Among active 13F managers last quarter, 2 opened and 1 added, while none reduced or exited; the largest holder to move was StoneX Group Inc. (new position). Over the last 180 days, 1 insider sold and 1 insider bought, a net -$116K in open-market trades.
The legs disagree, or only one of them leans.
8 tracked 13F filers disclose a position in PFSA as of the latest SEC 13F filings, a combined $11K 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 | StoneX Group Inc. | 17K | $6K | ▲New +17K sh | Q2 2026 | |
| 2 | Geode Capital Management, LLC | 16K | $2K | ▼−47% Reduced · −14K sh | Q2 2026 | |
| 3 | Vanguard Capital Management LLC | 4K | $457 | —Held | Q2 2026 | |
| 4 | IFP Advisors, Inc | 3K | $350 | ▲New +3K sh | Q2 2026 | |
| 5 | Tower Research Capital LLC (TRC) | 2K | $908 | ▲+556% Added · +2K sh | Q1 2026 | |
| 6 | Morgan Stanley | 2K | $811 | ▲+704% Added · +1K sh | Q1 2026 | |
| 7 | UBS Group AG | 665 | $337 | ▼−100% Reduced · −3.5M sh | Q1 2026 | |
| 8 | FMR LLC | 500 | $58 | ▲38× Added · +487 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, 2 funds opened a new position in PFSA and 1 added to an existing one, while none reduced or exited. 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 | 3 funds | $293.8M |
| Invesco QQQ Trust Series 1QQQ | 3 funds | $268.9M |
| Nvidia CorpNVDA | 3 funds | $242.3M |
| Vanguard S&P 500 ETFVOO | 3 funds | $183.2M |
| Microsoft CorpMSFT | 3 funds | $180.3M |
| Direx Dail Semi Bu 3X Et-UsdSOXL | 3 funds | $132.6M |
| SS SPDR S&P 500 ETF Trust-USSPY | 3 funds | $131.2M |
| Amazon.com IncAMZN | 3 funds | $130.6M |
| Alphabet Inc-CL AGOOGL | 3 funds | $126.5M |
| Micron Technology IncMU | 3 funds | $112.9M |
| Alphabet Inc-CL CGOOG | 3 funds | $103.1M |
| Broadcom IncAVGO | 3 funds | $101.4M |
Ranked by how many of PFSA's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in PFSA.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| Aug 17, 2026 | Hrt Financial Lp | 10% Owner | Sell (S) | 18K | $109K |
| Aug 14, 2026 | Hrt Financial Lp | 10% Owner | Sell (S) | 3K | $3K |
| Aug 13, 2026 | Hrt Financial Lp | 10% Owner | Sell (S) | 42K | $38K |
| Aug 12, 2026 | Hrt Financial Lp | 10% Owner | Buy (P) | 6K | $5K |
| Aug 11, 2026 | Hrt Financial Lp | 10% Owner | Sell (S) | 2K | $2K |
| Aug 10, 2026 | Hrt Financial Lp | 10% Owner | Buy (P) | 4K | $4K |
| Aug 7, 2026 | Hrt Financial Lp | 10% Owner | Sell (S) | 924 | $874 |
| Aug 6, 2026 | Hrt Financial Lp | 10% Owner | Buy (P) | 926 | $873 |
| Aug 5, 2026 | Hrt Financial Lp | 10% Owner | Sell (S) | 383 | $361 |
| Aug 4, 2026 | Hrt Financial Lp | 10% Owner | Buy (P) | 1K | $1K |
| Aug 3, 2026 | Hrt Financial Lp | 10% Owner | Buy (P) | 15K | $14K |
| Jul 31, 2026 | Hrt Financial Lp | 10% Owner | Buy (P) | 9K | $9K |
Where institutional funds (13F), corporate insiders (Form 4) and US House members (STOCK Act) are buying or selling the same name in the same window. Green is buying, red is selling.
Insiders and Congress: last 180 days. Funds: latest 13F, top 100 holders incl. passive
| Source | Buying | Selling | Net |
|---|---|---|---|
13F funds Top 100 holders by value, passive included; the hero counts active managers only | 3 | 2 | – |
Insiders Form 4 open-market | 1 | 1 | -$116K |
US House STOCK Act trades | 0 | 0 | $0 |
Capital Rotation reports where institutional capital disclosed rotating, as of the latest public SEC 13F filings. It is data, not investment advice, a recommendation, or a prediction. Filings lag about 45 days and cover long US equity positions only. Past disclosed flows do not indicate future prices. Do your own research; consult a licensed advisor.
| Class | 13F holders | Value held |
|---|---|---|
| PFSAthis pagecs | 8 funds | $11K |
| NVACWWT | 1 funds | $167 |
| 74319X306COM | 1 funds | $47 |
Same issuer, multiple share classes. The consensus leaderboards count this company once across all classes; this is the per-class detail.
Connected entities for PFSA
This stock 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/PFSA/capital-change-brief"
Use Arkolith's capital_change_brief for PFSA. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
13F holdings + Form 4 insider transactions + end-of-day price history + the live filing stream, joined for PFSA. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.