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/PFFD/capital-change-brief"
Use Arkolith's capital_change_brief for PFFD. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | Orgel Wealth Management, LLC | $127.6M | 6.8M | ▼−3.1% Reduced · −220K sh | Q2 2026 | |
| 2 | BANK OF AMERICA CORP /DE/ | $97.6M | 5.3M | ▼−12% Reduced · −706K sh | Q1 2026 | |
| 3 | LPL Financial LLC | $66.4M | 3.6M | ▼−6.1% Reduced · −235K sh | Q1 2026 | |
| 4 | Global X Japan Co., Ltd. | $62.9M | 3.4M | ▲New +3.4M sh | Q1 2026 | |
| 5 | MORGAN STANLEY | $52.7M | 2.9M | ▼−3.6% Reduced · −107K sh | Q1 2026 | |
| 6 | WELLS FARGO & COMPANY/MN | $47.1M | 2.6M | ▼−4.3% Reduced · −116K sh | Q1 2026 | |
| 7 | ENVESTNET ASSET MANAGEMENT INC | $41.4M | 2.2M | ▲+34% Added · +573K sh | Q1 2026 | |
| 8 | Lido Advisors, LLC | $30.2M | 1.6M | ▲+7.7% Added · +118K sh | Q1 2026 | |
| 9 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $29.1M | 1.6M | ▲44× Added · +1.5M sh | Q1 2026 | |
| 10 | NEW YORK LIFE INVESTMENT MANAGEMENT LLC | $24.4M | 1.3M | ▼−22% Reduced · −368K sh | Q1 2026 | |
| 11 | Cetera Investment Advisers | $23.1M | 1.3M | ▲+17% Added · +183K sh | Q1 2026 | |
| 12 | SEI INVESTMENTS CO | $20.5M | 1.1M | ▲+12% Added · +123K sh | Q1 2026 | |
| 13 | Creative Planning | $19.1M | 1.0M | ▲+1.2% Added · +12K sh | Q1 2026 | |
| 14 | MERCER GLOBAL ADVISORS INC /ADV | $15.9M | 863K | ▼−38% Reduced · −539K sh | Q1 2026 | |
| 15 | ASSETMARK, INC | $15.9M | 862K | ▲+1.2% Added · +10K sh | Q1 2026 | |
| 16 | COLLECTIVE FAMILY OFFICE LLC | $14.5M | 777K | ▲+11% Added · +80K sh | Q2 2026 | |
| 17 | MAI Capital Management | $13.2M | 720K | ▲+4.7% Added · +32K sh | Q1 2026 | |
| 18 | Steward Partners Investment Advisory, LLC | $12.6M | 685K | ▲+2.6% Added · +17K sh | Q1 2026 | |
| 19 | UBS Group AG | $12.4M | 676K | ▼−4.0% Reduced · −28K sh | Q1 2026 | |
| 20 | CONNING INC. | $10.7M | 580K | —Held | Q1 2026 | |
| 21 | ROYAL BANK OF CANADA | $10.6M | 575K | ▼−20% Reduced · −147K sh | Q1 2026 | |
| 22 | RAYMOND JAMES FINANCIAL INC | $10.4M | 565K | ▲+23% Added · +107K sh | Q1 2026 | |
| 23 | Carnegie Investment Counsel | $9.1M | 497K | ▲+26% Added · +102K sh | Q1 2026 | |
| 24 | MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | $8.1M | 441K | ▲+8.2% Added · +33K sh | Q1 2026 | |
| 25 | MML INVESTORS SERVICES, LLC | $7.6M | 416K | ▼−12% Reduced · −55K 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 |
|---|---|---|
| APPLE INCAAPL | 90 funds | $27.4B |
| MICROSOFT CORPMSFT | 90 funds | $21.0B |
| AMAZON.COM INCAMZN | 90 funds | $16.1B |
| JPMORGAN CHASE & COJPM | 90 funds | $9.5B |
| BERKSHIRE HATHAWAY INC-CL BBRK/B | 90 funds | $7.4B |
| MASTERCARD INC - AMA | 90 funds | $3.1B |
| ALPHABET INC-CL CGOOG | 89 funds | $10.1B |
| META PLATFORMS INC-CLASS AMETA | 89 funds | $8.5B |
| VISA INC-CLASS A SHARESV | 89 funds | $5.7B |
| JOHNSON & JOHNSONJNJ | 89 funds | $5.1B |
| CHEVRON CORPCVX | 89 funds | $3.5B |
| CATERPILLAR INCCAT | 89 funds | $2.8B |
Ranked by how many of PFFD'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 PFFD. 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.