Among active 13F managers last quarter, 6 opened and 4 added, while 5 reduced; the largest holder to move was Prudential PLC (−40%).
79 tracked 13F filers disclose a position in PEJ as of the latest SEC 13F filings, a combined $88.5M in reported value. 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.
| # | Fund | Shares | Position value | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | Kingsview Wealth Management, LLC | 294K | $19.5M | ▲+7.9% Added · +22K sh | Q2 2026 | |
| 2 | Raymond James Financial Inc | 199K | $11.5M | ▲+173% Added · +126K sh | Q1 2026 | |
| 3 | Morgan Stanley | 161K | $9.4M | ▼−34% Reduced · −83K sh | Q1 2026 | |
| 4 | Goldman Sachs Group Inc | 139K | $8.0M | ▲+5.7% Added · +7K sh | Q1 2026 | |
| 5 | Wells Fargo & Company | 85K | $4.9M | ▼−26% Reduced · −30K sh | Q1 2026 | |
| 6 | Bank Of America Corp | 73K | $4.2M | ▼−7.4% Reduced · −6K sh | Q1 2026 | |
| 7 | LPL Financial LLC | 69K | $4.0M | ▼−39% Reduced · −44K sh | Q1 2026 | |
| 8 | Prudential PLC | 53K | $3.5M | ▼−40% Reduced · −35K sh | Q2 2026 | |
| 9 | KWMG, LLC | 41K | $2.7M | ▲+3.3% Added · +1K sh | Q2 2026 | |
| 10 | BNP Paribas Financial Markets | 40K | $2.3M | ▼−33% Reduced · −20K sh | Q1 2026 | |
| 11 | Integrated Wealth Concepts LLC | 27K | $1.8M | ▲~0% Added · +10 sh | Q2 2026 | |
| 12 | Osaic Holdings, Inc. | 18K | $1.0M | ▼−22% Reduced · −5K sh | Q1 2026 | |
| 13 | HighTower Advisors, LLC | 17K | $975K | ▼−2.3% Reduced · −400 sh | Q1 2026 | |
| 14 | UBS Group AG | 17K | $958K | ▼−56% Reduced · −21K sh | Q1 2026 | |
| 15 | Royal Bank Of Canada | 15K | $844K | ▲+45% Added · +5K sh | Q1 2026 | |
| 16 | Tower Research Capital LLC (TRC) | 14K | $792K | ▲New +14K sh | Q1 2026 | |
| 17 | Commonwealth Equity Services, LLC | 14K | $786K | ▼−11% Reduced · −2K sh | Q1 2026 | |
| 18 | Citadel Advisors LLC | 12K | $816K | ▼−16% Reduced · −2K sh | Q2 2026 | |
| 19 | Black Swift Group, LLC | 11K | $716K | ▲Added Added · +11K sh | Q2 2026 | |
| 20 | Northwestern Mutual Wealth Management Co | 9K | $505K | ▼−13% Reduced · −1K sh | Q1 2026 | |
| 21 | Ameriprise Financial Inc | 8K | $488K | ▲+9.9% Added · +761 sh | Q1 2026 | |
| 22 | Sanctuary Advisors, LLC | 8K | $528K | ▲New +8K sh | Q2 2026 | |
| 23 | Jones Financial Companies LLLP | 8K | $447K | ▼−1.2% Reduced · −98 sh | Q1 2026 | |
| 24 | Envestnet Asset Management Inc | 8K | $447K | ▼−8.8% Reduced · −740 sh | Q1 2026 | |
| 25 | Navis Wealth Advisors, LLC | 8K | $510K | ▲+0.1% Added · +10 sh | Q2 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.
Last quarter, 6 funds opened a new position in PEJ and 4 added to an existing one, while 5 reduced. Based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).
| Company | Co-held by | Their position there |
|---|---|---|
| Nvidia CorpNVDA | 27 funds | $13.2B |
| Apple IncAAPL | 27 funds | $12.5B |
| Microsoft CorpMSFT | 27 funds | $8.4B |
| Amazon.com IncAMZN | 27 funds | $7.5B |
| Alphabet Inc-CL AGOOGL | 27 funds | $5.7B |
| Alphabet Inc-CL CGOOG | 27 funds | $5.0B |
| Broadcom IncAVGO | 27 funds | $4.6B |
| Meta Platforms Inc-Class AMETA | 27 funds | $3.9B |
| JPMorgan Chase & CoJPM | 27 funds | $3.0B |
| Berkshire Hathaway Inc-CL BBRK/B | 27 funds | $2.0B |
| Vanguard S&P 500 ETFVOO | 27 funds | $1.6B |
| Procter & Gamble CoPG | 27 funds | $1.1B |
Ranked by how many of PEJ's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in PEJ.
No filings captured for this ticker in the live stream yet.
Connected entities for PEJ
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/PEJ/capital-change-brief"
Use Arkolith's capital_change_brief for PEJ. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
13F holdings + quarter-over-quarter ownership changes + end-of-day price history + the live filing stream, joined for PEJ. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.