Among active 13F managers last quarter, 4 opened and 5 added, while none reduced or exited; the largest holder to move was Strategic Financial Concepts, LLC (13× the prior stake).
32 tracked 13F filers disclose a position in PFFR as of the latest SEC 13F filings, a combined $20.9M 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 | Shares | Position value | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | Kestra Advisory Services, LLC | 170K | $3.0M | ▲+2.3% Added · +4K sh | Q2 2026 | |
| 2 | Wealth Enhancement Advisory Services, LLC | 159K | $2.8M | ▲+0.5% Added · +801 sh | Q2 2026 | |
| 3 | Strategic Financial Concepts, LLC | 142K | $2.5M | ▲13× Added · +131K sh | Q2 2026 | |
| 4 | Royal Bank Of Canada | 112K | $1.9M | ▼−2.5% Reduced · −3K sh | Q1 2026 | |
| 5 | Raymond James Financial Inc | 94K | $1.6M | ▲+22% Added · +17K sh | Q1 2026 | |
| 6 | LPL Financial LLC | 90K | $1.5M | ▲+20% Added · +15K sh | Q1 2026 | |
| 7 | Envestnet Asset Management Inc | 83K | $1.4M | ▼−0.9% Reduced · −726 sh | Q1 2026 | |
| 8 | UBS Group AG | 63K | $1.1M | ▲+12% Added · +7K sh | Q1 2026 | |
| 9 | Osaic Holdings, Inc. | 48K | $833K | ▲+15% Added · +6K sh | Q1 2026 | |
| 10 | Pasadena Private Wealth, LLC | 44K | $773K | ▼−25% Reduced · −15K sh | Q2 2026 | |
| 11 | Lido Advisors, LLC | 33K | $574K | —Held | Q2 2026 | |
| 12 | Kingswood Wealth Advisors, LLC | 29K | $500K | ▲+79% Added · +13K sh | Q2 2026 | |
| 13 | Camarda Financial Advisors, LLC | 24K | $420K | ▲+10% Added · +2K sh | Q2 2026 | |
| 14 | Fiduciary Group, LLC | 17K | $301K | ▲+12% Added · +2K sh | Q2 2026 | |
| 15 | Fifth Third Bancorp | 17K | $294K | ▲New +17K sh | Q1 2026 | |
| 16 | HighTower Advisors, LLC | 14K | $242K | ▲+0.1% Added · +10 sh | Q1 2026 | |
| 17 | BXM Wealth LLC | 11K | $196K | ▲New +11K sh | Q2 2026 | |
| 18 | Susquehanna International Group, LLP | 11K | $188K | ▲New +11K sh | Q1 2026 | |
| 19 | Aptus Capital Advisors, LLC | 10K | $167K | ▲+5.1% Added · +469 sh | Q2 2026 | |
| 20 | Morgan Stanley | 7K | $120K | ▲+100% Added · +3K sh | Q1 2026 | |
| 21 | Allworth Financial LP | 7K | $119K | ▲14× Added · +6K sh | Q1 2026 | |
| 22 | Founders Financial Alliance, LLC | 6K | $112K | ▲New +6K sh | Q2 2026 | |
| 23 | Advisory Services Network, LLC | 3K | $58K | ▲New +3K sh | Q1 2026 | |
| 24 | FMR LLC | 3K | $52K | ▲215× Added · +3K sh | Q2 2026 | |
| 25 | Ankerstar Wealth, LLC | 2K | $41K | —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, 4 funds opened a new position in PFFR and 5 added to an existing one, while none reduced or exited. 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 | Their position there |
|---|---|---|
| Apple IncAAPL | 9 funds | $816.1M |
| Nvidia CorpNVDA | 9 funds | $691.5M |
| Microsoft CorpMSFT | 9 funds | $426.6M |
| Amazon.com IncAMZN | 9 funds | $380.2M |
| Alphabet Inc-CL CGOOG | 9 funds | $316.6M |
| Broadcom IncAVGO | 9 funds | $231.3M |
| Alphabet Inc-CL AGOOGL | 9 funds | $214.8M |
| Meta Platforms Inc-Class AMETA | 9 funds | $151.1M |
| Eli Lilly & CoLLY | 9 funds | $150.5M |
| Visa Inc-Class A SharesV | 9 funds | $131.6M |
| Micron Technology IncMU | 9 funds | $121.3M |
| Johnson & JohnsonJNJ | 9 funds | $120.7M |
Ranked by how many of PFFR's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in PFFR.
| Class | 13F holders | Value held |
|---|---|---|
| PFFAmc | 195 funds | $370.0M |
| UTESmc | 165 funds | $844.6M |
| NFLTmc | 72 funds | $361.5M |
| AMZAmc | 62 funds | $53.8M |
| PFFRthis pageINFRACP REIT PFD | 32 funds | $20.9M |
| BBPVIRTUS LIFESC BT | 25 funds | $36.8M |
| BBCVIRTUS LIFESC CT | 18 funds | $14.4M |
| VPCVIRTUS PVT CR | 18 funds | $6.1M |
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 PFFR
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.