Among active 13F managers last quarter, 8 opened and 24 added, while 13 reduced; the largest holder to move was Guggenheim Capital LLC (−3.5%). No open-market insider trades in the last 180 days.
Funds lean in and no leg opposes.
112 tracked 13F filers disclose a position in PCN as of the latest SEC 13F filings, a combined $125.2M 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 | Morgan Stanley | 1.2M | $14.7M | ▲+0.2% Added · +3K sh | Q1 2026 | |
| 2 | Guggenheim Capital LLC | 1.2M | $14.0M | ▼−3.5% Reduced · −42K sh | Q1 2026 | |
| 3 | LPL Financial LLC | 688K | $8.2M | ▲+20% Added · +115K sh | Q1 2026 | |
| 4 | Ghe, LLC | 678K | $8.1M | ▲+4.5% Added · +29K sh | Q2 2026 | |
| 5 | Wells Fargo & Company | 504K | $6.0M | ▲+32% Added · +122K sh | Q1 2026 | |
| 6 | Principal Securities, Inc. | 490K | $5.9M | ▲+1.3% Added · +6K sh | Q2 2026 | |
| 7 | Rivernorth Capital Management, LLC | 429K | $5.1M | ▲+21% Added · +74K sh | Q2 2026 | |
| 8 | Elevated Capital Advisors, LLC | 411K | $4.9M | ▲+2.9% Added · +12K sh | Q2 2026 | |
| 9 | Noble Wealth Management PBC | 350K | $4.2M | ▲+2.9% Added · +10K sh | Q2 2026 | |
| 10 | Bank Of America Corp | 276K | $3.3M | ▼−3.0% Reduced · −9K sh | Q1 2026 | |
| 11 | Insigneo Advisory Services, LLC | 256K | $3.1M | ▲+2.4% Added · +6K sh | Q2 2026 | |
| 12 | Smith Asset Management Co., LLC | 242K | $2.9M | ▼−0.8% Reduced · −2K sh | Q2 2026 | |
| 13 | Cetera Investment Advisers | 216K | $2.6M | ▼−2.4% Reduced · −5K sh | Q1 2026 | |
| 14 | Prospera Financial Services Inc | 206K | $2.5M | ▲+3.2% Added · +6K sh | Q2 2026 | |
| 15 | Osaic Holdings, Inc. | 184K | $2.2M | ▲+0.2% Added · +414 sh | Q1 2026 | |
| 16 | AG Asset Advisory, LLC | 177K | $2.1M | ▲+3.1% Added · +5K sh | Q2 2026 | |
| 17 | Venture Visionary Partners LLC | 173K | $2.1M | —Held | Q2 2026 | |
| 18 | Commonwealth Equity Services, LLC | 165K | $2.0M | ▲+3.1% Added · +5K sh | Q1 2026 | |
| 19 | Envestnet Asset Management Inc | 159K | $1.9M | ▲+18% Added · +24K sh | Q1 2026 | |
| 20 | NorthRock Partners, LLC | 145K | $1.7M | ▲+6.1% Added · +8K sh | Q2 2026 | |
| 21 | Astoria Portfolio Advisors LLC. | 129K | $1.5M | ▲+2.0% Added · +3K sh | Q2 2026 | |
| 22 | Jane Street Group, LLC | 122K | $1.5M | ▲+38% Added · +34K sh | Q1 2026 | |
| 23 | Kestra Advisory Services, LLC | 114K | $1.4M | ▼−5.5% Reduced · −7K sh | Q2 2026 | |
| 24 | Vision Retirement, LLC | 94K | $1.1M | ▼−4.5% Reduced · −4K sh | Q2 2026 | |
| 25 | Raymond James Financial Inc | 82K | $981K | ▼−3.0% Reduced · −3K 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, 8 funds opened a new position in PCN and 24 added to an existing one, while 13 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 |
|---|---|---|
| Apple IncAAPL | 60 funds | $5.7B |
| Amazon.com IncAMZN | 58 funds | $2.6B |
| Alphabet Inc-CL AGOOGL | 58 funds | $2.2B |
| Microsoft CorpMSFT | 57 funds | $2.9B |
| SS SPDR S&P 500 ETF Trust-USSPY | 57 funds | $2.8B |
| Nvidia CorpNVDA | 56 funds | $4.2B |
| Broadcom IncAVGO | 56 funds | $1.4B |
| Meta Platforms Inc-Class AMETA | 56 funds | $1.3B |
| Johnson & JohnsonJNJ | 56 funds | $804.4M |
| Alphabet Inc-CL CGOOG | 55 funds | $1.5B |
| Costco Wholesale CorpCOST | 55 funds | $805.8M |
| Altria Group IncMO | 55 funds | $226.1M |
Ranked by how many of PCN's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in PCN.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| Feb 4, 2015 | Gross William H | Insider | Sell (S) | 8K | $115K |
| Feb 3, 2015 | Gross William H | Insider | Sell (S) | 23K | $347K |
| Feb 2, 2015 | Gross William H | Insider | Sell (S) | 29K | $449K |
| Jan 30, 2015 | Gross William H | Insider | Sell (S) | 30K | $460K |
| Jan 29, 2015 | Gross William H | Insider | Sell (S) | 11K | $164K |
| Nov 18, 2014 | Citigroup Inc | 10% Owner | Buy (P) | 1 | $75 |
| Aug 22, 2014 | Gross William H | Insider | Buy (P) | 35K | $594K |
| Aug 21, 2014 | Gross William H | Insider | Buy (P) | 19K | $316K |
| Aug 20, 2014 | Gross William H | Insider | Buy (P) 3 lots, same day | 47K | $787K |
| Aug 19, 2014 | Gross William H | Insider | Buy (P) 3 lots, same day | 13K | $211K |
| Aug 15, 2014 | Gross William H | Insider | Buy (P) | 13K | $214K |
| Aug 14, 2014 | Gross William H | Insider | Buy (P) | 31K | $519K |
One row per insider, day and transaction code; shares and value are summed across the lots. Every lot is on the full insider page and in the filing.
Where institutional funds (13F), corporate insiders (Form 4) and US House members (STOCK Act) are buying or selling the same name in the same window. Green is buying, red is selling.
Insiders and Congress: last 180 days. Funds: latest 13F, top 100 holders incl. passive
| Source | Buying | Selling | Net |
|---|---|---|---|
13F funds Top 100 holders by value, passive included; the hero counts active managers only | 49 | 21 | – |
Insiders Form 4 open-market | 0 | 0 | $0 |
US House STOCK Act trades | 0 | 0 | $0 |
Capital Rotation reports where institutional capital disclosed rotating, as of the latest public SEC 13F filings. It is data, not investment advice, a recommendation, or a prediction. Filings lag about 45 days and cover long US equity positions only. Past disclosed flows do not indicate future prices. Do your own research; consult a licensed advisor.
Connected entities for PCN
This stock 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/PCN/capital-change-brief"
Use Arkolith's capital_change_brief for PCN. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
13F holdings + Form 4 insider transactions + end-of-day price history + the live filing stream, joined for PCN. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.