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/PDP/capital-change-brief"
Use Arkolith's capital_change_brief for PDP. 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 | $82.8M | 686K | ▼−0.3% Reduced · −2K sh | Q1 2026 | |
| 2 | RAYMOND JAMES FINANCIAL INC | $64.8M | 537K | ▲+5.7% Added · +29K sh | Q1 2026 | |
| 3 | WELLS FARGO & COMPANY/MN | $49.6M | 411K | ▼−4.9% Reduced · −21K sh | Q1 2026 | |
| 4 | COMMONWEALTH EQUITY SERVICES, LLC | $46.7M | 386K | ▼−0.1% Reduced · −352 sh | Q1 2026 | |
| 5 | BANK OF AMERICA CORP /DE/ | $39.3M | 325K | ▼−4.5% Reduced · −15K sh | Q1 2026 | |
| 6 | ROYAL BANK OF CANADA | $37.0M | 306K | ▼−1.9% Reduced · −6K sh | Q1 2026 | |
| 7 | LPL Financial LLC | $34.3M | 284K | ▼−19% Reduced · −66K sh | Q1 2026 | |
| 8 | STIFEL FINANCIAL CORP | $29.5M | 245K | ▼−5.1% Reduced · −13K sh | Q1 2026 | |
| 9 | UBS Group AG | $25.9M | 214K | ▲+11% Added · +22K sh | Q1 2026 | |
| 10 | Summit Financial, LLC | $25.4M | 211K | ▼−2.0% Reduced · −4K sh | Q1 2026 | |
| 11 | Rockefeller Capital Management L.P. | $18.9M | 156K | ▲+3.2% Added · +5K sh | Q1 2026 | |
| 12 | Savant Capital, LLC | $16.0M | 133K | ▼−2.0% Reduced · −3K sh | Q1 2026 | |
| 13 | Prospera Financial Services Inc | $19.0M | 125K | ▼−10% Reduced · −15K sh | Q2 2026 | |
| 14 | AMERIPRISE FINANCIAL INC | $12.9M | 106K | ▼−6.6% Reduced · −7K sh | Q1 2026 | |
| 15 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $11.0M | 77K | ▲+2.2% Added · +2K sh | Q2 2026 | |
| 16 | ENVESTNET ASSET MANAGEMENT INC | $8.2M | 68K | ▲+2.4% Added · +2K sh | Q1 2026 | |
| 17 | NewEdge Advisors, LLC | $7.8M | 65K | ▼−22% Reduced · −19K sh | Q1 2026 | |
| 18 | OSAIC HOLDINGS, INC. | $7.5M | 62K | ▼−2.5% Reduced · −2K sh | Q1 2026 | |
| 19 | Tradition Wealth Management, LLC | $6.1M | 50K | ▼−2.4% Reduced · −1K sh | Q1 2026 | |
| 20 | MML INVESTORS SERVICES, LLC | $5.9M | 49K | ▼−9.6% Reduced · −5K sh | Q1 2026 | |
| 21 | JPMORGAN CHASE & CO | $5.4M | 47K | ▼−46% Reduced · −40K sh | Q1 2026 | |
| 22 | &PARTNERS | $5.3M | 44K | ▲+4.7% Added · +2K sh | Q1 2026 | |
| 23 | BNP PARIBAS FINANCIAL MARKETS | $4.8M | 40K | —Held | Q1 2026 | |
| 24 | OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC | $4.1M | 34K | ▼−0.3% Reduced · −110 sh | Q1 2026 | |
| 25 | Cetera Investment Advisers | $3.6M | 29K | ▲+3.6% Added · +1K 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 | $18.3B |
| ISHARES CORE S&P 500 ETFIVV | 62 funds | $17.2B |
| MICROSOFT CORPMSFT | 62 funds | $15.4B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 62 funds | $9.7B |
| VANGUARD VALUE ETFVTV | 62 funds | $7.8B |
| JPMORGAN CHASE & COJPM | 62 funds | $7.7B |
| BROADCOM INCAVGO | 62 funds | $7.4B |
| ALPHABET INC-CL CGOOG | 62 funds | $6.8B |
| META PLATFORMS INC-CLASS AMETA | 62 funds | $6.6B |
| JOHNSON & JOHNSONJNJ | 62 funds | $6.2B |
| ELI LILLY & COLLY | 62 funds | $5.1B |
| COSTCO WHOLESALE CORPCOST | 62 funds | $4.4B |
Ranked by how many of PDP'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 PDP. 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.