Among active 13F managers last quarter, 1 opened and 3 added, while none reduced or exited; the largest holder to move was Arax Advisory Partners (new position).
12 tracked 13F filers disclose a position in PIFI as of the latest SEC 13F filings, a combined $192.9M 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 | U.S. Capital Wealth Advisors, LLC | 1.0M | $94.9M | ▼−0.5% Reduced · −5K sh | Q1 2026 | |
| 2 | Arax Advisory Partners | 984K | $92.0M | ▲New +984K sh | Q2 2026 | |
| 3 | Jane Street Group, LLC | 16K | $1.6M | ▼−3.9% Reduced · −667 sh | Q1 2026 | |
| 4 | Apollon Wealth Management, LLC | 12K | $1.1M | ▼−0.3% Reduced · −35 sh | Q1 2026 | |
| 5 | Retirement Planning Group, LLC | 11K | $1.1M | ▲+69% Added · +5K sh | Q2 2026 | |
| 6 | Citadel Advisors LLC | 10K | $942K | ▲+65% Added · +4K sh | Q2 2026 | |
| 7 | Susquehanna International Group, LLP | 7K | $660K | ▼−25% Reduced · −2K sh | Q1 2026 | |
| 8 | LPL Financial LLC | 5K | $441K | ▲New +5K sh | Q1 2026 | |
| 9 | Colonial Trust Advisors | 1K | $112K | ▲+0.8% Added · +10 sh | Q2 2026 | |
| 10 | UBS Group AG | 711 | $67K | ▲711× Added · +710 sh | Q1 2026 | |
| 11 | JPMorgan Chase & Co | 76 | $7K | ▼−82% Reduced · −341 sh | Q1 2026 | |
| 12 | Morgan Stanley | 1 | $97 | —Held | 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, 1 fund opened a new position in PIFI and 3 added to an existing one, while none reduced or exited. 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 |
|---|---|---|
| Ishares Core S&P 500 ETFIVV | 4 funds | $13.6B |
| Amazon.com IncAMZN | 4 funds | $2.8B |
| Nvidia CorpNVDA | 4 funds | $2.7B |
| Apple IncAAPL | 4 funds | $2.6B |
| Microsoft CorpMSFT | 4 funds | $1.7B |
| Alphabet Inc-CL AGOOGL | 4 funds | $1.2B |
| Eli Lilly & CoLLY | 4 funds | $1.2B |
| Broadcom IncAVGO | 4 funds | $1.2B |
| BlackRock IncBLK | 4 funds | $1.1B |
| Alphabet Inc-CL CGOOG | 4 funds | $1.1B |
| Advanced Micro DevicesAMD | 4 funds | $981.2M |
| Space Exploration Techn-CL ASPCX | 4 funds | $882.2M |
Ranked by how many of PIFI's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in PIFI.
| Class | 13F holders | Value held |
|---|---|---|
| QTUMmc | 498 funds | $1.3B |
| UFOXmc | 181 funds | $156.8M |
| JETSmc | 159 funds | $418.4M |
| DSTLmc | 133 funds | $1.4B |
| ACIOmc | 132 funds | $2.8B |
| DRSKmc | 84 funds | $1.8B |
| OSCVcommon | 74 funds | $856.0M |
| PFLDmc | 56 funds | $221.4M |
Same issuer, multiple share classes. The consensus leaderboards count this company once across all classes; this is the per-class detail.
No filings captured for this ticker in the live stream yet.
Connected entities for PIFI
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/PIFI/capital-change-brief"
Use Arkolith's capital_change_brief for PIFI. 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 PIFI. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.