215 tracked 13F filers disclose a position in PFEB as of the latest SEC 13F filings, a combined $584.5M 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 | 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 | Americana Partners, LLC | $14.4M | 335K | ▲+155% Added · +203K sh | Q2 2026 | |
| 7 | LPL Financial LLC | $13.0M | 324K | ▲+22% Added · +58K sh | Q1 2026 | |
| 8 | Kestra Advisory Services, LLC | $12.7M | 295K | ▼−12% Reduced · −40K sh | Q2 2026 | |
| 9 | Integrity Advisory Solutions, LLC | $12.1M | 282K | ▲+16% Added · +39K sh | Q2 2026 | |
| 10 | Cetera Investment Advisers | $11.0M | 275K | ▲+36% Added · +72K sh | Q1 2026 | |
| 11 | ENVESTNET ASSET MANAGEMENT INC | $9.5M | 237K | ▲+371% Added · +186K sh | Q1 2026 | |
| 12 | BLAIR WILLIAM & CO/IL | $10.2M | 236K | ▼−4.2% Reduced · −10K sh | Q2 2026 | |
| 13 | Beacon Pointe Advisors, LLC | $9.6M | 223K | ▼−14% Reduced · −37K sh | Q2 2026 | |
| 14 | Cassady Wealth & Retirement Planning, LLC | $8.3M | 193K | —Held | Q2 2026 | |
| 15 | HighTower Advisors, LLC | $6.5M | 162K | ▲+19% Added · +26K sh | Q1 2026 | |
| 16 | Southland Equity Partners LLC | $6.8M | 159K | ▼−1.6% Reduced · −3K sh | Q2 2026 | |
| 17 | CoreCap Advisors, LLC | $6.3M | 157K | ▲+11% Added · +16K sh | Q1 2026 | |
| 18 | Cornerstone Wealth, LLC/TN | $5.6M | 130K | ▲+1.1% Added · +1K sh | Q2 2026 | |
| 19 | Advisory Alpha, LLC | $5.1M | 119K | ▲+6.0% Added · +7K sh | Q2 2026 | |
| 20 | MML INVESTORS SERVICES, LLC | $4.7M | 109K | ▲+24% Added · +21K sh | Q2 2026 | |
| 21 | BCS Wealth Management | $4.7M | 108K | ▼−5.3% Reduced · −6K sh | Q2 2026 | |
| 22 | Weaver Consulting Group | $4.5M | 104K | ▲+0.1% Added · +91 sh | Q2 2026 | |
| 23 | Vestmark Advisory Solutions, Inc. | $4.3M | 100K | ▲+0.3% Added · +303 sh | Q2 2026 | |
| 24 | Keating Financial Advisory Services, Inc. | $4.0M | 92K | ▼−0.7% Reduced · −614 sh | Q2 2026 | |
| 25 | Castle Rock Wealth Management, LLC | $3.9M | 91K | ▼−5.5% Reduced · −5K 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 opened a new position in PFEB and 17 added to an existing one, while 21 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 | 115 funds | $22.5B |
| MICROSOFT CORPMSFT | 114 funds | $23.2B |
| NVIDIA CORPNVDA | 113 funds | $30.1B |
| AMAZON.COM INCAMZN | 111 funds | $17.7B |
| ALPHABET INC-CL AGOOGL | 111 funds | $7.7B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 110 funds | $4.7B |
| JPMORGAN CHASE & COJPM | 109 funds | $3.9B |
| INVESCO QQQ TRUST SERIES 1QQQ | 108 funds | $3.3B |
| ALPHABET INC-CL CGOOG | 107 funds | $16.0B |
| TESLA INCTSLA | 107 funds | $3.3B |
| ISHARES CORE S&P 500 ETFIVV | 106 funds | $9.0B |
| BERKSHIRE HATHAWAY INC-CL BBRK/B | 106 funds | $4.6B |
Ranked by how many of PFEB's institutional holders also hold each name, a cross-fund conviction signal.
| Class | 13F holders | Value held |
|---|---|---|
| PJANmc | 269 funds | $1.0B |
| PJULmc | 246 funds | $688.3M |
| POCTmc | 232 funds | $683.7M |
| PFEBthis pagemc | 215 funds | $584.5M |
| PAPRmc | 212 funds | $574.3M |
| PDECmc | 210 funds | $647.1M |
| PSEPmc | 203 funds | $561.6M |
| PAUGmc | 197 funds | $607.4M |
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 PFEB
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.
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.