71 tracked 13F filers disclose a position in PCMM as of the latest SEC 13F filings, a combined $135.4M 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 | 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 | Carrera Capital Advisors | $9.3M | 187K | ▼−21% Reduced · −49K sh | Q2 2026 | |
| 4 | &PARTNERS | $5.8M | 117K | ▼−30% Reduced · −50K sh | Q2 2026 | |
| 5 | NewEdge Wealth, LLC | $4.6M | 93K | ▼−3.8% Reduced · −4K sh | Q2 2026 | |
| 6 | MML INVESTORS SERVICES, LLC | $4.2M | 84K | ▲+67% Added · +34K sh | Q2 2026 | |
| 7 | Impact Partnership Wealth, LLC | $4.0M | 80K | ▲+42% Added · +24K sh | Q2 2026 | |
| 8 | FOUNDATIONS INVESTMENT ADVISORS, LLC | $3.6M | 73K | ▲+159% Added · +45K sh | Q1 2026 | |
| 9 | WT Wealth Management | $3.5M | 71K | ▼−17% Reduced · −14K sh | Q2 2026 | |
| 10 | Orion Porfolio Solutions, LLC | $3.5M | 71K | ▼−36% Reduced · −39K sh | Q1 2026 | |
| 11 | STIFEL FINANCIAL CORP | $3.4M | 70K | ▲+16% Added · +10K sh | Q1 2026 | |
| 12 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $3.3M | 66K | ▲New +66K sh | Q2 2026 | |
| 13 | Compound Planning, Inc. | $3.2M | 65K | ▼−3.7% Reduced · −2K sh | Q2 2026 | |
| 14 | Mattson Financial Services, LLC | $3.1M | 62K | ▼−27% Reduced · −24K sh | Q2 2026 | |
| 15 | Balance Wealth Partners LLC | $3.0M | 60K | ▲+2.3% Added · +1K sh | Q2 2026 | |
| 16 | Inspire Advisors, LLC | $2.4M | 49K | ▲+22% Added · +9K sh | Q1 2026 | |
| 17 | Signal Advisors Wealth, LLC | $2.3M | 46K | ▼−1.2% Reduced · −563 sh | Q2 2026 | |
| 18 | Lord & Richards Wealth Management, LLC | $2.3M | 45K | ▼−2.5% Reduced · −1K sh | Q2 2026 | |
| 19 | Markowski Investments | $2.0M | 41K | ▲New +41K sh | Q2 2026 | |
| 20 | COMPASS FINANCIAL MANAGEMENT LLC | $2.0M | 40K | ▲New +40K sh | Q2 2026 | |
| 21 | Brown Financial Advisors | $1.8M | 37K | ▼−31% Reduced · −16K sh | Q3 2026 | |
| 22 | Capital Investment Advisory Services, LLC | $1.7M | 35K | ▲+7.8% Added · +3K sh | Q2 2026 | |
| 23 | Camarda Financial Advisors, LLC | $1.6M | 33K | ▲+6.9% Added · +2K sh | Q2 2026 | |
| 24 | Farther Finance Advisors, LLC | $1.5M | 30K | ▼−2.3% Reduced · −713 sh | Q1 2026 | |
| 25 | JANE STREET GROUP, LLC | $1.4M | 28K | ▼−55% Reduced · −35K 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, 2 funds opened a new position in PCMM and 13 added to an existing one, while 19 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 | 34 funds | $4.0B |
| INVESCO QQQ TRUST SERIES 1QQQ | 33 funds | $1.0B |
| NVIDIA CORPNVDA | 32 funds | $5.7B |
| AMAZON.COM INCAMZN | 32 funds | $3.0B |
| MICROSOFT CORPMSFT | 32 funds | $2.5B |
| ALPHABET INC-CL AGOOGL | 32 funds | $1.9B |
| COSTCO WHOLESALE CORPCOST | 32 funds | $848.3M |
| META PLATFORMS INC-CLASS AMETA | 31 funds | $1.7B |
| VANGUARD TOTAL STOCK MKT ETFVTI | 31 funds | $1.5B |
| ELI LILLY & COLLY | 31 funds | $809.1M |
| ISHARES CORE S&P 500 ETFIVV | 30 funds | $5.8B |
| BROADCOM INCAVGO | 30 funds | $1.9B |
Ranked by how many of PCMM's institutional holders also hold each name, a cross-fund conviction signal.
| Class | 13F holders | Value held |
|---|---|---|
| XTENUIT EXCHANGE TRADED | 167 funds | $960.3M |
| XHLFmc | 125 funds | $1.1B |
| XONEmc | 97 funds | $503.6M |
| PCMMthis pageUIT EXCHANGE TRADED | 71 funds | $135.4M |
| XEMDJP MORGAN USD EM | 54 funds | $662.2M |
| XSVNETF | 54 funds | $292.0M |
| TAXXSHORT DURATION ETF | 54 funds | $192.8M |
| XFIVETF | 52 funds | $248.8M |
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.
Connected entities for PCMM
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.
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.