12 institutions reported holding $18.4M of PLAINS ALL AMERN PIPELINE L (PAA) in SEC 13F filings for 2026-06-30. Largest institutional holders: WALNUT PRIVATE EQUITY PARTNERS, LLC ($13.4M), Cohen Capital Management, Inc. ($2.1M), BEACON INVESTMENT ADVISORY SERVICES, INC. ($910,434), Apella Capital, LLC ($811,231), Valeo Financial Advisors, LLC ($346,206). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | WALNUT PRIVATE EQUITY PARTNERS, LLC | $13.4M | 602,300 | Hold |
| 2 | Cohen Capital Management, Inc. | $2.1M | 95,397 | Hold |
| 3 | BEACON INVESTMENT ADVISORY SERVICES, INC. | $910,434 | 40,900 | Hold |
| 4 | Apella Capital, LLC | $811,231 | 35,769 | Added |
| 5 | Valeo Financial Advisors, LLC | $346,206 | 15,553 | Trimmed |
| 6 | Avior Wealth Management, LLC | $344,140 | 15,460 | Hold |
| 7 | ECLECTIC ASSOCIATES INC /ADV | $265,295 | 11,918 | Hold |
| 8 | Hilltop National Bank | $73,458 | 3,300 | Hold |
| 9 | ATWOOD & PALMER INC | $51,288 | 2,304 | Hold |
| 10 | CX Institutional | $27,000 | 1,200 | Hold |
| 11 | THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | $4,336 | 194 | New |
| 12 | ELEVATION WEALTH PARTNERS, LLC | $28 | 1 | Hold |
Source: SEC Form 13F filings · as of 2026-06-30