Among active 13F managers last quarter, 1 added and none reduced or exited; the largest holder to move was Coston, McIsaac & Partners (+0.3%).
3 tracked 13F filers disclose a position in PEYAX as of the latest SEC 13F filings, a combined $1.2M 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 | Williams Jones Wealth Management, LLC. | 23K | $998K | —Held | Q2 2026 | |
| 2 | Oakworth Capital, Inc. | 5K | $188K | —Held | Q1 2026 | |
| 3 | Coston, McIsaac & Partners | 765 | $33K | ▲+0.3% Added · +2 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, 1 fund added to an existing position in PEYAX, while none reduced or exited. 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 |
|---|---|---|
| Ishares Russell 1000 Value EIWD | 2 funds | $184.4M |
| Vanguard Total Bond MarketBND | 2 funds | $165.4M |
| Ishares Russell 1000 GrowthIWF | 2 funds | $154.0M |
| Vanguard Ftse Developed ETFVEA | 2 funds | $150.0M |
| Ishares Russell Mid-Cap ETFIWR | 2 funds | $118.3M |
| Vanguard S/T Corp Bond ETFVCSH | 2 funds | $103.2M |
| Walmart IncWMT | 2 funds | $61.3M |
| JPMorgan Chase & CoJPM | 2 funds | $59.4M |
| SPDR Gold SharesGLD | 2 funds | $58.5M |
| Ishares Core S&P Small-Cap EIJR | 2 funds | $56.8M |
| Apple IncAAPL | 2 funds | $54.0M |
| Alphabet Inc-CL CGOOG | 2 funds | $51.2M |
Ranked by how many of PEYAX's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in PEYAX.
| Class | 13F holders | Value held |
|---|---|---|
| PEYAXthis pageNTF EQUITY FUNDS | 3 funds | $1.2M |
| PEIYXNTF EQUITY FUNDS | 2 funds | $36K |
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 PEYAX
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/PEYAX/capital-change-brief"
Use Arkolith's capital_change_brief for PEYAX. 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 PEYAX. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.