| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | ALLIANCEBERNSTEIN L.P. | $141.2M | 3.2M | ▼−1.9% Reduced · −64K sh | Q1 2026 | |
| 2 | COMMONWEALTH EQUITY SERVICES, LLC | $44.2M | 1.0M | ▼−4.4% Reduced · −47K sh | Q1 2026 | |
| 3 | Lido Advisors, LLC | $22.0M | 510K | ▼−7.8% Reduced · −43K sh | Q1 2026 | |
| 4 | OSAIC HOLDINGS, INC. | $20.2M | 468K | ▼−22% Reduced · −130K sh | Q1 2026 | |
| 5 | LPL Financial LLC | $16.6M | 385K | ▼−3.8% Reduced · −15K sh | Q1 2026 | |
| 6 | Focus Partners Wealth | $16.4M | 381K | ▼−5.2% Reduced · −21K sh | Q1 2026 | |
| 7 | Cresset Asset Management, LLC | $15.6M | 362K | —Held | Q1 2026 | |
| 8 | Kestra Advisory Services, LLC | $15.3M | 355K | ▲+11% Added · +35K sh | Q1 2026 | |
| 9 | RAYMOND JAMES FINANCIAL INC | $13.2M | 306K | ▼−4.6% Reduced · −15K sh | Q1 2026 | |
| 10 | HighTower Advisors, LLC | $12.6M | 292K | ▼−9.6% Reduced · −31K sh | Q1 2026 | |
| 11 | ENVESTNET ASSET MANAGEMENT INC | $11.8M | 274K | ▲+31% Added · +64K sh | Q1 2026 | |
| 12 | Cetera Investment Advisers | $11.2M | 259K | ▼−2.1% Reduced · −6K sh | Q1 2026 | |
| 13 | Creative Planning | $10.3M | 238K | ▲49× Added · +233K sh | Q1 2026 | |
| 14 | Beacon Pointe Advisors, LLC | $9.7M | 226K | ▲+20% Added · +38K sh | Q1 2026 | |
| 15 | MBL Wealth, LLC | $10.4M | 226K | ▼−1.5% Reduced · −3K sh | Q2 2026 | |
| 16 | TRUIST FINANCIAL CORP | $5.4M | 126K | ▼−1.6% Reduced · −2K sh | Q1 2026 | |
| 17 | CoreCap Advisors, LLC | $5.1M | 119K | ▼−1.0% Reduced · −1K sh | Q1 2026 | |
| 18 | MAI Capital Management | $4.8M | 111K | ▼−18% Reduced · −24K sh | Q1 2026 | |
| 19 | YARGER WEALTH STRATEGIES, LLC | $4.7M | 103K | ▼−1.3% Reduced · −1K sh | Q2 2026 | |
| 20 | BLAIR WILLIAM & CO/IL | $4.0M | 94K | ▼−9.9% Reduced · −10K sh | Q1 2026 | |
| 21 | OneDigital Investment Advisors LLC | $3.8M | 88K | ▼−2.3% Reduced · −2K sh | Q1 2026 | |
| 22 | MTM FINANCIAL GROUP, LLC | $3.6M | 84K | ▼−0.9% Reduced · −727 sh | Q1 2026 | |
| 23 | Keating Financial Advisory Services, Inc. | $3.5M | 81K | ▼−4.6% Reduced · −4K sh | Q1 2026 | |
| 24 | Jacobi Capital Management LLC | $3.1M | 73K | —Held | Q1 2026 | |
| 25 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $3.1M | 66K | ▼−34% Reduced · −34K 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.
| Company | Co-held by | Combined value |
|---|---|---|
| NVIDIA CORPNVDA | 60 funds | $16.3B |
| MICROSOFT CORPMSFT | 60 funds | $15.0B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 60 funds | $13.1B |
| AMAZON.COM INCAMZN | 60 funds | $11.8B |
| ALPHABET INC-CL AGOOGL | 60 funds | $8.7B |
| ALPHABET INC-CL CGOOG | 60 funds | $7.8B |
| JPMORGAN CHASE & COJPM | 60 funds | $5.9B |
| BERKSHIRE HATHAWAY INC-CL BBRK/B | 60 funds | $5.8B |
| META PLATFORMS INC-CLASS AMETA | 60 funds | $5.7B |
| WALMART INCWMT | 60 funds | $3.7B |
| VISA INC-CLASS A SHARESV | 60 funds | $3.7B |
| COSTCO WHOLESALE CORPCOST | 60 funds | $3.5B |
Ranked by how many of PSEP's institutional holders also hold each name, a cross-fund conviction signal.
No filings captured for this ticker in the live stream yet.
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/PSEP/capital-change-brief"
Use Arkolith's capital_change_brief for PSEP. 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 PSEP. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.