26 tracked 13F filers disclose a position in PFFR as of the latest SEC 13F filings, a combined $20.1M 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 | Kestra Advisory Services, LLC | $3.0M | 170K | ▲+2.3% Added · +4K sh | Q2 2026 | |
| 2 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $2.8M | 159K | ▲+0.5% Added · +801 sh | Q2 2026 | |
| 3 | Strategic Financial Concepts, LLC | $2.5M | 142K | ▲13× Added · +131K sh | Q2 2026 | |
| 4 | ROYAL BANK OF CANADA | $1.9M | 112K | ▼−2.5% Reduced · −3K sh | Q1 2026 | |
| 5 | RAYMOND JAMES FINANCIAL INC | $1.6M | 94K | ▲+22% Added · +17K sh | Q1 2026 | |
| 6 | LPL Financial LLC | $1.5M | 90K | ▲+20% Added · +15K sh | Q1 2026 | |
| 7 | ENVESTNET ASSET MANAGEMENT INC | $1.4M | 83K | ▼−0.9% Reduced · −726 sh | Q1 2026 | |
| 8 | CITADEL ADVISORS LLC | $1.1M | 65K | ▲New +65K sh | Q1 2026 | |
| 9 | UBS Group AG | $1.1M | 63K | ▲+12% Added · +7K sh | Q1 2026 | |
| 10 | OSAIC HOLDINGS, INC. | $833K | 48K | ▲+15% Added · +6K sh | Q1 2026 | |
| 11 | Lido Advisors, LLC | $569K | 33K | ▲+205% Added · +22K sh | Q1 2026 | |
| 12 | FIFTH THIRD BANCORP | $294K | 17K | ▲New +17K sh | Q1 2026 | |
| 13 | KINGSWOOD WEALTH ADVISORS, LLC | $276K | 16K | ▼−63% Reduced · −28K sh | Q1 2026 | |
| 14 | HighTower Advisors, LLC | $242K | 14K | ▲+0.1% Added · +10 sh | Q1 2026 | |
| 15 | BXM Wealth LLC | $196K | 11K | ▲New +11K sh | Q2 2026 | |
| 16 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $188K | 11K | ▲New +11K sh | Q1 2026 | |
| 17 | Aptus Capital Advisors, LLC | $157K | 9K | —Held | Q1 2026 | |
| 18 | MORGAN STANLEY | $120K | 7K | ▲+100% Added · +3K sh | Q1 2026 | |
| 19 | Allworth Financial LP | $119K | 7K | ▲14× Added · +6K sh | Q1 2026 | |
| 20 | Advisory Services Network, LLC | $58K | 3K | ▲New +3K sh | Q1 2026 | |
| 21 | US BANCORP \DE\ | $24K | 1K | —Held | Q1 2026 | |
| 22 | NATIONAL BANK OF CANADA /FI/ | $12K | 700 | —Held | Q1 2026 | |
| 23 | Aventura Private Wealth, LLC | $6K | 339 | ▲+2.1% Added · +7 sh | Q2 2026 | |
| 24 | HARBOUR INVESTMENTS, INC. | $5K | 308 | ▲+2.0% Added · +6 sh | Q1 2026 | |
| 25 | Roxbury Financial LLC | $2K | 139 | ▲New +139 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, 3 funds opened a new position in PFFR and 2 added to an existing one, while 0 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 |
|---|---|---|
| ISHARES CORE S&P 500 ETFIVV | 9 funds | $6.5B |
| NVIDIA CORPNVDA | 9 funds | $5.4B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 9 funds | $3.8B |
| APPLE INCAAPL | 9 funds | $3.7B |
| AMAZON.COM INCAMZN | 9 funds | $3.3B |
| MICROSOFT CORPMSFT | 9 funds | $3.2B |
| ALPHABET INC-CL AGOOGL | 9 funds | $2.1B |
| MICRON TECHNOLOGY INCMU | 9 funds | $1.8B |
| META PLATFORMS INC-CLASS AMETA | 9 funds | $1.7B |
| ISHARES CORE U.S. AGGREGATEAGG | 9 funds | $1.7B |
| TAIWAN SEMICONDUCTOR-SP ADRTSM | 9 funds | $1.6B |
| SS SPDR DOW JONES INDUS AVGDIA | 9 funds | $1.6B |
Ranked by how many of PFFR's institutional holders also hold each name, a cross-fund conviction signal.
No filings captured for this ticker in the live stream yet.
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/PFFR/capital-change-brief"
Use Arkolith's capital_change_brief for PFFR. 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 PFFR. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.