Among active 13F managers last quarter, 4 opened and 6 added, while 6 reduced; the largest holder to move was NewSquare Capital LLC (−3.2%).
70 tracked 13F filers disclose a position in PIE as of the latest SEC 13F filings, a combined $121.7M 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 | Raymond James Financial Inc | 976K | $25.4M | ▲+9.4% Added · +84K sh | Q1 2026 | |
| 2 | Wells Fargo & Company | 904K | $23.5M | ▲+49% Added · +297K sh | Q1 2026 | |
| 3 | NewSquare Capital LLC | 361K | $12.1M | ▼−3.2% Reduced · −12K sh | Q2 2026 | |
| 4 | LPL Financial LLC | 270K | $7.0M | ▲+327% Added · +206K sh | Q1 2026 | |
| 5 | Morgan Stanley | 253K | $6.6M | ▲+11% Added · +25K sh | Q1 2026 | |
| 6 | Maltin Wealth Management, Inc. | 180K | $6.0M | ▼−0.7% Reduced · −1K sh | Q2 2026 | |
| 7 | UBS Group AG | 167K | $4.3M | ▲+1.9% Added · +3K sh | Q1 2026 | |
| 8 | Jane Street Group, LLC | 150K | $3.9M | ▲+258% Added · +108K sh | Q1 2026 | |
| 9 | Prospera Financial Services Inc | 115K | $3.8M | ▼−25% Reduced · −38K sh | Q2 2026 | |
| 10 | Wagner Wealth Management, Corp | 94K | $3.2M | ▲New +94K sh | Q2 2026 | |
| 11 | Royal Bank Of Canada | 73K | $1.9M | ▲+42% Added · +22K sh | Q1 2026 | |
| 12 | Envestnet Asset Management Inc | 68K | $1.8M | ▲+653% Added · +59K sh | Q1 2026 | |
| 13 | Private Advisory Group LLC | 65K | $2.2M | ▲+441% Added · +53K sh | Q2 2026 | |
| 14 | Stifel Financial Corp | 62K | $1.6M | ▼−3.0% Reduced · −2K sh | Q1 2026 | |
| 15 | &Partners | 51K | $1.7M | ▲+29% Added · +11K sh | Q2 2026 | |
| 16 | MML Investors Services, LLC | 39K | $1.3M | ▲+32% Added · +10K sh | Q2 2026 | |
| 17 | PFG Investments, LLC | 37K | $968K | ▲+166% Added · +23K sh | Q1 2026 | |
| 18 | Trueblood Wealth Management, LLC | 30K | $1.0M | ▲+2.6% Added · +774 sh | Q2 2026 | |
| 19 | Equitable Holdings, Inc. | 29K | $972K | ▼−2.2% Reduced · −645 sh | Q2 2026 | |
| 20 | Private Advisor Group, LLC | 24K | $805K | ▲+11% Added · +2K sh | Q2 2026 | |
| 21 | Goldman Sachs Group Inc | 24K | $616K | ▼−31% Reduced · −11K sh | Q1 2026 | |
| 22 | National Bank Of Canada | 21K | $547K | ▲+12% Added · +2K sh | Q1 2026 | |
| 23 | Del-Sette Capital Management, LLC | 18K | $614K | ▼−17% Reduced · −4K sh | Q2 2026 | |
| 24 | Northwestern Mutual Wealth Management Co | 17K | $448K | ▼−3.7% Reduced · −669 sh | Q1 2026 | |
| 25 | Steward Partners Investment Advisory, LLC | 17K | $568K | ▼−8.1% Reduced · −1K 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 PIE and 6 added to an existing one, while 6 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 |
|---|---|---|
| Apple IncAAPL | 23 funds | $5.9B |
| Meta Platforms Inc-Class AMETA | 23 funds | $2.0B |
| Nvidia CorpNVDA | 22 funds | $6.1B |
| Amazon.com IncAMZN | 22 funds | $3.6B |
| Microsoft CorpMSFT | 22 funds | $3.3B |
| Broadcom IncAVGO | 22 funds | $2.5B |
| Alphabet Inc-CL CGOOG | 22 funds | $2.2B |
| Taiwan Semiconductor-SP ADRTSM | 22 funds | $2.0B |
| Tesla IncTSLA | 22 funds | $1.4B |
| Berkshire Hathaway Inc-CL BBRK/B | 22 funds | $1.2B |
| Micron Technology IncMU | 21 funds | $2.8B |
| Alphabet Inc-CL AGOOGL | 21 funds | $2.5B |
Ranked by how many of PIE's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in PIE.
No filings captured for this ticker in the live stream yet.
Connected entities for PIE
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/PIE/capital-change-brief"
Use Arkolith's capital_change_brief for PIE. 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 PIE. Filings are public domain, sourced to SEC EDGAR.