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/PDEC/capital-change-brief"
Use Arkolith's capital_change_brief for PDEC. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | ALLIANCEBERNSTEIN L.P. | $140.9M | 3.2M | ▼−0.8% Reduced · −25K sh | Q1 2026 | |
| 2 | Focus Partners Wealth | $47.2M | 1.1M | ▼−0.3% Reduced · −3K sh | Q1 2026 | |
| 3 | BLAIR WILLIAM & CO/IL | $31.2M | 735K | ▼−2.7% Reduced · −21K sh | Q1 2026 | |
| 4 | COMMONWEALTH EQUITY SERVICES, LLC | $28.1M | 662K | ▲~0% Added · +301 sh | Q1 2026 | |
| 5 | LPL Financial LLC | $25.6M | 603K | ▼−4.1% Reduced · −26K sh | Q1 2026 | |
| 6 | OSAIC HOLDINGS, INC. | $25.5M | 599K | ▼−24% Reduced · −188K sh | Q1 2026 | |
| 7 | HighTower Advisors, LLC | $20.0M | 472K | ▼−9.5% Reduced · −49K sh | Q1 2026 | |
| 8 | Kestra Advisory Services, LLC | $13.4M | 315K | ▲+19% Added · +51K sh | Q1 2026 | |
| 9 | Cetera Investment Advisers | $12.6M | 296K | ▼−15% Reduced · −52K sh | Q1 2026 | |
| 10 | Caprock Group, LLC | $11.0M | 260K | —Held | Q1 2026 | |
| 11 | ENVESTNET ASSET MANAGEMENT INC | $11.0M | 258K | ▲+12% Added · +28K sh | Q1 2026 | |
| 12 | RAYMOND JAMES FINANCIAL INC | $10.6M | 250K | ▼−3.4% Reduced · −9K sh | Q1 2026 | |
| 13 | Beacon Pointe Advisors, LLC | $9.0M | 212K | ▲+20% Added · +35K sh | Q1 2026 | |
| 14 | MBL Wealth, LLC | $7.9M | 171K | ▲+1.6% Added · +3K sh | Q2 2026 | |
| 15 | TRUIST FINANCIAL CORP | $6.6M | 156K | ▲+1.9% Added · +3K sh | Q1 2026 | |
| 16 | Belpointe Asset Management LLC | $6.3M | 148K | ▼−4.2% Reduced · −6K sh | Q1 2026 | |
| 17 | GTS FINANCIAL, LLC | $4.8M | 127K | ▲New +127K sh | Q1 2026 | |
| 18 | CoreCap Advisors, LLC | $5.3M | 126K | ▼−4.7% Reduced · −6K sh | Q1 2026 | |
| 19 | Pathstone Holdings, LLC | $4.6M | 109K | ▼−48% Reduced · −102K sh | Q1 2026 | |
| 20 | MML INVESTORS SERVICES, LLC | $4.1M | 97K | ▼−31% Reduced · −43K sh | Q1 2026 | |
| 21 | Trek Financial, LLC | $3.7M | 87K | ▼−6.9% Reduced · −6K sh | Q1 2026 | |
| 22 | Castle Rock Wealth Management, LLC | $3.8M | 83K | ▼−0.2% Reduced · −187 sh | Q2 2026 | |
| 23 | OneDigital Investment Advisors LLC | $3.5M | 82K | ▼−3.0% Reduced · −3K sh | Q1 2026 | |
| 24 | Keating Financial Advisory Services, Inc. | $3.3M | 78K | ▼−3.0% Reduced · −2K sh | Q1 2026 | |
| 25 | Cassady Wealth & Retirement Planning, LLC | $3.5M | 78K | ▼~0% Reduced · −33 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 | 64 funds | $14.3B |
| MICROSOFT CORPMSFT | 64 funds | $11.7B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 64 funds | $10.8B |
| AMAZON.COM INCAMZN | 64 funds | $10.1B |
| ALPHABET INC-CL AGOOGL | 64 funds | $7.1B |
| ALPHABET INC-CL CGOOG | 64 funds | $6.2B |
| JPMORGAN CHASE & COJPM | 64 funds | $5.2B |
| META PLATFORMS INC-CLASS AMETA | 64 funds | $5.1B |
| BERKSHIRE HATHAWAY INC-CL BBRK/B | 64 funds | $4.9B |
| JOHNSON & JOHNSONJNJ | 64 funds | $3.3B |
| WALMART INCWMT | 64 funds | $3.3B |
| COSTCO WHOLESALE CORPCOST | 64 funds | $3.1B |
Ranked by how many of PDEC'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 PDEC. 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.