PAYH Institutional Ownership & Shareholders
TRUESHRES S&P ATCLBLE HI ETF (PAYH) is currently held by 20 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $13.94M based on the latest available SEC Form 13F filings for the quarter ended September 30, 2026.
Morgan Stanley is currently the largest disclosed institutional shareholder of PAYH tracked by InsiderSet, reporting ownership valued at approximately $3.21M in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $3.03M, representing an estimated loss of -5.73% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 92% of the total disclosed PAYH value among the investors covered in this analysis. Major shareholders include Morgan Stanley, Mid-American Wealth Advisory Group, Inc., Pom Investment Strategies, Llc, and several other long-term asset managers with concentrated positions in TRUESHRES S&P ATCLBLE HI ETF (PAYH).
This page ranks the largest institutional PAYH shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
20
Total Reported Value
$13.94M
Largest Holder
Morgan Stanley
Largest Position
$3.21M
Insider Transactions (90d)
0
Latest Filing Quarter
Q3 2026
New Institutional Positions
24
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Morgan Stanley | 0.00% | 129,741 | $3,214,982 | $3,030,892 | -$184,090 | -5.73% | |
| Mid-American Wealth Advisory Group, Inc. | 0.97% | 111,000 | $2,766,110 | $2,593,082 | -$173,028 | -6.26% | |
| Pom Investment Strategies, Llc | 2.23% | 110,794 | $2,760,986 | $2,588,270 | -$172,716 | -6.26% | |
| Lloyd Advisory Services, Llc. | 0.58% | 60,991 | $1,519,891 | $1,424,817 | -$95,074 | -6.26% | |
| Beacon Capital Management, Llc | 0.10% | 27,316 | $680,726 | $638,132 | -$42,594 | -6.26% | |
| B.O.S.S. Retirement Advisors, Llc | 0.13% | 18,213 | $453,873 | $425,476 | -$28,397 | -6.26% | |
| Howard Bailey Securities, Llc | 0.17% | 17,192 | $428,421 | $401,624 | -$26,797 | -6.25% | |
| Authentikos Wealth Advisory, Llc | 0.23% | 14,231 | $352,644 | $332,452 | -$20,192 | -5.73% | |
| Integrated Advisors Network Llc | 0.02% | 14,146 | $352,519 | $330,466 | -$22,053 | -6.26% | |
| Elevated Capital Advisors, Llc | 0.06% | 9,503 | $235,496 | $222,001 | -$13,495 | -5.73% | |
| Integrated Wealth Management | 0.23% | 9,424 | $234,845 | $220,155 | -$14,690 | -6.26% | |
| Great Lakes Retirement, Inc. | 0.02% | 8,688 | $216,509 | $202,961 | -$13,548 | -6.26% | |
| Tounjian Advisory Partners, Llc | 0.07% | 6,633 | $164,376 | $154,954 | -$9,422 | -5.73% | |
| Networth Advisors, Llc | 0.08% | 5,720 | $142,553 | $133,625 | -$8,928 | -6.26% | |
| Jpmorgan Chase & Co | 0.00% | 5,611 | $138,865 | $131,079 | -$7,786 | -5.61% | |
| Key Capital Management, Inc | 0.03% | 3,410 | $84,977 | $79,661 | -$5,316 | -6.26% | |
| Kingdom Financial Group Llc. | 0.02% | 3,311 | $82,047 | $77,349 | -$4,698 | -5.73% | |
| Ifg Advisory, Llc | 0.00% | 3,014 | $74,690 | $70,410 | -$4,280 | -5.73% | |
| Decker Retirement Planning Inc. | 0.01% | 1,019 | $25,393 | $23,805 | -$1,588 | -6.25% | |
| Quest 10 Wealth Builders, Inc. | 0.00% | 243 | $6,056 | $5,677 | -$379 | -6.26% |
Frequently asked questions about PAYH
Who are the largest institutional holders of PAYH?
The largest institutional holders of PAYH reported in the latest SEC Form 13F filings include Morgan Stanley, Mid-American Wealth Advisory Group, Inc., Pom Investment Strategies, Llc, Lloyd Advisory Services, Llc., and Beacon Capital Management, Llc. InsiderSet ranks institutional holders by their latest reported PAYH position.
What is PAYH institutional ownership?
This page tracks PAYH positions reported by institutional investment managers through SEC Form 13F. TRUESHRES S&P ATCLBLE HI ETF (PAYH) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own PAYH?
InsiderSet currently tracks 20 institutional managers reporting PAYH holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of PAYH shareholders.
How much PAYH stock do institutions own?
Institutional investment managers disclosed approximately $13.94M in PAYH holdings for Q3 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was PAYH institutional ownership last updated?
The latest PAYH institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended September 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional PAYH holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its PAYH position after the reporting date.
Are institutions buying or selling PAYH?
Institutional buying and selling can be analyzed by comparing PAYH positions across consecutive 13F reporting periods. InsiderSet's PAYH Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View PAYH ownership changes.
How has PAYH institutional ownership changed over time?
InsiderSet tracks PAYH institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.