Among active 13F managers last quarter, 5 opened and 26 added, while 16 reduced; the largest holder to move was River Road Asset Management, LLC (+0.5%). Over the last 180 days, 3 insiders sold and none bought, a net -$1.4M in open-market trades.
The legs disagree, or only one of them leans.
258 tracked 13F filers disclose a position in PLUS as of the latest SEC 13F filings, a combined $1.9B 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 | BlackRock, Inc. | 4.1M | $337.9M | ▲+1.4% Added · +57K sh | Q2 2026 | |
| 2 | River Road Asset Management, LLC | 1.6M | $122.3M | ▲+0.5% Added · +8K sh | Q1 2026 | |
| 3 | Dimensional Fund Advisors LP | 1.3M | $98.6M | ▲+3.8% Added · +48K sh | Q1 2026 | |
| 4 | Vanguard Capital Management LLC | 1.2M | $96.6M | ▼−0.5% Reduced · −6K sh | Q2 2026 | |
| 5 | Vanguard Portfolio Management LLC | 1.1M | $95.1M | ▲+3.9% Added · +42K sh | Q2 2026 | |
| 6 | State Street Corp | 1.1M | $88.8M | ▲+5.2% Added · +53K sh | Q2 2026 | |
| 7 | American Century Companies Inc | 976K | $73.5M | ▼−3.5% Reduced · −36K sh | Q1 2026 | |
| 8 | AltraVue Capital, LLC | 911K | $75.8M | ▼−1.7% Reduced · −16K sh | Q2 2026 | |
| 9 | FMR LLC | 791K | $65.9M | ▲+3.4% Added · +26K sh | Q2 2026 | |
| 10 | Geode Capital Management, LLC | 730K | $60.7M | ▲+5.5% Added · +38K sh | Q2 2026 | |
| 11 | Morgan Stanley | 722K | $54.3M | ▼−4.1% Reduced · −31K sh | Q1 2026 | |
| 12 | Geneva Capital Management LLC | 596K | $49.6M | ▼−22% Reduced · −164K sh | Q2 2026 | |
| 13 | First Trust Advisors LP | 579K | $43.6M | ▲+118% Added · +314K sh | Q1 2026 | |
| 14 | Silvercrest Asset Management Group LLC | 476K | $35.8M | ▼−5.1% Reduced · −26K sh | Q1 2026 | |
| 15 | Northern Trust Corp | 418K | $31.5M | ▼−7.3% Reduced · −33K sh | Q1 2026 | |
| 16 | Charles Schwab Investment Management Inc | 387K | $29.1M | ▼−3.7% Reduced · −15K sh | Q1 2026 | |
| 17 | Ophir Asset Management Pty Ltd | 383K | $31.9M | ▲New +383K sh | Q2 2026 | |
| 18 | Swedbank AB | 340K | $25.6M | ▼−15% Reduced · −60K sh | Q1 2026 | |
| 19 | Royal Bank Of Canada | 279K | $21.0M | ▲+9.6% Added · +24K sh | Q1 2026 | |
| 20 | Neumeier Poma Investment Counsel LLC | 275K | $22.9M | ▲+0.7% Added · +2K sh | Q2 2026 | |
| 21 | London Co Of Virginia | 260K | $21.6M | ▼−3.9% Reduced · −10K sh | Q2 2026 | |
| 22 | Envestnet Asset Management Inc | 221K | $16.6M | ▲+2.3% Added · +5K sh | Q1 2026 | |
| 23 | Bank of New York Mellon Corp | 213K | $16.0M | ▼−2.5% Reduced · −6K sh | Q1 2026 | |
| 24 | Prudential Financial Inc | 194K | $14.6M | ▲+135% Added · +111K sh | Q1 2026 | |
| 25 | Goldman Sachs Group Inc | 192K | $14.5M | ▼−8.8% Reduced · −19K 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. 1 value row is withheld because the reported units disagree with same-security peers; share counts are unchanged.
Last quarter, 5 funds opened a new position in PLUS and 26 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 |
|---|---|---|
| Microsoft CorpMSFT | 133 funds | $206.8B |
| Nvidia CorpNVDA | 125 funds | $305.8B |
| Apple IncAAPL | 124 funds | $231.4B |
| Amazon.com IncAMZN | 124 funds | $151.5B |
| Meta Platforms Inc-Class AMETA | 123 funds | $86.5B |
| Costco Wholesale CorpCOST | 121 funds | $29.8B |
| Broadcom IncAVGO | 120 funds | $122.0B |
| Alphabet Inc-CL AGOOGL | 120 funds | $120.1B |
| Eli Lilly & CoLLY | 120 funds | $63.0B |
| Alphabet Inc-CL CGOOG | 119 funds | $100.9B |
| JPMorgan Chase & CoJPM | 119 funds | $47.2B |
| Mastercard Inc - AMA | 119 funds | $41.2B |
Ranked by how many of PLUS's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in PLUS.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| Aug 14, 2026 | Callies John E | Director | Sell (S) 2 lots, same day | 500 | $44K |
| Aug 10, 2026 | Raiguel Darren S | CHIEF OPERATING OFFICER | Sell (S) 2 lots, same day | 1K | $91K |
| Aug 4, 2026 | Raiguel Darren S | CHIEF OPERATING OFFICER | Sell (S) | 200 | $20K |
| Aug 4, 2026 | Marion Elaine D | CHIEF FINANCIAL OFFICER | Sell (S) 3 lots, same day | 6K | $532K |
| Aug 3, 2026 | Marion Elaine D | CHIEF FINANCIAL OFFICER | Sell (S) | 2K | $159K |
| Jul 29, 2026 | Raiguel Darren S | CHIEF OPERATING OFFICER | Sell (S) 3 lots, same day | 2K | $182K |
| Jul 29, 2026 | Marion Elaine D | CHIEF FINANCIAL OFFICER | Sell (S) 2 lots, same day | 3K | $268K |
| Jul 28, 2026 | Raiguel Darren S | CHIEF OPERATING OFFICER | Sell (S) | 65 | $6K |
| May 11, 2026 | Raiguel Darren S | CHIEF OPERATING OFFICER | Sell (S) 3 lots, same day | 1K | $90K |
| May 8, 2026 | Raiguel Darren S | CHIEF OPERATING OFFICER | Sell (S) 3 lots, same day | 284 | $25K |
| May 6, 2026 | Raiguel Darren S | CHIEF OPERATING OFFICER | Sell (S) | 5 | $440 |
| Feb 10, 2026 | Raiguel Darren S | Chief Operating Officer | Sell (S) 2 lots, same day | 311 | $28K |
One row per insider, day and transaction code; shares and value are summed across the lots. Every lot is on the full insider page and in the filing.
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 | 52 | 39 | – |
Insiders Form 4 open-market | 0 | 3 | -$1.4M |
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 PLUS
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/PLUS/capital-change-brief"
Use Arkolith's capital_change_brief for PLUS. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
13F holdings + Form 4 insider transactions + the live filing stream, joined for PLUS. Filings are public domain, sourced to SEC EDGAR.