PAPI

Parametric Equity Prem Inco$26.55 0.15%
UnclassifiedUSCUSIP 61774R866· EOD Jun 5, 2026◍ Confluence graph
Tracked 13F Holders
18
-1 QoQ
13F Value (tracked)
$218.0M
Insider Net · 180d
$0
0↑ 0↓
Recent Filings
0
Smart-money sentimentBullish
BearishBullish
13F funds (latest Q)4 adding · 0 trimming
Insider net (180d)$0

Price & smart-money activity

$26.55 0.15%3Y +7.1%
$23.71$24.98$26.25$27.53$28.8020232024202520263242324
Hover for who · click for detailEnd-of-day closing prices52w $24.92 – $28.45
Build

Use PAPI data in an agent

The public view is the crawlable proof. The same sourced dataset is available through REST and MCP for agents, research scripts, and back-office tools.

Build

Ask your agent who owns PAPI

This stock page is the Follow view. The Build view lets your agent query PAPI owners, fund changes, insider filings, and source links through REST or MCP.

Copy-paste
curl -H "Authorization: Bearer YOUR_API_KEY" \
  "https://arkolith.com/api/v1/stocks/PAPI"
Ask your agent
Use Arkolith to show who owns PAPI,
which funds added or reduced it, and which
SEC filings prove each claim.

Top institutional holders

18 tracked 13F filers
#FundPosition valueSharesLast moveAs ofHistory
1MORGAN STANLEY
$200.9M
7.3M
+15%
Added · +956K sh
Q1 2026
2LPL Financial LLC
$6.8M
247K
+73%
Added · +104K sh
Q1 2026
3Private Advisor Group, LLC
$2.8M
101K
+8.4%
Added · +8K sh
Q1 2026
4OSAIC HOLDINGS, INC.
$2.6M
94K
+35%
Added · +25K sh
Q1 2026
5FIFTH THIRD BANCORP
$785K
29K
New
+29K sh
Q1 2026
6OLD MISSION CAPITAL LLC
$685K
25K
+19%
Added · +4K sh
Q1 2026
7GREAT VALLEY ADVISOR GROUP, INC.
$639K
23K
+381%
Added · +19K sh
Q1 2026
8SUSQUEHANNA INTERNATIONAL GROUP, LLP
$606K
22K
−30%
Reduced · −10K sh
Q1 2026
9COMMONWEALTH EQUITY SERVICES, LLC
$583K
21K
−0.7%
Reduced · −158 sh
Q1 2026
10STIFEL FINANCIAL CORP
$386K
14K
−67%
Reduced · −29K sh
Q1 2026
11ENVESTNET ASSET MANAGEMENT INC
$370K
14K
+17%
Added · +2K sh
Q1 2026
12Mariner, LLC
$306K
11K
Held
Q1 2026
13RAYMOND JAMES FINANCIAL INC
$226K
8K
New
+8K sh
Q1 2026
14COLDSTREAM CAPITAL MANAGEMENT INC
$220K
8K
+2.1%
Added · +166 sh
Q1 2026
15ROYAL BANK OF CANADA
$112K
4K
Held
Q1 2026
16HARBOUR INVESTMENTS, INC.
$12K
450
Held
Q1 2026
17Rockefeller Capital Management L.P.
$5K
197
+124%
Added · +109 sh
Q1 2026
18Sound Income Strategies, LLC
$5K
166
New
+166 sh
Q1 2026

Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.

Fund activity: latest quarter

Opened (NEW)
1
funds
Added
3
funds
Reduced
0
funds
Exited
0
funds

Insider activity (Form 4)

No Form 4 insider transactions on file yet.

Institutional ownership over time

18 funds+14 since Q4 2023
01019Q4 2023Q2 2024Q4 2024Q2 2025Q4 2025Q1 2026
funds holding aggregate valuelatest $218.0M

Share classes

Class13F holdersValue held
EVTRmc90 funds$3.5B
EVSMmc59 funds$342.0M
CVIEFUND48 funds$221.9M
XAGGmc42 funds$498.0M
EVSDmc41 funds$696.6M
CVLCFUND41 funds$222.8M
EVMOmc36 funds$524.2M
EVLNmc35 funds$1.1B

Same issuer, multiple share classes. The consensus leaderboards count this company once across all classes; this is the per-class detail.

Funds that own PAPI also own

CompanyCo-held byCombined value
APPLE INCAAPL6 funds$2.8B
MICROSOFT CORPMSFT6 funds$2.8B
SS SPDR S&P 500 ETF TRUST-USSPY6 funds$2.5B
NVIDIA CORPNVDA6 funds$2.4B
AMAZON.COM INCAMZN6 funds$1.8B
ISHARES CORE S&P 500 ETFIVV6 funds$1.7B
ALPHABET INC-CL AGOOGL6 funds$1.6B
VANGUARD S&P 500 ETFVOO6 funds$1.3B
BROADCOM INCAVGO6 funds$1.2B
INVESCO QQQ TRUST SERIES 1QQQ6 funds$1.1B
ALPHABET INC-CL CGOOG6 funds$997.3M
JPMORGAN CHASE & COJPM6 funds$994.3M

Ranked by how many of PAPI's institutional holders also hold each name, a cross-fund conviction signal. Via the MCP server (ticker.co_held).

Recent filings

0 shown

No filings captured for this ticker in the live stream yet.

Browse more

13F holdings + Form 4 insider transactions + end-of-day price history + the live filing stream, joined for PAPI. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes. Every panel above is one call to the Arkolith API & MCP server.