178 tracked 13F filers disclose a position in PFXF as of the latest SEC 13F filings, a combined $587.0M 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 | BANK OF AMERICA CORP /DE/ | $93.9M | 5.4M | ▲+15% Added · +705K sh | Q1 2026 | |
| 2 | MORGAN STANLEY | $57.3M | 3.3M | ▲+29% Added · +725K sh | Q1 2026 | |
| 3 | LPL Financial LLC | $56.4M | 3.2M | ▲+8.6% Added · +255K sh | Q1 2026 | |
| 4 | RAYMOND JAMES FINANCIAL INC | $33.6M | 1.9M | ▲+3.8% Added · +70K sh | Q1 2026 | |
| 5 | WELLS FARGO & COMPANY/MN | $31.8M | 1.8M | ▲+4.4% Added · +76K sh | Q1 2026 | |
| 6 | Tanager Wealth Management LLP | $27.3M | 1.5M | ▼−3.6% Reduced · −57K sh | Q2 2026 | |
| 7 | State of Wisconsin - Board of Commissioners of Public Lands | $27.2M | 1.5M | —Held | Q2 2026 | |
| 8 | MML INVESTORS SERVICES, LLC | $20.1M | 1.1M | ▼−22% Reduced · −324K sh | Q1 2026 | |
| 9 | Parkway Wealth Management Group, LLC | $14.6M | 819K | ▲New +819K sh | Q2 2026 | |
| 10 | ENVESTNET ASSET MANAGEMENT INC | $11.6M | 660K | ▲+17% Added · +95K sh | Q1 2026 | |
| 11 | Good Steward Wealth Advisors,LLC | $10.6M | 596K | ▼−0.6% Reduced · −4K sh | Q2 2026 | |
| 12 | UBS Group AG | $9.8M | 557K | ▼−9.4% Reduced · −58K sh | Q1 2026 | |
| 13 | Wealth Intelligence, LLC | $9.8M | 547K | ▲+0.5% Added · +3K sh | Q2 2026 | |
| 14 | Dougherty & Associates, LLC | $9.1M | 509K | ▼−0.6% Reduced · −3K sh | Q2 2026 | |
| 15 | ROYAL BANK OF CANADA | $8.5M | 484K | ▲+48% Added · +156K sh | Q1 2026 | |
| 16 | COMMONWEALTH EQUITY SERVICES, LLC | $8.4M | 477K | ▲+1.9% Added · +9K sh | Q1 2026 | |
| 17 | OSAIC HOLDINGS, INC. | $6.5M | 368K | ▲+12% Added · +41K sh | Q1 2026 | |
| 18 | LEVEL FOUR ADVISORY SERVICES, LLC | $6.4M | 366K | ▼−8.4% Reduced · −33K sh | Q1 2026 | |
| 19 | Concurrent Investment Advisors, LLC | $6.2M | 345K | ▲+1.1% Added · +4K sh | Q2 2026 | |
| 20 | Silver Coast Investments LLC | $5.4M | 303K | ▼−0.4% Reduced · −1K sh | Q2 2026 | |
| 21 | Carmel Capital Partners, LLC | $5.3M | 296K | ▼−25% Reduced · −98K sh | Q2 2026 | |
| 22 | Sound Income Strategies, LLC | $4.4M | 244K | ▼−2.9% Reduced · −7K sh | Q2 2026 | |
| 23 | Apella Capital, LLC | $4.3M | 244K | ▼−1.7% Reduced · −4K sh | Q2 2026 | |
| 24 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $4.3M | 244K | ▲+17% Added · +35K sh | Q1 2026 | |
| 25 | Steward Partners Investment Advisory, LLC | $4.3M | 243K | ▼−12% Reduced · −33K sh | Q1 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 PFXF and 26 added to an existing one, while 16 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 | 95 funds | $24.0B |
| NVIDIA CORPNVDA | 94 funds | $26.9B |
| MICROSOFT CORPMSFT | 94 funds | $22.4B |
| AMAZON.COM INCAMZN | 92 funds | $17.3B |
| ALPHABET INC-CL CGOOG | 91 funds | $8.5B |
| BERKSHIRE HATHAWAY INC-CL BBRK/B | 91 funds | $2.6B |
| ALPHABET INC-CL AGOOGL | 90 funds | $15.8B |
| JPMORGAN CHASE & COJPM | 90 funds | $7.6B |
| BROADCOM INCAVGO | 89 funds | $13.3B |
| CHEVRON CORPCVX | 89 funds | $5.0B |
| META PLATFORMS INC-CLASS AMETA | 88 funds | $8.7B |
| JOHNSON & JOHNSONJNJ | 88 funds | $4.2B |
Ranked by how many of PFXF's institutional holders also hold each name, a cross-fund conviction signal.
No open-market insider transactions on file yet. Grants, gifts, and exercises live on the full insider page.
No filings captured for this ticker in the live stream yet.
Connected entities for PFXF
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/PFXF/capital-change-brief"
Use Arkolith's capital_change_brief for PFXF. 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 PFXF. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.