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/PDI/capital-change-brief"
Use Arkolith's capital_change_brief for PDI. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | MORGAN STANLEY | $220.8M | 12.9M | ▲+1.6% Added · +203K sh | Q1 2026 | |
| 2 | LPL Financial LLC | $90.5M | 5.3M | ▲+8.5% Added · +415K sh | Q1 2026 | |
| 3 | BANK OF AMERICA CORP /DE/ | $52.0M | 3.0M | ▲+3.5% Added · +103K sh | Q1 2026 | |
| 4 | Cetera Investment Advisers | $29.2M | 1.7M | ▲+6.9% Added · +111K sh | Q1 2026 | |
| 5 | UBS Group AG | $28.2M | 1.6M | ▲+3.4% Added · +54K sh | Q1 2026 | |
| 6 | WELLS FARGO & COMPANY/MN | $27.3M | 1.6M | ▼−28% Reduced · −621K sh | Q1 2026 | |
| 7 | OSAIC HOLDINGS, INC. | $27.0M | 1.6M | ▲+10% Added · +144K sh | Q1 2026 | |
| 8 | ROYAL BANK OF CANADA | $26.3M | 1.5M | ▲+11% Added · +146K sh | Q1 2026 | |
| 9 | PFG Investments, LLC | $26.1M | 1.5M | ▲+5.0% Added · +73K sh | Q1 2026 | |
| 10 | RAYMOND JAMES FINANCIAL INC | $24.9M | 1.5M | ▲+6.3% Added · +86K sh | Q1 2026 | |
| 11 | TD Waterhouse Canada Inc. | $22.7M | 1.3M | ▲+7.1% Added · +87K sh | Q1 2026 | |
| 12 | Private Advisor Group, LLC | $15.0M | 876K | ▲+5.1% Added · +42K sh | Q1 2026 | |
| 13 | Cerity Partners LLC | $13.5M | 790K | ▲35× Added · +768K sh | Q1 2026 | |
| 14 | INDEPENDENT FINANCIAL GROUP, LLC | $12.0M | 717K | ▼−1.9% Reduced · −14K sh | Q2 2026 | |
| 15 | GUGGENHEIM CAPITAL LLC | $11.9M | 694K | ▼−0.6% Reduced · −4K sh | Q1 2026 | |
| 16 | Cyndeo Wealth Partners, LLC | $10.6M | 620K | ▲+31% Added · +148K sh | Q1 2026 | |
| 17 | COMMONWEALTH EQUITY SERVICES, LLC | $10.2M | 596K | ▼−54% Reduced · −709K sh | Q1 2026 | |
| 18 | Noble Wealth Management PBC | $9.0M | 538K | ▼−7.0% Reduced · −40K sh | Q2 2026 | |
| 19 | Summit Financial, LLC | $8.0M | 459K | ▲+6.3% Added · +27K sh | Q1 2026 | |
| 20 | Avior Wealth Management, LLC | $7.7M | 451K | ▲New +451K sh | Q1 2026 | |
| 21 | ENVESTNET ASSET MANAGEMENT INC | $7.7M | 449K | ▲+17% Added · +67K sh | Q1 2026 | |
| 22 | Wealthcare Advisory Partners LLC | $7.3M | 437K | ▼−0.3% Reduced · −1K sh | Q2 2026 | |
| 23 | ALLIANCEBERNSTEIN L.P. | $7.1M | 403K | ▼−0.5% Reduced · −2K sh | Q1 2026 | |
| 24 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $6.8M | 399K | ▲+330% Added · +306K sh | Q1 2026 | |
| 25 | NewEdge Advisors, LLC | $6.6M | 385K | ▲+15% Added · +49K 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 |
|---|---|---|
| MICROSOFT CORPMSFT | 110 funds | $21.6B |
| APPLE INCAAPL | 109 funds | $28.8B |
| NVIDIA CORPNVDA | 109 funds | $27.2B |
| BROADCOM INCAVGO | 109 funds | $10.3B |
| JOHNSON & JOHNSONJNJ | 109 funds | $7.3B |
| CHEVRON CORPCVX | 109 funds | $3.7B |
| GENERAL ELECTRICGE | 109 funds | $2.5B |
| INTL BUSINESS MACHINES CORPIBM | 109 funds | $2.0B |
| AMAZON.COM INCAMZN | 108 funds | $16.2B |
| ALPHABET INC-CL AGOOGL | 108 funds | $14.8B |
| JPMORGAN CHASE & COJPM | 108 funds | $10.2B |
| META PLATFORMS INC-CLASS AMETA | 108 funds | $9.5B |
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).
13F holdings + quarter-over-quarter ownership changes + 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.