| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | MORGAN STANLEY | $50.0M | 2.3M | ▲+5.5% Added · +119K sh | Q1 2026 | |
| 2 | LPL Financial LLC | $5.7M | 262K | ▲~0% Added · +13 sh | Q1 2026 | |
| 3 | Foguth Wealth Management, LLC. | $4.6M | 207K | ▲New +207K sh | Q1 2026 | |
| 4 | OSAIC HOLDINGS, INC. | $4.3M | 195K | ▲+85% Added · +90K sh | Q1 2026 | |
| 5 | Leslie Global Wealth, LLC | $3.5M | 160K | ▼−5.7% Reduced · −10K sh | Q1 2026 | |
| 6 | Gotham Asset Management, LLC | $3.2M | 146K | ▲+85% Added · +67K sh | Q1 2026 | |
| 7 | Creative Planning | $3.1M | 144K | ▼−14% Reduced · −24K sh | Q1 2026 | |
| 8 | BENJAMIN EDWARDS INC | $3.0M | 136K | ▼−2.3% Reduced · −3K sh | Q1 2026 | |
| 9 | BANK OF AMERICA CORP /DE/ | $3.0M | 136K | ▲+4.7% Added · +6K sh | Q1 2026 | |
| 10 | Rockefeller Capital Management L.P. | $2.8M | 130K | ▲+1.0% Added · +1K sh | Q1 2026 | |
| 11 | INTEGRAL INVESTMENT ADVISORS, INC. | $2.6M | 116K | ▲+7.2% Added · +8K sh | Q2 2026 | |
| 12 | LFG Wealth Partners, LLC | $2.2M | 101K | ▲+9.4% Added · +9K sh | Q1 2026 | |
| 13 | ENVESTNET ASSET MANAGEMENT INC | $2.1M | 96K | ▲+8.5% Added · +8K sh | Q1 2026 | |
| 14 | Trajan Wealth LLC | $2.1M | 96K | ▲+7.9% Added · +7K sh | Q1 2026 | |
| 15 | APS Management Group, Inc. | $1.9M | 86K | ▲+3.8% Added · +3K sh | Q2 2026 | |
| 16 | RAYMOND JAMES FINANCIAL INC | $1.6M | 74K | ▲+8.3% Added · +6K sh | Q1 2026 | |
| 17 | UBS Group AG | $1.2M | 53K | ▲26× Added · +51K sh | Q1 2026 | |
| 18 | Texas Yale Capital Corp. | $1.1M | 51K | ▲+60% Added · +19K sh | Q1 2026 | |
| 19 | SBI Securities Co., Ltd. | $902K | 41K | ▲+26% Added · +8K sh | Q1 2026 | |
| 20 | Cetera Investment Advisers | $831K | 38K | ▼−12% Reduced · −5K sh | Q1 2026 | |
| 21 | Princeton Global Asset Management LLC | $769K | 35K | ▼−66% Reduced · −67K sh | Q2 2026 | |
| 22 | JANE STREET GROUP, LLC | $653K | 30K | ▲New +30K sh | Q1 2026 | |
| 23 | FIRST MANHATTAN CO. LLC. | $613K | 28K | —Held | Q1 2026 | |
| 24 | Stratos Wealth Partners, LTD. | $579K | 27K | ▲+3.8% Added · +973 sh | Q1 2026 | |
| 25 | TRUIST FINANCIAL CORP | $539K | 25K | ▼−2.5% Reduced · −622 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 |
|---|---|---|
| SS SPDR S&P 500 ETF TRUST-USSPY | 26 funds | $10.7B |
| APPLE INCAAPL | 26 funds | $9.8B |
| NVIDIA CORPNVDA | 26 funds | $8.0B |
| MICROSOFT CORPMSFT | 26 funds | $7.4B |
| AMAZON.COM INCAMZN | 26 funds | $5.0B |
| ALPHABET INC-CL AGOOGL | 26 funds | $4.3B |
| BROADCOM INCAVGO | 26 funds | $3.7B |
| VANGUARD S&P 500 ETFVOO | 26 funds | $3.6B |
| ALPHABET INC-CL CGOOG | 26 funds | $3.5B |
| JPMORGAN CHASE & COJPM | 26 funds | $2.9B |
| BERKSHIRE HATHAWAY INC-CL BBRK/B | 26 funds | $2.7B |
| INVESCO QQQ TRUST SERIES 1QQQ | 26 funds | $2.6B |
Ranked by how many of PFFV'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/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.