73 tracked 13F filers disclose a position in PFL as of the latest SEC 13F filings, a combined $60.7M 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 | GUGGENHEIM CAPITAL LLC | $7.6M | 955K | ▼−2.9% Reduced · −28K sh | Q1 2026 | |
| 2 | AMERIPRISE FINANCIAL INC | $6.4M | 805K | ▲+12% Added · +86K sh | Q1 2026 | |
| 3 | MORGAN STANLEY | $4.7M | 589K | ▲+6.3% Added · +35K sh | Q1 2026 | |
| 4 | INDEPENDENT FINANCIAL GROUP, LLC | $4.1M | 525K | ▼−4.6% Reduced · −25K sh | Q2 2026 | |
| 5 | LPL Financial LLC | $3.4M | 420K | ▼−16% Reduced · −78K sh | Q1 2026 | |
| 6 | WELLS FARGO & COMPANY/MN | $3.3M | 412K | ▼−1.1% Reduced · −5K sh | Q1 2026 | |
| 7 | GraniteShares Advisors LLC | $2.6M | 335K | ▲+15% Added · +44K sh | Q2 2026 | |
| 8 | Shaker Financial Services, LLC | $2.3M | 295K | ▲+583% Added · +252K sh | Q2 2026 | |
| 9 | STIFEL FINANCIAL CORP | $2.2M | 276K | ▲+7.9% Added · +20K sh | Q1 2026 | |
| 10 | CENTAURUS FINANCIAL, INC. | $2.0M | 254K | ▲+0.3% Added · +740 sh | Q1 2026 | |
| 11 | ROYAL BANK OF CANADA | $1.9M | 235K | ▲+16% Added · +33K sh | Q1 2026 | |
| 12 | OSAIC HOLDINGS, INC. | $1.9M | 235K | ▲+0.8% Added · +2K sh | Q1 2026 | |
| 13 | Cetera Investment Advisers | $1.7M | 215K | ▲+24% Added · +41K sh | Q1 2026 | |
| 14 | BANK OF AMERICA CORP /DE/ | $1.6M | 205K | ▲+0.1% Added · +201 sh | Q1 2026 | |
| 15 | COMMONWEALTH EQUITY SERVICES, LLC | $1.6M | 198K | ▼−22% Reduced · −55K sh | Q1 2026 | |
| 16 | Pinnacle Financial Partners, Inc. | $1.1M | 141K | ▲+6.0% Added · +8K sh | Q1 2026 | |
| 17 | Lido Advisors, LLC | $1.3M | 124K | ▲+558% Added · +105K sh | Q2 2026 | |
| 18 | HORIZON KINETICS ASSET MANAGEMENT LLC | $735K | 93K | —Held | Q2 2026 | |
| 19 | TRUIST FINANCIAL CORP | $739K | 92K | ▲+0.4% Added · +363 sh | Q1 2026 | |
| 20 | NewEdge Advisors, LLC | $637K | 80K | ▼−12% Reduced · −11K sh | Q1 2026 | |
| 21 | Navis Wealth Advisors, LLC | $549K | 69K | ▲New +69K sh | Q1 2026 | |
| 22 | Geneos Wealth Management Inc. | $518K | 66K | ▲+24% Added · +13K sh | Q2 2026 | |
| 23 | RAYMOND JAMES FINANCIAL INC | $475K | 59K | ▲+5.9% Added · +3K sh | Q1 2026 | |
| 24 | Cypress Capital Group | $459K | 58K | —Held | Q2 2026 | |
| 25 | J.W. COLE ADVISORS, INC. | $431K | 55K | ▲Added Added · +55K 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, 5 funds opened a new position in PFL and 10 added to an existing one, while 7 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 | 26 funds | $2.9B |
| NVIDIA CORPNVDA | 26 funds | $2.5B |
| MICROSOFT CORPMSFT | 26 funds | $1.7B |
| AMAZON.COM INCAMZN | 26 funds | $1.3B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 26 funds | $1.2B |
| ALPHABET INC-CL AGOOGL | 26 funds | $1.0B |
| META PLATFORMS INC-CLASS AMETA | 26 funds | $574.9M |
| INVESCO QQQ TRUST SERIES 1QQQ | 25 funds | $1.0B |
| BROADCOM INCAVGO | 25 funds | $1.0B |
| ALPHABET INC-CL CGOOG | 25 funds | $741.9M |
| JPMORGAN CHASE & COJPM | 25 funds | $720.3M |
| ISHARES CORE S&P 500 ETFIVV | 24 funds | $1.6B |
Ranked by how many of PFL's institutional holders also hold each name, a cross-fund conviction signal.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| Dec 11, 2023 | Vandecruze Grace | Director | Buy (P) | 12K | $100K |
| Jan 27, 2015 | GALLAGHER BRADFORD K | Director | Buy (P) | 4K | $51K |
| Oct 31, 2014 | Brigade Leveraged Capital Structures Fund Ltd. | 10% Owner | Sell (S) | 2K | — |
| Oct 31, 2014 | Brigade Leveraged Capital Structures Fund Ltd. | 10% Owner | Sell (S) | 1K | — |
| Apr 11, 2014 | BANK OF AMERICA CORP /DE/ | 10% Owner | Buy (P) | 2K | $28K |
| Apr 11, 2014 | BANK OF AMERICA CORP /DE/ | 10% Owner | Sell (S) | 2K | $19K |
| Apr 11, 2014 | BANK OF AMERICA CORP /DE/ | 10% Owner | Buy (P) | 2K | $19K |
| Apr 11, 2014 | BANK OF AMERICA CORP /DE/ | 10% Owner | Sell (S) | 2K | $28K |
| Dec 20, 2013 | BANK OF AMERICA CORP /DE/ | 10% Owner | Sell (S) | 600 | $7K |
| Dec 20, 2013 | BANK OF AMERICA CORP /DE/ | 10% Owner | Buy (P) | 600 | $7K |
| Jul 25, 2013 | GROSS WILLIAM H | Insider | Sell (S) | 10K | $119K |
| Jul 5, 2013 | GROSS WILLIAM H | Insider | Sell (S) | 16K | $173K |
Connected entities for PFL
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/PFL/capital-change-brief"
Use Arkolith's capital_change_brief for PFL. 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 PFL. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.