| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | BANK OF AMERICA CORP /DE/ | $2.1M | 93K | —Held | Q1 2026 | |
| 2 | WealthPlan Investment Management, LLC | $211K | 9K | ▲New +9K sh | Q1 2026 | |
| 3 | OSAIC HOLDINGS, INC. | $96K | 4K | ▲+59% Added · +2K sh | Q1 2026 | |
| 4 | UBS Group AG | $2K | 108 | ▲New +108 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 | 6 funds | $49.8B |
| APPLE INCAAPL | 6 funds | $45.9B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 6 funds | $43.1B |
| MICROSOFT CORPMSFT | 6 funds | $39.6B |
| VANGUARD VALUE ETFVTV | 6 funds | $29.1B |
| ALPHABET INC-CL AGOOGL | 6 funds | $27.9B |
| BROADCOM INCAVGO | 6 funds | $27.8B |
| VANGUARD GROWTH ETFVUG | 6 funds | $27.1B |
| AMAZON.COM INCAMZN | 6 funds | $26.5B |
| JPMORGAN CHASE & COJPM | 6 funds | $25.6B |
| ISHARES CORE MSCI EAFE ETFIEFA | 6 funds | $25.2B |
| VANGUARD S&P 500 ETFVOO | 6 funds | $20.2B |
Ranked by how many of PCFI's institutional holders also hold each name, a cross-fund conviction signal.
| Class | 13F holders | Value held |
|---|---|---|
| PCLGPOLEN FOCUS GROW | 5 funds | $44.7M |
| PCFIthis pagePOLEN FLT RATE | 4 funds | $2.4M |
| 36087T411POLEN HIGH INCOM | 3 funds | $202K |
Same issuer, multiple share classes. The consensus leaderboards count this company once across all classes; this is the per-class detail.
No filings captured for this ticker in the live stream yet.
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/PCFI/capital-change-brief"
Use Arkolith's capital_change_brief for PCFI. 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 PCFI. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.