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/PCY/capital-change-brief"
Use Arkolith's capital_change_brief for PCY. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | BANK OF AMERICA CORP /DE/ | $493.6M | 23.6M | ▲+4.5% Added · +1.0M sh | Q1 2026 | |
| 2 | UBS Group AG | $110.3M | 5.3M | ▲+638% Added · +4.6M sh | Q1 2026 | |
| 3 | Annex Advisory Services, LLC | $91.2M | 4.2M | ▲+5.3% Added · +212K sh | Q2 2026 | |
| 4 | WELLS FARGO & COMPANY/MN | $41.7M | 2.0M | ▼−12% Reduced · −262K sh | Q1 2026 | |
| 5 | SYON CAPITAL LLC | $28.1M | 1.3M | ▲+2.6% Added · +34K sh | Q1 2026 | |
| 6 | UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AME | $22.9M | 1.1M | ▲+384% Added · +870K sh | Q1 2026 | |
| 7 | LPL Financial LLC | $11.4M | 547K | ▼−35% Reduced · −294K sh | Q1 2026 | |
| 8 | RAYMOND JAMES FINANCIAL INC | $10.2M | 486K | ▲+12% Added · +52K sh | Q1 2026 | |
| 9 | Cetera Investment Advisers | $8.2M | 395K | ▲+745% Added · +348K sh | Q1 2026 | |
| 10 | Vontobel Holding Ltd. | $7.7M | 369K | ▼−0.7% Reduced · −3K sh | Q1 2026 | |
| 11 | MORGAN STANLEY | $7.5M | 359K | ▼−5.0% Reduced · −19K sh | Q1 2026 | |
| 12 | BlackRock, Inc. | $7.3M | 351K | ▲+2.2% Added · +7K sh | Q1 2026 | |
| 13 | Waverly Advisors, LLC | $7.0M | 336K | ▼−1.4% Reduced · −5K sh | Q1 2026 | |
| 14 | Man Group plc | $6.2M | 297K | ▲+0.8% Added · +2K sh | Q1 2026 | |
| 15 | EVERGREEN CAPITAL MANAGEMENT LLC | $5.7M | 272K | ▼−0.8% Reduced · −2K sh | Q1 2026 | |
| 16 | AMERIPRISE FINANCIAL INC | $5.2M | 247K | ▼−24% Reduced · −78K sh | Q1 2026 | |
| 17 | JANE STREET GROUP, LLC | $5.1M | 244K | ▲New +244K sh | Q1 2026 | |
| 18 | Wealthfront Advisers LLC | $4.3M | 203K | ▼−5.8% Reduced · −12K sh | Q1 2026 | |
| 19 | SigFig Wealth Management, LLC | $3.8M | 184K | ▲+1.2% Added · +2K sh | Q1 2026 | |
| 20 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $3.8M | 177K | ▼−11% Reduced · −21K sh | Q2 2026 | |
| 21 | KINTRA WEALTH, LLC | $3.6M | 173K | ▲+0.2% Added · +382 sh | Q1 2026 | |
| 22 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $3.3M | 160K | ▲New +160K sh | Q1 2026 | |
| 23 | Bank of New York Mellon Corp | $3.1M | 147K | ▲+409% Added · +119K sh | Q1 2026 | |
| 24 | ENVESTNET ASSET MANAGEMENT INC | $2.9M | 141K | ▼−2.0% Reduced · −3K sh | Q1 2026 | |
| 25 | Beacon Pointe Advisors, LLC | $2.6M | 125K | ▲New +125K 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 | 62 funds | $21.5B |
| MICROSOFT CORPMSFT | 62 funds | $18.3B |
| ISHARES CORE S&P 500 ETFIVV | 62 funds | $15.0B |
| ALPHABET INC-CL AGOOGL | 62 funds | $13.6B |
| BROADCOM INCAVGO | 62 funds | $8.3B |
| META PLATFORMS INC-CLASS AMETA | 62 funds | $7.9B |
| JPMORGAN CHASE & COJPM | 62 funds | $7.5B |
| ALPHABET INC-CL CGOOG | 62 funds | $6.7B |
| ELI LILLY & COLLY | 62 funds | $5.3B |
| VISA INC-CLASS A SHARESV | 62 funds | $4.9B |
| ISHARES CORE U.S. AGGREGATEAGG | 62 funds | $4.6B |
| EXXON MOBIL CORPXOM | 62 funds | $4.6B |
Ranked by how many of PCY'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 PCY. 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.