22 tracked 13F filers disclose a position in PFI as of the latest SEC 13F filings, a combined $14.9M 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 | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | $3.2M | 60K | ▲+149% Added · +36K sh | Q1 2026 | |
| 2 | BANK OF AMERICA CORP /DE/ | $2.8M | 53K | ▲+0.6% Added · +294 sh | Q1 2026 | |
| 3 | IMC-Chicago, LLC | $2.0M | 37K | ▲+16% Added · +5K sh | Q1 2026 | |
| 4 | MORGAN STANLEY | $1.5M | 28K | ▼−12% Reduced · −4K sh | Q1 2026 | |
| 5 | Farther Finance Advisors, LLC | $905K | 17K | —Held | Q1 2026 | |
| 6 | TWO SIGMA INVESTMENTS, LP | $666K | 13K | ▲New +13K sh | Q1 2026 | |
| 7 | UBS Group AG | $598K | 11K | ▼−2.3% Reduced · −269 sh | Q1 2026 | |
| 8 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $590K | 11K | ▲New +11K sh | Q1 2026 | |
| 9 | AMERIPRISE FINANCIAL INC | $533K | 10K | ▼−45% Reduced · −8K sh | Q1 2026 | |
| 10 | GOLDMAN SACHS GROUP INC | $371K | 7K | ▲+1.8% Added · +126 sh | Q1 2026 | |
| 11 | Asset Dedication, LLC | $318K | 6K | —Held | Q1 2026 | |
| 12 | RAYMOND JAMES FINANCIAL INC | $298K | 6K | ▼−8.5% Reduced · −521 sh | Q1 2026 | |
| 13 | Cetera Investment Advisers | $265K | 5K | ▼−2.9% Reduced · −146 sh | Q1 2026 | |
| 14 | JPMORGAN CHASE & CO | $223K | 4K | ▲New +4K sh | Q1 2026 | |
| 15 | Transamerica Financial Advisors, LLC | $204K | 4K | ▼−98% Reduced · −243K sh | Q1 2026 | |
| 16 | JONES FINANCIAL COMPANIES LLLP | $158K | 3K | ▲+25% Added · +618 sh | Q1 2026 | |
| 17 | Geneos Wealth Management Inc. | $96K | 2K | —Held | Q1 2026 | |
| 18 | OSAIC HOLDINGS, INC. | $40K | 755 | ▼−54% Reduced · −887 sh | Q1 2026 | |
| 19 | IFP Advisors, Inc | $18K | 300 | —Held | Q2 2026 | |
| 20 | ROYAL BANK OF CANADA | $15K | 284 | ▼−95% Reduced · −6K sh | Q1 2026 | |
| 21 | FMR LLC | $2K | 41 | ▼−31% Reduced · −18 sh | Q1 2026 | |
| 22 | WELLS FARGO & COMPANY/MN | $51 | 1 | ▼−97% Reduced · −35 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, 1 fund opened a new position in PFI, 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 |
|---|---|---|
| APPLE INCAAPL | 7 funds | $1.4B |
| NVIDIA CORPNVDA | 7 funds | $1.0B |
| ISHARES CORE S&P 500 ETFIVV | 7 funds | $890.7M |
| INVESCO QQQ TRUST SERIES 1QQQ | 7 funds | $759.9M |
| SS SPDR S&P 500 ETF TRUST-USSPY | 7 funds | $741.0M |
| MICROSOFT CORPMSFT | 7 funds | $717.9M |
| AMAZON.COM INCAMZN | 7 funds | $628.6M |
| PARKER HANNIFIN CORPPH | 7 funds | $557.9M |
| VANGUARD S&P 500 ETFVOO | 7 funds | $544.0M |
| ALPHABET INC-CL AGOOGL | 7 funds | $424.6M |
| VANGUARD GROWTH ETFVUG | 7 funds | $404.9M |
| VANGUARD TOTAL STOCK MKT ETFVTI | 7 funds | $397.9M |
Ranked by how many of PFI'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/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 + end-of-day price history + the live filing stream, joined for PFI. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.