171 tracked 13F filers disclose a position in PEY as of the latest SEC 13F filings, a combined $354.9M 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 | BANK OF AMERICA CORP /DE/ | $97.4M | 4.5M | ▼−7.2% Reduced · −352K sh | Q1 2026 | |
| 2 | MORGAN STANLEY | $51.1M | 2.4M | ▼−1.6% Reduced · −40K sh | Q1 2026 | |
| 3 | LPL Financial LLC | $29.1M | 1.4M | ▼−26% Reduced · −471K sh | Q1 2026 | |
| 4 | WELLS FARGO & COMPANY/MN | $19.6M | 915K | ▼−0.6% Reduced · −6K sh | Q1 2026 | |
| 5 | RAYMOND JAMES FINANCIAL INC | $13.7M | 638K | ▼−0.7% Reduced · −5K sh | Q1 2026 | |
| 6 | Cetera Investment Advisers | $8.8M | 413K | ▼−6.8% Reduced · −30K sh | Q1 2026 | |
| 7 | UBS Group AG | $7.0M | 326K | ▲+9.8% Added · +29K sh | Q1 2026 | |
| 8 | TWO SIGMA INVESTMENTS, LP | $5.5M | 258K | ▼−62% Reduced · −416K sh | Q1 2026 | |
| 9 | JONES FINANCIAL COMPANIES LLLP | $5.4M | 256K | ▲+1.7% Added · +4K sh | Q1 2026 | |
| 10 | ROYAL BANK OF CANADA | $5.5M | 255K | ▼−3.2% Reduced · −8K sh | Q1 2026 | |
| 11 | Good Steward Wealth Advisors,LLC | $5.1M | 218K | ▼−1.6% Reduced · −3K sh | Q2 2026 | |
| 12 | AMERIPRISE FINANCIAL INC | $4.4M | 204K | ▼−4.5% Reduced · −10K sh | Q1 2026 | |
| 13 | Salomon & Ludwin, LLC | $4.8M | 204K | ▼−0.6% Reduced · −1K sh | Q2 2026 | |
| 14 | UNITED CAPITAL FINANCIAL ADVISORS, LLC | $4.3M | 199K | ▼−4.8% Reduced · −10K sh | Q1 2026 | |
| 15 | AlphaCore Capital LLC | $3.9M | 168K | ▼−1.3% Reduced · −2K sh | Q2 2026 | |
| 16 | FOUNDERS GROVE WEALTH PARTNERS, LLC | $3.7M | 159K | ▼−3.7% Reduced · −6K sh | Q2 2026 | |
| 17 | OSAIC HOLDINGS, INC. | $3.3M | 153K | ▼−4.7% Reduced · −8K sh | Q1 2026 | |
| 18 | GHP Investment Advisors, Inc. | $2.9M | 138K | ▲~0% Added · +27 sh | Q1 2026 | |
| 19 | COMMONWEALTH EQUITY SERVICES, LLC | $2.9M | 134K | ▲+2.9% Added · +4K sh | Q1 2026 | |
| 20 | ENVESTNET ASSET MANAGEMENT INC | $2.8M | 133K | ▲+9.4% Added · +11K sh | Q1 2026 | |
| 21 | IFP Advisors, Inc | $2.8M | 121K | ▼−2.0% Reduced · −2K sh | Q2 2026 | |
| 22 | Cresta Advisors, Ltd. | $2.8M | 120K | ▼−5.9% Reduced · −8K sh | Q2 2026 | |
| 23 | Sanctuary Advisors, LLC | $2.8M | 119K | ▲+1.5% Added · +2K sh | Q2 2026 | |
| 24 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $2.3M | 107K | ▲+2.3% Added · +2K sh | Q1 2026 | |
| 25 | Beacon Pointe Advisors, LLC | $2.5M | 106K | ▲+65% Added · +42K 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, 2 funds opened a new position in PEY and 15 added to an existing one, while 16 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 |
|---|---|---|
| NVIDIA CORPNVDA | 81 funds | $43.0B |
| APPLE INCAAPL | 81 funds | $36.7B |
| AMAZON.COM INCAMZN | 81 funds | $20.6B |
| ALPHABET INC-CL AGOOGL | 81 funds | $17.7B |
| MICROSOFT CORPMSFT | 80 funds | $28.8B |
| META PLATFORMS INC-CLASS AMETA | 80 funds | $9.4B |
| ELI LILLY & COLLY | 80 funds | $8.3B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 80 funds | $3.9B |
| BROADCOM INCAVGO | 79 funds | $15.4B |
| ALPHABET INC-CL CGOOG | 79 funds | $11.3B |
| JPMORGAN CHASE & COJPM | 79 funds | $8.7B |
| JOHNSON & JOHNSONJNJ | 79 funds | $6.1B |
Ranked by how many of PEY's institutional holders also hold each name, a cross-fund conviction signal.
| Class | 13F holders | Value held |
|---|---|---|
| RSPmc | 2089 funds | $53.9B |
| SPHQmc | 758 funds | $11.3B |
| PRFmc | 543 funds | $4.9B |
| XLGmc | 539 funds | $4.3B |
| PPAmc | 527 funds | $4.1B |
| RSPTcs | 452 funds | $2.0B |
| XMMOmc | 439 funds | $4.1B |
| XMHQmc | 395 funds | $3.3B |
Same issuer, multiple share classes. The consensus leaderboards count this company once across all classes; this is the per-class detail.
No filings captured for this ticker in the live stream yet.
Connected entities for PEY
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/PEY/capital-change-brief"
Use Arkolith's capital_change_brief for PEY. 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 PEY. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.