PIFI Institutional Ownership & Shareholders
CLEARSHARES PITON INT FI ETF (PIFI) is currently held by 12 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $193.88M based on the latest available SEC Form 13F filings for the quarter ended March 31, 2026.
U.S. Capital Wealth Advisors, Llc is currently the largest disclosed institutional shareholder of PIFI tracked by InsiderSet, reporting ownership valued at approximately $94.89M in its March 31, 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 $92.89M, representing an estimated loss of -2.11% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 100% of the total disclosed PIFI value among the investors covered in this analysis. Major shareholders include U.S. Capital Wealth Advisors, Llc, Arax Advisory Partners, Retirement Planning Group, Llc, and several other long-term asset managers with concentrated positions in CLEARSHARES PITON INT FI ETF (PIFI).
This page ranks the largest institutional PIFI 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
12
Total Reported Value
$193.88M
Largest Holder
U.S. Capital Wealth Advisors, Llc
Largest Position
$94.89M
Insider Transactions (90d)
0
Latest Filing Quarter
Q1 2026
New Institutional Positions
13
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| U.S. Capital Wealth Advisors, Llc | 2.39% | 1,007,609 | $94,893,580 | $92,887,746 | -$2,005,834 | -2.11% | |
| Arax Advisory Partners | 0.61% | 984,286 | $92,038,988 | $90,737,684 | -$1,301,304 | -1.41% | |
| Retirement Planning Group, Llc | 0.08% | 36,612 | $3,321,378 | $3,375,125 | +$53,747 | +1.62% | |
| Apollon Wealth Management, Llc | 0.01% | 11,300 | $1,025,117 | $1,041,705 | +$16,588 | +1.62% | |
| Susquehanna International Group, Llp | 0.00% | 10,692 | $999,792 | $985,656 | -$14,136 | -1.41% | |
| Citadel Advisors Llc | 0.00% | 10,074 | $942,004 | $928,685 | -$13,319 | -1.41% | |
| Lpl Financial Llc | 0.00% | 5,281 | $493,818 | $486,836 | -$6,982 | -1.41% | |
| Colonial Trust Advisors | 0.01% | 1,196 | $111,879 | $110,255 | -$1,624 | -1.45% | |
| Jpmorgan Chase & Co | 0.00% | 225 | $21,156 | $20,742 | -$414 | -1.96% | |
| Ubs Group Ag | 0.00% | 218 | $20,385 | $20,097 | -$288 | -1.41% | |
| Osaic Holdings, Inc. | 0.00% | 82 | $7,746 | $7,559 | -$187 | -2.41% | |
| Morgan Stanley | 0.00% | 1 | $184 | $92 | -$92 | -49.90% |
Frequently asked questions about PIFI
Who are the largest institutional holders of PIFI?
The largest institutional holders of PIFI reported in the latest SEC Form 13F filings include U.S. Capital Wealth Advisors, Llc, Arax Advisory Partners, Retirement Planning Group, Llc, Apollon Wealth Management, Llc, and Susquehanna International Group, Llp. InsiderSet ranks institutional holders by their latest reported PIFI position.
What is PIFI institutional ownership?
This page tracks PIFI positions reported by institutional investment managers through SEC Form 13F. CLEARSHARES PITON INT FI ETF (PIFI) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own PIFI?
InsiderSet currently tracks 12 institutional managers reporting PIFI 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 PIFI shareholders.
How much PIFI stock do institutions own?
Institutional investment managers disclosed approximately $193.88M in PIFI holdings for Q1 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was PIFI institutional ownership last updated?
The latest PIFI institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended March 31, 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 PIFI 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 PIFI position after the reporting date.
Are institutions buying or selling PIFI?
Institutional buying and selling can be analyzed by comparing PIFI positions across consecutive 13F reporting periods. InsiderSet's PIFI Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View PIFI ownership changes.
How has PIFI institutional ownership changed over time?
InsiderSet tracks PIFI institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.