Among active 13F managers last quarter, 3 opened and 12 added, while 5 reduced; the largest holder to move was Almitas Capital LLC (+169%).
52 tracked 13F filers disclose a position in PCF as of the latest SEC 13F filings, a combined $22.1M 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 | Shares | Position value | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 1.4M | $7.7M | ▲+5.3% Added · +70K sh | Q1 2026 | |
| 2 | Morgan Stanley | 641K | $3.5M | ▲+25% Added · +130K sh | Q1 2026 | |
| 3 | Raymond James Financial Inc | 484K | $2.7M | ▲+21% Added · +83K sh | Q1 2026 | |
| 4 | Almitas Capital LLC | 209K | $1.1M | ▲+169% Added · +132K sh | Q2 2026 | |
| 5 | Samalin Investment Counsel, LLC | 150K | $822K | ▲+20% Added · +25K sh | Q2 2026 | |
| 6 | Advisors Asset Management, Inc. | 119K | $653K | ▲~0% Added · +55 sh | Q2 2026 | |
| 7 | Rivernorth Capital Management, LLC | 101K | $553K | ▼−1.4% Reduced · −1K sh | Q2 2026 | |
| 8 | Harbour Investments, Inc. | 101K | $557K | ▲+102% Added · +51K sh | Q1 2026 | |
| 9 | Osaic Holdings, Inc. | 83K | $456K | ▼−1.6% Reduced · −1K sh | Q1 2026 | |
| 10 | Blue Bell Private Wealth Management, LLC | 72K | $395K | —Held | Q2 2026 | |
| 11 | NewEdge Advisors, LLC | 62K | $338K | ▼−15% Reduced · −11K sh | Q2 2026 | |
| 12 | Melfa Wealth Management, Inc. | 61K | $334K | ▲+99% Added · +30K sh | Q2 2026 | |
| 13 | Lanark Financial, Inc. | 44K | $241K | ▲+98% Added · +22K sh | Q2 2026 | |
| 14 | Wealth Enhancement Advisory Services, LLC | 37K | $201K | ▲+2.9% Added · +1K sh | Q2 2026 | |
| 15 | Quarry LP | 37K | $201K | ▼−44% Reduced · −28K sh | Q2 2026 | |
| 16 | Mgo One Seven LLC | 35K | $191K | ▼~0% Reduced · −14 sh | Q2 2026 | |
| 17 | SeaCrest Wealth Management, LLC | 33K | $180K | ▲+12% Added · +3K sh | Q2 2026 | |
| 18 | Wells Fargo & Company | 29K | $160K | ▲+18% Added · +5K sh | Q1 2026 | |
| 19 | Cetera Investment Advisers | 24K | $134K | ▼−21% Reduced · −6K sh | Q1 2026 | |
| 20 | Silverlake Wealth Management LLC | 22K | $118K | ▼−3.2% Reduced · −718 sh | Q2 2026 | |
| 21 | Tactive Advisors, LLC | 21K | $116K | ▲+1.0% Added · +219 sh | Q2 2026 | |
| 22 | Gilman Hill Asset Management, LLC | 20K | $109K | —Held | Q2 2026 | |
| 23 | Kovack Advisors, Inc. | 19K | $107K | ▲+19% Added · +3K sh | Q2 2026 | |
| 24 | Merit Financial Group, LLC | 19K | $104K | ▲+2.5% Added · +470 sh | Q2 2026 | |
| 25 | Logan Stone Capital, LLC | 18K | $97K | ▲+18% Added · +3K sh | 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, 3 funds opened a new position in PCF and 12 added to an existing one, while 5 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 |
|---|---|---|
| Microsoft CorpMSFT | 24 funds | $1.1B |
| Alphabet Inc-CL CGOOG | 24 funds | $546.2M |
| Meta Platforms Inc-Class AMETA | 24 funds | $446.1M |
| Nvidia CorpNVDA | 23 funds | $1.6B |
| Broadcom IncAVGO | 23 funds | $694.7M |
| JPMorgan Chase & CoJPM | 23 funds | $495.4M |
| SPDR Gold SharesGLD | 23 funds | $209.2M |
| Apple IncAAPL | 22 funds | $2.1B |
| Amazon.com IncAMZN | 22 funds | $935.8M |
| Alphabet Inc-CL AGOOGL | 22 funds | $882.3M |
| Berkshire Hathaway Inc-CL BBRK/B | 22 funds | $349.8M |
| Costco Wholesale CorpCOST | 22 funds | $309.2M |
Ranked by how many of PCF's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in PCF.
Connected entities for PCF
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/PCF/capital-change-brief"
Use Arkolith's capital_change_brief for PCF. 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 PCF. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.