41 tracked 13F filers disclose a position in PFIX as of the latest SEC 13F filings, a combined $54.4M 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 | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | Tidal Investments LLC | $11.2M | 242K | ▲New +242K sh | Q1 2026 | |
| 2 | Pekin Hardy Strauss, Inc. | $7.0M | 162K | ▲+500% Added · +135K sh | Q2 2026 | |
| 3 | LPL Financial LLC | $7.4M | 159K | ▲+228% Added · +110K sh | Q1 2026 | |
| 4 | ENVESTNET ASSET MANAGEMENT INC | $5.1M | 110K | ▲11× Added · +100K sh | Q1 2026 | |
| 5 | GOLDMAN SACHS GROUP INC | $4.6M | 100K | ▲16× Added · +94K sh | Q1 2026 | |
| 6 | Holcombe Financial, Inc. | $4.3M | 99K | ▼−0.3% Reduced · −313 sh | Q2 2026 | |
| 7 | COMMONWEALTH EQUITY SERVICES, LLC | $3.2M | 70K | ▼−64% Reduced · −124K sh | Q1 2026 | |
| 8 | Point72 Asset Management, L.P. | $1.5M | 33K | ▲New +33K sh | Q1 2026 | |
| 9 | Belpointe Asset Management LLC | $1.5M | 32K | ▲New +32K sh | Q1 2026 | |
| 10 | FSA Investment Group, LLC | $1.3M | 30K | ▲+41% Added · +9K sh | Q2 2026 | |
| 11 | Catawba River Capital | $1.1M | 25K | ▲+11% Added · +3K sh | Q2 2026 | |
| 12 | HighTower Advisors, LLC | $1.1M | 24K | ▲+5.7% Added · +1K sh | Q1 2026 | |
| 13 | OLD MISSION CAPITAL LLC | $965K | 21K | ▼−35% Reduced · −11K sh | Q1 2026 | |
| 14 | B. Riley Wealth Advisors, Inc. | $599K | 14K | ▲+15% Added · +2K sh | Q2 2026 | |
| 15 | MML INVESTORS SERVICES, LLC | $518K | 11K | ▼−5.9% Reduced · −698 sh | Q1 2026 | |
| 16 | OSAIC HOLDINGS, INC. | $473K | 10K | ▲+205% Added · +7K sh | Q1 2026 | |
| 17 | MERCER GLOBAL ADVISORS INC /ADV | $409K | 9K | ▲+0.7% Added · +61 sh | Q1 2026 | |
| 18 | PFG Advisors | $366K | 8K | ▼−96% Reduced · −182K sh | Q2 2026 | |
| 19 | Savvy Advisors, Inc. | $311K | 7K | ▼−40% Reduced · −4K sh | Q1 2026 | |
| 20 | Cambridge Advisors Inc. | $268K | 6K | ▼−0.1% Reduced · −4 sh | Q2 2026 | |
| 21 | Trek Financial, LLC | $262K | 6K | ▼−98% Reduced · −244K sh | Q1 2026 | |
| 22 | Bright Futures Wealth Management, LLC. | $214K | 5K | ▲New +5K sh | Q2 2026 | |
| 23 | BANK OF MONTREAL /CAN/ | $211K | 5K | ▲+336% Added · +4K sh | Q1 2026 | |
| 24 | Farther Finance Advisors, LLC | $205K | 5K | ▲+655% Added · +4K sh | Q1 2026 | |
| 25 | MORGAN STANLEY | $93K | 2K | ▲667× Added · +2K 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, 6 funds opened a new position in PFIX and 4 added to an existing one, while 6 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 |
|---|---|---|
| NVIDIA CORPNVDA | 18 funds | $2.2B |
| AMAZON.COM INCAMZN | 17 funds | $1.5B |
| MICROSOFT CORPMSFT | 17 funds | $580.9M |
| ALPHABET INC-CL AGOOGL | 17 funds | $520.1M |
| ALPHABET INC-CL CGOOG | 17 funds | $291.6M |
| ISHARES CORE S&P 500 ETFIVV | 16 funds | $924.0M |
| SS SPDR S&P 500 ETF TRUST-USSPY | 16 funds | $765.7M |
| META PLATFORMS INC-CLASS AMETA | 16 funds | $679.9M |
| VANGUARD TOTAL STOCK MKT ETFVTI | 16 funds | $301.4M |
| COSTCO WHOLESALE CORPCOST | 16 funds | $259.8M |
| ELI LILLY & COLLY | 16 funds | $244.2M |
| VANECK SEMICONDUCTOR ETFSMH | 16 funds | $71.1M |
Ranked by how many of PFIX's institutional holders also hold each name, a cross-fund conviction signal.
No open-market insider transactions on file yet. Grants, gifts, and exercises live on the full insider page.
| Class | 13F holders | Value held |
|---|---|---|
| CTAmc | 185 funds | $866.0M |
| MTBAcommon | 123 funds | $869.0M |
| AGGHUIT EXCHANGE TRADED | 76 funds | $337.3M |
| CDXHIGH YIELD PLUS | 74 funds | $266.4M |
| BUCKTREASURY OPT INC | 71 funds | $200.5M |
| HEQTMF Closed and MF Open | 68 funds | $189.9M |
| TUASHORT TERM TREA | 60 funds | $396.9M |
| SVOLmc | 59 funds | $54.0M |
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.