93 tracked 13F filers disclose a position in PEO as of the latest SEC 13F filings, a combined $206.7M 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 | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | ADAMS DIVERSIFIED EQUITY FUND, INC. | $66.1M | 2.7M | ▲+2.0% Added · +52K sh | Q2 2026 | |
| 2 | MORGAN STANLEY | $35.4M | 1.3M | ▲+30% Added · +296K sh | Q1 2026 | |
| 3 | LAZARD ASSET MANAGEMENT LLC | $14.1M | 507K | ▼−0.4% Reduced · −2K sh | Q1 2026 | |
| 4 | ROYAL BANK OF CANADA | $11.9M | 427K | ▼−18% Reduced · −93K sh | Q1 2026 | |
| 5 | RAYMOND JAMES FINANCIAL INC | $6.7M | 239K | ▲+5.5% Added · +13K sh | Q1 2026 | |
| 6 | Basepoint Wealth LLC | $4.0M | 162K | ▼−2.3% Reduced · −4K sh | Q2 2026 | |
| 7 | FCA CORP /TX | $3.3M | 133K | ▲+13% Added · +15K sh | Q2 2026 | |
| 8 | Verition Fund Management LLC | $3.7M | 131K | ▼−12% Reduced · −18K sh | Q1 2026 | |
| 9 | BANK OF AMERICA CORP /DE/ | $3.5M | 124K | ▲+0.9% Added · +1K sh | Q1 2026 | |
| 10 | BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | $2.9M | 115K | ▲+1.8% Added · +2K sh | Q2 2026 | |
| 11 | CAPSTONE INVESTMENT ADVISORS, LLC | $3.2M | 114K | —Held | Q1 2026 | |
| 12 | Advisors Asset Management, Inc. | $2.8M | 102K | ▲+30% Added · +24K sh | Q1 2026 | |
| 13 | WHITENER CAPITAL MANAGEMENT, INC. | $2.2M | 91K | ▲+1.2% Added · +1K sh | Q2 2026 | |
| 14 | NORTH STAR ASSET MANAGEMENT INC | $2.4M | 88K | ▲+0.7% Added · +611 sh | Q1 2026 | |
| 15 | LPL Financial LLC | $2.2M | 80K | ▲+18% Added · +12K sh | Q1 2026 | |
| 16 | FIRST TRUST ADVISORS LP | $2.2M | 77K | ▲+8.7% Added · +6K sh | Q1 2026 | |
| 17 | D.A. DAVIDSON & CO. | $1.9M | 75K | ▲+0.3% Added · +203 sh | Q2 2026 | |
| 18 | CSS LLC/IL | $2.1M | 74K | ▼−25% Reduced · −25K sh | Q1 2026 | |
| 19 | SPROTT INC. | $1.8M | 74K | ▼−3.3% Reduced · −3K sh | Q2 2026 | |
| 20 | Pathstone Holdings, LLC | $2.0M | 73K | ▼−71% Reduced · −181K sh | Q1 2026 | |
| 21 | UHLMANN PRICE SECURITIES, LLC | $1.7M | 70K | ▲+4.1% Added · +3K sh | Q2 2026 | |
| 22 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $1.6M | 62K | ▼−5.7% Reduced · −4K sh | Q2 2026 | |
| 23 | Uncommon Cents Investing LLC | $1.5M | 61K | ▼−0.1% Reduced · −50 sh | Q2 2026 | |
| 24 | NATIONS FINANCIAL GROUP INC, /IA/ /ADV | $1.2M | 51K | ▼−1.4% Reduced · −718 sh | Q2 2026 | |
| 25 | BURNEY CO/ | $1.2M | 50K | ▲+3.6% Added · +2K 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 PEO and 25 added to an existing one, while 12 reduced and 0 exited entirely — 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 | Combined value |
|---|---|---|
| APPLE INCAAPL | 41 funds | $9.3B |
| MICROSOFT CORPMSFT | 41 funds | $8.9B |
| ALPHABET INC-CL AGOOGL | 41 funds | $5.8B |
| META PLATFORMS INC-CLASS AMETA | 41 funds | $3.6B |
| TESLA INCTSLA | 41 funds | $2.2B |
| BERKSHIRE HATHAWAY INC-CL BBRK/B | 41 funds | $1.5B |
| NVIDIA CORPNVDA | 40 funds | $10.3B |
| AMAZON.COM INCAMZN | 40 funds | $7.3B |
| ALPHABET INC-CL CGOOG | 40 funds | $3.6B |
| JPMORGAN CHASE & COJPM | 40 funds | $1.8B |
| JOHNSON & JOHNSONJNJ | 40 funds | $1.5B |
| WALMART INCWMT | 40 funds | $1.4B |
Ranked by how many of PEO's institutional holders also hold each name, a cross-fund conviction signal.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| Oct 30, 2025 | Saba Capital Management, L.P. | 10% Owner | Sell (S) | 11K | $245K |
| Aug 1, 2025 | Saba Capital Management, L.P. | 10% Owner | Sell (S) | 11K | $238K |
| Jul 31, 2025 | Saba Capital Management, L.P. | 10% Owner | Sell (S) | 5K | $118K |
| Jul 30, 2025 | Weinstein Boaz | 10% Owner | Sell (S) | 3K | $58K |
| Jul 25, 2025 | Weinstein Boaz | 10% Owner | Sell (S) | 14K | $300K |
| Jul 24, 2025 | Weinstein Boaz | 10% Owner | Sell (S) | 60K | $1.3M |
| Jul 23, 2025 | Weinstein Boaz | 10% Owner | Sell (S) | 7K | $161K |
| Jul 22, 2025 | Weinstein Boaz | 10% Owner | Sell (S) | 24K | $512K |
| Jul 21, 2025 | Weinstein Boaz | 10% Owner | Sell (S) | 14K | $313K |
| Jul 18, 2025 | Saba Capital Management, L.P. | 10% Owner | Sell (S) | 15K | $331K |
| Jul 17, 2025 | Saba Capital Management, L.P. | 10% Owner | Sell (S) | 14K | $298K |
| Jul 16, 2025 | Weinstein Boaz | 10% Owner | Sell (S) | 15K | $321K |
Connected entities for PEO
This stock 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/PEO/capital-change-brief"
Use Arkolith's capital_change_brief for PEO. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
13F holdings + Form 4 insider transactions + end-of-day price history + the live filing stream, joined for PEO. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.