Among active 13F managers last quarter, 3 opened and 6 added, while 1 reduced; the largest holder to move was AlphaCore Capital LLC (new position).
40 tracked 13F filers disclose a position in PUI as of the latest SEC 13F filings, a combined $33.0M 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 | Shares | Position value | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | Transamerica Financial Advisors, LLC | 268K | $12.7M | ▲494× Added · +267K sh | Q2 2026 | |
| 2 | LPL Financial LLC | 111K | $5.2M | ▲+8.1% Added · +8K sh | Q1 2026 | |
| 3 | ROI Financial Advisors, LLC | 49K | $2.3M | ▲+9.4% Added · +4K sh | Q2 2026 | |
| 4 | Morgan Stanley | 41K | $1.9M | ▲+2.3% Added · +915 sh | Q1 2026 | |
| 5 | Jones Financial Companies LLLP | 36K | $1.7M | ▲+53% Added · +12K sh | Q1 2026 | |
| 6 | AlphaCore Capital LLC | 25K | $1.2M | ▲New +25K sh | Q2 2026 | |
| 7 | IMC-Chicago, LLC | 24K | $1.1M | ▼−7.2% Reduced · −2K sh | Q1 2026 | |
| 8 | Royal Bank Of Canada | 16K | $745K | ▲+613% Added · +14K sh | Q1 2026 | |
| 9 | Trek Financial, LLC | 13K | $602K | —Held | Q2 2026 | |
| 10 | NWF Advisory Services Inc. | 12K | $591K | ▲+32% Added · +3K sh | Q2 2026 | |
| 11 | Bank Of America Corp | 11K | $510K | ▼−0.6% Reduced · −70 sh | Q1 2026 | |
| 12 | Fifth Third Securities, Inc. | 9K | $411K | ▼−50% Reduced · −9K sh | Q2 2026 | |
| 13 | Two Sigma Investments, LP | 8K | $399K | ▲New +8K sh | Q1 2026 | |
| 14 | Farther Finance Advisors, LLC | 8K | $391K | —Held | Q1 2026 | |
| 15 | Citadel Advisors LLC | 7K | $342K | ▲+52% Added · +2K sh | Q2 2026 | |
| 16 | StoneX Group Inc. | 7K | $338K | —Held | Q2 2026 | |
| 17 | UBS Group AG | 6K | $285K | ▼−12% Reduced · −806 sh | Q1 2026 | |
| 18 | Ameritas Advisory Services, LLC | 6K | $270K | ▲New +6K sh | Q2 2026 | |
| 19 | Osaic Holdings, Inc. | 6K | $265K | ▼−6.5% Reduced · −394 sh | Q1 2026 | |
| 20 | Cetera Investment Advisers | 6K | $262K | ▲+2.2% Added · +118 sh | Q1 2026 | |
| 21 | Private Advisor Group, LLC | 5K | $248K | ▼−11% Reduced · −620 sh | Q2 2026 | |
| 22 | Western Wealth Management, LLC | 5K | $230K | ▼−34% Reduced · −2K sh | Q2 2026 | |
| 23 | Westbourne Investments, Inc. | 4K | $213K | —Held | Q2 2026 | |
| 24 | Global Retirement Partners, LLC | 4K | $167K | —Held | Q2 2026 | |
| 25 | Parallel Advisors, LLC | 3K | $147K | ▲+514% Added · +3K 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, 3 funds opened a new position in PUI and 6 added to an existing one, while 1 reduced. 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 | Their position there |
|---|---|---|
| SS SPDR S&P 500 ETF Trust-USSPY | 22 funds | $1.7B |
| Vanguard S&P 500 ETFVOO | 22 funds | $1.5B |
| Ishares Core S&P 500 ETFIVV | 21 funds | $15.8B |
| Nvidia CorpNVDA | 21 funds | $5.9B |
| Apple IncAAPL | 21 funds | $5.5B |
| Amazon.com IncAMZN | 21 funds | $4.7B |
| Alphabet Inc-CL AGOOGL | 21 funds | $3.0B |
| Microsoft CorpMSFT | 21 funds | $2.9B |
| Micron Technology IncMU | 21 funds | $1.9B |
| Mastercard Inc - AMA | 21 funds | $1.7B |
| Berkshire Hathaway Inc-CL BBRK/B | 21 funds | $1.7B |
| Costco Wholesale CorpCOST | 21 funds | $1.6B |
Ranked by how many of PUI's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in PUI.
No filings captured for this ticker in the live stream yet.
Connected entities for PUI
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/PUI/capital-change-brief"
Use Arkolith's capital_change_brief for PUI. 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 PUI. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.