331 tracked 13F filers disclose a position in PRFZ as of the latest SEC 13F filings, a combined $1.1B 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 | 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 | Arbor Investment Advisors, LLC | $44.9M | 806K | ▲+0.2% Added · +2K sh | Q2 2026 | |
| 9 | Stonebridge Financial Group, LLC | $42.5M | 763K | ▼−0.1% Reduced · −412 sh | Q2 2026 | |
| 10 | FIRST FOUNDATION ADVISORS | $34.8M | 759K | ▼−2.1% Reduced · −17K sh | Q1 2026 | |
| 11 | ROYAL BANK OF CANADA | $32.3M | 703K | ▼−10% Reduced · −81K sh | Q1 2026 | |
| 12 | WCG Wealth Advisors LLC | $29.4M | 640K | ▲+2.0% Added · +13K sh | Q1 2026 | |
| 13 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $23.1M | 422K | ▲+2.5% Added · +10K sh | Q2 2026 | |
| 14 | Wealthspire Retirement, LLC | $19.9M | 356K | ▼−4.7% Reduced · −18K sh | Q2 2026 | |
| 15 | Baird Financial Group, Inc. | $13.5M | 295K | ▲+0.4% Added · +1K sh | Q1 2026 | |
| 16 | Sanctuary Advisors, LLC | $16.3M | 293K | ▲+5.3% Added · +15K sh | Q2 2026 | |
| 17 | Equitable Holdings, Inc. | $16.0M | 287K | ▲+4.0% Added · +11K sh | Q2 2026 | |
| 18 | Traction Financial Partners, LLC | $15.9M | 286K | ▲+4.3% Added · +12K sh | Q2 2026 | |
| 19 | Johnson & White Wealth Management, LLC | $14.9M | 266K | ▲+0.8% Added · +2K sh | Q2 2026 | |
| 20 | Three Bridge Wealth Advisors, LLC | $14.6M | 262K | ▼−2.1% Reduced · −6K sh | Q2 2026 | |
| 21 | Federation des caisses Desjardins du Quebec | $11.5M | 252K | ▲New +252K sh | Q1 2026 | |
| 22 | UBS Group AG | $11.2M | 243K | ▼−5.4% Reduced · −14K sh | Q1 2026 | |
| 23 | AlphaCore Capital LLC | $13.1M | 234K | ▼−2.1% Reduced · −5K sh | Q2 2026 | |
| 24 | Mariner, LLC | $10.4M | 227K | ▼−0.5% Reduced · −1K sh | Q1 2026 | |
| 25 | Regal Investment Advisors LLC | $8.0M | 175K | ▲+0.6% Added · +1K 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, 1 fund opened a new position in PRFZ and 18 added to an existing one, while 14 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 |
|---|---|---|
| APPLE INCAAPL | 171 funds | $54.6B |
| NVIDIA CORPNVDA | 168 funds | $63.1B |
| MICROSOFT CORPMSFT | 167 funds | $45.5B |
| ALPHABET INC-CL AGOOGL | 167 funds | $25.2B |
| AMAZON.COM INCAMZN | 166 funds | $30.5B |
| JPMORGAN CHASE & COJPM | 166 funds | $11.8B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 166 funds | $7.3B |
| VANGUARD S&P 500 ETFVOO | 164 funds | $11.4B |
| BROADCOM INCAVGO | 163 funds | $22.7B |
| VANGUARD TOTAL STOCK MKT ETFVTI | 163 funds | $7.6B |
| ALPHABET INC-CL CGOOG | 161 funds | $20.5B |
| ELI LILLY & COLLY | 161 funds | $11.7B |
Ranked by how many of PRFZ's institutional holders also hold each name, a cross-fund conviction signal.
No filings captured for this ticker in the live stream yet.
Connected entities for PRFZ
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.
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.