45 tracked 13F filers disclose a position in PFLD as of the latest SEC 13F filings, a combined $218.4M 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 | MORGAN STANLEY | $84.8M | 4.4M | ▲+1.7% Added · +74K sh | Q1 2026 | |
| 2 | WELLS FARGO & COMPANY/MN | $45.0M | 2.3M | ▼−3.5% Reduced · −85K sh | Q1 2026 | |
| 3 | L2 Asset Management, LLC | $13.9M | 719K | ▲+142% Added · +422K sh | Q1 2026 | |
| 4 | LPL Financial LLC | $13.3M | 689K | ▼−7.0% Reduced · −52K sh | Q1 2026 | |
| 5 | ROYAL BANK OF CANADA | $8.7M | 447K | ▼−9.4% Reduced · −47K sh | Q1 2026 | |
| 6 | RAYMOND JAMES FINANCIAL INC | $8.4M | 434K | ▼−13% Reduced · −65K sh | Q1 2026 | |
| 7 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $6.6M | 337K | ▼−0.1% Reduced · −481 sh | Q2 2026 | |
| 8 | OSAIC HOLDINGS, INC. | $6.0M | 310K | ▼−8.8% Reduced · −30K sh | Q1 2026 | |
| 9 | Teucrium Investment Advisors, LLC | $5.2M | 267K | ▼−8.9% Reduced · −26K sh | Q1 2026 | |
| 10 | Sound Income Strategies, LLC | $4.2M | 217K | ▼−2.3% Reduced · −5K sh | Q2 2026 | |
| 11 | Gotham Asset Management, LLC | $4.0M | 207K | ▲+82% Added · +93K sh | Q1 2026 | |
| 12 | COMMONWEALTH EQUITY SERVICES, LLC | $2.1M | 109K | ▲+14% Added · +13K sh | Q1 2026 | |
| 13 | JANE STREET GROUP, LLC | $2.1M | 107K | ▼−72% Reduced · −281K sh | Q1 2026 | |
| 14 | Cetera Investment Advisers | $2.0M | 102K | ▼−46% Reduced · −86K sh | Q1 2026 | |
| 15 | STIFEL FINANCIAL CORP | $1.2M | 60K | ▼−26% Reduced · −21K sh | Q1 2026 | |
| 16 | CITADEL ADVISORS LLC | $1.1M | 56K | ▲+37% Added · +15K sh | Q1 2026 | |
| 17 | ENVESTNET ASSET MANAGEMENT INC | $1.0M | 52K | ▼−11% Reduced · −7K sh | Q1 2026 | |
| 18 | IFP Advisors, Inc | $944K | 48K | —Held | Q2 2026 | |
| 19 | Bleakley Financial Group, LLC | $881K | 46K | ▼−0.5% Reduced · −220 sh | Q1 2026 | |
| 20 | Kestra Advisory Services, LLC | $871K | 45K | ▼−8.5% Reduced · −4K sh | Q1 2026 | |
| 21 | INDEPENDENT FINANCIAL GROUP, LLC | $744K | 38K | ▼−13% Reduced · −6K sh | Q2 2026 | |
| 22 | HB Wealth Management, LLC | $721K | 37K | ▼−12% Reduced · −5K sh | Q1 2026 | |
| 23 | KESTRA PRIVATE WEALTH SERVICES, LLC | $709K | 37K | ▲+0.4% Added · +133 sh | Q1 2026 | |
| 24 | &PARTNERS | $590K | 31K | ▲+12% Added · +3K sh | Q1 2026 | |
| 25 | Ameritas Advisory Services, LLC | $448K | 23K | ▲+8.8% 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, 3 funds opened a new position in PFLD and 6 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 | 25 funds | $10.9B |
| APPLE INCAAPL | 25 funds | $10.6B |
| MICROSOFT CORPMSFT | 25 funds | $7.6B |
| AMAZON.COM INCAMZN | 25 funds | $6.8B |
| ALPHABET INC-CL AGOOGL | 25 funds | $5.5B |
| BROADCOM INCAVGO | 25 funds | $4.0B |
| JPMORGAN CHASE & COJPM | 25 funds | $3.8B |
| META PLATFORMS INC-CLASS AMETA | 25 funds | $3.7B |
| ALPHABET INC-CL CGOOG | 25 funds | $3.2B |
| BERKSHIRE HATHAWAY INC-CL BBRK/B | 25 funds | $2.8B |
| MICRON TECHNOLOGY INCMU | 25 funds | $2.3B |
| JOHNSON & JOHNSONJNJ | 25 funds | $2.2B |
Ranked by how many of PFLD'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/PFLD/capital-change-brief"
Use Arkolith's capital_change_brief for PFLD. 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 PFLD. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.