44 tracked 13F filers disclose a position in PFD as of the latest SEC 13F filings, a combined $27.3M 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 | CIBC Bancorp USA Inc. | $4.9M | 441K | ▲New +441K sh | Q1 2026 | |
| 2 | MORGAN STANLEY | $3.4M | 303K | ▲+3.6% Added · +10K sh | Q1 2026 | |
| 3 | Fiera Capital Corp | $2.1M | 177K | ▲+3.3% Added · +6K sh | Q2 2026 | |
| 4 | BANK OF AMERICA CORP /DE/ | $1.8M | 158K | ▼−2.2% Reduced · −4K sh | Q1 2026 | |
| 5 | MGO ONE SEVEN LLC | $1.6M | 141K | ▼−1.6% Reduced · −2K sh | Q2 2026 | |
| 6 | UBS Group AG | $1.3M | 113K | ▼−8.4% Reduced · −10K sh | Q1 2026 | |
| 7 | LPL Financial LLC | $1.2M | 110K | ▲+23% Added · +20K sh | Q1 2026 | |
| 8 | WELLS FARGO & COMPANY/MN | $1.1M | 96K | ▲+12% Added · +10K sh | Q1 2026 | |
| 9 | UMB Bank, n.a. | $966K | 86K | —Held | Q1 2026 | |
| 10 | OSAIC HOLDINGS, INC. | $965K | 86K | ▲+4.0% Added · +3K sh | Q1 2026 | |
| 11 | 1607 Capital Partners, LLC | $888K | 79K | ▲+40% Added · +23K sh | Q1 2026 | |
| 12 | Smith Asset Management Co., LLC | $845K | 73K | ▼−1.9% Reduced · −1K sh | Q2 2026 | |
| 13 | RAYMOND JAMES FINANCIAL INC | $628K | 56K | ▲+21% Added · +10K sh | Q1 2026 | |
| 14 | ROBINSON CAPITAL MANAGEMENT, LLC | $640K | 55K | —Held | Q2 2026 | |
| 15 | ROYAL BANK OF CANADA | $550K | 49K | ▼−16% Reduced · −10K sh | Q1 2026 | |
| 16 | Pathway Financial Advisors LLC | $544K | 47K | ▼−2.5% Reduced · −1K sh | Q2 2026 | |
| 17 | Calamos Advisors LLC | $478K | 41K | ▲+7.1% Added · +3K sh | Q2 2026 | |
| 18 | COMMONWEALTH EQUITY SERVICES, LLC | $417K | 37K | ▼−4.3% Reduced · −2K sh | Q1 2026 | |
| 19 | GUGGENHEIM CAPITAL LLC | $367K | 33K | ▼−0.6% Reduced · −205 sh | Q1 2026 | |
| 20 | Bridgewealth Advisory Group, LLC | $298K | 26K | —Held | Q2 2026 | |
| 21 | CARY STREET PARTNERS FINANCIAL LLC | $254K | 23K | ▼−1.7% Reduced · −400 sh | Q1 2026 | |
| 22 | Beacon Pointe Advisors, LLC | $222K | 20K | ▲New +20K sh | Q1 2026 | |
| 23 | Kestra Advisory Services, LLC | $210K | 18K | ▲+58% Added · +7K sh | Q2 2026 | |
| 24 | CreativeOne Wealth, LLC | $191K | 17K | ▲New +17K sh | Q1 2026 | |
| 25 | D.A. DAVIDSON & CO. | $193K | 17K | —Held | 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, 0 funds opened a new position in PFD and 3 added to an existing one, while 5 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 |
|---|---|---|
| MICROSOFT CORPMSFT | 12 funds | $3.0B |
| ALPHABET INC-CL AGOOGL | 12 funds | $2.9B |
| APPLE INCAAPL | 12 funds | $2.8B |
| AMAZON.COM INCAMZN | 12 funds | $1.7B |
| INVESCO QQQ TRUST SERIES 1QQQ | 12 funds | $753.8M |
| SS SPDR S&P 500 ETF TRUST-USSPY | 12 funds | $474.8M |
| WALMART INCWMT | 12 funds | $474.6M |
| BERKSHIRE HATHAWAY INC-CL BBRK/B | 12 funds | $447.1M |
| ALTRIA GROUP INCMO | 12 funds | $63.8M |
| BROADCOM INCAVGO | 11 funds | $1.3B |
| JOHNSON & JOHNSONJNJ | 11 funds | $1.1B |
| ISHARES CORE S&P 500 ETFIVV | 11 funds | $946.7M |
Ranked by how many of PFD's institutional holders also hold each name, a cross-fund conviction signal.
Connected entities for PFD
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/PFD/capital-change-brief"
Use Arkolith's capital_change_brief for PFD. 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 PFD. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.