Among active 13F managers last quarter, 3 opened and 8 added, while 6 reduced; the largest holder to move was PVG Asset Management Corp (+0.3%). No open-market insider trades in the last 180 days.
Funds lean in and no leg opposes.
52 tracked 13F filers disclose a position in PIM as of the latest SEC 13F filings, a combined $16.0M 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 | Shares | Position value | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | PVG Asset Management Corp | 1.2M | $4.0M | ▲+0.3% Added · +3K sh | Q2 2026 | |
| 2 | Summit Financial, LLC | 880K | $2.8M | ▲Added Added · +880K sh | Q2 2026 | |
| 3 | Envestnet Asset Management Inc | 255K | $834K | ▲+13% Added · +29K sh | Q1 2026 | |
| 4 | Sheets Smith Wealth Management | 224K | $724K | ▼−5.9% Reduced · −14K sh | Q2 2026 | |
| 5 | 1607 Capital Partners, LLC | 222K | $717K | ▼−35% Reduced · −121K sh | Q2 2026 | |
| 6 | Shaker Financial Services, LLC | 220K | $710K | ▲Added Added · +220K sh | Q2 2026 | |
| 7 | Focus Partners Wealth | 190K | $620K | —Held | Q1 2026 | |
| 8 | Morgan Stanley | 172K | $561K | ▼−0.6% Reduced · −1K sh | Q1 2026 | |
| 9 | Penbrook Management LLC | 147K | $475K | —Held | Q2 2026 | |
| 10 | Gill Capital Partners, LLC | 142K | $457K | ▲+1.3% Added · +2K sh | Q2 2026 | |
| 11 | WealthTrust Axiom LLC | 137K | $441K | ▲+18% Added · +21K sh | Q2 2026 | |
| 12 | Melfa Wealth Management, Inc. | 81K | $261K | —Held | Q2 2026 | |
| 13 | LPL Financial LLC | 74K | $241K | ▲+4.6% Added · +3K sh | Q1 2026 | |
| 14 | Royal Bank Of Canada | 69K | $225K | ▲~0% Added · +30 sh | Q1 2026 | |
| 15 | Eclectic Associates Inc | 67K | $218K | ▼−6.5% Reduced · −5K sh | Q2 2026 | |
| 16 | Allworth Financial LP | 66K | $217K | —Held | Q1 2026 | |
| 17 | Commonwealth Equity Services, LLC | 63K | $207K | ▲+1.3% Added · +785 sh | Q1 2026 | |
| 18 | Baird Financial Group, Inc. | 63K | $204K | ▲+112% Added · +33K sh | Q1 2026 | |
| 19 | Fortitude Advisory Group L.L.C. | 62K | $201K | ▲+18% Added · +9K sh | Q2 2026 | |
| 20 | Mezzasalma Advisors, LLC | 56K | $180K | ▲+2.1% Added · +1K sh | Q2 2026 | |
| 21 | NewEdge Advisors, LLC | 53K | $170K | ▼−0.8% Reduced · −404 sh | Q2 2026 | |
| 22 | Ethos Financial Group, LLC | 45K | $145K | ▼−3.9% Reduced · −2K sh | Q2 2026 | |
| 23 | Cetera Investment Advisers | 41K | $133K | ▲+2.1% Added · +854 sh | Q1 2026 | |
| 24 | HUB Investment Partners, LLC | 40K | $128K | ▼−0.7% Reduced · −268 sh | Q2 2026 | |
| 25 | Fifth Third Bancorp | 37K | $120K | ▲New +37K 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 8 added to an existing one, while 6 reduced. 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 |
|---|---|---|
| Microsoft CorpMSFT | 23 funds | $621.3M |
| Invesco QQQ Trust Series 1QQQ | 23 funds | $585.9M |
| Apple IncAAPL | 22 funds | $1.4B |
| Nvidia CorpNVDA | 22 funds | $1.4B |
| Amazon.com IncAMZN | 22 funds | $578.7M |
| SS SPDR S&P 500 ETF Trust-USSPY | 22 funds | $449.0M |
| JPMorgan Chase & CoJPM | 22 funds | $355.4M |
| Alphabet Inc-CL CGOOG | 22 funds | $296.8M |
| Cisco Systems IncCSCO | 22 funds | $131.5M |
| Vanguard S&P 500 ETFVOO | 21 funds | $871.0M |
| Ishares Core S&P 500 ETFIVV | 21 funds | $681.7M |
| Eli Lilly & CoLLY | 21 funds | $286.6M |
Ranked by how many of PIM's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in PIM.
| 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 |
| Feb 4, 2019 | Hill Catharine B | Director | Buy (P) | 100 | $450 |
| Jan 8, 2013 | Ahamed Liaquat | Director | Buy (P) | 100 | $515 |
| Dec 5, 2012 | Domotorffy Katinka | Director | Buy (P) | 100 | $507 |
| Jan 10, 2012 | Kennan Elizabeth T | Director | Buy (P) | 100 | $509 |
| Jan 7, 2011 | Reynolds Robert L | President and CEO | Buy (P) | 100 | $585 |
| Jul 2, 2010 | Baumann Barbara M | Director | Buy (P) | 100 | $620 |
| Jun 3, 2009 | Stephens W Thomas | Director | Buy (P) | 100 | $497 |
| Apr 2, 2009 | Akhoury Ravi | Director | Buy (P) | 100 | $428 |
Where institutional funds (13F), corporate insiders (Form 4) and US House members (STOCK Act) are buying or selling the same name in the same window. Green is buying, red is selling.
Insiders and Congress: last 180 days. Funds: latest 13F, top 100 holders incl. passive
| Source | Buying | Selling | Net |
|---|---|---|---|
13F funds Top 100 holders by value, passive included; the hero counts active managers only | 19 | 10 | – |
Insiders Form 4 open-market | 0 | 0 | $0 |
US House STOCK Act trades | 0 | 0 | $0 |
Capital Rotation reports where institutional capital disclosed rotating, as of the latest public SEC 13F filings. It is data, not investment advice, a recommendation, or a prediction. Filings lag about 45 days and cover long US equity positions only. Past disclosed flows do not indicate future prices. Do your own research; consult a licensed advisor.
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.