44 tracked 13F filers disclose a position in PIM as of the latest SEC 13F filings, a combined $12.4M 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 | PVG ASSET MANAGEMENT CORP | $4.0M | 1.2M | ▲+0.3% Added · +3K sh | Q2 2026 | |
| 2 | 1607 Capital Partners, LLC | $1.1M | 343K | —Held | Q1 2026 | |
| 3 | ENVESTNET ASSET MANAGEMENT INC | $834K | 255K | ▲+13% Added · +29K sh | Q1 2026 | |
| 4 | SHEETS SMITH WEALTH MANAGEMENT | $724K | 224K | ▼−5.9% Reduced · −14K sh | Q2 2026 | |
| 5 | Shaker Financial Services, LLC | $710K | 220K | ▲Added Added · +220K sh | Q2 2026 | |
| 6 | Focus Partners Wealth | $620K | 190K | —Held | Q1 2026 | |
| 7 | MORGAN STANLEY | $561K | 172K | ▼−0.6% Reduced · −1K sh | Q1 2026 | |
| 8 | Penbrook Management LLC | $475K | 147K | —Held | Q2 2026 | |
| 9 | MELFA WEALTH MANAGEMENT, INC. | $261K | 81K | —Held | Q2 2026 | |
| 10 | LPL Financial LLC | $241K | 74K | ▲+4.6% Added · +3K sh | Q1 2026 | |
| 11 | ROYAL BANK OF CANADA | $225K | 69K | ▲~0% Added · +30 sh | Q1 2026 | |
| 12 | ECLECTIC ASSOCIATES INC /ADV | $218K | 67K | ▼−6.5% Reduced · −5K sh | Q2 2026 | |
| 13 | Allworth Financial LP | $217K | 66K | —Held | Q1 2026 | |
| 14 | COMMONWEALTH EQUITY SERVICES, LLC | $207K | 63K | ▲+1.3% Added · +785 sh | Q1 2026 | |
| 15 | Baird Financial Group, Inc. | $204K | 63K | ▲+112% Added · +33K sh | Q1 2026 | |
| 16 | Fortitude Advisory Group L.L.C. | $201K | 62K | ▲+18% Added · +9K sh | Q2 2026 | |
| 17 | NewEdge Advisors, LLC | $173K | 53K | ▼−33% Reduced · −27K sh | Q1 2026 | |
| 18 | Cetera Investment Advisers | $133K | 41K | ▲+2.1% Added · +854 sh | Q1 2026 | |
| 19 | HUB Investment Partners, LLC | $128K | 40K | ▼−0.7% Reduced · −268 sh | Q2 2026 | |
| 20 | FIFTH THIRD BANCORP | $120K | 37K | ▲New +37K sh | Q1 2026 | |
| 21 | Weaver Consulting Group | $103K | 32K | —Held | Q2 2026 | |
| 22 | OSAIC HOLDINGS, INC. | $100K | 31K | ▲+17% Added · +4K sh | Q1 2026 | |
| 23 | Vestmark Advisory Solutions, Inc. | $91K | 28K | —Held | Q1 2026 | |
| 24 | ELEVATION POINT WEALTH PARTNERS, LLC | $91K | 28K | —Held | Q1 2026 | |
| 25 | UBS Group AG | $86K | 26K | ▲+14% Added · +3K 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, 3 funds opened a new position in PIM and 4 added to an existing one, while 2 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 |
|---|---|---|
| MICROSOFT CORPMSFT | 16 funds | $1.4B |
| INVESCO QQQ TRUST SERIES 1QQQ | 16 funds | $389.1M |
| NVIDIA CORPNVDA | 15 funds | $4.2B |
| APPLE INCAAPL | 15 funds | $2.3B |
| AMAZON.COM INCAMZN | 15 funds | $2.0B |
| JPMORGAN CHASE & COJPM | 15 funds | $937.1M |
| ALPHABET INC-CL CGOOG | 15 funds | $831.1M |
| SS SPDR S&P 500 ETF TRUST-USSPY | 15 funds | $444.4M |
| CHEVRON CORPCVX | 15 funds | $377.8M |
| ABBVIE INCABBV | 15 funds | $263.7M |
| CISCO SYSTEMS INCCSCO | 15 funds | $173.3M |
| ISHARES CORE S&P 500 ETFIVV | 14 funds | $2.9B |
Ranked by how many of PIM's institutional holders also hold each name, a cross-fund conviction signal.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| Jun 5, 2023 | Singh Manoj P | Director | Buy (P) | 313 | $998 |
| Dec 1, 2022 | Sutphen Mona | Director | Buy (P) | 298 | $998 |
| Nov 1, 2022 | Murphy Jennifer | Director | Buy (P) | 299 | $1K |
| Oct 10, 2022 | Pillai Marie | Director | Buy (P) | 310 | $1K |
Connected entities for PIM
This stock 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/PIM/capital-change-brief"
Use Arkolith's capital_change_brief for PIM. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
13F holdings + Form 4 insider transactions + end-of-day price history + the live filing stream, joined for PIM. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.