GLOBAL X FDS

$PAVE
← All companies Sign in to track
Smart money positioned

9 of the Top-200 alpha managers hold $PAVE as of the latest 13F snapshot.

13F holders
711
Insider buys · 90d
0
Congress · 90d
0

Smart Money · top-200 alpha cohort

9 holders · Q1 2026

$PAVE is held by 9 managers from the Top-Performer cohort as of Q1 2026. Position weights range from 0.00% to 0.75%, with an average of 0.14% of portfolio. Largest holder: Stamos Capital Partners, L.P. at 0.75%. A weekly Smart-Money commentary for this ticker has not been generated yet this batch — the table below shows the full cohort positioning.

01
Stamos Capital Partners, L.P.
0.75% NEW
α +10.2pts
02
CV Advisors LLC
0.27% held
α +29.1pts
03
Gentry Private Wealth, LLC
0.13% held
α +22.9pts
04
Courier Capital LLC
0.09% held
α +14.9pts
05
ProVise Management Group, LLC
0.02% held
α +11.2pts

Smart Money shows holdings from our Top-Performer cohort — the 200 highest-alpha manager_13f funds in our universe. Position weight (current quarter) and QoQ delta versus prior quarter. α is the manager's annual alpha vs benchmark.

Institutional holders

Top 10 of 711 · Source: 13F-HR
01
WealthTrust Axiom LLC
3.63% of portfolio
8,938,139 sh
02
Taconic Capital Advisors LP
0.12% of portfolio
8,675,381 sh
03
RE Dickinson Investment Advisors, LLC
0.28% of portfolio
6,692,221 sh
04
State Farm Mutual Automobile Insurance Co.
0.03% of portfolio
6,408,588 sh
05
Marquette Asset Management, LLC
0.06% of portfolio
4,087,573 sh
06
Sheaff Brock Investment Advisors, LLC
0.15% of portfolio
4,064,053 sh
07
Mullooly Asset Management, Inc.
2.36% of portfolio
2,695,326 sh
08
Evensky & Katz LLC
0.05% of portfolio
2,496,216 sh
09
Obsidian Personal Planning Solutions LLC
1.67% of portfolio
2,036,618 sh
10
Meridian Wealth Advisors, LLC
5.64% of portfolio
1,968,466 sh
See all 711 13F holders · Pro →

Insider activity · last 90 days

No insider activity

No Form 4 filings on record for $PAVE in the recent window.

Congress trades · last 90 days

No Congress trades

No STOCK Act filings reference $PAVE in the recent window.

Source data: SEC EDGAR · 13F-HR · Form 4 · U.S. House Clerk PTR (disclosures-clerk.house.gov) · Senate eFD (senate.gov) · Last refreshed 07:08 UTC.