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/PIEQ/capital-change-brief"
Use Arkolith's capital_change_brief for PIEQ. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | PRINCIPAL FINANCIAL GROUP INC | $1.1B | 31.6M | ▲+0.3% Added · +106K sh | Q1 2026 | |
| 2 | PRINCIPAL SECURITIES, INC. | $140.7M | 4.1M | ▲+11% Added · +417K sh | Q1 2026 | |
| 3 | ENVESTNET ASSET MANAGEMENT INC | $126.8M | 3.7M | ▲+10% Added · +344K sh | Q1 2026 | |
| 4 | Kraft, Davis & Associates, LLC | $2.4M | 67K | ▼−36% Reduced · −38K sh | Q2 2026 | |
| 5 | Smartleaf Asset Management LLC | $1.9M | 57K | ▲+4.5% Added · +2K sh | Q1 2026 | |
| 6 | LPL Financial LLC | $1.6M | 46K | ▲New +46K sh | Q1 2026 | |
| 7 | Private Advisor Group, LLC | $1.5M | 45K | ▲+72% Added · +19K sh | Q1 2026 | |
| 8 | CITADEL ADVISORS LLC | $1.1M | 33K | ▲New +33K sh | Q1 2026 | |
| 9 | JANE STREET GROUP, LLC | $973K | 29K | ▼−71% Reduced · −71K sh | Q1 2026 | |
| 10 | Next Level Private LLC | $913K | 25K | ▼~0% Reduced · −11 sh | Q2 2026 | |
| 11 | COMMONWEALTH EQUITY SERVICES, LLC | $546K | 16K | ▲+91% Added · +8K sh | Q1 2026 | |
| 12 | Wealthspire Retirement, LLC | $244K | 7K | ▲New +7K sh | Q1 2026 | |
| 13 | FMR LLC | $45K | 1K | ▲New +1K sh | Q1 2026 | |
| 14 | ASSETMARK, INC | $5K | 136 | —Held | Q1 2026 | |
| 15 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $441 | 13 | ▲New +13 sh | Q1 2026 | |
| 16 | MORGAN STANLEY | $340 | 10 | ▼−99% Reduced · −760 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.
| Company | Co-held by | Combined value |
|---|---|---|
| NVIDIA CORPNVDA | 8 funds | $5.4B |
| ISHARES CORE S&P 500 ETFIVV | 8 funds | $4.4B |
| APPLE INCAAPL | 8 funds | $3.7B |
| AMAZON.COM INCAMZN | 8 funds | $2.8B |
| MICROSOFT CORPMSFT | 8 funds | $2.5B |
| ALPHABET INC-CL AGOOGL | 8 funds | $2.0B |
| META PLATFORMS INC-CLASS AMETA | 8 funds | $1.9B |
| BROADCOM INCAVGO | 8 funds | $1.8B |
| TAIWAN SEMICONDUCTOR-SP ADRTSM | 8 funds | $1.7B |
| JPMORGAN CHASE & COJPM | 8 funds | $1.3B |
| ALPHABET INC-CL CGOOG | 8 funds | $1.2B |
| BERKSHIRE HATHAWAY INC-CL BBRK/B | 8 funds | $1.2B |
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 + quarter-over-quarter ownership changes + 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.