Among active 13F managers last quarter, 6 opened and 12 added, while 7 reduced; the largest holder to move was Investment Partners Asset Management, Inc. (+1.8%).
68 tracked 13F filers disclose a position in PFFV as of the latest SEC 13F filings, a combined $128.1M 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 | Shares | Position value | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | Morgan Stanley | 2.3M | $50.0M | ▲+5.5% Added · +119K sh | Q1 2026 | |
| 2 | LPL Financial LLC | 262K | $5.7M | ▲~0% Added · +13 sh | Q1 2026 | |
| 3 | Investment Partners Asset Management, Inc. | 258K | $5.7M | ▲+1.8% Added · +5K sh | Q2 2026 | |
| 4 | Foguth Wealth Management, LLC. | 209K | $4.6M | ▲+1.3% Added · +3K sh | Q2 2026 | |
| 5 | Ironsides Asset Advisors, LLC | 201K | $4.4M | ▼−22% Reduced · −56K sh | Q2 2026 | |
| 6 | Osaic Holdings, Inc. | 195K | $4.3M | ▲+85% Added · +90K sh | Q1 2026 | |
| 7 | Bedel Financial Consulting, Inc. | 170K | $3.7M | ▲+2.1% Added · +3K sh | Q2 2026 | |
| 8 | Leslie Global Wealth, LLC | 163K | $3.6M | ▲+2.2% Added · +4K sh | Q2 2026 | |
| 9 | Gotham Asset Management, LLC | 159K | $3.5M | ▲+9.3% Added · +14K sh | Q2 2026 | |
| 10 | Creative Planning | 144K | $3.1M | ▼−14% Reduced · −24K sh | Q1 2026 | |
| 11 | Bank Of America Corp | 136K | $3.0M | ▲+4.7% Added · +6K sh | Q1 2026 | |
| 12 | Rockefeller Capital Management L.P. | 130K | $2.8M | ▲+1.0% Added · +1K sh | Q1 2026 | |
| 13 | Benjamin Edwards Inc | 130K | $2.9M | ▼−4.4% Reduced · −6K sh | Q2 2026 | |
| 14 | LFG Wealth Partners, LLC | 128K | $2.8M | ▲+26% Added · +27K sh | Q2 2026 | |
| 15 | Integral Investment Advisors, Inc. | 116K | $2.6M | ▲+7.2% Added · +8K sh | Q2 2026 | |
| 16 | Trajan Wealth LLC | 98K | $2.2M | ▲+1.5% Added · +1K sh | Q2 2026 | |
| 17 | Envestnet Asset Management Inc | 96K | $2.1M | ▲+8.5% Added · +8K sh | Q1 2026 | |
| 18 | APS Management Group, Inc. | 86K | $1.9M | ▲+3.8% Added · +3K sh | Q2 2026 | |
| 19 | Raymond James Financial Inc | 74K | $1.6M | ▲+8.3% Added · +6K sh | Q1 2026 | |
| 20 | Comprehensive Money Management Services LLC | 62K | $1.4M | ▼−10.0% Reduced · −7K sh | Q2 2026 | |
| 21 | Texas Yale Capital Corp. | 61K | $1.3M | ▲+19% Added · +10K sh | Q2 2026 | |
| 22 | UBS Group AG | 53K | $1.2M | ▲26× Added · +51K sh | Q1 2026 | |
| 23 | SBI Securities Co., Ltd. | 49K | $1.1M | ▲+19% Added · +8K sh | Q2 2026 | |
| 24 | Anchor Bay Capital, Inc. | 42K | $925K | ▲New +42K sh | Q2 2026 | |
| 25 | Cetera Investment Advisers | 38K | $831K | ▼−12% Reduced · −5K 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.
Last quarter, 6 funds opened a new position in PFFV and 12 added to an existing one, while 7 reduced. 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 |
|---|---|---|
| Nvidia CorpNVDA | 28 funds | $6.7B |
| Apple IncAAPL | 28 funds | $5.8B |
| Microsoft CorpMSFT | 28 funds | $3.9B |
| JPMorgan Chase & CoJPM | 28 funds | $911.4M |
| SS SPDR S&P 500 ETF Trust-USSPY | 27 funds | $9.4B |
| Amazon.com IncAMZN | 27 funds | $3.3B |
| Alphabet Inc-CL AGOOGL | 27 funds | $2.1B |
| Vanguard S&P 500 ETFVOO | 27 funds | $1.7B |
| Meta Platforms Inc-Class AMETA | 27 funds | $1.6B |
| Eli Lilly & CoLLY | 27 funds | $1.5B |
| Walmart IncWMT | 27 funds | $577.8M |
| Alphabet Inc-CL CGOOG | 26 funds | $2.5B |
Ranked by how many of PFFV's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in PFFV.
No filings captured for this ticker in the live stream yet.
Connected entities for PFFV
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/PFFV/capital-change-brief"
Use Arkolith's capital_change_brief for PFFV. 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 PFFV. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.