Among active 13F managers last quarter, 5 opened and 9 added, while 5 reduced; the largest holder to move was 1607 Capital Partners, LLC (−38%).
49 tracked 13F filers disclose a position in PFO as of the latest SEC 13F filings, a combined $22.1M 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 | CIBC Bancorp USA Inc. | 589K | $5.3M | ▲New +589K sh | Q1 2026 | |
| 2 | Pathstone Holdings, LLC | 271K | $2.4M | ▼−20% Reduced · −69K sh | Q1 2026 | |
| 3 | 1607 Capital Partners, LLC | 200K | $1.8M | ▼−38% Reduced · −121K sh | Q2 2026 | |
| 4 | Private Advisor Group, LLC | 176K | $1.6M | ▼−5.8% Reduced · −11K sh | Q2 2026 | |
| 5 | Fiera Capital Corp | 129K | $1.2M | ▲+2.7% Added · +3K sh | Q2 2026 | |
| 6 | Noble Wealth Management PBC | 100K | $927K | ▲+3.0% Added · +3K sh | Q2 2026 | |
| 7 | Closed-End Fund Advisors, Inc. | 95K | $877K | ▲+0.2% Added · +196 sh | Q2 2026 | |
| 8 | Morgan Stanley | 95K | $857K | ▲+4.8% Added · +4K sh | Q1 2026 | |
| 9 | D.A. Davidson & Co. | 89K | $827K | ▲+4.9% Added · +4K sh | Q2 2026 | |
| 10 | Mustico Financial Group, Inc. | 84K | $757K | ▲+2.8% Added · +2K sh | Q2 2026 | |
| 11 | Atlas Wealth LLC | 57K | $531K | ▲New +57K sh | Q2 2026 | |
| 12 | Arax Advisory Partners | 54K | $499K | ▲13× Added · +50K sh | Q2 2026 | |
| 13 | LPL Financial LLC | 44K | $393K | ▲+6.8% Added · +3K sh | Q1 2026 | |
| 14 | Wells Fargo & Company | 43K | $389K | ▼−8.3% Reduced · −4K sh | Q1 2026 | |
| 15 | Baird Financial Group, Inc. | 43K | $384K | ▼−0.8% Reduced · −335 sh | Q1 2026 | |
| 16 | Sowell Financial Services LLC | 39K | $361K | —Held | Q2 2026 | |
| 17 | Smith Asset Management Co., LLC | 31K | $284K | ▼−3.5% Reduced · −1K sh | Q2 2026 | |
| 18 | Clifford Swan Investment Counsel LLC | 30K | $273K | —Held | Q2 2026 | |
| 19 | Guggenheim Capital LLC | 26K | $232K | ▲+4.3% Added · +1K sh | Q1 2026 | |
| 20 | TrueMark Investments, LLC | 23K | $208K | ▲+7.1% Added · +1K sh | Q2 2026 | |
| 21 | Rivernorth Capital Management, LLC | 21K | $190K | ▼−81% Reduced · −91K sh | Q1 2026 | |
| 22 | Traub Capital Management LLC | 17K | $155K | ▲New +17K sh | Q2 2026 | |
| 23 | Bank Of America Corp | 15K | $132K | ▼−7.0% Reduced · −1K sh | Q1 2026 | |
| 24 | Susquehanna International Group, LLP | 14K | $125K | ▼−8.1% Reduced · −1K sh | Q1 2026 | |
| 25 | Jag Capital Management, LLC | 13K | $117K | —Held | 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 PFO and 9 added to an existing one, while 5 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 | Combined value |
|---|---|---|
| MICROSOFT CORPMSFT | 18 funds | $2.2B |
| APPLE INCAAPL | 17 funds | $2.1B |
| AMAZON.COM INCAMZN | 16 funds | $1.5B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 16 funds | $905.9M |
| META PLATFORMS INC-CLASS AMETA | 16 funds | $575.0M |
| BERKSHIRE HATHAWAY INC-CL BBRK/B | 16 funds | $412.8M |
| ALPHABET INC-CL AGOOGL | 15 funds | $2.5B |
| NVIDIA CORPNVDA | 15 funds | $1.4B |
| JOHNSON & JOHNSONJNJ | 15 funds | $925.1M |
| BROADCOM INCAVGO | 15 funds | $804.1M |
| PEPSICO INCPEP | 15 funds | $525.5M |
| ALPHABET INC-CL CGOOG | 15 funds | $523.1M |
Ranked by how many of PFO's institutional holders also hold each name, a cross-fund conviction signal.
Connected entities for PFO
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/PFO/capital-change-brief"
Use Arkolith's capital_change_brief for PFO. 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 PFO. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.