114 tracked 13F filers disclose a position in PCEF as of the latest SEC 13F filings, a combined $352.1M 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 | 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 | Intrua Financial, LLC | $13.5M | 667K | ▲+5.0% Added · +32K sh | Q2 2026 | |
| 9 | RAYMOND JAMES FINANCIAL INC | $10.8M | 575K | ▼−50% Reduced · −577K sh | Q1 2026 | |
| 10 | Cetera Investment Advisers | $9.2M | 491K | ▼−10% Reduced · −57K sh | Q1 2026 | |
| 11 | AMERIPRISE FINANCIAL INC | $9.1M | 481K | ▲+7.3% Added · +33K sh | Q1 2026 | |
| 12 | COMMONWEALTH EQUITY SERVICES, LLC | $7.8M | 412K | ▼−0.8% Reduced · −4K sh | Q1 2026 | |
| 13 | SYKON CAPITAL LLC | $7.5M | 368K | ▲Added Added · +368K sh | Q2 2026 | |
| 14 | UBS Group AG | $5.9M | 311K | ▲+2.9% Added · +9K sh | Q1 2026 | |
| 15 | OSAIC HOLDINGS, INC. | $5.1M | 272K | ▲+91% Added · +130K sh | Q1 2026 | |
| 16 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $4.7M | 233K | ▲+26% Added · +49K sh | Q2 2026 | |
| 17 | ADELL HARRIMAN & CARPENTER INC | $3.6M | 191K | ▲+11% Added · +19K sh | Q1 2026 | |
| 18 | DUMONT & BLAKE INVESTMENT ADVISORS LLC | $2.4M | 119K | ▼−4.2% Reduced · −5K sh | Q2 2026 | |
| 19 | STEPHENS INC /AR/ | $2.4M | 118K | ▲+5.9% Added · +7K sh | Q2 2026 | |
| 20 | Rockefeller Capital Management L.P. | $2.0M | 107K | ▲+16% Added · +14K sh | Q1 2026 | |
| 21 | MML INVESTORS SERVICES, LLC | $2.1M | 101K | ▲+31% Added · +24K sh | Q2 2026 | |
| 22 | Mariner, LLC | $1.9M | 100K | ▲+6.0% Added · +6K sh | Q1 2026 | |
| 23 | Baird Financial Group, Inc. | $1.8M | 98K | ▲+3.8% Added · +4K sh | Q1 2026 | |
| 24 | Merit Financial Group, LLC | $1.9M | 95K | ▼−8.4% Reduced · −9K sh | Q2 2026 | |
| 25 | HighTower Advisors, LLC | $1.7M | 88K | ▼−5.0% Reduced · −5K 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.
Last quarter, 7 funds opened a new position in PCEF and 18 added to an existing one, while 16 reduced and 0 exited entirely — 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 | Combined value |
|---|---|---|
| APPLE INCAAPL | 58 funds | $7.5B |
| NVIDIA CORPNVDA | 58 funds | $6.0B |
| MICROSOFT CORPMSFT | 58 funds | $3.9B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 57 funds | $8.1B |
| ALPHABET INC-CL CGOOG | 57 funds | $2.4B |
| BERKSHIRE HATHAWAY INC-CL BBRK/B | 57 funds | $1.3B |
| AMAZON.COM INCAMZN | 56 funds | $3.4B |
| ALPHABET INC-CL AGOOGL | 55 funds | $2.7B |
| BROADCOM INCAVGO | 55 funds | $2.5B |
| JPMORGAN CHASE & COJPM | 55 funds | $2.1B |
| META PLATFORMS INC-CLASS AMETA | 54 funds | $1.6B |
| TESLA INCTSLA | 54 funds | $1.2B |
Ranked by how many of PCEF's institutional holders also hold each name, a cross-fund conviction signal.
No filings captured for this ticker in the live stream yet.
Connected entities for PCEF
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.
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.