Among active 13F managers last quarter, 1 opened and 5 added, while 3 reduced; the largest holder to move was Riverbridge Partners LLC (+0.9%).
30 tracked 13F filers disclose a position in PGZ as of the latest SEC 13F filings, a combined $16.7M 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 | Morgan Stanley | 443K | $4.3M | ▼−3.7% Reduced · −17K sh | Q1 2026 | |
| 2 | Riverbridge Partners LLC | 204K | $2.1M | ▲+0.9% Added · +2K sh | Q2 2026 | |
| 3 | Advisors Asset Management, Inc. | 173K | $1.8M | ▼−0.3% Reduced · −624 sh | Q2 2026 | |
| 4 | Guggenheim Capital LLC | 120K | $1.2M | ▲+184% Added · +78K sh | Q1 2026 | |
| 5 | Lido Advisors, LLC | 116K | $1.2M | ▲+835% Added · +104K sh | Q2 2026 | |
| 6 | J.W. Cole Advisors, Inc. | 115K | $1.2M | ▲Added Added · +115K sh | Q2 2026 | |
| 7 | Closed-End Fund Advisors, Inc. | 83K | $852K | ▲+1.3% Added · +1K sh | Q2 2026 | |
| 8 | Evolve Private Wealth, LLC | 66K | $676K | ▼−7.3% Reduced · −5K sh | Q2 2026 | |
| 9 | Raymond James Financial Inc | 61K | $582K | ▲+18% Added · +9K sh | Q1 2026 | |
| 10 | Osaic Holdings, Inc. | 50K | $482K | ▼−0.5% Reduced · −272 sh | Q1 2026 | |
| 11 | NWF Advisory Services Inc. | 40K | $414K | ▼−17% Reduced · −8K sh | Q2 2026 | |
| 12 | First Trust Advisors LP | 36K | $348K | ▲+7.5% Added · +3K sh | Q1 2026 | |
| 13 | Robinson Capital Management, LLC | 26K | $268K | —Held | Q2 2026 | |
| 14 | Cetera Investment Advisers | 21K | $200K | ▼−10% Reduced · −2K sh | Q1 2026 | |
| 15 | SeaCrest Wealth Management, LLC | 20K | $203K | ▲+6.1% Added · +1K sh | Q2 2026 | |
| 16 | LPL Financial LLC | 19K | $181K | ▼−0.2% Reduced · −34 sh | Q1 2026 | |
| 17 | Clear Creek Financial Management, LLC | 18K | $190K | —Held | Q2 2026 | |
| 18 | Commonwealth Equity Services, LLC | 15K | $139K | —Held | Q1 2026 | |
| 19 | Private Advisor Group, LLC | 13K | $133K | —Held | Q2 2026 | |
| 20 | Wells Fargo & Company | 13K | $120K | ▲13k× Added · +13K sh | Q1 2026 | |
| 21 | Shaker Financial Services, LLC | 11K | $115K | ▼−74% Reduced · −31K sh | Q2 2026 | |
| 22 | Blue Bell Private Wealth Management, LLC | 6K | $63K | —Held | Q2 2026 | |
| 23 | UBS Group AG | 2K | $18K | ▼−20% Reduced · −474 sh | Q1 2026 | |
| 24 | Kerr Financial Planning Corp | 1K | $15K | ▲+2.1% Added · +30 sh | Q2 2026 | |
| 25 | Glass Jacobson Investment Advisors llc | 1K | $15K | —Held | 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, 1 fund opened a new position in PGZ and 5 added to an existing one, while 3 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 | 9 funds | $780.4M |
| SS SPDR S&P 500 ETF Trust-USSPY | 9 funds | $334.2M |
| Netflix IncNFLX | 9 funds | $165.5M |
| Nuveen Floating Rate IncomeJFR | 9 funds | $42.2M |
| MFS Municipal Income TrustMFM | 9 funds | $23.4M |
| Nvidia CorpNVDA | 8 funds | $1.1B |
| Apple IncAAPL | 8 funds | $1.1B |
| Amazon.com IncAMZN | 8 funds | $758.8M |
| Alphabet Inc-CL AGOOGL | 8 funds | $611.1M |
| Walmart IncWMT | 8 funds | $431.1M |
| Meta Platforms Inc-Class AMETA | 8 funds | $359.0M |
| Alphabet Inc-CL CGOOG | 8 funds | $335.1M |
Ranked by how many of PGZ's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in PGZ.
Connected entities for PGZ
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/PGZ/capital-change-brief"
Use Arkolith's capital_change_brief for PGZ. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
13F holdings + quarter-over-quarter ownership changes + the live filing stream, joined for PGZ. Filings are public domain, sourced to SEC EDGAR.