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/PMBS/capital-change-brief"
Use Arkolith's capital_change_brief for PMBS. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | Allianz Asset Management GmbH | $413.3M | 8.3M | ▲+18% Added · +1.3M sh | Q1 2026 | |
| 2 | Orgel Wealth Management, LLC | $240.5M | 4.9M | ▲+1.1% Added · +51K sh | Q2 2026 | |
| 3 | CWM, LLC | $62.8M | 1.3M | ▲+140% Added · +739K sh | Q1 2026 | |
| 4 | Advocacy Wealth Management, LLC | $52.5M | 1.1M | ▼−17% Reduced · −221K sh | Q1 2026 | |
| 5 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $49.4M | 1.0M | ▲+12% Added · +110K sh | Q2 2026 | |
| 6 | OneDigital Investment Advisors LLC | $30.0M | 606K | ▲+43% Added · +183K sh | Q1 2026 | |
| 7 | LPL Financial LLC | $21.1M | 425K | ▲+44% Added · +129K sh | Q1 2026 | |
| 8 | ENVESTNET ASSET MANAGEMENT INC | $16.7M | 337K | ▲+343% Added · +261K sh | Q1 2026 | |
| 9 | NewEdge Advisors, LLC | $14.0M | 281K | ▲+153% Added · +170K sh | Q1 2026 | |
| 10 | Alliance Private Wealth, LLC | $13.3M | 270K | ▼−6.4% Reduced · −19K sh | Q2 2026 | |
| 11 | Focus Partners Wealth | $13.3M | 268K | ▲+31% Added · +63K sh | Q1 2026 | |
| 12 | Integrated Wealth Concepts LLC | $10.9M | 219K | ▼−8.3% Reduced · −20K sh | Q1 2026 | |
| 13 | RAYMOND JAMES FINANCIAL INC | $8.2M | 166K | ▼−4.3% Reduced · −7K sh | Q1 2026 | |
| 14 | RFG Advisory, LLC | $7.3M | 147K | ▲+190% Added · +96K sh | Q2 2026 | |
| 15 | CreativeOne Wealth, LLC | $6.0M | 120K | ▲+34% Added · +30K sh | Q1 2026 | |
| 16 | Essex Financial Services, Inc. | $5.5M | 110K | ▲+39% Added · +31K sh | Q1 2026 | |
| 17 | COMMONWEALTH EQUITY SERVICES, LLC | $5.1M | 104K | ▲+143% Added · +61K sh | Q1 2026 | |
| 18 | True Wealth Design, LLC | $4.9M | 98K | ▲+308% Added · +74K sh | Q2 2026 | |
| 19 | Cetera Investment Advisers | $4.4M | 88K | ▲+683% Added · +77K sh | Q1 2026 | |
| 20 | BNP PARIBAS FINANCIAL MARKETS | $3.9M | 79K | ▲New +79K sh | Q1 2026 | |
| 21 | HOLLENCREST CAPITAL MANAGEMENT | $3.6M | 73K | —Held | Q1 2026 | |
| 22 | Krilogy Financial LLC | $3.6M | 72K | ▲12× Added · +66K sh | Q1 2026 | |
| 23 | AVITY INVESTMENT MANAGEMENT INC. | $3.3M | 67K | ▲+101% Added · +34K sh | Q2 2026 | |
| 24 | GeoWealth Management, LLC | $2.9M | 59K | ▲+23% Added · +11K sh | Q1 2026 | |
| 25 | Trek Financial, LLC | $1.8M | 36K | ▲+90% Added · +17K 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.
| Company | Co-held by | Combined value |
|---|---|---|
| ISHARES CORE S&P 500 ETFIVV | 25 funds | $13.3B |
| MICROSOFT CORPMSFT | 25 funds | $8.0B |
| AMAZON.COM INCAMZN | 25 funds | $6.7B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 25 funds | $5.8B |
| ALPHABET INC-CL AGOOGL | 25 funds | $5.4B |
| JPMORGAN CHASE & COJPM | 25 funds | $4.0B |
| META PLATFORMS INC-CLASS AMETA | 25 funds | $3.4B |
| ALPHABET INC-CL CGOOG | 25 funds | $3.1B |
| ISHARES CORE U.S. AGGREGATEAGG | 25 funds | $2.8B |
| JOHNSON & JOHNSONJNJ | 25 funds | $2.4B |
| ISHARES MSCI USA QUALITY FACQUAL | 25 funds | $2.2B |
| VANGUARD VALUE ETFVTV | 25 funds | $2.0B |
Ranked by how many of PMBS's institutional holders also hold each name, a cross-fund conviction signal. Via the MCP server (ticker.co_held).
No filings captured for this ticker in the live stream yet.
13F holdings + quarter-over-quarter ownership changes + end-of-day price history + the live filing stream, joined for PMBS. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes. Every panel above is one call to the Arkolith API & MCP server.