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/PAUG/capital-change-brief"
Use Arkolith's capital_change_brief for PAUG. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | ALLIANCEBERNSTEIN L.P. | $137.3M | 3.2M | ▼−3.5% Reduced · −117K sh | Q1 2026 | |
| 2 | OSAIC HOLDINGS, INC. | $33.8M | 792K | ▼−44% Reduced · −624K sh | Q1 2026 | |
| 3 | COMMONWEALTH EQUITY SERVICES, LLC | $25.0M | 585K | ▼−2.2% Reduced · −13K sh | Q1 2026 | |
| 4 | Focus Partners Wealth | $21.9M | 513K | ▼−9.4% Reduced · −53K sh | Q1 2026 | |
| 5 | Cresset Asset Management, LLC | $19.1M | 447K | ▼−2.7% Reduced · −13K sh | Q1 2026 | |
| 6 | Kestra Advisory Services, LLC | $17.4M | 408K | ▲+37% Added · +110K sh | Q1 2026 | |
| 7 | BLAIR WILLIAM & CO/IL | $17.3M | 404K | ▼−6.3% Reduced · −27K sh | Q1 2026 | |
| 8 | HighTower Advisors, LLC | $17.3M | 404K | ▲+1.9% Added · +8K sh | Q1 2026 | |
| 9 | Cetera Investment Advisers | $13.6M | 319K | ▼−5.0% Reduced · −17K sh | Q1 2026 | |
| 10 | RAYMOND JAMES FINANCIAL INC | $13.1M | 307K | ▼−4.7% Reduced · −15K sh | Q1 2026 | |
| 11 | Creative Planning | $11.5M | 270K | ▲New +270K sh | Q1 2026 | |
| 12 | LPL Financial LLC | $10.8M | 254K | ▼−3.4% Reduced · −9K sh | Q1 2026 | |
| 13 | Advisory Alpha, LLC | $9.9M | 231K | ▲+0.3% Added · +791 sh | Q1 2026 | |
| 14 | TRUIST FINANCIAL CORP | $9.8M | 229K | ▼−0.4% Reduced · −1K sh | Q1 2026 | |
| 15 | ENVESTNET ASSET MANAGEMENT INC | $9.4M | 220K | ▼−24% Reduced · −71K sh | Q1 2026 | |
| 16 | Beacon Pointe Advisors, LLC | $8.2M | 192K | ▼−0.9% Reduced · −2K sh | Q1 2026 | |
| 17 | Composition Wealth, LLC | $7.0M | 165K | ▼−7.5% Reduced · −13K sh | Q1 2026 | |
| 18 | Cerity Partners LLC | $7.0M | 163K | ▼−7.6% Reduced · −13K sh | Q1 2026 | |
| 19 | CoreCap Advisors, LLC | $6.5M | 151K | ▼−1.1% Reduced · −2K sh | Q1 2026 | |
| 20 | Curated Wealth Partners LLC | Withheld | 150K | ▲23× Added · +143K sh | Q2 2026 | |
| 21 | Concurrent Investment Advisors, LLC | $6.3M | 147K | ▼−1.4% Reduced · −2K sh | Q1 2026 | |
| 22 | Cornerstone Wealth, LLC/TN | $6.3M | 141K | ▲New +141K sh | Q1 2026 | |
| 23 | McAlister, Sweet & Associates, Inc. | $5.6M | 124K | ▼−0.1% Reduced · −124 sh | Q2 2026 | |
| 24 | Southland Equity Partners LLC | $3.8M | 82K | ▼−3.0% Reduced · −3K sh | Q2 2026 | |
| 25 | Trek Financial, LLC | $3.5M | 81K | ▼−1.5% Reduced · −1K 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.
| Company | Co-held by | Combined value |
|---|---|---|
| NVIDIA CORPNVDA | 56 funds | $13.9B |
| MICROSOFT CORPMSFT | 56 funds | $11.3B |
| AMAZON.COM INCAMZN | 56 funds | $9.6B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 56 funds | $9.6B |
| ALPHABET INC-CL AGOOGL | 56 funds | $8.0B |
| META PLATFORMS INC-CLASS AMETA | 56 funds | $5.6B |
| JPMORGAN CHASE & COJPM | 56 funds | $5.3B |
| ALPHABET INC-CL CGOOG | 56 funds | $5.1B |
| VANGUARD FTSE DEVELOPED ETFVEA | 56 funds | $4.3B |
| BERKSHIRE HATHAWAY INC-CL BBRK/B | 56 funds | $4.0B |
| VANGUARD VALUE ETFVTV | 56 funds | $3.6B |
| COSTCO WHOLESALE CORPCOST | 56 funds | $3.0B |
Ranked by how many of PAUG's institutional holders also hold each name, a cross-fund conviction signal. Via the MCP server (ticker.co_held).
No filings captured for this ticker in the live stream yet.
13F holdings + quarter-over-quarter ownership changes + end-of-day price history + the live filing stream, joined for PAUG. 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.