| # | Fund | Position value | Shares | Last move | As of |
|---|---|---|---|---|---|
| 1 | Kensington Asset Management, LLC | $78.7M | 1.59M | New | Q1 2026 |
| 2 | MAI Capital Management | $72.0M | 1.45M | Reduced | Q1 2026 |
| 3 | Private Advisor Group, LLC | $46.6M | 940.6K | Added | Q1 2026 |
| 4 | MML INVESTORS SERVICES, LLC | $36.7M | 740.9K | Added | Q1 2026 |
| 5 | Valeo Financial Advisors, LLC | $30.5M | 616.9K | Added | Q1 2026 |
| 6 | EP Wealth Advisors, LLC | $26.3M | 531.7K | Reduced | Q1 2026 |
| 7 | IHT Wealth Management, LLC | $26.3M | 530.4K | Added | Q1 2026 |
| 8 | Equitable Holdings, Inc. | $23.7M | 478.5K | Added | Q1 2026 |
| 9 | Geneos Wealth Management Inc. | $21.9M | 440.8K | New | Q4 2025 |
| 10 | &PARTNERS | $20.7M | 412.0K | Added | Q1 2026 |
| 11 | Ameritas Advisory Services, LLC | $20.4M | 413.1K | Added | Q1 2026 |
| 12 | Wealthcare Advisory Partners LLC | $19.6M | 396.7K | Added | Q1 2026 |
| 13 | DIVERSIFY WEALTH MANAGEMENT, LLC | $19.5M | 391.7K | Added | Q1 2026 |
| 14 | Kestra Advisory Services, LLC | $18.6M | 373.8K | Added | Q1 2026 |
| 15 | Ashton Thomas Private Wealth, LLC | $18.1M | 366.3K | Added | Q1 2026 |
| 16 | Rockefeller Capital Management L.P. | $16.7M | 336.5K | New | Q4 2025 |
| 17 | UNITED CAPITAL FINANCIAL ADVISORS, LLC | $16.7M | 336.4K | Added | Q1 2026 |
| 18 | Stratos Wealth Partners, LTD. | $16.0M | 323.9K | Added | Q1 2026 |
| 19 | Kingsview Wealth Management, LLC | $14.8M | 298.9K | Added | Q1 2026 |
| 20 | DAVENPORT & Co LLC | $14.6M | 295.1K | Added | Q1 2026 |
| 21 | Sand Hill Global Advisors, LLC | $14.3M | 289.4K | Reduced | Q1 2026 |
| 22 | OPPENHEIMER & CO INC | $14.3M | 288.5K | Added | Q1 2026 |
| 23 | NewEdge Wealth, LLC | $12.6M | 254.1K | Reduced | Q1 2026 |
| 24 | DAYMARK WEALTH PARTNERS, LLC | $12.5M | 251.8K | Reduced | Q1 2026 |
| 25 | J.W. COLE ADVISORS, INC. | $11.0M | 222.6K | New | Q4 2025 |
No Form 4 insider transactions on file yet.
| Company | Co-held by | Combined value |
|---|---|---|
| Nvidia CorpNVDA | 121 funds | $26.3B |
| Microsoft CorpMSFT | 121 funds | $22.1B |
| Broadcom IncAVGO | 121 funds | $10.6B |
| Jpmorgan Chase & CoJPM | 121 funds | $10.1B |
| LPHABET INCGOOG | 121 funds | $8.9B |
| Exxon Mobil CorpXOM | 121 funds | $6.4B |
| LILLY ELI & CO COMLLY | 121 funds | $6.0B |
| Walmart IncWMT | 121 funds | $6.0B |
| Johnson & JohnsonJNJ | 121 funds | $6.0B |
| Visa Inc Cl AV | 121 funds | $5.7B |
| Costco Wholesale CorpCOST | 121 funds | $5.5B |
| Tesla IncTSLA | 121 funds | $4.2B |
Ranked by how many of PULS'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 + Form 4 insider transactions + end-of-day price history + the live filing stream, joined for PULS. 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.