Among active 13F managers last quarter, 3 opened and 14 added, while 13 reduced; the largest holder to move was Guggenheim Capital LLC (−13%).
104 tracked 13F filers disclose a position in PFN as of the latest SEC 13F filings, a combined $85.9M 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 | Guggenheim Capital LLC | 1.5M | $10.3M | ▼−13% Reduced · −214K sh | Q1 2026 | |
| 2 | LPL Financial LLC | 1.2M | $8.4M | ▼−6.8% Reduced · −89K sh | Q1 2026 | |
| 3 | Ameriprise Financial Inc | 1.1M | $7.4M | ▼−1.7% Reduced · −19K sh | Q1 2026 | |
| 4 | Rivernorth Capital Management, LLC | 820K | $5.8M | ▼−2.2% Reduced · −18K sh | Q2 2026 | |
| 5 | Morgan Stanley | 774K | $5.3M | ▼−4.0% Reduced · −32K sh | Q1 2026 | |
| 6 | Wells Fargo & Company | 576K | $4.0M | ▼−26% Reduced · −206K sh | Q1 2026 | |
| 7 | Shaker Financial Services, LLC | 465K | $3.3M | ▲+24% Added · +89K sh | Q2 2026 | |
| 8 | Bank Of America Corp | 401K | $2.8M | ▲+243% Added · +284K sh | Q1 2026 | |
| 9 | Royal Bank Of Canada | 378K | $2.6M | ▲+404% Added · +303K sh | Q1 2026 | |
| 10 | Raymond James Financial Inc | 303K | $2.1M | ▲+46% Added · +96K sh | Q1 2026 | |
| 11 | J.W. Cole Advisors, Inc. | 259K | $1.8M | ▲Added Added · +259K sh | Q2 2026 | |
| 12 | CoreCap Advisors, LLC | 247K | $1.7M | ▲+1.0% Added · +3K sh | Q1 2026 | |
| 13 | Cetera Investment Advisers | 199K | $1.4M | ▲+4.8% Added · +9K sh | Q1 2026 | |
| 14 | Horizon Kinetics Asset Management LLC | 191K | $1.4M | —Held | Q2 2026 | |
| 15 | Jane Street Group, LLC | 187K | $1.3M | ▲+142% Added · +110K sh | Q1 2026 | |
| 16 | Commonwealth Equity Services, LLC | 186K | $1.3M | ▼−1.9% Reduced · −4K sh | Q1 2026 | |
| 17 | Osaic Holdings, Inc. | 166K | $1.1M | ▲+10% Added · +15K sh | Q1 2026 | |
| 18 | Concurrent Investment Advisors, LLC | 163K | $1.2M | ▼−46% Reduced · −139K sh | Q2 2026 | |
| 19 | Private Trust Co Na | 158K | $1.1M | ▼−9.1% Reduced · −16K sh | Q2 2026 | |
| 20 | Whipplewood Advisors, LLC | 134K | $956K | ▼−1.6% Reduced · −2K sh | Q2 2026 | |
| 21 | Northwestern Mutual Wealth Management Co | 127K | $874K | ▼−5.0% Reduced · −7K sh | Q1 2026 | |
| 22 | Stratos Wealth Partners, LTD. | 120K | $859K | ▲+0.9% Added · +1K sh | Q2 2026 | |
| 23 | Envestnet Asset Management Inc | 120K | $824K | ▲+89% Added · +56K sh | Q1 2026 | |
| 24 | Keudell/Morrison Wealth Management | 114K | $811K | ▲+4.5% Added · +5K sh | Q2 2026 | |
| 25 | Moors & Cabot, Inc. | 105K | $747K | ▼−0.9% Reduced · −963 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, 3 funds opened a new position in PFN and 14 added to an existing one, 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 |
|---|---|---|
| SS SPDR S&P 500 ETF Trust-USSPY | 47 funds | $2.4B |
| Nvidia CorpNVDA | 46 funds | $6.1B |
| Microsoft CorpMSFT | 46 funds | $4.3B |
| Alphabet Inc-CL CGOOG | 46 funds | $2.3B |
| Apple IncAAPL | 45 funds | $7.0B |
| Alphabet Inc-CL AGOOGL | 45 funds | $3.0B |
| Broadcom IncAVGO | 45 funds | $2.6B |
| Eli Lilly & CoLLY | 45 funds | $2.1B |
| Chevron CorpCVX | 45 funds | $1.1B |
| Amazon.com IncAMZN | 44 funds | $4.7B |
| JPMorgan Chase & CoJPM | 44 funds | $1.9B |
| Meta Platforms Inc-Class AMETA | 44 funds | $1.5B |
Ranked by how many of PFN's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in PFN.
Connected entities for PFN
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/PFN/capital-change-brief"
Use Arkolith's capital_change_brief for PFN. 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 PFN. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.