Among active 13F managers last quarter, 3 opened and 16 added, while 16 reduced; the largest holder to move was Curtis Advisory Group, LLC (−1.4%).
234 tracked 13F filers disclose a position in PKW as of the latest SEC 13F filings, a combined $667.1M 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 | 842K | $110.5M | ▼−2.8% Reduced · −24K sh | Q1 2026 | |
| 2 | LPL Financial LLC | 456K | $59.8M | ▼−1.6% Reduced · −7K sh | Q1 2026 | |
| 3 | Wells Fargo & Company | 370K | $48.5M | ▼−0.7% Reduced · −3K sh | Q1 2026 | |
| 4 | Morgan Stanley | 344K | $45.2M | ▲+1.2% Added · +4K sh | Q1 2026 | |
| 5 | Raymond James Financial Inc | 221K | $29.0M | ▼−2.5% Reduced · −6K sh | Q1 2026 | |
| 6 | Stifel Financial Corp | 194K | $25.4M | ▲11× Added · +176K sh | Q1 2026 | |
| 7 | UBS Group AG | 174K | $22.8M | ▲+56% Added · +62K sh | Q1 2026 | |
| 8 | Mariner, LLC | 82K | $10.8M | ▲+0.5% Added · +388 sh | Q1 2026 | |
| 9 | Curtis Advisory Group, LLC | 81K | $11.5M | ▼−1.4% Reduced · −1K sh | Q2 2026 | |
| 10 | Triton Wealth Management, PLLC | 78K | $11.0M | ▲+8.0% Added · +6K sh | Q2 2026 | |
| 11 | Northwestern Mutual Wealth Management Co | 71K | $9.3M | ▲+3.9% Added · +3K sh | Q1 2026 | |
| 12 | Envestnet Asset Management Inc | 71K | $9.3M | ▲+34% Added · +18K sh | Q1 2026 | |
| 13 | Truist Financial Corp | 69K | $9.0M | ▲+25% Added · +14K sh | Q1 2026 | |
| 14 | Resonant Capital Advisors, LLC | 61K | $8.7M | —Held | Q2 2026 | |
| 15 | Cetera Investment Advisers | 61K | $8.0M | ▲+6.1% Added · +4K sh | Q1 2026 | |
| 16 | Legacy Capital Wealth Partners, LLC | 59K | $7.5M | ▼−0.4% Reduced · −231 sh | Q2 2026 | |
| 17 | Osaic Holdings, Inc. | 52K | $6.9M | ▼−1.0% Reduced · −542 sh | Q1 2026 | |
| 18 | Royal Bank Of Canada | 50K | $6.6M | ▲+1.6% Added · +770 sh | Q1 2026 | |
| 19 | Waverly Advisors, LLC | 50K | $6.6M | ▲+3.1% Added · +2K sh | Q1 2026 | |
| 20 | Commonwealth Equity Services, LLC | 48K | $6.3M | ▼−1.5% Reduced · −761 sh | Q1 2026 | |
| 21 | Equitable Holdings, Inc. | 48K | $6.8M | ▲+2.5% Added · +1K sh | Q2 2026 | |
| 22 | Prime Capital Investment Advisors, LLC | 48K | $6.8M | ▼−1.4% Reduced · −692 sh | Q2 2026 | |
| 23 | Cahill Financial Advisors Inc | 47K | $6.7M | ▼−0.1% Reduced · −38 sh | Q2 2026 | |
| 24 | FMR LLC | 43K | $5.7M | ▲+1.9% Added · +810 sh | Q1 2026 | |
| 25 | Hudock, Inc. | 41K | $5.8M | ▼−2.9% Reduced · −1K 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, 3 funds opened a new position in PKW and 16 added to an existing one, while 16 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 |
|---|---|---|
| Nvidia CorpNVDA | 126 funds | $68.8B |
| Apple IncAAPL | 126 funds | $56.8B |
| Microsoft CorpMSFT | 126 funds | $45.1B |
| Amazon.com IncAMZN | 126 funds | $32.2B |
| Broadcom IncAVGO | 121 funds | $26.0B |
| Walmart IncWMT | 121 funds | $7.7B |
| Alphabet Inc-CL AGOOGL | 120 funds | $28.3B |
| Alphabet Inc-CL CGOOG | 120 funds | $20.5B |
| Meta Platforms Inc-Class AMETA | 120 funds | $17.0B |
| JPMorgan Chase & CoJPM | 120 funds | $14.5B |
| Berkshire Hathaway Inc-CL BBRK/B | 120 funds | $10.7B |
| SS SPDR S&P 500 ETF Trust-USSPY | 119 funds | $8.4B |
Ranked by how many of PKW's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in PKW.
No filings captured for this ticker in the live stream yet.
Connected entities for PKW
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/PKW/capital-change-brief"
Use Arkolith's capital_change_brief for PKW. 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 PKW. Filings are public domain, sourced to SEC EDGAR.