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/PRF/capital-change-brief"
Use Arkolith's capital_change_brief for PRF. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | BANK OF AMERICA CORP /DE/ | $527.7M | 11.1M | ▲+0.8% Added · +93K sh | Q1 2026 | |
| 2 | AMERIPRISE FINANCIAL INC | $360.7M | 7.6M | ▼−1.6% Reduced · −122K sh | Q1 2026 | |
| 3 | PNC FINANCIAL SERVICES GROUP, INC. | $242.2M | 5.1M | ▼−1.8% Reduced · −96K sh | Q1 2026 | |
| 4 | ENVESTNET ASSET MANAGEMENT INC | $229.5M | 4.8M | ▲+0.9% Added · +43K sh | Q1 2026 | |
| 5 | Waverly Advisors, LLC | $173.9M | 3.7M | ▼−1.2% Reduced · −44K sh | Q1 2026 | |
| 6 | Mariner, LLC | $141.8M | 3.0M | ▼−4.8% Reduced · −151K sh | Q1 2026 | |
| 7 | LPL Financial LLC | $133.0M | 2.8M | ▲+2.6% Added · +71K sh | Q1 2026 | |
| 8 | COMMONWEALTH EQUITY SERVICES, LLC | $120.5M | 2.5M | ▼−16% Reduced · −477K sh | Q1 2026 | |
| 9 | MORGAN STANLEY | $100.9M | 2.1M | ▼−0.6% Reduced · −13K sh | Q1 2026 | |
| 10 | D.A. DAVIDSON & CO. | $100.3M | 2.1M | ▲+2.6% Added · +53K sh | Q1 2026 | |
| 11 | WELLS FARGO & COMPANY/MN | $97.8M | 2.1M | ▲+14% Added · +255K sh | Q1 2026 | |
| 12 | Linscomb Wealth, Inc. | $93.9M | 2.0M | ▼−7.2% Reduced · −153K sh | Q1 2026 | |
| 13 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $91.9M | 1.9M | ▲+3.5% Added · +65K sh | Q1 2026 | |
| 14 | Focus Partners Wealth | $81.2M | 1.7M | ▼−0.4% Reduced · −8K sh | Q1 2026 | |
| 15 | Berman McAleer LLC | $84.2M | 1.6M | ▼−0.8% Reduced · −13K sh | Q2 2026 | |
| 16 | RAYMOND JAMES FINANCIAL INC | $71.4M | 1.5M | ▲+5.9% Added · +84K sh | Q1 2026 | |
| 17 | Pinnacle Financial Partners, Inc. | $60.2M | 1.3M | ▲+0.6% Added · +8K sh | Q1 2026 | |
| 18 | ROYAL BANK OF CANADA | $58.6M | 1.2M | ▲+2.9% Added · +34K sh | Q1 2026 | |
| 19 | RFG Advisory, LLC | $59.4M | 1.1M | ▼−3.0% Reduced · −34K sh | Q2 2026 | |
| 20 | Larson Financial Group LLC | $48.6M | 1.0M | ▲+17% Added · +152K sh | Q1 2026 | |
| 21 | Cetera Investment Advisers | $45.1M | 949K | ▲+2.5% Added · +23K sh | Q1 2026 | |
| 22 | Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P | $44.3M | 932K | ▼−0.8% Reduced · −8K sh | Q1 2026 | |
| 23 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $48.1M | 883K | ▲+7.4% Added · +61K sh | Q2 2026 | |
| 24 | AlphaCore Capital LLC | $38.4M | 809K | ▼−9.2% Reduced · −82K sh | Q1 2026 | |
| 25 | UBS Group AG | $37.4M | 787K | ▼−3.5% Reduced · −28K 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 | 166 funds | $35.6B |
| MICROSOFT CORPMSFT | 166 funds | $31.0B |
| ISHARES CORE S&P 500 ETFIVV | 165 funds | $37.9B |
| APPLE INCAAPL | 164 funds | $41.6B |
| AMAZON.COM INCAMZN | 164 funds | $22.7B |
| ALPHABET INC-CL AGOOGL | 164 funds | $20.2B |
| ALPHABET INC-CL CGOOG | 164 funds | $14.9B |
| JOHNSON & JOHNSONJNJ | 164 funds | $8.9B |
| ELI LILLY & COLLY | 164 funds | $8.1B |
| TESLA INCTSLA | 164 funds | $6.2B |
| CHEVRON CORPCVX | 164 funds | $5.9B |
| BANK OF AMERICA CORPBAC | 164 funds | $3.0B |
Ranked by how many of PRF'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 PRF. 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.