Who owns POW?
VistaShares Electrification Supercycle ETF · VistaShares
19 institutions reported holding POW, worth $29.2M, in Form 13F filings for June 30, 2026.
Top 10 institutional holders of POW
| Firm | Location | Value | Shares | Change |
|---|---|---|---|---|
| Beaumont Financial Advisors, LLC | Needham, MA | $13.2M | 424,682 | +398,135 shares |
| WT Wealth Management | Scottsdale, AZ | $7.8M | 250,880 | +24,032 shares |
| Balance Wealth Partners LLC | Worthington, OH | $2.2M | 69,598 | New position |
| Ankerstar Wealth, LLC | Leander, TX | $1.6M | 52,390 | +13,778 shares |
| Kestra Advisory Services, LLC | Austin, TX | $1.3M | 41,002 | New position |
| Mather Group, LLC. | Chicago, IL | $1.2M | 37,692 | New position |
| Delta Investment Management, LLC | San Francisco, CA | $860K | 27,752 | +10,749 shares |
| Uptick Partners, LLC | Nacogdoches, TX | $426K | 13,744 | New position |
| Wealth Enhancement Advisory Services, LLC | Plymouth, MN | $316K | 11,144 | New position |
| UBS Group AG | Zurich, Switzerland | $223K | 7,204 | +5,627 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 POW?
19 institutional managers reported holding POW in Form 13F filings for June 30, 2026, worth $29.2M in total. The largest reported position was held by Beaumont Financial Advisors, LLC, at $13.2M.
Did institutions buy or sell POW last quarter?
Reported 13F value rose 184.3% from March 31, 2026, which includes price moves as well as buying and selling. 14 firms reported a new position and 3 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 POW 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.