Among active 13F managers last quarter, 1 opened and 5 added, while 1 reduced; the largest holder to move was Blue Water Asset Management (+10%).
27 tracked 13F filers disclose a position in PAPI as of the latest SEC 13F filings, a combined $227.4M in reported value. 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 | Shares | Position value | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | Morgan Stanley | 7.3M | $200.9M | ▲+15% Added · +956K sh | Q1 2026 | |
| 2 | LPL Financial LLC | 247K | $6.8M | ▲+73% Added · +104K sh | Q1 2026 | |
| 3 | Blue Water Asset Management | 214K | $5.7M | ▲+10% Added · +19K sh | Q2 2026 | |
| 4 | Private Advisor Group, LLC | 103K | $2.8M | ▲+2.1% Added · +2K sh | Q2 2026 | |
| 5 | Osaic Holdings, Inc. | 94K | $2.6M | ▲+35% Added · +25K sh | Q1 2026 | |
| 6 | Fifth Third Bancorp | 29K | $785K | ▲New +29K sh | Q1 2026 | |
| 7 | Oppenheimer & Co Inc | 28K | $736K | ▲New +28K sh | Q2 2026 | |
| 8 | Old Mission Capital LLC | 25K | $685K | ▲+19% Added · +4K sh | Q1 2026 | |
| 9 | LRI Investments, LLC | 25K | $668K | —Held | Q2 2026 | |
| 10 | Susquehanna International Group, LLP | 22K | $606K | ▼−30% Reduced · −10K sh | Q1 2026 | |
| 11 | Commonwealth Equity Services, LLC | 21K | $583K | ▼−0.7% Reduced · −158 sh | Q1 2026 | |
| 12 | Flagstar Securities, Inc | 21K | $566K | ▲~0% Added · +4 sh | Q2 2026 | |
| 13 | Great Valley Advisor Group, Inc. | 19K | $506K | ▼−19% Reduced · −4K sh | Q2 2026 | |
| 14 | Nottingham Advisors, Inc. | 19K | $509K | ▲+5.7% Added · +1K sh | Q2 2026 | |
| 15 | Arkadios Wealth Advisors | 16K | $426K | ▲New +16K sh | Q2 2026 | |
| 16 | Stifel Financial Corp | 14K | $386K | ▼−67% Reduced · −29K sh | Q1 2026 | |
| 17 | Envestnet Asset Management Inc | 14K | $370K | ▲+17% Added · +2K sh | Q1 2026 | |
| 18 | AGH Wealth Advisors, LLC | 13K | $351K | ▲+46% Added · +4K sh | Q2 2026 | |
| 19 | Davenport & Co LLC | 12K | $322K | ▲New +12K sh | Q2 2026 | |
| 20 | Mariner, LLC | 11K | $306K | —Held | Q1 2026 | |
| 21 | Eldridge Investment Advisors, Inc. | 8K | $223K | ▲+6.3% Added · +500 sh | Q2 2026 | |
| 22 | Raymond James Financial Inc | 8K | $226K | ▲New +8K sh | Q1 2026 | |
| 23 | Coldstream Capital Management Inc | 8K | $215K | —Held | Q2 2026 | |
| 24 | Royal Bank Of Canada | 4K | $112K | —Held | Q1 2026 | |
| 25 | Global Retirement Partners, LLC | 4K | $103K | —Held | Q2 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.
Last quarter, 1 fund opened a new position in PAPI and 5 added to an existing one, while 1 reduced. Based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).
| Company | Co-held by | Their position there |
|---|---|---|
| SS SPDR S&P 500 ETF Trust-USSPY | 11 funds | $746.7M |
| Ishares Core S&P 500 ETFIVV | 10 funds | $1.1B |
| Nvidia CorpNVDA | 10 funds | $872.4M |
| Vanguard S&P 500 ETFVOO | 10 funds | $793.5M |
| Invesco QQQ Trust Series 1QQQ | 10 funds | $548.4M |
| Vanguard Total Stock MKT ETFVTI | 10 funds | $202.6M |
| JPMorgan Equity Premium IncoJEPI | 10 funds | $132.8M |
| SS SPDR Dow Jones Indus AvgDIA | 10 funds | $33.7M |
| Microsoft CorpMSFT | 9 funds | $980.8M |
| Apple IncAAPL | 9 funds | $959.2M |
| Ishares Core Msci EmergingIEMG | 9 funds | $740.8M |
| Amazon.com IncAMZN | 9 funds | $553.7M |
Ranked by how many of PAPI's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in PAPI.
| Class | 13F holders | Value held |
|---|---|---|
| EVTRmc | 179 funds | $4.1B |
| EVSMmc | 99 funds | $415.6M |
| CVIEFUND | 85 funds | $289.0M |
| CVLCFUND | 80 funds | $560.3M |
| EVSDmc | 78 funds | $803.1M |
| XAGGmc | 72 funds | $588.6M |
| EVMOmc | 57 funds | $625.5M |
| EVLNmc | 52 funds | $1.2B |
Same issuer, multiple share classes. The consensus leaderboards count this company once across all classes; this is the per-class detail.
No filings captured for this ticker in the live stream yet.
Connected entities for PAPI
This ETF page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/stocks/PAPI/capital-change-brief"
Use Arkolith's capital_change_brief for PAPI. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
13F holdings + quarter-over-quarter ownership changes + 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.