Among active 13F managers last quarter, 4 opened and 13 added, while 15 reduced; the largest holder to move was Equitable Holdings, Inc. (+8.8%).
148 tracked 13F filers disclose a position in PID as of the latest SEC 13F filings, a combined $406.4M 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 | 3.2M | $70.8M | ▲+1.4% Added · +45K sh | Q1 2026 | |
| 2 | Wells Fargo & Company | 1.6M | $35.7M | ▼−2.8% Reduced · −46K sh | Q1 2026 | |
| 3 | LPL Financial LLC | 1.3M | $28.4M | ▼−3.0% Reduced · −39K sh | Q1 2026 | |
| 4 | Strategic Wealth Partners, Ltd. | 1.2M | $25.6M | ▲+3.4% Added · +38K sh | Q2 2026 | |
| 5 | Northwest Financial Advisors | 960K | $21.3M | ▲New +960K sh | Q2 2026 | |
| 6 | UBS Group AG | 935K | $20.8M | ▲+5.4% Added · +48K sh | Q1 2026 | |
| 7 | Bank Of America Corp | 909K | $20.2M | ▼−1.8% Reduced · −16K sh | Q1 2026 | |
| 8 | Equitable Holdings, Inc. | 890K | $19.8M | ▲+8.8% Added · +72K sh | Q2 2026 | |
| 9 | Jones Financial Companies LLLP | 718K | $15.6M | ▲+13% Added · +81K sh | Q1 2026 | |
| 10 | Modern Wealth Management, LLC | 634K | $14.1M | ▼−24% Reduced · −205K sh | Q2 2026 | |
| 11 | Kingsview Wealth Management, LLC | 395K | $8.8M | ▲16× Added · +371K sh | Q2 2026 | |
| 12 | Osaic Holdings, Inc. | 295K | $6.6M | ▼−1.1% Reduced · −3K sh | Q1 2026 | |
| 13 | Northwestern Mutual Wealth Management Co | 280K | $6.2M | ▲+3.7% Added · +10K sh | Q1 2026 | |
| 14 | Royal Bank Of Canada | 269K | $6.0M | ▼−4.0% Reduced · −11K sh | Q1 2026 | |
| 15 | Raymond James Financial Inc | 240K | $5.3M | ▲+7.5% Added · +17K sh | Q1 2026 | |
| 16 | Morton Capital Management LLC | 237K | $5.3M | ▼−3.0% Reduced · −7K sh | Q2 2026 | |
| 17 | Commonwealth Equity Services, LLC | 231K | $5.1M | ▲+0.6% Added · +1K sh | Q1 2026 | |
| 18 | Envestnet Asset Management Inc | 220K | $4.9M | ▲+0.2% Added · +504 sh | Q1 2026 | |
| 19 | HighTower Advisors, LLC | 197K | $4.4M | ▲+0.8% Added · +2K sh | Q1 2026 | |
| 20 | Focus Financial Network, Inc. | 184K | $4.1M | ▼−20% Reduced · −45K sh | Q1 2026 | |
| 21 | Wealth Enhancement Advisory Services, LLC | 177K | $4.0M | ▼−0.2% Reduced · −411 sh | Q2 2026 | |
| 22 | Cahill Financial Advisors Inc | 175K | $3.9M | ▼−11% Reduced · −22K sh | Q2 2026 | |
| 23 | Sanctuary Advisors, LLC | 143K | $3.2M | ▼−11% Reduced · −17K sh | Q2 2026 | |
| 24 | Cheviot Value Management, LLC | 123K | $2.7M | ▲+0.4% Added · +460 sh | Q2 2026 | |
| 25 | Continuum Advisory, LLC | 117K | $2.6M | ▲+10% Added · +11K 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, 4 funds opened a new position in PID and 13 added to an existing one, while 15 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 | 63 funds | $7.6B |
| Apple IncAAPL | 62 funds | $12.0B |
| Amazon.com IncAMZN | 62 funds | $7.6B |
| Nvidia CorpNVDA | 61 funds | $14.4B |
| Alphabet Inc-CL AGOOGL | 61 funds | $6.0B |
| SS SPDR S&P 500 ETF Trust-USSPY | 61 funds | $3.2B |
| Meta Platforms Inc-Class AMETA | 60 funds | $4.1B |
| JPMorgan Chase & CoJPM | 60 funds | $3.5B |
| Tesla IncTSLA | 60 funds | $3.5B |
| Eli Lilly & CoLLY | 60 funds | $1.9B |
| Johnson & JohnsonJNJ | 60 funds | $1.9B |
| Walmart IncWMT | 60 funds | $1.6B |
Ranked by how many of PID's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in PID.
No filings captured for this ticker in the live stream yet.
Connected entities for PID
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 + the live filing stream, joined for PID. Filings are public domain, sourced to SEC EDGAR.