Among active 13F managers last quarter, 11 opened and 5 added, while 6 reduced; the largest holder to move was Pekin Hardy Strauss, Inc. (+500%). No recent Form 4 insider filings for PFIX.
Funds lean in and no leg opposes.
50 tracked 13F filers disclose a position in PFIX as of the latest SEC 13F filings, a combined $57.3M 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 | Pekin Hardy Strauss, Inc. | 162K | $7.0M | ▲+500% Added · +135K sh | Q2 2026 | |
| 2 | LPL Financial LLC | 159K | $7.4M | ▲+228% Added · +110K sh | Q1 2026 | |
| 3 | Citadel Advisors LLC | 142K | $6.2M | ▲New +142K sh | Q2 2026 | |
| 4 | Envestnet Asset Management Inc | 110K | $5.1M | ▲11× Added · +100K sh | Q1 2026 | |
| 5 | Goldman Sachs Group Inc | 100K | $4.6M | ▲16× Added · +94K sh | Q1 2026 | |
| 6 | Holcombe Financial, Inc. | 99K | $4.3M | ▼−0.3% Reduced · −313 sh | Q2 2026 | |
| 7 | Ausdal Financial Partners, Inc. | 72K | $3.1M | ▲New +72K sh | Q2 2026 | |
| 8 | Advyzon Investment Management, LLC | 70K | $3.0M | ▲New +70K sh | Q2 2026 | |
| 9 | Commonwealth Equity Services, LLC | 70K | $3.2M | ▼−64% Reduced · −124K sh | Q1 2026 | |
| 10 | Thor Trading Advisors, LLC | 38K | $1.7M | ▲New +38K sh | Q2 2026 | |
| 11 | Belpointe Asset Management LLC | 32K | $1.5M | ▲New +32K sh | Q1 2026 | |
| 12 | FSA Investment Group, LLC | 30K | $1.3M | ▲+41% Added · +9K sh | Q2 2026 | |
| 13 | Catawba River Capital | 25K | $1.1M | ▲+11% Added · +3K sh | Q2 2026 | |
| 14 | HighTower Advisors, LLC | 24K | $1.1M | ▲+5.7% Added · +1K sh | Q1 2026 | |
| 15 | Old Mission Capital LLC | 21K | $965K | ▼−35% Reduced · −11K sh | Q1 2026 | |
| 16 | Maridea Wealth Management LLC | 17K | $724K | ▲New +17K sh | Q2 2026 | |
| 17 | B. Riley Wealth Advisors, Inc. | 14K | $599K | ▲+15% Added · +2K sh | Q2 2026 | |
| 18 | MML Investors Services, LLC | 12K | $525K | ▲+8.0% Added · +901 sh | Q2 2026 | |
| 19 | Osaic Holdings, Inc. | 10K | $473K | ▲+205% Added · +7K sh | Q1 2026 | |
| 20 | Mercer Global Advisors Inc | 9K | $409K | ▲+0.7% Added · +61 sh | Q1 2026 | |
| 21 | PFG Advisors | 8K | $366K | ▼−96% Reduced · −182K sh | Q2 2026 | |
| 22 | Smith, Moore & Co. | 7K | $293K | ▲+35% Added · +2K sh | Q2 2026 | |
| 23 | Savvy Advisors, Inc. | 7K | $311K | ▼−40% Reduced · −4K sh | Q1 2026 | |
| 24 | Cambridge Advisors Inc. | 6K | $268K | ▼−0.1% Reduced · −4 sh | Q2 2026 | |
| 25 | Lane Brothers & Co Inc | 6K | $244K | ▲New +6K sh | 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, 11 funds opened a new position in PFIX and 5 added to an existing one, while 6 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 | 26 funds | $3.6B |
| Amazon.com IncAMZN | 25 funds | $4.3B |
| Microsoft CorpMSFT | 25 funds | $2.2B |
| Apple IncAAPL | 24 funds | $3.6B |
| Alphabet Inc-CL AGOOGL | 24 funds | $1.7B |
| Alphabet Inc-CL CGOOG | 24 funds | $1.3B |
| Ishares Core S&P 500 ETFIVV | 23 funds | $14.6B |
| Broadcom IncAVGO | 23 funds | $2.0B |
| SS SPDR S&P 500 ETF Trust-USSPY | 23 funds | $1.4B |
| Meta Platforms Inc-Class AMETA | 23 funds | $1.2B |
| JPMorgan Chase & CoJPM | 23 funds | $1.2B |
| Walmart IncWMT | 23 funds | $952.6M |
Ranked by how many of PFIX's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in PFIX.
No open-market insider transactions on file yet. Grants, gifts, and exercises live on the full insider page.
Where institutional funds (13F), corporate insiders (Form 4) and US House members (STOCK Act) are buying or selling the same name in the same window. Green is buying, red is selling.
Insiders and Congress: last 180 days. Funds: latest 13F, top 100 holders incl. passive
| Source | Buying | Selling | Net |
|---|---|---|---|
13F funds Top 100 holders by value, passive included; the hero counts active managers only | 16 | 10 | – |
Insiders Form 4 open-market | 0 | 0 | $0 |
US House STOCK Act trades | 0 | 0 | $0 |
Capital Rotation reports where institutional capital disclosed rotating, as of the latest public SEC 13F filings. It is data, not investment advice, a recommendation, or a prediction. Filings lag about 45 days and cover long US equity positions only. Past disclosed flows do not indicate future prices. Do your own research; consult a licensed advisor.
| Class | 13F holders | Value held |
|---|---|---|
| CTAmc | 227 funds | $1.0B |
| MTBAcommon | 143 funds | $962.3M |
| BUCKTREASURY OPT INC | 89 funds | $224.9M |
| AGGHUIT EXCHANGE TRADED | 83 funds | $350.8M |
| CDXMF Closed and MF Open | 82 funds | $273.5M |
| HEQTMF Closed and MF Open | 81 funds | $201.9M |
| TUASHORT TERM TREA | 75 funds | $459.3M |
| SVOLmc | 74 funds | $61.4M |
Same issuer, multiple share classes. The consensus leaderboards count this company once across all classes; this is the per-class detail.
No filings captured for this ticker in the live stream yet.
Connected entities for PFIX
This stock 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/PFIX/capital-change-brief"
Use Arkolith's capital_change_brief for PFIX. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
13F holdings + Form 4 insider transactions + end-of-day price history + the live filing stream, joined for PFIX. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.