PCBIX

Principal Midcap Fund-InstETF$39.75 0.86%
UnclassifiedCUSIP 74253Q747· EOD Sep 11, 2026

Among active 13F managers last quarter, 1 opened and none reduced or exited; the largest holder to move was McIlrath & Eck, LLC (new position).

Tracked 13F holders
3
1 in Q2 2026 filings
13F value (tracked)
$1.2M
13F moves · latest Q
1 added
0 reduced

Price & smart-money activity

$39.75 0.86%5Y -6.4%
$27.78$33.61$39.43$45.25$51.08202120222023202420252026
Hover for who · click for detailEnd-of-day closing prices52w $36.97 – $48.46

Who owns PCBIX?

3 tracked 13F filers · ranked by shares held

3 tracked 13F filers disclose a position in PCBIX as of the latest SEC 13F filings, a combined $1.2M 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.

#FundSharesPosition valueLast moveAs ofHistory
1Moody Lynn Lieberson & Walker, LLC24K
$960K
Held
Q2 2026
2Oakworth Capital, Inc.5K
$209K
Held
Q1 2026
3McIlrath & Eck, LLC129
$5K
New
+129 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.

Is PCBIX being bought or sold by institutions?

Last quarter, 1 fund opened a new position in PCBIX, while none reduced or exited. Based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).

Opened
1
fund took a first position

Funds that own PCBIX also own

CompanyCo-held byTheir position there
Ishares Russell 1000 Value EIWD3 funds$185.1M
Ishares Russell 1000 GrowthIWF3 funds$157.8M
Vanguard Ftse Developed ETFVEA3 funds$150.6M
Alphabet Inc-CL AGOOGL3 funds$148.9M
Nvidia CorpNVDA3 funds$145.4M
Apple IncAAPL3 funds$136.0M
Microsoft CorpMSFT3 funds$133.2M
JPMorgan Chase & CoJPM3 funds$125.2M
Broadcom IncAVGO3 funds$123.1M
Ishares Russell Mid-Cap ETFIWR3 funds$119.1M
SPDR Gold SharesGLD3 funds$114.8M
Eli Lilly & CoLLY3 funds$102.5M

Ranked by how many of PCBIX's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in PCBIX.

Institutional ownership over time

1 tracked filers in Q2 2026 filingsstill filing
023Q3 2024Q1 2025Q3 2025Q1 2026Q2 2026
tracked filers holding their reported valueQ2 2026 filings so far: $960K
Each bar counts tracked filers with a position in that quarter's filings, so the newest bar excludes filers still on an earlier quarter. Arkolith's tracked universe has grown over this window; part of any long-run rise is coverage, not new buyers.

Share classes

Class13F holdersValue held
PCBIXthis pageOPEN END TAXABLE NO LOAD FUND3 funds$1.2M
74253Q580NTF EQUITY FUNDS1 funds$28K

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

Recent filings

0 most recent

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

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Ask your agent what changed in PCBIX

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.

Copy-paste
curl -H "Authorization: Bearer YOUR_API_KEY" \
  "https://arkolith.com/api/v1/stocks/PCBIX/capital-change-brief"
Ask your agent
Use Arkolith's capital_change_brief for PCBIX.
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 PCBIX. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.