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/PPI/capital-change-brief"
Use Arkolith's capital_change_brief for PPI. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | Hobbs Group Advisors, LLC | $17.0M | 818K | ▲+1.9% Added · +15K sh | Q1 2026 | |
| 2 | Vermillion & White Wealth Management Group, LLC | $4.1M | 196K | ▲+4.3% Added · +8K sh | Q1 2026 | |
| 3 | LPL Financial LLC | $3.4M | 162K | ▲+66% Added · +64K sh | Q1 2026 | |
| 4 | Cascades Capital Asset Management, LLC | $1.6M | 75K | ▲+21% Added · +13K sh | Q1 2026 | |
| 5 | Ashton Thomas Private Wealth, LLC | $1.0M | 49K | ▲New +49K sh | Q1 2026 | |
| 6 | Orion Porfolio Solutions, LLC | $896K | 43K | ▼−22% Reduced · −12K sh | Q1 2026 | |
| 7 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $821K | 39K | ▲+140% Added · +23K sh | Q2 2026 | |
| 8 | BLUEDOOR PRIVATE WEALTH, LLC | $650K | 31K | ▲+9.9% Added · +3K sh | Q2 2026 | |
| 9 | Belpointe Asset Management LLC | $631K | 30K | ▲+128% Added · +17K sh | Q1 2026 | |
| 10 | RAYMOND JAMES FINANCIAL INC | $627K | 30K | ▼~0% Reduced · −10 sh | Q1 2026 | |
| 11 | WADDELL & ASSOCIATES, LLC | $641K | 30K | —Held | Q2 2026 | |
| 12 | Strait & Sound Wealth Management LLC | $606K | 29K | ▼−2.3% Reduced · −674 sh | Q1 2026 | |
| 13 | CITADEL ADVISORS LLC | $555K | 27K | ▲New +27K sh | Q1 2026 | |
| 14 | OSAIC HOLDINGS, INC. | $397K | 19K | ▲+12% Added · +2K sh | Q1 2026 | |
| 15 | Bison Wealth, LLC | $392K | 18K | ▼−5.7% Reduced · −1K sh | Q2 2026 | |
| 16 | GeoWealth Management, LLC | $322K | 15K | ▼−0.5% Reduced · −74 sh | Q1 2026 | |
| 17 | COMMONWEALTH EQUITY SERVICES, LLC | $246K | 12K | ▲+0.1% Added · +10 sh | Q1 2026 | |
| 18 | Clark Asset Management, LLC | $239K | 11K | —Held | Q2 2026 | |
| 19 | FIFTH THIRD BANCORP | $210K | 10K | ▲New +10K sh | Q1 2026 | |
| 20 | HARBOUR INVESTMENTS, INC. | $182K | 9K | —Held | Q1 2026 | |
| 21 | Sound Income Strategies, LLC | $94K | 4K | ▲New +4K sh | Q1 2026 | |
| 22 | Parallel Advisors, LLC | $21K | 1K | ▲New +1K sh | Q1 2026 | |
| 23 | MORGAN STANLEY | $19K | 931 | —Held | Q1 2026 | |
| 24 | ASSETMARK, INC | $18K | 857 | ▲New +857 sh | Q1 2026 | |
| 25 | Root Financial Partners, LLC | $15K | 709 | ▲New +709 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 |
|---|---|---|
| NVIDIA CORPNVDA | 11 funds | $4.7B |
| MICROSOFT CORPMSFT | 11 funds | $2.9B |
| AMAZON.COM INCAMZN | 11 funds | $2.9B |
| APPLE INCAAPL | 11 funds | $2.7B |
| ALPHABET INC-CL AGOOGL | 11 funds | $2.4B |
| META PLATFORMS INC-CLASS AMETA | 11 funds | $1.9B |
| MICRON TECHNOLOGY INCMU | 11 funds | $1.8B |
| BROADCOM INCAVGO | 11 funds | $1.7B |
| JPMORGAN CHASE & COJPM | 11 funds | $1.4B |
| BERKSHIRE HATHAWAY INC-CL BBRK/B | 11 funds | $1.3B |
| ALPHABET INC-CL CGOOG | 11 funds | $1.3B |
| TESLA INCTSLA | 11 funds | $1.1B |
Ranked by how many of PPI'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 PPI. 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.