48 tracked 13F filers disclose a position in PRFD as of the latest SEC 13F filings, a combined $195.9M 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 | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | Allianz Asset Management GmbH | $64.5M | 1.3M | ▲+18% Added · +194K sh | Q1 2026 | |
| 2 | Gradient Investments LLC | $62.2M | 1.2M | ▲+7.9% Added · +89K sh | Q2 2026 | |
| 3 | LPL Financial LLC | $16.2M | 319K | ▲+3.3% Added · +10K sh | Q1 2026 | |
| 4 | OneDigital Investment Advisors LLC | $10.9M | 215K | ▲+8.8% Added · +17K sh | Q1 2026 | |
| 5 | NewEdge Advisors, LLC | $6.5M | 127K | ▲+15% Added · +17K sh | Q2 2026 | |
| 6 | GREAT VALLEY ADVISOR GROUP, INC. | $6.2M | 122K | ▲+8.9% Added · +10K sh | Q2 2026 | |
| 7 | RFG Advisory, LLC | $4.8M | 94K | ▲+526% Added · +79K sh | Q2 2026 | |
| 8 | Integrated Wealth Concepts LLC | $4.0M | 79K | ▲+119% Added · +43K sh | Q2 2026 | |
| 9 | BRIGHTON JONES LLC | $3.3M | 63K | ▲+609% Added · +54K sh | Q2 2026 | |
| 10 | Summit Financial, LLC | $2.8M | 54K | ▲+9.0% Added · +4K sh | Q2 2026 | |
| 11 | Cerity Partners LLC | $2.0M | 40K | ▲+781% Added · +36K sh | Q1 2026 | |
| 12 | Brown Financial Advisors | $1.7M | 33K | ▲+3.8% Added · +1K sh | Q3 2026 | |
| 13 | HighTower Advisors, LLC | $1.7M | 33K | ▲+5.3% Added · +2K sh | Q1 2026 | |
| 14 | Mariner, LLC | $1.2M | 24K | ▼−50% Reduced · −24K sh | Q1 2026 | |
| 15 | Paladin Wealth, LLC | $1.2M | 23K | ▲+11% Added · +2K sh | Q2 2026 | |
| 16 | Financial Synergies Wealth Advisors, Inc. | $1.0M | 20K | ▲+17% Added · +3K sh | Q2 2026 | |
| 17 | Mattson Financial Services, LLC | $889K | 17K | ▲+7.5% Added · +1K sh | Q2 2026 | |
| 18 | Trek Financial, LLC | $708K | 14K | ▲New +14K sh | Q2 2026 | |
| 19 | AE Wealth Management LLC | $557K | 11K | ▼−1.3% Reduced · −143 sh | Q1 2026 | |
| 20 | GTS SECURITIES LLC | $511K | 10K | ▼−35% Reduced · −5K sh | Q1 2026 | |
| 21 | CreativeOne Wealth, LLC | $475K | 9K | ▲+8.3% Added · +712 sh | Q2 2026 | |
| 22 | MinichMacGregor Wealth Management, LLC | $474K | 9K | ▲+40% Added · +3K sh | Q2 2026 | |
| 23 | Williams & Novak, LLC | $347K | 7K | ▲New +7K sh | Q2 2026 | |
| 24 | JANE STREET GROUP, LLC | $269K | 5K | ▼−16% Reduced · −1K sh | Q1 2026 | |
| 25 | UNITED CAPITAL FINANCIAL ADVISORS, LLC | $269K | 5K | ▲New +5K 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.
Last quarter, 7 funds opened a new position in PRFD and 11 added to an existing one, while 3 reduced and 0 exited entirely — 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 | Combined value |
|---|---|---|
| NVIDIA CORPNVDA | 21 funds | $5.4B |
| APPLE INCAAPL | 21 funds | $4.5B |
| MICROSOFT CORPMSFT | 21 funds | $3.7B |
| AMAZON.COM INCAMZN | 21 funds | $3.3B |
| ISHARES CORE S&P 500 ETFIVV | 21 funds | $1.6B |
| JOHNSON & JOHNSONJNJ | 21 funds | $1.6B |
| META PLATFORMS INC-CLASS AMETA | 21 funds | $1.4B |
| JPMORGAN CHASE & COJPM | 21 funds | $1.2B |
| INVESCO QQQ TRUST SERIES 1QQQ | 21 funds | $743.8M |
| ELI LILLY & COLLY | 21 funds | $686.4M |
| BERKSHIRE HATHAWAY INC-CL BBRK/B | 21 funds | $584.2M |
| ALPHABET INC-CL AGOOGL | 20 funds | $2.4B |
Ranked by how many of PRFD's institutional holders also hold each name, a cross-fund conviction signal.
| Class | 13F holders | Value held |
|---|---|---|
| MINTcs | 686 funds | $11.1B |
| PYLDmc | 638 funds | $10.8B |
| BONDmc | 492 funds | $6.1B |
| MUNIcs | 415 funds | $2.2B |
| HYSmc | 246 funds | $850.2M |
| SMMUcs | 187 funds | $825.6M |
| CORPmc | 178 funds | $1.3B |
| LDURmc | 173 funds | $1.2B |
Same issuer, multiple share classes. The consensus leaderboards count this company once across all classes; this is the per-class detail.
No filings captured for this ticker in the live stream yet.
Connected entities for PRFD
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/PRFD/capital-change-brief"
Use Arkolith's capital_change_brief for PRFD. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
13F holdings + quarter-over-quarter ownership changes + end-of-day price history + the live filing stream, joined for PRFD. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.