Who owns PAPI?
Parametric Equity Premium Income ETF · Parametric
29 institutions reported holding PAPI, worth $264.3M, in Form 13F filings for June 30, 2026.
Top 10 institutional holders of PAPI
| Firm | Location | Value | Shares | Change |
|---|---|---|---|---|
| Morgan Stanley | New York, NY | $231.5M | 8,671,682 | +1,327,580 shares |
| LPL Financial LLC | Fort Mill, SC | $10.4M | 389,581 | +142,789 shares |
| Blue Water Asset Management | Grand Rapids, MI | $5.7M | 213,607 | +19,445 shares |
| Private Advisor Group, LLC | Morristown, NJ | $2.8M | 103,212 | +2,108 shares |
| Osaic Holdings, Inc. | Scottsdale, AZ | $2.7M | 99,865 | +5,411 shares |
| Stifel Financial Corp. | St. Louis, MO | $1.8M | 66,532 | +52,425 shares |
| Old Mission Capital LLC | Chicago, IL | $851K | 31,888 | +6,854 shares |
| Fifth Third Bancorp | Cincinnati, OH | $782K | 29,300 | +624 shares |
| Oppenheimer & Co Inc. | New York, NY | $736K | 27,572 | New position |
| Susquehanna International Group, LLP | Bala Cynwyd, PA | $706K | 26,427 | +4,272 shares |
From SEC Form 13F, for managers with $100M+ in US securities. Change compares June 30, 2026 with March 31, 2026. “New position” means no holding in the prior filing we have.
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Frequently asked questions
Who owns PAPI?
29 institutional managers reported holding PAPI in Form 13F filings for June 30, 2026, worth $264.3M in total. The largest reported position was held by Morgan Stanley, at $231.5M.
Did institutions buy or sell PAPI last quarter?
Reported 13F value rose 12.5% from March 31, 2026, which includes price moves as well as buying and selling. 6 firms reported a new position and 5 sold all of theirs.
What is a Form 13F?
A quarterly report filed with the SEC by institutional investment managers with $100 million or more in qualifying US securities. It lists their long positions at quarter end. It doesn't cover retail investors, cash, short positions, or managers under the threshold, so it shows part of a fund's ownership, not all of it.
How often is PAPI ownership data updated?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November. Positions can be up to about four and a half months old by the time a new set arrives.