28 tracked 13F filers disclose a position in PFIG as of the latest SEC 13F filings, a combined $84.2M 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 | Bank of New York Mellon Corp | $30.4M | 1.3M | ▲+11% Added · +130K sh | Q1 2026 | |
| 2 | AMERIPRISE FINANCIAL INC | $13.0M | 542K | ▲+47% Added · +173K sh | Q1 2026 | |
| 3 | LPL Financial LLC | $12.7M | 529K | ▲+11% Added · +51K sh | Q1 2026 | |
| 4 | Arkadios Wealth Advisors | $6.7M | 279K | ▲+182% Added · +180K sh | Q1 2026 | |
| 5 | TRUIST FINANCIAL CORP | $6.4M | 265K | ▲+27% Added · +56K sh | Q1 2026 | |
| 6 | Nikulski Financial, Inc. | $2.7M | 111K | ▲+54% Added · +39K sh | Q1 2026 | |
| 7 | ECLECTIC ASSOCIATES INC /ADV | $1.7M | 70K | ▲+9.3% Added · +6K sh | Q2 2026 | |
| 8 | JONES FINANCIAL COMPANIES LLLP | $1.6M | 66K | ▲+3.7% Added · +2K sh | Q1 2026 | |
| 9 | Equitable Holdings, Inc. | $1.5M | 61K | ▼−2.0% Reduced · −1K sh | Q1 2026 | |
| 10 | Cetera Investment Advisers | $1.3M | 55K | ▲+30% Added · +13K sh | Q1 2026 | |
| 11 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $1.3M | 54K | ▲New +54K sh | Q2 2026 | |
| 12 | BANK OF AMERICA CORP /DE/ | $1.1M | 46K | ▼−0.9% Reduced · −409 sh | Q1 2026 | |
| 13 | Breakwater Capital Group | $992K | 41K | ▲+18% Added · +6K sh | Q2 2026 | |
| 14 | Federation des caisses Desjardins du Quebec | $835K | 35K | ▲+655% Added · +30K sh | Q1 2026 | |
| 15 | ROYAL BANK OF CANADA | $432K | 18K | ▲+0.1% Added · +20 sh | Q1 2026 | |
| 16 | MORGAN STANLEY | $387K | 16K | ▲+0.3% Added · +55 sh | Q1 2026 | |
| 17 | JANE STREET GROUP, LLC | $323K | 13K | ▲New +13K sh | Q1 2026 | |
| 18 | Hobbs Group Advisors, LLC | $281K | 12K | —Held | Q1 2026 | |
| 19 | ENVESTNET ASSET MANAGEMENT INC | $275K | 11K | ▲New +11K sh | Q1 2026 | |
| 20 | Advisory Services Network, LLC | $214K | 9K | ▲+0.6% Added · +51 sh | Q1 2026 | |
| 21 | Allworth Financial LP | $57K | 2K | —Held | Q1 2026 | |
| 22 | Parallel Advisors, LLC | $48K | 2K | —Held | Q1 2026 | |
| 23 | TD Waterhouse Canada Inc. | $17K | 725 | —Held | Q1 2026 | |
| 24 | OSAIC HOLDINGS, INC. | $14K | 600 | ▼−67% Reduced · −1K sh | Q1 2026 | |
| 25 | FMR LLC | $10K | 429 | ▼−5.1% Reduced · −23 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, 0 funds opened a new position in PFIG and 5 added to an existing one, while 1 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 |
|---|---|---|
| ROYAL BANK OF CANADARY | 8 funds | $4.1B |
| APPLE INCAAPL | 8 funds | $3.4B |
| NVIDIA CORPNVDA | 8 funds | $2.8B |
| TORONTO-DOMINION BANKTD | 8 funds | $2.8B |
| MICROSOFT CORPMSFT | 8 funds | $2.3B |
| AMAZON.COM INCAMZN | 8 funds | $1.8B |
| ALPHABET INC-CL AGOOGL | 8 funds | $1.4B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 8 funds | $1.4B |
| ENBRIDGE INCENB | 8 funds | $1.3B |
| SUNCOR ENERGY INCSU | 8 funds | $1.3B |
| INVESCO QQQ TRUST SERIES 1QQQ | 8 funds | $1.3B |
| ISHARES CORE S&P 500 ETFIVV | 8 funds | $1.3B |
Ranked by how many of PFIG'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/PFIG/capital-change-brief"
Use Arkolith's capital_change_brief for PFIG. 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 PFIG. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.