23 tracked 13F filers disclose a position in PRIV as of the latest SEC 13F filings, a combined $793.2M 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 | TEXAS PERMANENT SCHOOL FUND CORP | $741.6M | 29.5M | —Held | Q2 2026 | |
| 2 | Gradient Investments LLC | $25.8M | 1.0M | ▲+15% Added · +130K sh | Q2 2026 | |
| 3 | Beaumont Financial Advisors, LLC | $9.8M | 389K | ▲+18% Added · +58K sh | Q2 2026 | |
| 4 | Mattson Financial Services, LLC | $3.1M | 123K | ▲+25% Added · +24K sh | Q2 2026 | |
| 5 | Wealth Management Nebraska | $2.6M | 103K | ▲+51% Added · +35K sh | Q2 2026 | |
| 6 | Reflection Asset Management | $2.6M | 102K | ▼−1.9% Reduced · −2K sh | Q1 2026 | |
| 7 | Brown Financial Advisors | $1.8M | 72K | ▲+21% Added · +12K sh | Q2 2026 | |
| 8 | Paladin Wealth, LLC | $1.1M | 43K | ▲+34% Added · +11K sh | Q2 2026 | |
| 9 | Breakwater Investment Management | $902K | 36K | ▲+306% Added · +27K sh | Q2 2026 | |
| 10 | Beta Wealth Group, Inc. | $891K | 35K | ▼−9.4% Reduced · −4K sh | Q2 2026 | |
| 11 | JANE STREET GROUP, LLC | $728K | 29K | ▼−90% Reduced · −250K sh | Q1 2026 | |
| 12 | SMART Wealth LLC | $653K | 26K | ▼−11% Reduced · −3K sh | Q2 2026 | |
| 13 | GOLDMAN SACHS GROUP INC | $588K | 23K | ▼−89% Reduced · −185K sh | Q1 2026 | |
| 14 | MATHER GROUP, LLC. | $443K | 18K | ▲New +18K sh | Q1 2026 | |
| 15 | Zullo Investment Group, Inc. | $228K | 9K | —Held | Q2 2026 | |
| 16 | Wealth Preservation Advisors, LLC | $218K | 9K | —Held | Q1 2026 | |
| 17 | Global Retirement Partners, LLC | $135K | 5K | ▲New +5K sh | Q2 2026 | |
| 18 | Integrated Wealth Concepts LLC | $59K | 2K | ▲New +2K sh | Q2 2026 | |
| 19 | Crews Bank & Trust | $43K | 2K | —Held | Q2 2026 | |
| 20 | Ashton Thomas Private Wealth, LLC | $30K | 1K | ▲New +1K sh | Q2 2026 | |
| 21 | OSAIC HOLDINGS, INC. | $3K | 120 | —Held | Q1 2026 | |
| 22 | Byrne Asset Management LLC | $3K | 100 | —Held | Q2 2026 | |
| 23 | Cape Investment Advisory, Inc. | $2K | 86 | ▲Added Added · +86 sh | Q2 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, 2 funds opened a new position in PRIV and 4 added to an existing one, while 1 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 | 9 funds | $451.7M |
| NVIDIA CORPNVDA | 9 funds | $451.4M |
| MICROSOFT CORPMSFT | 9 funds | $291.0M |
| AMAZON.COM INCAMZN | 9 funds | $281.7M |
| ISHARES CORE S&P 500 ETFIVV | 9 funds | $265.1M |
| META PLATFORMS INC-CLASS AMETA | 9 funds | $160.0M |
| JPMORGAN CHASE & COJPM | 9 funds | $133.9M |
| PROCTER & GAMBLE CO/THEPG | 9 funds | $101.1M |
| GOLDMAN SACHS GROUP INCGS | 9 funds | $97.6M |
| VISA INC-CLASS A SHARESV | 9 funds | $88.8M |
| MORGAN STANLEYMS | 9 funds | $87.3M |
| ELI LILLY & COLLY | 9 funds | $86.8M |
Ranked by how many of PRIV's institutional holders also hold each name, a cross-fund conviction signal.
| Class | 13F holders | Value held |
|---|---|---|
| ALLWmc | 147 funds | $478.2M |
| XLSRmc | 130 funds | $864.6M |
| HYBLmc | 92 funds | $413.5M |
| STOTSTATE STREET DOU | 68 funds | $257.7M |
| FISRSTATE STREET FIX | 67 funds | $423.1M |
| EMTLmc | 45 funds | $71.3M |
| PRIVthis pageUIT EXCHANGE TRADED | 23 funds | $793.2M |
| MYCFSTATE STREET MY | 22 funds | $25.8M |
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 PRIV
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/PRIV/capital-change-brief"
Use Arkolith's capital_change_brief for PRIV. 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 PRIV. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.