Among active 13F managers last quarter, 6 opened and 12 added, while 8 reduced; the largest holder to move was CIBC World Market Inc. (−0.5%).
111 tracked 13F filers disclose a position in PIO as of the latest SEC 13F filings, a combined $81.7M 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 | Bank Of America Corp | 499K | $21.7M | ▲+2.9% Added · +14K sh | Q1 2026 | |
| 2 | Morgan Stanley | 313K | $13.6M | ▼−0.3% Reduced · −893 sh | Q1 2026 | |
| 3 | Wells Fargo & Company | 120K | $5.2M | ▲+15% Added · +16K sh | Q1 2026 | |
| 4 | Osaic Holdings, Inc. | 110K | $4.8M | ▼−1.6% Reduced · −2K sh | Q1 2026 | |
| 5 | UBS Group AG | 104K | $4.5M | ▼−5.6% Reduced · −6K sh | Q1 2026 | |
| 6 | LPL Financial LLC | 99K | $4.3M | ▲+11% Added · +10K sh | Q1 2026 | |
| 7 | Stifel Financial Corp | 48K | $2.1M | ▲+0.4% Added · +202 sh | Q1 2026 | |
| 8 | CIBC World Market Inc. | 47K | $2.0M | ▼−0.5% Reduced · −232 sh | Q1 2026 | |
| 9 | Citadel Advisors LLC | 30K | $1.3M | ▲+375% Added · +24K sh | Q2 2026 | |
| 10 | Commonwealth Equity Services, LLC | 28K | $1.2M | ▼−0.9% Reduced · −251 sh | Q1 2026 | |
| 11 | Citigroup Inc | 28K | $1.2M | ▲+13% Added · +3K sh | Q1 2026 | |
| 12 | Cetera Investment Advisers | 28K | $1.2M | ▲+7.6% Added · +2K sh | Q1 2026 | |
| 13 | Regal Investment Advisors LLC | 21K | $925K | ▲+0.3% Added · +59 sh | Q2 2026 | |
| 14 | Private Advisor Group, LLC | 19K | $852K | ▲+15% Added · +2K sh | Q2 2026 | |
| 15 | Linscomb Wealth, Inc. | 18K | $817K | ▼−30% Reduced · −8K sh | Q2 2026 | |
| 16 | Raymond James Financial Inc | 17K | $737K | ▼−1.3% Reduced · −222 sh | Q1 2026 | |
| 17 | Mercer Global Advisors Inc | 17K | $725K | ▼−0.1% Reduced · −14 sh | Q1 2026 | |
| 18 | Susquehanna International Group, LLP | 17K | $725K | ▲New +17K sh | Q1 2026 | |
| 19 | YHB Investment Advisors, Inc. | 15K | $662K | —Held | Q2 2026 | |
| 20 | Rockefeller Capital Management L.P. | 13K | $572K | ▲+0.8% Added · +100 sh | Q1 2026 | |
| 21 | Elmwood Wealth Management, Inc. | 12K | $559K | ▼−21% Reduced · −3K sh | Q2 2026 | |
| 22 | Mather Group, LLC. | 12K | $539K | ▲New +12K sh | Q1 2026 | |
| 23 | Ci Investments Inc. | 12K | $504K | ▲+12% Added · +1K sh | Q1 2026 | |
| 24 | Spire Wealth Management | 11K | $483K | ▼~0% Reduced · −1 sh | Q1 2026 | |
| 25 | Capital Wealth Alliance, LLC | 10K | $437K | ▼−5.1% Reduced · −522 sh | Q2 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, 6 funds opened a new position in PIO and 12 added to an existing one, while 8 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 |
|---|---|---|
| SS SPDR S&P 500 ETF Trust-USSPY | 54 funds | $4.6B |
| SPDR Gold SharesGLD | 54 funds | $872.1M |
| Nvidia CorpNVDA | 53 funds | $62.2B |
| Apple IncAAPL | 53 funds | $48.0B |
| Microsoft CorpMSFT | 53 funds | $43.8B |
| Alphabet Inc-CL CGOOG | 53 funds | $17.5B |
| Meta Platforms Inc-Class AMETA | 53 funds | $16.0B |
| Johnson & JohnsonJNJ | 53 funds | $9.1B |
| Abbvie IncABBV | 53 funds | $7.2B |
| Ge Vernova IncGEV | 53 funds | $3.6B |
| Amazon.com IncAMZN | 52 funds | $33.0B |
| JPMorgan Chase & CoJPM | 52 funds | $13.2B |
Ranked by how many of PIO's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in PIO.
| Class | 13F holders | Value held |
|---|---|---|
| SPMOmc | 705 funds | $7.3B |
| SPLVmc | 685 funds | $4.0B |
| PGXmc | 377 funds | $2.1B |
| SPHDmc | 321 funds | $935.0M |
| KBWBmc | 301 funds | $4.0B |
| PZAmc | 297 funds | $3.6B |
| IDMOmc | 260 funds | $2.3B |
| PXFmc | 237 funds | $1.7B |
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 PIO
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/PIO/capital-change-brief"
Use Arkolith's capital_change_brief for PIO. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
13F holdings + quarter-over-quarter ownership changes + the live filing stream, joined for PIO. Filings are public domain, sourced to SEC EDGAR.