRACKED
CIK 0002088548
$11.87B
AUM
489
positions
3
filings
latest Q1 2026
Pinegrove Venture Partners, LLC
TRACKED
CIK 0002011811
$2.1M
AUM
5
positions
8
filings
latest Q1 2026
Pine Ridge Advisers LLC
TRACKED
CIK 0001845915
$1.62B
AUM
40
positions
8
filings
latest Q1 2026
Pingora Partners LLC
TRACKED
CIK 0002011176
$168.7M
AUM
186
positions
8
filings
latest Q1 2026
Pinnacle Family Advisors, LLC
TRACKED
CIK 0001679064
$212.8M
AUM
135
positions
8
filings
latest Q1 2026
Pinnacle Financial Group, LLC / IL
TRACKED
CIK 0001905962
$364.8M
AUM
111
positions
8
filings
latest Q1 2026
Pinnacle Financial Partners, Inc. (PNFP, PNFP-PA, PNFP-PB, PNFP-PC)
TRACKED
CIK 0002082866
$13.07B
AUM
1,076
positions
3
filings
latest Q1 2026
Pinnacle Holdings, LLC
TRACKED
CIK 0001411784
$309.3M
AUM
233
positions
8
filings
latest Q1 2026
Pinnacle Wealth Planning Services, Inc.
TRACKED
CIK 0001726752
$968.0M
AUM
2,737
positions
8
filings
latest Q1 2026
Pinnacle West Asset Management, Inc.
TRACKED
CIK 0001975730
—
AUM
—
positions
8
filings
latest Q1 2026
PINNBROOK CAPITAL MANAGEMENT LP
TRACKED
CIK 0001856103
$383.9M
AUM
39
positions
8
filings
latest Q1 2026
PINNEY & SCOFIELD, INC.
TRACKED
CIK 0002056763
$185.4M
AUM
243
positions
6
filings
latest Q1 2026
PIN OAK INVESTMENT ADVISORS INC
TRACKED
CIK 0001094584
$141,397
AUM
503
positions
8
filings
latest Q1 2026
Pinpoint Asset Management (Singapore) Pte. Ltd.
TRACKED
CIK 0002080247
$432.6M
AUM
150
positions
4
filings
latest Q1 2026
Pioneer Family Office, LLC
TRACKED
CIK 0002135110
$303.7M
AUM
143
positions
2
filings
latest Q1 2026
PIPER SANDLER & CO.
TRACKED
CIK 0000724683
$102.0M
AUM
20
positions
8
filings
latest Q1 2026
PITCAIRN CO
TRACKED
CIK 0000315014
—
AUM
1
positions
8
filings
latest Q1 2026
Pitcairn Wealth Advisors LLC
TRACKED
CIK 0002089089
$1.09B
AUM
271
positions
2
filings
latest Q1 2026
Pitti Group Wealth Management, LLC
TRACKED
CIK 0001909664
$123.2M
AUM
81
positions
8
filings
latest Q1 2026
Pivotal bioVenture Partners Investment Advisor LLC
TRACKED
CIK 0001844645
$279.8M
AUM
13
positions
8
filings
latest Q1 2026
PJT Investments Corp.
TRACKED
CIK 0002080606
$252.3M
AUM
8
positions
4
filings
latest Q1 2026
PKS Advisory Services, LLC
TRACKED
CIK 0001605401
$430.2M
AUM
228
positions
6
filings
latest Q1 2026
Plan A Wealth LLC
TRACKED
CIK 0002093645
$208.7M
AUM
178
positions
6
filings
latest Q1 2026
PLANNING ALTERNATIVES LTD /ADV
TRACKED
CIK 0000712011
$774.8M
AUM
111
positions
8
filings
latest Q1 2026
PlanVest Financial, Inc
TRACKED
CIK 0002135239
$131.5M
AUM
565
positions
1
filings
latest Q1 2026
PLANWISER FINANCIAL, LLC
TRACKED
CIK 0002043741
$138.1M
AUM
47
positions
6
filings
latest Q1 2026
Platinum Equity Advisors, LLC/DE
TRACKED
CIK 0001803274
$8.88B
AUM
6
positions
8
filings
latest Q1 2026
PLATINUM EQUITY, LLC
TRACKED
CIK 0001228754
$32.3M
AUM
2
positions
8
filings
latest Q1 2026
PLATINUM INVESTMENT MANAGEMENT LTD
TRACKED
CIK 0001256071
$396.8M
AUM
89
positions
8
filings
latest Q1 2026
PLATINUM PARAMOUNT INVESTMENT LTD.
TRACKED
CIK 0002089123
$689.2M
AUM
2
positions
2
filings
latest Q1 2026
PL Capital Advisors, LLC
TRACKED
CIK 0001569147
$331.6M
AUM
30
positions
8
filings
latest Q1 2026
Plotkin Financial Advisors, LLC
TRACKED
CIK 0001826394
$199.1M
AUM
100
positions
8
filings
latest Q1 2026

Page 4 of 7

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Why this matters

A handful of institutions own most of the market — and U.S. law makes the biggest of them disclose what they hold every quarter. Money Flow decodes those filings so you can see where the smart money is going.

$135–150T: Global stock market; U.S. ≈ $75T — over half the world's equity
~41%: Owned by institutions; funds, banks & asset managers · OECD
$55–65T: Institutional holdings; the capital that actually moves prices

PHILADELPHIA TRUST CO

Phillip James Consulting Co.

Phillips Wealth Planners LLC

PhiloSmith Capital Corp

Philosophy Capital Management LLC

Phoenix Financial Ltd.

PIAR LLC

PICKERING ENERGY PARTNERS LP

PICTON MAHONEY ASSET MANAGEMENT

Piedmont Capital Management, LLC

PIER 88 INVESTMENT PARTNERS LLC

Pier Capital, LLC

Pilgrim Global Advisors LLC

Pilgrim Partners Asia Pte Ltd

Pillar Financial Advisors, LLC

Pillsbury Lake Capital LLC

PINCUS CAPITAL MANAGEMENT, LP

PineBridge Investments Asia Ltd

PINEBRIDGE INVESTMENTS LLC

Pinegrove Venture Partners, LLC

Pine Ridge Advisers LLC

Pingora Partners LLC

Pinnacle Family Advisors, LLC

Pinnacle Financial Group, LLC / IL

Pinnacle Financial Partners, Inc. (PNFP, PNFP-PA, PNFP-PB, PNFP-PC)

Pinnacle Holdings, LLC

Pinnacle Wealth Planning Services, Inc.

Pinnacle West Asset Management, Inc.

PINNBROOK CAPITAL MANAGEMENT LP

PINNEY & SCOFIELD, INC.

PIN OAK INVESTMENT ADVISORS INC

Pinpoint Asset Management (Singapore) Pte. Ltd.

Pioneer Family Office, LLC

PIPER SANDLER & CO.

PITCAIRN CO

Pitcairn Wealth Advisors LLC

Pitti Group Wealth Management, LLC

Pivotal bioVenture Partners Investment Advisor LLC

PJT Investments Corp.

PKS Advisory Services, LLC

Plan A Wealth LLC

PLANNING ALTERNATIVES LTD /ADV

PlanVest Financial, Inc

PLANWISER FINANCIAL, LLC

Platinum Equity Advisors, LLC/DE

PLATINUM EQUITY, LLC

PLATINUM INVESTMENT MANAGEMENT LTD

PLATINUM PARAMOUNT INVESTMENT LTD.

PL Capital Advisors, LLC

Plotkin Financial Advisors, LLC