68 tracked 13F filers disclose a position in PGHY as of the latest SEC 13F filings, a combined $114.2M 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 | Sowell Financial Services LLC | $17.6M | 892K | ▲+1.0% Added · +9K sh | Q2 2026 | |
| 2 | Sound Income Strategies, LLC | $15.0M | 760K | ▲+2.8% Added · +21K sh | Q2 2026 | |
| 3 | Whitcomb & Hess, Inc. | $14.5M | 738K | ▲+3.0% Added · +22K sh | Q2 2026 | |
| 4 | Inspire Advisors, LLC | $12.9M | 663K | ▲+155% Added · +403K sh | Q1 2026 | |
| 5 | LPL Financial LLC | $6.2M | 322K | ▲+32% Added · +79K sh | Q1 2026 | |
| 6 | Royal Fund Management, LLC | $5.4M | 273K | ▲+4.6% Added · +12K sh | Q2 2026 | |
| 7 | BANK OF AMERICA CORP /DE/ | $5.0M | 256K | ▲+4.1% Added · +10K sh | Q1 2026 | |
| 8 | JANE STREET GROUP, LLC | $3.8M | 197K | ▲+649% Added · +171K sh | Q1 2026 | |
| 9 | Baker Avenue Asset Management, LP | $3.8M | 195K | ▼−0.1% Reduced · −209 sh | Q2 2026 | |
| 10 | Advisory Alpha, LLC | $3.5M | 177K | ▼−23% Reduced · −54K sh | Q2 2026 | |
| 11 | Kingsview Wealth Management, LLC | $3.2M | 161K | ▲+15% Added · +21K sh | Q2 2026 | |
| 12 | Philadelphia Investment Partners, LLC | $2.3M | 118K | ▲+14% Added · +14K sh | Q2 2026 | |
| 13 | HighTower Advisors, LLC | $1.8M | 93K | ▼−0.4% Reduced · −345 sh | Q1 2026 | |
| 14 | JONES FINANCIAL COMPANIES LLLP | $1.6M | 83K | ▲+22% Added · +15K sh | Q1 2026 | |
| 15 | GUGGENHEIM CAPITAL LLC | $1.3M | 69K | ▲+5.2% Added · +3K sh | Q1 2026 | |
| 16 | Fortis Capital Advisors, LLC | $1.4M | 69K | ▲+35% Added · +18K sh | Q2 2026 | |
| 17 | Cambria Investment Management, L.P. | $1.2M | 62K | ▲+3.8% Added · +2K sh | Q2 2026 | |
| 18 | Perigon Wealth Management, LLC | $1.2M | 60K | ▲+0.9% Added · +534 sh | Q2 2026 | |
| 19 | Cetera Investment Advisers | $1.0M | 53K | ▲+5.4% Added · +3K sh | Q1 2026 | |
| 20 | Belpointe Asset Management LLC | $989K | 51K | ▲New +51K sh | Q1 2026 | |
| 21 | GeoWealth Management, LLC | $935K | 47K | ▲+8.0% Added · +4K sh | Q2 2026 | |
| 22 | MORGAN STANLEY | $777K | 40K | ▼−77% Reduced · −134K sh | Q1 2026 | |
| 23 | GREENBERG FINANCIAL GROUP | $719K | 36K | ▲+8.4% Added · +3K sh | Q4 2025 | |
| 24 | MML INVESTORS SERVICES, LLC | $692K | 35K | ▲+17% Added · +5K sh | Q2 2026 | |
| 25 | Capital Investment Advisory Services, LLC | $670K | 34K | ▼−0.1% Reduced · −43 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 PGHY and 16 added to an existing one, while 6 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 | 30 funds | $3.7B |
| NVIDIA CORPNVDA | 29 funds | $5.3B |
| MICROSOFT CORPMSFT | 29 funds | $2.3B |
| ALPHABET INC-CL AGOOGL | 29 funds | $1.8B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 29 funds | $1.5B |
| TESLA INCTSLA | 29 funds | $1.2B |
| JPMORGAN CHASE & COJPM | 29 funds | $1.2B |
| MERCK & CO. INC.MRK | 29 funds | $672.9M |
| CHEVRON CORPCVX | 29 funds | $572.0M |
| AMAZON.COM INCAMZN | 28 funds | $2.7B |
| META PLATFORMS INC-CLASS AMETA | 28 funds | $1.6B |
| ALPHABET INC-CL CGOOG | 28 funds | $1.3B |
Ranked by how many of PGHY's institutional holders also hold each name, a cross-fund conviction signal.
No filings captured for this ticker in the live stream yet.
Connected entities for PGHY
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/PGHY/capital-change-brief"
Use Arkolith's capital_change_brief for PGHY. 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 PGHY. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.