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PWP
Perella Weinberg Partners• Financial Services
Q3 2026 filings are still coming in. 13F filers have 45 days after the quarter ends to report, through November 14, 2026. These totals cover only the funds that have filed so far and will keep rising.
Institutional holders
23
Partial Q3 2026
Total 13F value
$9M
Filed positions so far
New positions
8
This quarter
Sold positions
3
This quarter
Top holders
Institutions with disclosed positions in this stock
| Fund | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
Wasatch Advisors Lp | $5.6M | 342.5K | 0.04% | -6.6% |
Bull Street Advisors, Llc | $1.9M | 116.2K | 0.86% | +83.6% |
Kings Path Partners Llc | $360K | 22.1K | 0.09% | Unchanged |
State Of Alaska, Department Of Revenue | $357K | 21.9K | 0.00% | +2.1% |
T3 Companies, Llc | $285K | 17.5K | 0.28% | New Position |
Atria Investments, Inc | $183K | 11.2K | 0.00% | +2.3% |
State Of Wyoming | $141K | 8.6K | 0.01% | New Position |
Assetmark, Inc | $41K | 2.5K | 0.00% | +1.9% |
Sterling Capital Management Llc | $40K | 2.5K | 0.00% | +902.0% |
Exchange Traded Concepts, Llc | $32K | 1.9K | 0.00% | New Position |
Nisa Investment Advisors, Llc | $11K | 695 | 0.00% | Unchanged |
Gamma Investing Llc | $4K | 245 | 0.00% | -43.8% |
Financial Consulate, Inc | $3K | 198 | 0.00% | New Position |
Signaturefd, Llc | $3K | 194 | 0.00% | +79.6% |
Essential Partners Llc | $3K | 161 | 0.00% | +705.0% |
Provenance Wealth Advisors, Llc | $2K | 135 | 0.00% | New Position |
True Wealth Design, Llc | $2K | 126 | 0.00% | New Position |
Corecap Advisors, Llc | $2K | 93 | 0.00% | New Position |
Wolff Wiese Magana Llc | $1K | 70 | 0.00% | Unchanged |
Farther Finance Advisors, Llc | $587 | 36 | 0.00% | -78.6% |
Parkside Financial Bank & Trust | $408 | 25 | 0.00% | New Position |
Ifp Advisors, Inc | $359 | 22 | 0.00% | -99.9% |
Covestor Ltd | $0 | 12 | 0.00% | -40.0% |