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/PSFF/capital-change-brief"
Use Arkolith's capital_change_brief for PSFF. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | Allworth Financial LP | $59.1M | 1.8M | ▲+2.6% Added · +46K sh | Q1 2026 | |
| 2 | Cetera Investment Advisers | $57.7M | 1.8M | ▲+6.7% Added · +113K sh | Q1 2026 | |
| 3 | OSAIC HOLDINGS, INC. | $46.9M | 1.5M | ▼−0.9% Reduced · −13K sh | Q1 2026 | |
| 4 | ENVESTNET ASSET MANAGEMENT INC | $36.1M | 1.1M | ▲+2.5% Added · +28K sh | Q1 2026 | |
| 5 | MARIPAU WEALTH MANAGEMENT LLC | $19.1M | 597K | ▲+3.2% Added · +19K sh | Q1 2026 | |
| 6 | Ausdal Financial Partners, Inc. | $18.9M | 590K | ▲+12% Added · +61K sh | Q1 2026 | |
| 7 | MML INVESTORS SERVICES, LLC | $13.0M | 405K | ▼−19% Reduced · −94K sh | Q1 2026 | |
| 8 | Copley Financial Group, Inc. | $11.4M | 354K | ▼−2.8% Reduced · −10K sh | Q1 2026 | |
| 9 | KESTRA PRIVATE WEALTH SERVICES, LLC | $11.0M | 343K | ▲+14% Added · +43K sh | Q1 2026 | |
| 10 | NewEdge Advisors, LLC | $10.3M | 322K | ▲+5.9% Added · +18K sh | Q1 2026 | |
| 11 | Bison Wealth, LLC | $9.0M | 261K | ▼−2.2% Reduced · −6K sh | Q2 2026 | |
| 12 | LPL Financial LLC | $8.3M | 260K | ▼−2.3% Reduced · −6K sh | Q1 2026 | |
| 13 | COMMONWEALTH EQUITY SERVICES, LLC | $8.2M | 257K | ▼−1.1% Reduced · −3K sh | Q1 2026 | |
| 14 | Sigma Planning Corp | $7.6M | 238K | ▲+0.8% Added · +2K sh | Q1 2026 | |
| 15 | VERUS CAPITAL PARTNERS, LLC | $7.0M | 218K | ▲+3.6% Added · +8K sh | Q1 2026 | |
| 16 | Kestra Advisory Services, LLC | $6.1M | 192K | ▼−21% Reduced · −51K sh | Q1 2026 | |
| 17 | Core Wealth Advisors, Inc. | $5.5M | 172K | ▲+22% Added · +31K sh | Q1 2026 | |
| 18 | Merit Financial Group, LLC | $4.4M | 136K | ▲+13% Added · +16K sh | Q1 2026 | |
| 19 | JPMORGAN CHASE & CO | $3.9M | 123K | ▲+20% Added · +20K sh | Q1 2026 | |
| 20 | Advisory Services Network, LLC | $3.7M | 114K | ▲+6.0% Added · +6K sh | Q1 2026 | |
| 21 | HARBOUR INVESTMENTS, INC. | $3.2M | 99K | ▼−0.4% Reduced · −358 sh | Q1 2026 | |
| 22 | Stratos Investment Management, LLC | $3.0M | 94K | ▼−1.1% Reduced · −1K sh | Q1 2026 | |
| 23 | Waverly Advisors, LLC | $2.5M | 79K | ▼−0.9% Reduced · −703 sh | Q1 2026 | |
| 24 | Chicago Partners Investment Group LLC | $2.2M | 66K | ▼−7.1% Reduced · −5K sh | Q1 2026 | |
| 25 | INDEPENDENT FINANCIAL GROUP, LLC | $2.1M | 61K | ▲+29% Added · +14K 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 |
|---|---|---|
| ISHARES CORE S&P 500 ETFIVV | 33 funds | $12.5B |
| NVIDIA CORPNVDA | 33 funds | $10.7B |
| APPLE INCAAPL | 33 funds | $10.0B |
| MICROSOFT CORPMSFT | 33 funds | $6.9B |
| AMAZON.COM INCAMZN | 33 funds | $6.5B |
| ALPHABET INC-CL AGOOGL | 33 funds | $5.0B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 33 funds | $4.1B |
| BROADCOM INCAVGO | 33 funds | $3.6B |
| META PLATFORMS INC-CLASS AMETA | 33 funds | $3.6B |
| JPMORGAN CHASE & COJPM | 33 funds | $3.6B |
| BERKSHIRE HATHAWAY INC-CL BBRK/B | 33 funds | $3.2B |
| ALPHABET INC-CL CGOOG | 33 funds | $3.1B |
Ranked by how many of PSFF'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 PSFF. 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.