AI Holders Summary · Q2 2026

148 institutions reported PINE in Q2 2026. Sound Income Strategies, LLC leads at 19.5% of the visible book.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

Hide index funds / market makers / custodians(3 on this page)

#HolderValueShares% port.Quarter

Sound Income Strategies, LLC

CIK 0001730960

$26M1.2M1.15%Q2 2026 02

BlackRock, Inc.

CIK 0002012383

$19M1.1M0.00%Q1 2026 03

VANGUARD CAPITAL MANAGEMENT LLC

CIK 0002100119· Index

$11M619K0.00%Q1 2026 04

TWO SIGMA INVESTMENTS, LP

CIK 0001179392

$11M602K0.01%Q1 2026 05

HEARTLAND ADVISORS INC

CIK 0000937394

$8M464K0.42%Q4 2025 06

Invesco Ltd.

CIK 0000914208

$7M394K0.00%Q1 2026 07

GEODE CAPITAL MANAGEMENT, LLC

CIK 0001214717· Index

$6M334K0.00%Q1 2026 08

STATE STREET CORP

CIK 0000093751

$5M281K0.00%Q1 2026 09

Pacific Ridge Capital Partners, LLC

CIK 0001591546

$5M266K1.04%Q1 2026 10

Keeley-Teton Advisors, LLC

CIK 0001700530

$5M286K0.58%Q1 2025 11

State of New Jersey Common Pension Fund D

CIK 0001483066

$4M209K0.01%Q1 2026 12

Truvestments Capital LLC

CIK 0001750405

$4M204K0.66%Q1 2026 13

GABELLI FUNDS LLC

CIK 0001081407

$4M201K0.02%Q1 2026 14

MILLENNIUM MANAGEMENT LLC

CIK 0001273087

$3M190K0.00%Q1 2026 15

DIMENSIONAL FUND ADVISORS LP

CIK 0000354204· Quasi-passive

$3M186K0.00%Q1 2026 16

KENNEDY CAPITAL MANAGEMENT LLC

CIK 0000884589

$3M152K0.06%Q1 2026 17

MORGAN STANLEY

CIK 0000895421

$2M125K0.00%Q1 2026 18

Nuveen, LLC

CIK 0001871926

$2M125K0.00%Q1 2026 19

RENAISSANCE TECHNOLOGIES LLC

CIK 0001037389

$2M121K0.00%Q1 2026 20

Point72 Asset Management, L.P.

CIK 0001603466

$2M110K0.00%Q1 2026

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