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/PFEB/capital-change-brief"
Use Arkolith's capital_change_brief for PFEB. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | ALLIANCEBERNSTEIN L.P. | $154.2M | 3.8M | ▲+8.4% Added · +295K sh | Q1 2026 | |
| 2 | OSAIC HOLDINGS, INC. | $45.5M | 1.1M | ▼−4.9% Reduced · −59K sh | Q1 2026 | |
| 3 | COMMONWEALTH EQUITY SERVICES, LLC | $23.3M | 580K | ▲+31% Added · +139K sh | Q1 2026 | |
| 4 | Focus Partners Wealth | $18.9M | 472K | ▲+24% Added · +90K sh | Q1 2026 | |
| 5 | RAYMOND JAMES FINANCIAL INC | $13.6M | 340K | ▲+13% Added · +38K sh | Q1 2026 | |
| 6 | Kestra Advisory Services, LLC | $13.4M | 335K | ▲+11% Added · +34K sh | Q1 2026 | |
| 7 | LPL Financial LLC | $13.0M | 324K | ▲+22% Added · +58K sh | Q1 2026 | |
| 8 | Cetera Investment Advisers | $11.0M | 275K | ▲+36% Added · +72K sh | Q1 2026 | |
| 9 | Beacon Pointe Advisors, LLC | $10.4M | 260K | ▲+102% Added · +132K sh | Q1 2026 | |
| 10 | BLAIR WILLIAM & CO/IL | $9.9M | 247K | ▲+18% Added · +38K sh | Q1 2026 | |
| 11 | ENVESTNET ASSET MANAGEMENT INC | $9.5M | 237K | ▲+371% Added · +186K sh | Q1 2026 | |
| 12 | Cassady Wealth & Retirement Planning, LLC | $8.1M | 193K | ▲+50% Added · +64K sh | Q1 2026 | |
| 13 | HighTower Advisors, LLC | $6.5M | 162K | ▲+19% Added · +26K sh | Q1 2026 | |
| 14 | Southland Equity Partners LLC | $6.8M | 159K | ▼−1.6% Reduced · −3K sh | Q2 2026 | |
| 15 | CoreCap Advisors, LLC | $6.3M | 157K | ▲+11% Added · +16K sh | Q1 2026 | |
| 16 | Americana Partners, LLC | $5.3M | 131K | ▲New +131K sh | Q1 2026 | |
| 17 | Cornerstone Wealth, LLC/TN | $5.4M | 129K | ▲New +129K sh | Q1 2026 | |
| 18 | Advisory Alpha, LLC | $4.5M | 112K | ▲+9.0% Added · +9K sh | Q1 2026 | |
| 19 | BCS Wealth Management | $4.7M | 108K | ▼−5.3% Reduced · −6K sh | Q2 2026 | |
| 20 | Weaver Consulting Group | $4.2M | 104K | ▲+3.9% Added · +4K sh | Q1 2026 | |
| 21 | Vestmark Advisory Solutions, Inc. | $4.0M | 100K | ▲+21% Added · +17K sh | Q1 2026 | |
| 22 | Keating Financial Advisory Services, Inc. | $3.7M | 93K | ▲+9.2% Added · +8K sh | Q1 2026 | |
| 23 | Castle Rock Wealth Management, LLC | $3.9M | 91K | ▼−5.5% Reduced · −5K sh | Q2 2026 | |
| 24 | Steward Partners Investment Advisory, LLC | $3.5M | 88K | ▲737× Added · +88K sh | Q1 2026 | |
| 25 | MML INVESTORS SERVICES, LLC | $3.5M | 88K | ▲+19% Added · +14K sh | Q1 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.
| Company | Co-held by | Combined value |
|---|---|---|
| NVIDIA CORPNVDA | 65 funds | $12.8B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 65 funds | $11.2B |
| AMAZON.COM INCAMZN | 65 funds | $8.9B |
| TESLA INCTSLA | 65 funds | $2.2B |
| NETFLIX INCNFLX | 65 funds | $1.4B |
| INTL BUSINESS MACHINES CORPIBM | 65 funds | $1.2B |
| ADVANCED MICRO DEVICESAMD | 65 funds | $1.0B |
| UNITEDHEALTH GROUP INCUNH | 65 funds | $928.0M |
| ISHARES CORE S&P 500 ETFIVV | 64 funds | $14.3B |
| MICROSOFT CORPMSFT | 64 funds | $11.4B |
| VANGUARD S&P 500 ETFVOO | 64 funds | $9.7B |
| ALPHABET INC-CL AGOOGL | 64 funds | $7.2B |
Ranked by how many of PFEB's institutional holders also hold each name, a cross-fund conviction signal. Via the MCP server (ticker.co_held).
No filings captured for this ticker in the live stream yet.
13F holdings + quarter-over-quarter ownership changes + end-of-day price history + the live filing stream, joined for PFEB. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes. Every panel above is one call to the Arkolith API & MCP server.