109 tracked 13F filers disclose a position in PFM as of the latest SEC 13F filings, a combined $343.7M 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 | LPL Financial LLC | $94.2M | 1.8M | ▲+1.8% Added · +33K sh | Q1 2026 | |
| 2 | RAYMOND JAMES FINANCIAL INC | $47.0M | 920K | ▲+6.1% Added · +53K sh | Q1 2026 | |
| 3 | MORGAN STANLEY | $34.5M | 675K | ▼−9.4% Reduced · −70K sh | Q1 2026 | |
| 4 | BANK OF AMERICA CORP /DE/ | $13.7M | 268K | ▼−3.5% Reduced · −10K sh | Q1 2026 | |
| 5 | Clearstead Advisors, LLC | $11.7M | 229K | ▼−45% Reduced · −186K sh | Q1 2026 | |
| 6 | WELLS FARGO & COMPANY/MN | $11.1M | 217K | ▲+5.2% Added · +11K sh | Q1 2026 | |
| 7 | JONES FINANCIAL COMPANIES LLLP | $10.5M | 209K | ▲+16% Added · +29K sh | Q1 2026 | |
| 8 | Wealthspire Retirement, LLC | $5.8M | 114K | ▼−1.1% Reduced · −1K sh | Q1 2026 | |
| 9 | Focus Financial Network, Inc. | $5.8M | 113K | ▼−0.2% Reduced · −201 sh | Q1 2026 | |
| 10 | Rockefeller Capital Management L.P. | $5.1M | 100K | ▼−0.5% Reduced · −473 sh | Q1 2026 | |
| 11 | CITIZENS FINANCIAL GROUP INC/RI | $4.9M | 96K | ▲+0.2% Added · +196 sh | Q1 2026 | |
| 12 | CHOREO, LLC | $4.8M | 94K | ▼−1.4% Reduced · −1K sh | Q1 2026 | |
| 13 | Cetera Investment Advisers | $4.7M | 91K | ▼−2.3% Reduced · −2K sh | Q1 2026 | |
| 14 | Baird Financial Group, Inc. | $4.4M | 87K | ▼−0.3% Reduced · −267 sh | Q1 2026 | |
| 15 | TD Waterhouse Canada Inc. | $4.3M | 83K | ▼−16% Reduced · −16K sh | Q1 2026 | |
| 16 | UBS Group AG | $4.1M | 81K | ▲+7.5% Added · +6K sh | Q1 2026 | |
| 17 | Equitable Holdings, Inc. | $4.2M | 81K | ▲+18% Added · +12K sh | Q1 2026 | |
| 18 | COMMONWEALTH EQUITY SERVICES, LLC | $4.0M | 78K | ▼−5.1% Reduced · −4K sh | Q1 2026 | |
| 19 | CreativeOne Wealth, LLC | $4.0M | 78K | ▲+4.4% Added · +3K sh | Q1 2026 | |
| 20 | ROYAL BANK OF CANADA | $3.8M | 74K | ▲+4.4% Added · +3K sh | Q1 2026 | |
| 21 | Mariner, LLC | $3.6M | 70K | ▲+1.5% Added · +1K sh | Q1 2026 | |
| 22 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $3.5M | 68K | ▲New +68K sh | Q1 2026 | |
| 23 | OSAIC HOLDINGS, INC. | $3.0M | 58K | ▲+2.8% Added · +2K sh | Q1 2026 | |
| 24 | HighTower Advisors, LLC | $2.9M | 56K | ▼−0.7% Reduced · −372 sh | Q1 2026 | |
| 25 | NESTEGG ADVISORS, INC. | $2.7M | 49K | ▼−0.6% Reduced · −298 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, 4 funds opened a new position in PFM and 9 added to an existing one, while 10 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 | 50 funds | $20.0B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 50 funds | $17.2B |
| MICROSOFT CORPMSFT | 50 funds | $17.0B |
| ALPHABET INC-CL AGOOGL | 50 funds | $10.8B |
| BROADCOM INCAVGO | 50 funds | $8.4B |
| ALPHABET INC-CL CGOOG | 50 funds | $7.5B |
| JPMORGAN CHASE & COJPM | 50 funds | $7.0B |
| META PLATFORMS INC-CLASS AMETA | 50 funds | $6.7B |
| VANGUARD VALUE ETFVTV | 50 funds | $6.1B |
| VANGUARD FTSE DEVELOPED ETFVEA | 50 funds | $4.2B |
| JOHNSON & JOHNSONJNJ | 50 funds | $4.2B |
| ISHARES CORE MSCI EMERGINGIEMG | 50 funds | $4.1B |
Ranked by how many of PFM'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/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.