Among active 13F managers last quarter, 2 opened and 5 added, while 2 reduced; the largest holder to move was Nikulski Financial, Inc. (+4.7%).
33 tracked 13F filers disclose a position in PFIG as of the latest SEC 13F filings, a combined $90.1M 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 | Bank of New York Mellon Corp | 1.3M | $30.4M | ▲+11% Added · +130K sh | Q1 2026 | |
| 2 | Ameriprise Financial Inc | 542K | $13.0M | ▲+47% Added · +173K sh | Q1 2026 | |
| 3 | LPL Financial LLC | 529K | $12.7M | ▲+11% Added · +51K sh | Q1 2026 | |
| 4 | Arkadios Wealth Advisors | 446K | $10.7M | ▲+60% Added · +166K sh | Q2 2026 | |
| 5 | Truist Financial Corp | 265K | $6.4M | ▲+27% Added · +56K sh | Q1 2026 | |
| 6 | Nikulski Financial, Inc. | 116K | $2.8M | ▲+4.7% Added · +5K sh | Q2 2026 | |
| 7 | Eclectic Associates Inc | 70K | $1.7M | ▲+9.3% Added · +6K sh | Q2 2026 | |
| 8 | Jones Financial Companies LLLP | 66K | $1.6M | ▲+3.7% Added · +2K sh | Q1 2026 | |
| 9 | Cetera Investment Advisers | 55K | $1.3M | ▲+30% Added · +13K sh | Q1 2026 | |
| 10 | Wealth Enhancement Advisory Services, LLC | 54K | $1.3M | ▲New +54K sh | Q2 2026 | |
| 11 | Citadel Advisors LLC | 48K | $1.2M | ▲New +48K sh | Q2 2026 | |
| 12 | Bank Of America Corp | 46K | $1.1M | ▼−0.9% Reduced · −409 sh | Q1 2026 | |
| 13 | Breakwater Capital Group | 41K | $992K | ▲+18% Added · +6K sh | Q2 2026 | |
| 14 | Federation des caisses Desjardins du Quebec | 40K | $965K | ▲+16% Added · +6K sh | Q2 2026 | |
| 15 | Insight Advisors, LLC/ PA | 34K | $808K | ▲+14% Added · +4K sh | Q2 2026 | |
| 16 | Equitable Holdings, Inc. | 26K | $633K | ▼−56% Reduced · −34K sh | Q2 2026 | |
| 17 | Royal Bank Of Canada | 18K | $432K | ▲+0.1% Added · +20 sh | Q1 2026 | |
| 18 | Morgan Stanley | 16K | $387K | ▲+0.3% Added · +55 sh | Q1 2026 | |
| 19 | Jane Street Group, LLC | 13K | $323K | ▲New +13K sh | Q1 2026 | |
| 20 | Copia Wealth Management | 13K | $320K | ▼−6.8% Reduced · −984 sh | Q2 2026 | |
| 21 | Hobbs Group Advisors, LLC | 12K | $280K | —Held | Q2 2026 | |
| 22 | Envestnet Asset Management Inc | 11K | $275K | ▲New +11K sh | Q1 2026 | |
| 23 | Capital Investment Advisory Services, LLC | 9K | $214K | ▼−1.9% Reduced · −173 sh | Q2 2026 | |
| 24 | Advisory Services Network, LLC | 9K | $214K | ▲+0.6% Added · +51 sh | Q1 2026 | |
| 25 | Allworth Financial LP | 2K | $57K | —Held | 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, 2 funds opened a new position in PFIG and 5 added to an existing one, while 2 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 | 12 funds | $3.3B |
| Apple IncAAPL | 12 funds | $3.1B |
| Amazon.com IncAMZN | 12 funds | $3.1B |
| Microsoft CorpMSFT | 12 funds | $1.9B |
| Alphabet Inc-CL AGOOGL | 12 funds | $1.4B |
| Broadcom IncAVGO | 12 funds | $1.4B |
| Alphabet Inc-CL CGOOG | 12 funds | $1.2B |
| JPMorgan Chase & CoJPM | 12 funds | $951.6M |
| Abbvie IncABBV | 12 funds | $901.3M |
| Walmart IncWMT | 12 funds | $864.6M |
| Meta Platforms Inc-Class AMETA | 12 funds | $838.3M |
| SS SPDR S&P 500 ETF Trust-USSPY | 12 funds | $803.1M |
Ranked by how many of PFIG's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in PFIG.
No filings captured for this ticker in the live stream yet.
Connected entities for PFIG
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.