| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | BANK OF AMERICA CORP /DE/ | $882.7M | 81.1M | ▲+3.4% Added · +2.7M sh | Q1 2026 | |
| 2 | WELLS FARGO & COMPANY/MN | $164.6M | 15.1M | ▼−1.6% Reduced · −249K sh | Q1 2026 | |
| 3 | Bramshill Investments, LLC | $111.8M | 10.3M | ▲+40% Added · +3.0M sh | Q1 2026 | |
| 4 | UBS Group AG | $100.7M | 9.3M | ▲+73% Added · +3.9M sh | Q1 2026 | |
| 5 | MORGAN STANLEY | $69.1M | 6.3M | ▼−13% Reduced · −924K sh | Q1 2026 | |
| 6 | LPL Financial LLC | $57.8M | 5.3M | ▼−7.2% Reduced · −413K sh | Q1 2026 | |
| 7 | AMERIPRISE FINANCIAL INC | $45.2M | 4.1M | ▼−0.2% Reduced · −10K sh | Q1 2026 | |
| 8 | JPMORGAN CHASE & CO | $44.2M | 4.1M | ▼−23% Reduced · −1.2M sh | Q1 2026 | |
| 9 | Allworth Financial LP | $36.6M | 3.4M | ▲+5.4% Added · +173K sh | Q1 2026 | |
| 10 | ROYAL BANK OF CANADA | $32.2M | 3.0M | ▼−21% Reduced · −766K sh | Q1 2026 | |
| 11 | RAYMOND JAMES FINANCIAL INC | $29.8M | 2.7M | ▲+1.0% Added · +26K sh | Q1 2026 | |
| 12 | Clearstead Advisors, LLC | $18.5M | 1.7M | ▲+0.9% Added · +15K sh | Q1 2026 | |
| 13 | Checchi Capital Advisers, LLC | $15.1M | 1.4M | ▲+3.3% Added · +44K sh | Q1 2026 | |
| 14 | UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AME | $13.4M | 1.2M | ▲+502% Added · +1.0M sh | Q1 2026 | |
| 15 | HUNTINGTON NATIONAL BANK | $13.3M | 1.2M | ▼−4.7% Reduced · −60K sh | Q1 2026 | |
| 16 | COMMONWEALTH EQUITY SERVICES, LLC | $12.3M | 1.1M | ▼−8.4% Reduced · −104K sh | Q1 2026 | |
| 17 | OSAIC HOLDINGS, INC. | $12.3M | 1.1M | ▼−17% Reduced · −224K sh | Q1 2026 | |
| 18 | CARY STREET PARTNERS FINANCIAL LLC | $11.1M | 1.0M | ▼−4.5% Reduced · −48K sh | Q1 2026 | |
| 19 | Private Advisor Group, LLC | $10.4M | 955K | ▲+0.1% Added · +2K sh | Q1 2026 | |
| 20 | MAI Capital Management | $10.2M | 939K | ▲+2.1% Added · +20K sh | Q1 2026 | |
| 21 | Rockefeller Capital Management L.P. | $8.2M | 751K | ▼−0.9% Reduced · −7K sh | Q1 2026 | |
| 22 | BANK OF MONTREAL /CAN/ | $7.3M | 673K | ▼−13% Reduced · −103K sh | Q1 2026 | |
| 23 | ENVESTNET ASSET MANAGEMENT INC | $7.2M | 663K | ▲+9.8% Added · +59K sh | Q1 2026 | |
| 24 | STIFEL FINANCIAL CORP | $5.9M | 540K | ▼−4.3% Reduced · −24K sh | Q1 2026 | |
| 25 | TRUIST FINANCIAL CORP | $5.8M | 537K | ▲+3.4% Added · +18K 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.
| Company | Co-held by | Combined value |
|---|---|---|
| MICROSOFT CORPMSFT | 129 funds | $26.2B |
| ALPHABET INC-CL CGOOG | 129 funds | $10.9B |
| COSTCO WHOLESALE CORPCOST | 129 funds | $6.8B |
| EXXON MOBIL CORPXOM | 129 funds | $6.6B |
| MASTERCARD INC - AMA | 129 funds | $5.2B |
| NVIDIA CORPNVDA | 128 funds | $31.8B |
| JPMORGAN CHASE & COJPM | 128 funds | $12.0B |
| JOHNSON & JOHNSONJNJ | 128 funds | $9.1B |
| ELI LILLY & COLLY | 128 funds | $7.2B |
| VISA INC-CLASS A SHARESV | 128 funds | $6.7B |
| HOME DEPOT INCHD | 128 funds | $4.7B |
| CHEVRON CORPCVX | 128 funds | $4.7B |
Ranked by how many of PGX's institutional holders also hold each name, a cross-fund conviction signal.
No filings captured for this ticker in the live stream yet.
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/PGX/capital-change-brief"
Use Arkolith's capital_change_brief for PGX. 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 PGX. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.