| # | Fund | Position value | Shares | Last move | As of |
|---|---|---|---|---|---|
| 1 | J.W. COLE ADVISORS, INC. | $28.6M | 1.63M | New | Q4 2025 |
| 2 | TD Waterhouse Canada Inc. | $22.7M | 1.30M | Added | Q1 2026 |
| 3 | Private Advisor Group, LLC | $15.0M | 876.1K | Added | Q1 2026 |
| 4 | INDEPENDENT FINANCIAL GROUP, LLC | $12.5M | 731.5K | New | Q1 2026 |
| 5 | Cyndeo Wealth Partners, LLC | $10.6M | 619.8K | Added | Q1 2026 |
| 6 | Summit Financial, LLC | $8.0M | 458.8K | Added | Q1 2026 |
| 7 | Wealthcare Advisory Partners LLC | $7.5M | 437.9K | Added | Q1 2026 |
| 8 | NewEdge Advisors, LLC | $6.6M | 385.2K | New | Q1 2026 |
| 9 | Kestra Advisory Services, LLC | $6.3M | 362.2K | Added | Q1 2026 |
| 10 | PRINCIPAL SECURITIES, INC. | $4.8M | 278.4K | Added | Q1 2026 |
| 11 | U.S. Capital Wealth Advisors, LLC | $4.0M | 233.0K | Added | Q1 2026 |
| 12 | RFG Advisory, LLC | $3.3M | 191.8K | Reduced | Q1 2026 |
| 13 | Equitable Holdings, Inc. | $3.2M | 182.5K | Added | Q1 2026 |
| 14 | Orion Porfolio Solutions, LLC | $2.5M | 146.3K | Reduced | Q1 2026 |
| 15 | Kovack Advisors, Inc. | $2.1M | 122.3K | Added | Q1 2026 |
| 16 | HUB Investment Partners, LLC | $1.8M | 107.6K | Added | Q1 2026 |
| 17 | EVERGREEN CAPITAL MANAGEMENT LLC | $1.7M | 95.6K | Reduced | Q1 2026 |
| 18 | Williams Jones Wealth Management, LLC. | $1.5M | 87.4K | Reduced | Q1 2026 |
| 19 | Sanctuary Advisors, LLC | $1.4M | 83.8K | Added | Q1 2026 |
| 20 | MML INVESTORS SERVICES, LLC | $1.4M | 82.3K | Reduced | Q1 2026 |
| 21 | MAI Capital Management | $1.4M | 81.2K | Added | Q1 2026 |
| 22 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $1.4M | 77.9K | Reduced | Q1 2026 |
| 23 | DIVERSIFY WEALTH MANAGEMENT, LLC | $1.3M | 72.1K | Added | Q1 2026 |
| 24 | &PARTNERS | $1.3M | 73.2K | Added | Q1 2026 |
| 25 | IEQ CAPITAL, LLC | $1.2M | 72.9K | Added | Q1 2026 |
No Form 4 insider transactions on file yet.
| Company | Co-held by | Combined value |
|---|---|---|
| Microsoft CorpMSFT | 109 funds | $20.7B |
| Apple IncAAPL | 108 funds | $27.4B |
| Nvidia Corp ComNVDA | 108 funds | $23.9B |
| Broadcom LimitedAVGO | 108 funds | $9.3B |
| Johnson & JohnsonJNJ | 108 funds | $6.9B |
| Chevron CorporationCVX | 108 funds | $3.4B |
| General Electric Co NewGE | 108 funds | $1.9B |
| Intl Business Machines CorpIBM | 108 funds | $1.9B |
| Amazon.com IncAMZN | 107 funds | $14.5B |
| GOOGLE INCGOOGL | 107 funds | $14.0B |
| Jpmorgan Chase & CoJPM | 107 funds | $9.5B |
| Meta Platforms, Inc.META | 107 funds | $8.5B |
Ranked by how many of PDI'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 + Form 4 insider transactions + end-of-day price history + the live filing stream, joined for PDI. 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.