Among active 13F managers last quarter, 1 opened and 2 added, while none reduced or exited; the largest holder to move was Two Sigma Investments, LP (new position).
29 tracked 13F filers disclose a position in PFI as of the latest SEC 13F filings, a combined $16.4M 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 | LPL Financial LLC | 60K | $3.2M | ▲+149% Added · +36K sh | Q1 2026 | |
| 2 | Bank Of America Corp | 53K | $2.8M | ▲+0.6% Added · +294 sh | Q1 2026 | |
| 3 | IMC-Chicago, LLC | 37K | $2.0M | ▲+16% Added · +5K sh | Q1 2026 | |
| 4 | Morgan Stanley | 28K | $1.5M | ▼−12% Reduced · −4K sh | Q1 2026 | |
| 5 | Farther Finance Advisors, LLC | 17K | $905K | —Held | Q1 2026 | |
| 6 | Two Sigma Investments, LP | 13K | $666K | ▲New +13K sh | Q1 2026 | |
| 7 | UBS Group AG | 11K | $598K | ▼−2.3% Reduced · −269 sh | Q1 2026 | |
| 8 | Susquehanna International Group, LLP | 11K | $590K | ▲New +11K sh | Q1 2026 | |
| 9 | Ameriprise Financial Inc | 10K | $533K | ▼−45% Reduced · −8K sh | Q1 2026 | |
| 10 | Genesee Capital Advisors, LLC | 8K | $496K | ▲+0.1% Added · +6 sh | Q2 2026 | |
| 11 | Trueblood Wealth Management, LLC | 8K | $467K | ▲+0.9% Added · +71 sh | Q2 2026 | |
| 12 | Goldman Sachs Group Inc | 7K | $371K | ▲+1.8% Added · +126 sh | Q1 2026 | |
| 13 | Asset Dedication, LLC | 6K | $364K | —Held | Q2 2026 | |
| 14 | Sensible Money, LLC | 6K | $364K | —Held | Q2 2026 | |
| 15 | Raymond James Financial Inc | 6K | $298K | ▼−8.5% Reduced · −521 sh | Q1 2026 | |
| 16 | Cetera Investment Advisers | 5K | $265K | ▼−2.9% Reduced · −146 sh | Q1 2026 | |
| 17 | JPMorgan Chase & Co | 4K | $223K | ▲New +4K sh | Q1 2026 | |
| 18 | Jones Financial Companies LLLP | 3K | $158K | ▲+25% Added · +618 sh | Q1 2026 | |
| 19 | Transamerica Financial Advisors, LLC | 3K | $184K | ▼−21% Reduced · −812 sh | Q2 2026 | |
| 20 | Geneos Wealth Management Inc. | 2K | $110K | —Held | Q2 2026 | |
| 21 | Bellevue Asset Management, LLC | 1K | $90K | —Held | Q2 2026 | |
| 22 | Osaic Holdings, Inc. | 755 | $40K | ▼−54% Reduced · −887 sh | Q1 2026 | |
| 23 | Huntington National Bank | 642 | $39K | ▲New +642 sh | Q2 2026 | |
| 24 | Silver Oak Securities, Incorporated | 483 | $29K | ▲Added Added · +483 sh | Q2 2026 | |
| 25 | IFP Advisors, Inc | 300 | $18K | —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, 1 fund opened a new position in PFI and 2 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 |
|---|---|---|
| Nvidia CorpNVDA | 9 funds | $2.4B |
| Apple IncAAPL | 9 funds | $2.0B |
| Amazon.com IncAMZN | 9 funds | $1.5B |
| Alphabet Inc-CL AGOOGL | 9 funds | $1.4B |
| JPMorgan Chase & CoJPM | 9 funds | $1.1B |
| Berkshire Hathaway Inc-CL BBRK/B | 9 funds | $881.4M |
| Microsoft CorpMSFT | 9 funds | $790.1M |
| Invesco QQQ Trust Series 1QQQ | 9 funds | $596.6M |
| SS SPDR S&P 500 ETF Trust-USSPY | 9 funds | $542.0M |
| Eli Lilly & CoLLY | 9 funds | $136.1M |
| Abbvie IncABBV | 9 funds | $90.2M |
| Schwab US Broad Market ETFSCHB | 9 funds | $65.4M |
Ranked by how many of PFI's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in PFI.
No filings captured for this ticker in the live stream yet.
Connected entities for PFI
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/PFI/capital-change-brief"
Use Arkolith's capital_change_brief for PFI. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
13F holdings + quarter-over-quarter ownership changes + the live filing stream, joined for PFI. Filings are public domain, sourced to SEC EDGAR.