28 tracked 13F filers disclose a position in PFRL as of the latest SEC 13F filings, a combined $76.0M 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 | PRUDENTIAL FINANCIAL INC | $33.4M | 685K | ▲+17% Added · +100K sh | Q1 2026 | |
| 2 | RAYMOND JAMES FINANCIAL INC | $17.1M | 350K | ▲+5.0% Added · +17K sh | Q1 2026 | |
| 3 | MOODY NATIONAL BANK TRUST DIVISION | $7.0M | 141K | ▲+1.9% Added · +3K sh | Q2 2026 | |
| 4 | OSAIC HOLDINGS, INC. | $3.7M | 77K | ▲44× Added · +75K sh | Q1 2026 | |
| 5 | KESTRA PRIVATE WEALTH SERVICES, LLC | $2.5M | 51K | ▲+19% Added · +8K sh | Q2 2026 | |
| 6 | Inspire Advisors, LLC | $1.8M | 37K | ▲+318% Added · +28K sh | Q1 2026 | |
| 7 | Mariner, LLC | $1.8M | 37K | ▲+0.4% Added · +144 sh | Q1 2026 | |
| 8 | Cetera Investment Advisers | $1.3M | 26K | ▼−6.8% Reduced · −2K sh | Q1 2026 | |
| 9 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $1.2M | 24K | ▲+31% Added · +6K sh | Q2 2026 | |
| 10 | SHEETS SMITH WEALTH MANAGEMENT | $934K | 19K | ▼−0.5% Reduced · −97 sh | Q2 2026 | |
| 11 | OPPENHEIMER & CO INC | $890K | 18K | ▲New +18K sh | Q2 2026 | |
| 12 | Wealthcare Advisory Partners LLC | $742K | 15K | ▼−32% Reduced · −7K sh | Q2 2026 | |
| 13 | Kestra Advisory Services, LLC | $669K | 14K | ▼−36% Reduced · −8K sh | Q2 2026 | |
| 14 | JANE STREET GROUP, LLC | $484K | 10K | ▲New +10K sh | Q1 2026 | |
| 15 | Secure Asset Management, LLC | $442K | 9K | ▼~0% Reduced · −4 sh | Q2 2026 | |
| 16 | Summit Financial, LLC | $434K | 9K | ▲+22% Added · +2K sh | Q1 2026 | |
| 17 | Tactive Advisors, LLC | $409K | 8K | ▲+25% Added · +2K sh | Q2 2026 | |
| 18 | TBH Global Asset Management, LLC | $338K | 7K | ▼−30% Reduced · −3K sh | Q4 2025 | |
| 19 | MML INVESTORS SERVICES, LLC | $331K | 7K | ▼−30% Reduced · −3K sh | Q1 2026 | |
| 20 | ENVESTNET ASSET MANAGEMENT INC | $279K | 6K | ▲+4.9% Added · +267 sh | Q1 2026 | |
| 21 | Clearstead Advisors, LLC | $220K | 4K | ▲New +4K sh | Q2 2026 | |
| 22 | CoreCap Advisors, LLC | $53K | 1K | —Held | Q1 2026 | |
| 23 | ROYAL BANK OF CANADA | $40K | 818 | ▲136× Added · +812 sh | Q1 2026 | |
| 24 | MORGAN STANLEY | $7K | 151 | ▼−41% Reduced · −107 sh | Q1 2026 | |
| 25 | Triumph Capital Management | $7K | 150 | —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, 3 funds opened a new position in PFRL and 3 added to an existing one, while 3 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 |
|---|---|---|
| APPLE INCAAPL | 10 funds | $800.6M |
| NVIDIA CORPNVDA | 10 funds | $630.9M |
| MICROSOFT CORPMSFT | 10 funds | $470.8M |
| AMAZON.COM INCAMZN | 10 funds | $408.2M |
| VANGUARD S&P 500 ETFVOO | 10 funds | $382.9M |
| INVESCO QQQ TRUST SERIES 1QQQ | 10 funds | $349.6M |
| SS SPDR S&P 500 ETF TRUST-USSPY | 10 funds | $334.9M |
| BERKSHIRE HATHAWAY INC-CL BBRK/B | 10 funds | $243.0M |
| JPMORGAN CHASE & COJPM | 10 funds | $239.3M |
| BROADCOM INCAVGO | 10 funds | $230.9M |
| META PLATFORMS INC-CLASS AMETA | 10 funds | $209.8M |
| TESLA INCTSLA | 10 funds | $175.6M |
Ranked by how many of PFRL's institutional holders also hold each name, a cross-fund conviction signal.
| Class | 13F holders | Value held |
|---|---|---|
| PULSmc | 372 funds | $9.9B |
| PAAAmc | 202 funds | $6.1B |
| PHYLMF Closed and MF Open | 110 funds | $1.2B |
| PTRBmc | 72 funds | $670.4M |
| PSHSHRT DUR HGH YLD | 33 funds | $98.2M |
| PFRLthis pageFLOATING RT INC | 28 funds | $76.0M |
| PJFGJENNISON FOC GWT | 25 funds | $107.0M |
| PSDMmc | 23 funds | $72.2M |
Same issuer, multiple share classes. The consensus leaderboards count this company once across all classes; this is the per-class detail.
No filings captured for this ticker in the live stream yet.
Connected entities for PFRL
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/PFRL/capital-change-brief"
Use Arkolith's capital_change_brief for PFRL. 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 PFRL. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.