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/PCEF/capital-change-brief"
Use Arkolith's capital_change_brief for PCEF. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | ROYAL BANK OF CANADA | $56.1M | 3.0M | ▼−2.0% Reduced · −63K sh | Q1 2026 | |
| 2 | MORGAN STANLEY | $47.6M | 2.5M | ▲+1.2% Added · +30K sh | Q1 2026 | |
| 3 | ENVESTNET ASSET MANAGEMENT INC | $41.1M | 2.2M | ▲+13% Added · +255K sh | Q1 2026 | |
| 4 | WELLS FARGO & COMPANY/MN | $26.5M | 1.4M | ▼−15% Reduced · −256K sh | Q1 2026 | |
| 5 | Larson Financial Group LLC | $21.5M | 1.1M | ▲+20% Added · +191K sh | Q1 2026 | |
| 6 | LPL Financial LLC | $18.3M | 974K | ▼−12% Reduced · −127K sh | Q1 2026 | |
| 7 | BANK OF AMERICA CORP /DE/ | $17.9M | 952K | ▲+1.4% Added · +13K sh | Q1 2026 | |
| 8 | RAYMOND JAMES FINANCIAL INC | $10.8M | 575K | ▼−50% Reduced · −577K sh | Q1 2026 | |
| 9 | Cetera Investment Advisers | $9.2M | 491K | ▼−10% Reduced · −57K sh | Q1 2026 | |
| 10 | AMERIPRISE FINANCIAL INC | $9.1M | 481K | ▲+7.3% Added · +33K sh | Q1 2026 | |
| 11 | COMMONWEALTH EQUITY SERVICES, LLC | $7.8M | 412K | ▼−0.8% Reduced · −4K sh | Q1 2026 | |
| 12 | UBS Group AG | $5.9M | 311K | ▲+2.9% Added · +9K sh | Q1 2026 | |
| 13 | OSAIC HOLDINGS, INC. | $5.1M | 272K | ▲+91% Added · +130K sh | Q1 2026 | |
| 14 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $4.7M | 233K | ▲+26% Added · +49K sh | Q2 2026 | |
| 15 | ADELL HARRIMAN & CARPENTER INC | $3.6M | 191K | ▲+11% Added · +19K sh | Q1 2026 | |
| 16 | STEPHENS INC /AR/ | $2.1M | 112K | ▲+7.8% Added · +8K sh | Q1 2026 | |
| 17 | Rockefeller Capital Management L.P. | $2.0M | 107K | ▲+16% Added · +14K sh | Q1 2026 | |
| 18 | Merit Financial Group, LLC | $2.0M | 104K | ▼−13% Reduced · −16K sh | Q1 2026 | |
| 19 | Mariner, LLC | $1.9M | 100K | ▲+6.0% Added · +6K sh | Q1 2026 | |
| 20 | Baird Financial Group, Inc. | $1.8M | 98K | ▲+3.8% Added · +4K sh | Q1 2026 | |
| 21 | HighTower Advisors, LLC | $1.7M | 88K | ▼−5.0% Reduced · −5K sh | Q1 2026 | |
| 22 | Summit Financial, LLC | $1.5M | 81K | ▲+27% Added · +17K sh | Q1 2026 | |
| 23 | MML INVESTORS SERVICES, LLC | $1.5M | 77K | ▼−17% Reduced · −16K sh | Q1 2026 | |
| 24 | STIFEL FINANCIAL CORP | $1.3M | 68K | ▲+1.3% Added · +855 sh | Q1 2026 | |
| 25 | Cornerstone Wealth Management, LLC | $1.2M | 62K | ▲+0.8% Added · +496 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 |
|---|---|---|
| APPLE INCAAPL | 38 funds | $12.0B |
| ISHARES CORE S&P 500 ETFIVV | 38 funds | $11.8B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 38 funds | $11.6B |
| NVIDIA CORPNVDA | 38 funds | $10.5B |
| MICROSOFT CORPMSFT | 38 funds | $9.2B |
| AMAZON.COM INCAMZN | 38 funds | $6.7B |
| BROADCOM INCAVGO | 38 funds | $4.2B |
| JPMORGAN CHASE & COJPM | 38 funds | $4.1B |
| META PLATFORMS INC-CLASS AMETA | 38 funds | $3.8B |
| ALPHABET INC-CL CGOOG | 38 funds | $3.4B |
| BERKSHIRE HATHAWAY INC-CL BBRK/B | 38 funds | $3.2B |
| WALMART INCWMT | 38 funds | $2.5B |
Ranked by how many of PCEF'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 PCEF. 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.