107 tracked 13F filers disclose a position in PID as of the latest SEC 13F filings, a combined $325.5M 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 | MORGAN STANLEY | $70.8M | 3.2M | ▲+1.4% Added · +45K sh | Q1 2026 | |
| 2 | WELLS FARGO & COMPANY/MN | $35.7M | 1.6M | ▼−2.8% Reduced · −46K sh | Q1 2026 | |
| 3 | LPL Financial LLC | $28.4M | 1.3M | ▼−3.0% Reduced · −39K sh | Q1 2026 | |
| 4 | UBS Group AG | $20.8M | 935K | ▲+5.4% Added · +48K sh | Q1 2026 | |
| 5 | BANK OF AMERICA CORP /DE/ | $20.2M | 909K | ▼−1.8% Reduced · −16K sh | Q1 2026 | |
| 6 | Modern Wealth Management, LLC | $18.7M | 839K | ▼−11% Reduced · −107K sh | Q1 2026 | |
| 7 | Equitable Holdings, Inc. | $18.0M | 817K | ▲+12% Added · +90K sh | Q1 2026 | |
| 8 | JONES FINANCIAL COMPANIES LLLP | $15.6M | 718K | ▲+13% Added · +81K sh | Q1 2026 | |
| 9 | OSAIC HOLDINGS, INC. | $6.6M | 295K | ▼−1.1% Reduced · −3K sh | Q1 2026 | |
| 10 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $6.2M | 280K | ▲+3.7% Added · +10K sh | Q1 2026 | |
| 11 | ROYAL BANK OF CANADA | $6.0M | 269K | ▼−4.0% Reduced · −11K sh | Q1 2026 | |
| 12 | RAYMOND JAMES FINANCIAL INC | $5.3M | 240K | ▲+7.5% Added · +17K sh | Q1 2026 | |
| 13 | COMMONWEALTH EQUITY SERVICES, LLC | $5.1M | 231K | ▲+0.6% Added · +1K sh | Q1 2026 | |
| 14 | ENVESTNET ASSET MANAGEMENT INC | $4.9M | 220K | ▲+0.2% Added · +504 sh | Q1 2026 | |
| 15 | HighTower Advisors, LLC | $4.4M | 197K | ▲+0.8% Added · +2K sh | Q1 2026 | |
| 16 | Focus Financial Network, Inc. | $4.1M | 184K | ▼−20% Reduced · −45K sh | Q1 2026 | |
| 17 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $4.0M | 177K | ▼−0.2% Reduced · −411 sh | Q2 2026 | |
| 18 | Sanctuary Advisors, LLC | $3.6M | 160K | ▼−0.9% Reduced · −1K sh | Q1 2026 | |
| 19 | Mariner, LLC | $2.5M | 114K | ▼−5.5% Reduced · −7K sh | Q1 2026 | |
| 20 | JPMORGAN CHASE & CO | $2.4M | 112K | ▲+0.9% Added · +982 sh | Q1 2026 | |
| 21 | AMERIPRISE FINANCIAL INC | $3.1M | 110K | ▼−86% Reduced · −695K sh | Q1 2026 | |
| 22 | Creative Planning | $2.4M | 110K | ▲+2.7% Added · +3K sh | Q1 2026 | |
| 23 | Cetera Investment Advisers | $2.4M | 106K | ▼−7.9% Reduced · −9K sh | Q1 2026 | |
| 24 | STIFEL FINANCIAL CORP | $2.0M | 88K | ▲+0.4% Added · +378 sh | Q1 2026 | |
| 25 | &PARTNERS | $1.6M | 73K | ▼−2.5% Reduced · −2K 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, 7 funds opened a new position in PID and 12 added to an existing one, while 9 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 |
|---|---|---|
| ISHARES CORE S&P 500 ETFIVV | 45 funds | $15.9B |
| NVIDIA CORPNVDA | 45 funds | $15.8B |
| MICROSOFT CORPMSFT | 45 funds | $13.3B |
| ALPHABET INC-CL AGOOGL | 45 funds | $8.9B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 45 funds | $8.5B |
| JPMORGAN CHASE & COJPM | 45 funds | $6.4B |
| BROADCOM INCAVGO | 45 funds | $6.3B |
| ALPHABET INC-CL CGOOG | 45 funds | $6.1B |
| META PLATFORMS INC-CLASS AMETA | 45 funds | $5.9B |
| WALMART INCWMT | 45 funds | $3.5B |
| COSTCO WHOLESALE CORPCOST | 45 funds | $3.4B |
| JOHNSON & JOHNSONJNJ | 45 funds | $3.4B |
Ranked by how many of PID'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/PID/capital-change-brief"
Use Arkolith's capital_change_brief for PID. 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 PID. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.