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/PRFZ/capital-change-brief"
Use Arkolith's capital_change_brief for PRFZ. 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/ | $131.1M | 2.9M | ▲+15% Added · +370K sh | Q1 2026 | |
| 2 | LPL Financial LLC | $63.2M | 1.4M | ▲+3.5% Added · +46K sh | Q1 2026 | |
| 3 | MORGAN STANLEY | $54.6M | 1.2M | ▲+6.2% Added · +70K sh | Q1 2026 | |
| 4 | Waverly Advisors, LLC | $50.9M | 1.1M | ▼−1.6% Reduced · −18K sh | Q1 2026 | |
| 5 | RAYMOND JAMES FINANCIAL INC | $48.4M | 1.1M | ▲+2.0% Added · +20K sh | Q1 2026 | |
| 6 | Cetera Investment Advisers | $47.3M | 1.0M | ▲+3.5% Added · +35K sh | Q1 2026 | |
| 7 | WELLS FARGO & COMPANY/MN | $42.7M | 931K | ▲+37% Added · +250K sh | Q1 2026 | |
| 8 | Stonebridge Financial Group, LLC | $42.5M | 763K | ▼−0.1% Reduced · −412 sh | Q2 2026 | |
| 9 | FIRST FOUNDATION ADVISORS | $34.8M | 759K | ▼−2.1% Reduced · −17K sh | Q1 2026 | |
| 10 | ROYAL BANK OF CANADA | $32.3M | 703K | ▼−10% Reduced · −81K sh | Q1 2026 | |
| 11 | WCG Wealth Advisors LLC | $29.4M | 640K | ▲+2.0% Added · +13K sh | Q1 2026 | |
| 12 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $23.1M | 422K | ▲+2.5% Added · +10K sh | Q2 2026 | |
| 13 | Wealthspire Retirement, LLC | $17.1M | 374K | ▼−1.6% Reduced · −6K sh | Q1 2026 | |
| 14 | Baird Financial Group, Inc. | $13.5M | 295K | ▲+0.4% Added · +1K sh | Q1 2026 | |
| 15 | Sanctuary Advisors, LLC | $12.8M | 278K | ▲+6.9% Added · +18K sh | Q1 2026 | |
| 16 | Equitable Holdings, Inc. | $12.7M | 276K | ▲+64% Added · +108K sh | Q1 2026 | |
| 17 | Johnson & White Wealth Management, LLC | $14.9M | 266K | ▲+0.8% Added · +2K sh | Q2 2026 | |
| 18 | Federation des caisses Desjardins du Quebec | $11.5M | 252K | ▲New +252K sh | Q1 2026 | |
| 19 | UBS Group AG | $11.2M | 243K | ▼−5.4% Reduced · −14K sh | Q1 2026 | |
| 20 | AlphaCore Capital LLC | $11.0M | 239K | ▼−0.4% Reduced · −1K sh | Q1 2026 | |
| 21 | Mariner, LLC | $10.4M | 227K | ▼−0.5% Reduced · −1K sh | Q1 2026 | |
| 22 | Regal Investment Advisors LLC | $8.0M | 175K | ▲+0.6% Added · +1K sh | Q1 2026 | |
| 23 | Accredited Investors Inc. | $7.7M | 169K | ▼−0.7% Reduced · −1K sh | Q1 2026 | |
| 24 | Dynamic Advisor Solutions LLC | $9.0M | 161K | ▲+9.4% Added · +14K sh | Q2 2026 | |
| 25 | AQR CAPITAL MANAGEMENT LLC | $7.3M | 160K | ▲+7.2% Added · +11K 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 | 106 funds | $25.0B |
| MICROSOFT CORPMSFT | 106 funds | $24.1B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 106 funds | $18.2B |
| VANGUARD S&P 500 ETFVOO | 106 funds | $17.6B |
| ALPHABET INC-CL AGOOGL | 106 funds | $14.6B |
| ALPHABET INC-CL CGOOG | 106 funds | $11.8B |
| BROADCOM INCAVGO | 106 funds | $10.4B |
| JPMORGAN CHASE & COJPM | 106 funds | $10.4B |
| EXXON MOBIL CORPXOM | 106 funds | $6.1B |
| JOHNSON & JOHNSONJNJ | 106 funds | $6.0B |
| CHEVRON CORPCVX | 106 funds | $4.0B |
| ABBVIE INCABBV | 106 funds | $3.9B |
Ranked by how many of PRFZ'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 PRFZ. 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.