Among active 13F managers last quarter, 5 opened and 30 added, while 17 reduced; the largest holder to move was Dougherty & Associates, LLC (−0.6%). No recent Form 4 insider filings for PFXF.
Funds lean in and no leg opposes.
210 tracked 13F filers disclose a position in PFXF as of the latest SEC 13F filings, a combined $652.3M 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 | Bank Of America Corp | 5.4M | $93.9M | ▲+15% Added · +705K sh | Q1 2026 | |
| 2 | Morgan Stanley | 3.3M | $57.3M | ▲+29% Added · +725K sh | Q1 2026 | |
| 3 | LPL Financial LLC | 3.2M | $56.4M | ▲+8.6% Added · +255K sh | Q1 2026 | |
| 4 | Raymond James Financial Inc | 1.9M | $33.6M | ▲+3.8% Added · +70K sh | Q1 2026 | |
| 5 | Wells Fargo & Company | 1.8M | $31.8M | ▲+4.4% Added · +76K sh | Q1 2026 | |
| 6 | MML Investors Services, LLC | 1.7M | $30.0M | ▲+46% Added · +532K sh | Q2 2026 | |
| 7 | Tanager Wealth Management LLP | 1.5M | $27.3M | ▼−3.6% Reduced · −57K sh | Q2 2026 | |
| 8 | State of Wisconsin - Board of Commissioners of Public Lands | 1.5M | $27.2M | —Held | Q2 2026 | |
| 9 | Parkway Wealth Management Group, LLC | 819K | $14.6M | ▲New +819K sh | Q2 2026 | |
| 10 | Envestnet Asset Management Inc | 660K | $11.6M | ▲+17% Added · +95K sh | Q1 2026 | |
| 11 | Good Steward Wealth Advisors,LLC | 596K | $10.6M | ▼−0.6% Reduced · −4K sh | Q2 2026 | |
| 12 | UBS Group AG | 557K | $9.8M | ▼−9.4% Reduced · −58K sh | Q1 2026 | |
| 13 | Wealth Intelligence, LLC | 547K | $9.8M | ▲+0.5% Added · +3K sh | Q2 2026 | |
| 14 | Dougherty & Associates, LLC | 509K | $9.1M | ▼−0.6% Reduced · −3K sh | Q2 2026 | |
| 15 | Royal Bank Of Canada | 484K | $8.5M | ▲+48% Added · +156K sh | Q1 2026 | |
| 16 | Goldstone Financial Group, LLC | 480K | $8.6M | ▲+167% Added · +300K sh | Q2 2026 | |
| 17 | Commonwealth Equity Services, LLC | 477K | $8.4M | ▲+1.9% Added · +9K sh | Q1 2026 | |
| 18 | Inspire Advisors, LLC | 455K | $8.1M | ▲+666% Added · +396K sh | Q2 2026 | |
| 19 | Level Four Advisory Services, LLC | 384K | $6.8M | ▲+4.9% Added · +18K sh | Q2 2026 | |
| 20 | Osaic Holdings, Inc. | 368K | $6.5M | ▲+12% Added · +41K sh | Q1 2026 | |
| 21 | Concurrent Investment Advisors, LLC | 345K | $6.2M | ▲+1.1% Added · +4K sh | Q2 2026 | |
| 22 | Quadrature Capital Ltd | 334K | $6.0M | ▲30× Added · +323K sh | Q2 2026 | |
| 23 | Larch Capital Partners LLC | 330K | $5.9M | ▲+87% Added · +154K sh | Q2 2026 | |
| 24 | Mezzasalma Advisors, LLC | 303K | $5.4M | ▲22× Added · +289K sh | Q2 2026 | |
| 25 | Silver Coast Investments LLC | 303K | $5.4M | ▼−0.4% Reduced · −1K 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, 5 funds opened a new position in PFXF and 30 added to an existing one, while 17 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 |
|---|---|---|
| Microsoft CorpMSFT | 117 funds | $22.9B |
| Nvidia CorpNVDA | 116 funds | $42.2B |
| Apple IncAAPL | 116 funds | $24.8B |
| Amazon.com IncAMZN | 112 funds | $17.7B |
| Alphabet Inc-CL AGOOGL | 112 funds | $16.3B |
| Alphabet Inc-CL CGOOG | 112 funds | $8.7B |
| JPMorgan Chase & CoJPM | 111 funds | $7.8B |
| Berkshire Hathaway Inc-CL BBRK/B | 111 funds | $2.9B |
| Johnson & JohnsonJNJ | 110 funds | $4.3B |
| Abbvie IncABBV | 108 funds | $4.5B |
| Broadcom IncAVGO | 107 funds | $19.0B |
| Advanced Micro DevicesAMD | 107 funds | $8.5B |
Ranked by how many of PFXF's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in PFXF.
No open-market insider transactions on file yet. Grants, gifts, and exercises live on the full insider page.
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 | 58 | 33 | – |
Insiders Form 4 open-market | 0 | 0 | $0 |
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 |
|---|---|---|
| SMHmc | 1418 funds | $23.2B |
| GDXmc | 1008 funds | $13.9B |
| MOATmc | 684 funds | $6.6B |
| NLRmc | 487 funds | $1.9B |
| GDXJmc | 410 funds | $3.6B |
| ANGLmc | 307 funds | $1.8B |
| BIZDmc | 242 funds | $666.4M |
| FLTRmc | 235 funds | $1.4B |
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 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.