| # | Fund | Position value | Shares | Last move | As of |
|---|---|---|---|---|---|
| 1 | PRINCIPAL SECURITIES, INC. | $140.7M | 4.14M | Added | Q1 2026 |
| 2 | Smartleaf Asset Management LLC | $1.9M | 57.0K | Added | Q1 2026 |
| 3 | Private Advisor Group, LLC | $1.5M | 45.2K | Added | Q1 2026 |
| 4 | CITADEL ADVISORS LLC | $1.1M | 33.3K | New | Q1 2026 |
| 5 | Wealthspire Retirement, LLC | $244K | 7.2K | New | Q1 2026 |
| 6 | ASSETMARK, INC | $5K | 136 | Held | Q1 2026 |
No Form 4 insider transactions on file yet.
| Company | Co-held by | Combined value |
|---|---|---|
| NVIDIA CORPORATIONNVDA | 7 funds | $5.3B |
| ISHARES TRIVV | 7 funds | $4.3B |
| APPLE INCAAPL | 7 funds | $3.6B |
| AMAZON COM INCAMZN | 7 funds | $2.7B |
| MICROSOFT CORPMSFT | 7 funds | $2.5B |
| ALPHABET INCGOOGL | 7 funds | $2.0B |
| META PLATFORMS INCMETA | 7 funds | $1.9B |
| BROADCOM INCAVGO | 7 funds | $1.8B |
| TAIWAN SEMICONDUCTOR MANUFACTSM | 7 funds | $1.7B |
| JPMORGAN CHASE &COJPM | 7 funds | $1.3B |
| ALPHABET INCGOOG | 7 funds | $1.2B |
| TESLA INCTSLA | 7 funds | $1.1B |
Ranked by how many of PIEQ's institutional holders also hold each name — a cross-fund conviction signal. Via the MCP server (ticker.co_held).
No filings captured for this ticker in the live stream yet.
13F holdings + Form 4 insider transactions + end-of-day price history + the live filing stream, joined for PIEQ. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes. Every panel above is one call to the Arkolith API & MCP server.