Among active 13F managers last quarter, 10 added and 13 reduced; the largest holder to move was Clearstead Advisors, LLC (−5.3%).
136 tracked 13F filers disclose a position in PFM as of the latest SEC 13F filings, a combined $391.4M 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 | Shares | Position value | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 1.8M | $94.2M | ▲+1.8% Added · +33K sh | Q1 2026 | |
| 2 | Raymond James Financial Inc | 920K | $47.0M | ▲+6.1% Added · +53K sh | Q1 2026 | |
| 3 | Morgan Stanley | 675K | $34.5M | ▼−9.4% Reduced · −70K sh | Q1 2026 | |
| 4 | Modern Wealth Management, LLC | 466K | $25.9M | ▲New +466K sh | Q2 2026 | |
| 5 | Bank Of America Corp | 268K | $13.7M | ▼−3.5% Reduced · −10K sh | Q1 2026 | |
| 6 | Wells Fargo & Company | 217K | $11.1M | ▲+5.2% Added · +11K sh | Q1 2026 | |
| 7 | Clearstead Advisors, LLC | 217K | $12.0M | ▼−5.3% Reduced · −12K sh | Q2 2026 | |
| 8 | Jones Financial Companies LLLP | 209K | $10.5M | ▲+16% Added · +29K sh | Q1 2026 | |
| 9 | Wealthspire Retirement, LLC | 114K | $6.3M | ▲+0.1% Added · +166 sh | Q2 2026 | |
| 10 | Focus Financial Network, Inc. | 113K | $5.8M | ▼−0.2% Reduced · −201 sh | Q1 2026 | |
| 11 | Rockefeller Capital Management L.P. | 100K | $5.1M | ▼−0.5% Reduced · −473 sh | Q1 2026 | |
| 12 | Citizens Financial Group Inc | 96K | $5.3M | ▼−0.3% Reduced · −281 sh | Q2 2026 | |
| 13 | Cetera Investment Advisers | 91K | $4.7M | ▼−2.3% Reduced · −2K sh | Q1 2026 | |
| 14 | Baird Financial Group, Inc. | 87K | $4.4M | ▼−0.3% Reduced · −267 sh | Q1 2026 | |
| 15 | Choreo, LLC | 82K | $4.5M | ▼−13% Reduced · −12K sh | Q2 2026 | |
| 16 | UBS Group AG | 81K | $4.1M | ▲+7.5% Added · +6K sh | Q1 2026 | |
| 17 | Commonwealth Equity Services, LLC | 78K | $4.0M | ▼−5.1% Reduced · −4K sh | Q1 2026 | |
| 18 | CreativeOne Wealth, LLC | 77K | $4.3M | ▼−0.4% Reduced · −317 sh | Q2 2026 | |
| 19 | TD Waterhouse Canada Inc. | 77K | $4.3M | ▼−7.6% Reduced · −6K sh | Q2 2026 | |
| 20 | Everstar Asset Management, LLC | 75K | $4.2M | ▲+7.1% Added · +5K sh | Q2 2026 | |
| 21 | Equitable Holdings, Inc. | 75K | $4.2M | ▼−6.8% Reduced · −5K sh | Q2 2026 | |
| 22 | Royal Bank Of Canada | 74K | $3.8M | ▲+4.4% Added · +3K sh | Q1 2026 | |
| 23 | Mariner, LLC | 70K | $3.6M | ▲+1.5% Added · +1K sh | Q1 2026 | |
| 24 | Susquehanna International Group, LLP | 68K | $3.5M | ▲New +68K sh | Q1 2026 | |
| 25 | Osaic Holdings, Inc. | 58K | $3.0M | ▲+2.8% 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, 10 funds added to an existing position in PFM, while 13 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 |
|---|---|---|
| Apple IncAAPL | 50 funds | $15.6B |
| Microsoft CorpMSFT | 50 funds | $12.6B |
| Amazon.com IncAMZN | 50 funds | $10.3B |
| Nvidia CorpNVDA | 49 funds | $16.8B |
| Vanguard S&P 500 ETFVOO | 49 funds | $4.6B |
| Johnson & JohnsonJNJ | 49 funds | $2.4B |
| Walmart IncWMT | 49 funds | $2.2B |
| Ishares Core S&P 500 ETFIVV | 48 funds | $20.1B |
| SS SPDR S&P 500 ETF Trust-USSPY | 48 funds | $11.5B |
| Alphabet Inc-CL AGOOGL | 48 funds | $7.1B |
| Broadcom IncAVGO | 48 funds | $6.3B |
| Visa Inc-Class A SharesV | 48 funds | $4.2B |
Ranked by how many of PFM's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in PFM.
No filings captured for this ticker in the live stream yet.
Connected entities for PFM
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/PFM/capital-change-brief"
Use Arkolith's capital_change_brief for PFM. 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 PFM. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.