52 tracked 13F filers disclose a position in PIE as of the latest SEC 13F filings, a combined $98.0M 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 | RAYMOND JAMES FINANCIAL INC | $25.4M | 976K | ▲+9.4% Added · +84K sh | Q1 2026 | |
| 2 | WELLS FARGO & COMPANY/MN | $23.5M | 904K | ▲+49% Added · +297K sh | Q1 2026 | |
| 3 | LPL Financial LLC | $7.0M | 270K | ▲+327% Added · +206K sh | Q1 2026 | |
| 4 | MORGAN STANLEY | $6.6M | 253K | ▲+11% Added · +25K sh | Q1 2026 | |
| 5 | Maltin Wealth Management, Inc. | $6.0M | 180K | ▼−0.7% Reduced · −1K sh | Q2 2026 | |
| 6 | UBS Group AG | $4.3M | 167K | ▲+1.9% Added · +3K sh | Q1 2026 | |
| 7 | JANE STREET GROUP, LLC | $3.9M | 150K | ▲+258% Added · +108K sh | Q1 2026 | |
| 8 | Prospera Financial Services Inc | $3.8M | 115K | ▼−25% Reduced · −38K sh | Q2 2026 | |
| 9 | ROYAL BANK OF CANADA | $1.9M | 73K | ▲+42% Added · +22K sh | Q1 2026 | |
| 10 | ENVESTNET ASSET MANAGEMENT INC | $1.8M | 68K | ▲+653% Added · +59K sh | Q1 2026 | |
| 11 | STIFEL FINANCIAL CORP | $1.6M | 62K | ▼−3.0% Reduced · −2K sh | Q1 2026 | |
| 12 | &PARTNERS | $1.0M | 39K | ▲+21% Added · +7K sh | Q1 2026 | |
| 13 | PFG Investments, LLC | $968K | 37K | ▲+166% Added · +23K sh | Q1 2026 | |
| 14 | Equitable Holdings, Inc. | $703K | 30K | ▼−2.8% Reduced · −868 sh | Q1 2026 | |
| 15 | MML INVESTORS SERVICES, LLC | $774K | 30K | ▼−8.1% Reduced · −3K sh | Q1 2026 | |
| 16 | CITADEL ADVISORS LLC | $719K | 28K | ▲New +28K sh | Q1 2026 | |
| 17 | GOLDMAN SACHS GROUP INC | $616K | 24K | ▼−31% Reduced · −11K sh | Q1 2026 | |
| 18 | Private Advisor Group, LLC | $566K | 22K | ▲New +22K sh | Q1 2026 | |
| 19 | NATIONAL BANK OF CANADA /FI/ | $547K | 21K | ▲+12% Added · +2K sh | Q1 2026 | |
| 20 | Kingsview Wealth Management, LLC | $506K | 19K | ▼−5.7% Reduced · −1K sh | Q1 2026 | |
| 21 | Steward Partners Investment Advisory, LLC | $481K | 18K | ▲+187% Added · +12K sh | Q1 2026 | |
| 22 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $448K | 17K | ▼−3.7% Reduced · −669 sh | Q1 2026 | |
| 23 | COMMONWEALTH EQUITY SERVICES, LLC | $430K | 17K | ▼−0.4% Reduced · −62 sh | Q1 2026 | |
| 24 | EP Wealth Advisors, LLC | $390K | 15K | —Held | Q1 2026 | |
| 25 | IHT Wealth Management, LLC | $333K | 13K | ▼−34% Reduced · −7K 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, 4 funds opened a new position in PIE and 3 added to an existing one, while 3 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 |
|---|---|---|
| APPLE INCAAPL | 21 funds | $13.8B |
| NVIDIA CORPNVDA | 21 funds | $13.4B |
| ISHARES CORE S&P 500 ETFIVV | 21 funds | $10.9B |
| MICROSOFT CORPMSFT | 21 funds | $10.0B |
| AMAZON.COM INCAMZN | 21 funds | $8.6B |
| ALPHABET INC-CL AGOOGL | 21 funds | $7.1B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 21 funds | $6.5B |
| BROADCOM INCAVGO | 21 funds | $5.5B |
| JPMORGAN CHASE & COJPM | 21 funds | $5.0B |
| META PLATFORMS INC-CLASS AMETA | 21 funds | $4.9B |
| ALPHABET INC-CL CGOOG | 21 funds | $4.4B |
| VANGUARD VALUE ETFVTV | 21 funds | $4.0B |
Ranked by how many of PIE'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/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 + end-of-day price history + the live filing stream, joined for PIE. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.