32 tracked 13F filers disclose a position in PUI as of the latest SEC 13F filings, a combined $18.3M 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 | LPL Financial LLC | $5.2M | 111K | ▲+8.1% Added · +8K sh | Q1 2026 | |
| 2 | ROI Financial Advisors, LLC | $2.1M | 45K | ▲+3.0% Added · +1K sh | Q1 2026 | |
| 3 | MORGAN STANLEY | $1.9M | 41K | ▲+2.3% Added · +915 sh | Q1 2026 | |
| 4 | JONES FINANCIAL COMPANIES LLLP | $1.7M | 36K | ▲+53% Added · +12K sh | Q1 2026 | |
| 5 | IMC-Chicago, LLC | $1.1M | 24K | ▼−7.2% Reduced · −2K sh | Q1 2026 | |
| 6 | ROYAL BANK OF CANADA | $745K | 16K | ▲+613% Added · +14K sh | Q1 2026 | |
| 7 | Trek Financial, LLC | $595K | 13K | —Held | Q1 2026 | |
| 8 | NWF Advisory Services Inc. | $591K | 12K | ▲+32% Added · +3K sh | Q2 2026 | |
| 9 | BANK OF AMERICA CORP /DE/ | $510K | 11K | ▼−0.6% Reduced · −70 sh | Q1 2026 | |
| 10 | FIFTH THIRD SECURITIES, INC. | $411K | 9K | ▼−50% Reduced · −9K sh | Q2 2026 | |
| 11 | TWO SIGMA INVESTMENTS, LP | $399K | 8K | ▲New +8K sh | Q1 2026 | |
| 12 | Farther Finance Advisors, LLC | $391K | 8K | —Held | Q1 2026 | |
| 13 | Western Wealth Management, LLC | $344K | 7K | ▲New +7K sh | Q1 2026 | |
| 14 | StoneX Group Inc. | $334K | 7K | ▼−5.5% Reduced · −410 sh | Q1 2026 | |
| 15 | UBS Group AG | $285K | 6K | ▼−12% Reduced · −806 sh | Q1 2026 | |
| 16 | Private Advisor Group, LLC | $274K | 6K | ▼−1.3% Reduced · −76 sh | Q1 2026 | |
| 17 | OSAIC HOLDINGS, INC. | $265K | 6K | ▼−6.5% Reduced · −394 sh | Q1 2026 | |
| 18 | Cetera Investment Advisers | $262K | 6K | ▲+2.2% Added · +118 sh | Q1 2026 | |
| 19 | CITADEL ADVISORS LLC | $222K | 5K | ▲New +5K sh | Q1 2026 | |
| 20 | WESTBOURNE INVESTMENTS, INC. | $211K | 4K | ▲New +4K sh | Q1 2026 | |
| 21 | Parallel Advisors, LLC | $147K | 3K | ▲+514% Added · +3K sh | Q1 2026 | |
| 22 | PRIVATE TRUST CO NA | $65K | 1K | —Held | Q2 2026 | |
| 23 | Sterling Capital Management LLC | $52K | 1K | —Held | Q2 2026 | |
| 24 | FMR LLC | $39K | 831 | —Held | Q1 2026 | |
| 25 | Transamerica Financial Advisors, LLC | $26K | 542 | ▼−52% Reduced · −587 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 3 added to an existing one, while 2 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 |
|---|---|---|
| NVIDIA CORPNVDA | 10 funds | $4.6B |
| ISHARES CORE S&P 500 ETFIVV | 10 funds | $3.8B |
| AMAZON.COM INCAMZN | 10 funds | $2.5B |
| MICROSOFT CORPMSFT | 10 funds | $2.1B |
| MICRON TECHNOLOGY INCMU | 10 funds | $1.7B |
| BROADCOM INCAVGO | 10 funds | $1.5B |
| TAIWAN SEMICONDUCTOR-SP ADRTSM | 10 funds | $1.5B |
| META PLATFORMS INC-CLASS AMETA | 10 funds | $1.5B |
| ALPHABET INC-CL AGOOGL | 10 funds | $1.5B |
| JPMORGAN CHASE & COJPM | 10 funds | $1.4B |
| ALPHABET INC-CL CGOOG | 10 funds | $1.1B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 10 funds | $1.1B |
Ranked by how many of PUI'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/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.