Among active 13F managers last quarter, 3 opened and 2 added, while 1 reduced; the largest holder to move was Connors Investor Services Inc (+12%).
9 tracked 13F filers disclose a position in PIMIX as of the latest SEC 13F filings, a combined $8.0M 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 | Liberty Wealth Management LLC | 470K | $5.1M | —Held | Q2 2026 | |
| 2 | Everett Harris & Co | 82K | $887K | —Held | Q1 2026 | |
| 3 | Connors Investor Services Inc | 57K | $624K | ▲+12% Added · +6K sh | Q2 2026 | |
| 4 | Ethos Financial Group, LLC | 47K | $501K | ▲New +47K sh | Q2 2026 | |
| 5 | Oakworth Capital, Inc. | 35K | $375K | ▲+0.3% Added · +103 sh | Q1 2026 | |
| 6 | Grey Ledge Advisors, LLC | 25K | $266K | ▲New +25K sh | Q2 2026 | |
| 7 | First Merchants Corp | 15K | $160K | —Held | Q2 2026 | |
| 8 | Financial Gravity Companies, Inc. | 6K | $66K | ▼−11% Reduced · −778 sh | Q2 2026 | |
| 9 | McIlrath & Eck, LLC | 5K | $51K | ▲New +5K 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 PIMIX and 2 added to an existing one, while 1 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 |
|---|---|---|
| Apple IncAAPL | 8 funds | $1.3B |
| Costco Wholesale CorpCOST | 8 funds | $809.3M |
| Microsoft CorpMSFT | 8 funds | $696.4M |
| Berkshire Hathaway Inc-CL BBRK/B | 8 funds | $343.1M |
| Amazon.com IncAMZN | 8 funds | $308.9M |
| Alphabet Inc-CL AGOOGL | 8 funds | $289.4M |
| TJX Companies IncTJX | 8 funds | $219.1M |
| Walmart IncWMT | 8 funds | $180.8M |
| Johnson & JohnsonJNJ | 8 funds | $162.8M |
| Abbott LaboratoriesABT | 8 funds | $157.0M |
| Abbvie IncABBV | 8 funds | $153.6M |
| Chevron CorpCVX | 8 funds | $137.3M |
Ranked by how many of PIMIX's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in PIMIX.
| Class | 13F holders | Value held |
|---|---|---|
| PIMIXthis pageOPEN END TAXABLE NO LOAD FUND | 9 funds | $8.0M |
| PONAXOPEN END TAXABLE LOAD FUND | 3 funds | $36K |
| 72201F466OPEN END TAXABLE LOAD FUND | 1 funds | $48K |
| 72201F797OPEN END TAXABLE NO LOAD FUND | 1 funds | $1K |
| PELBXBOND FUNDS | 1 funds | $242 |
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 PIMIX
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/PIMIX/capital-change-brief"
Use Arkolith's capital_change_brief for PIMIX. 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 PIMIX. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.