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/PCMM/capital-change-brief"
Use Arkolith's capital_change_brief for PCMM. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | Gradient Investments LLC | $26.2M | 526K | ▼−34% Reduced · −267K sh | Q2 2026 | |
| 2 | ENVESTNET ASSET MANAGEMENT INC | $9.7M | 198K | ▲+23% Added · +37K sh | Q1 2026 | |
| 3 | &PARTNERS | $8.2M | 167K | ▲+20% Added · +28K sh | Q1 2026 | |
| 4 | NewEdge Wealth, LLC | $4.7M | 97K | ▲+6.3% Added · +6K sh | Q1 2026 | |
| 5 | FOUNDATIONS INVESTMENT ADVISORS, LLC | $3.6M | 73K | ▲+159% Added · +45K sh | Q1 2026 | |
| 6 | Orion Porfolio Solutions, LLC | $3.5M | 71K | ▼−36% Reduced · −39K sh | Q1 2026 | |
| 7 | STIFEL FINANCIAL CORP | $3.4M | 70K | ▲+16% Added · +10K sh | Q1 2026 | |
| 8 | Compound Planning, Inc. | $3.3M | 67K | ▼−6.2% Reduced · −4K sh | Q1 2026 | |
| 9 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $3.3M | 66K | ▲New +66K sh | Q2 2026 | |
| 10 | Brown Financial Advisors | $2.6M | 53K | ▲+32% Added · +13K sh | Q1 2026 | |
| 11 | MML INVESTORS SERVICES, LLC | $2.5M | 51K | ▲+194% Added · +33K sh | Q1 2026 | |
| 12 | Inspire Advisors, LLC | $2.4M | 49K | ▲+22% Added · +9K sh | Q1 2026 | |
| 13 | Kingsview Wealth Management, LLC | $1.6M | 32K | ▲+15% Added · +4K sh | Q1 2026 | |
| 14 | Farther Finance Advisors, LLC | $1.5M | 30K | ▼−2.3% Reduced · −713 sh | Q1 2026 | |
| 15 | JANE STREET GROUP, LLC | $1.4M | 28K | ▼−55% Reduced · −35K sh | Q1 2026 | |
| 16 | CWM, LLC | $1.4M | 28K | ▲+35% Added · +7K sh | Q1 2026 | |
| 17 | Prime Capital Investment Advisors, LLC | $1.3M | 27K | ▼−28% Reduced · −10K sh | Q1 2026 | |
| 18 | Green Ridge Wealth Planning LLC | $1.3M | 26K | ▲+166% Added · +16K sh | Q2 2026 | |
| 19 | Sanctuary Advisors, LLC | $1.2M | 25K | ▲+4.4% Added · +1K sh | Q1 2026 | |
| 20 | Savvy Advisors, Inc. | $1.2M | 24K | ▼−6.0% Reduced · −2K sh | Q1 2026 | |
| 21 | CITADEL ADVISORS LLC | $1.2M | 24K | ▲+222% Added · +16K sh | Q1 2026 | |
| 22 | Paladin Wealth, LLC | $1.1M | 21K | ▼−24% Reduced · −7K sh | Q2 2026 | |
| 23 | Chicago Partners Investment Group LLC | $895K | 18K | ▼−3.9% Reduced · −735 sh | Q1 2026 | |
| 24 | WOLFF WIESE MAGANA LLC | $874K | 18K | ▼−2.8% Reduced · −514 sh | Q2 2026 | |
| 25 | MGO ONE SEVEN LLC | $836K | 17K | ▲+2.4% Added · +397 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 | 21 funds | $8.3B |
| ISHARES CORE S&P 500 ETFIVV | 21 funds | $7.6B |
| MICROSOFT CORPMSFT | 21 funds | $4.8B |
| ALPHABET INC-CL AGOOGL | 21 funds | $3.5B |
| BROADCOM INCAVGO | 21 funds | $3.0B |
| META PLATFORMS INC-CLASS AMETA | 21 funds | $2.9B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 21 funds | $2.8B |
| JPMORGAN CHASE & COJPM | 21 funds | $2.7B |
| ALPHABET INC-CL CGOOG | 21 funds | $2.1B |
| ISHARES CORE U.S. AGGREGATEAGG | 21 funds | $1.9B |
| TAIWAN SEMICONDUCTOR-SP ADRTSM | 21 funds | $1.9B |
| TESLA INCTSLA | 21 funds | $1.7B |
Ranked by how many of PCMM'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 PCMM. 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.