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/PWB/capital-change-brief"
Use Arkolith's capital_change_brief for PWB. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | $204.2M | 1.6M | ▲+18% Added · +250K sh | Q1 2026 | |
| 2 | MORGAN STANLEY | $104.1M | 827K | ▲+0.6% Added · +5K sh | Q1 2026 | |
| 3 | RAYMOND JAMES FINANCIAL INC | $83.3M | 661K | ▲+38% Added · +183K sh | Q1 2026 | |
| 4 | BANK OF AMERICA CORP /DE/ | $55.8M | 443K | ▲+1.4% Added · +6K sh | Q1 2026 | |
| 5 | AMERIPRISE FINANCIAL INC | $30.2M | 241K | ▲+15% Added · +32K sh | Q1 2026 | |
| 6 | ACT WEALTH MANAGEMENT, LLC | $36.3M | 215K | ▲+1.4% Added · +3K sh | Q2 2026 | |
| 7 | UBS Group AG | $20.7M | 165K | ▼−13% Reduced · −26K sh | Q1 2026 | |
| 8 | Wharton Business Group, LLC | $20.6M | 164K | —Held | Q1 2026 | |
| 9 | COMMONWEALTH EQUITY SERVICES, LLC | $17.5M | 139K | ▲+22% Added · +25K sh | Q1 2026 | |
| 10 | WELLS FARGO & COMPANY/MN | $17.1M | 136K | ▲+8.6% Added · +11K sh | Q1 2026 | |
| 11 | Kestra Advisory Services, LLC | $14.7M | 117K | ▲+8.2% Added · +9K sh | Q1 2026 | |
| 12 | ROYAL BANK OF CANADA | $14.5M | 115K | ▼−9.2% Reduced · −12K sh | Q1 2026 | |
| 13 | Stratos Wealth Partners, LTD. | $14.5M | 115K | ▲+264% Added · +84K sh | Q1 2026 | |
| 14 | GOLDMAN SACHS GROUP INC | $13.4M | 107K | —Held | Q1 2026 | |
| 15 | Cornerstone Wealth Management, LLC | $13.3M | 105K | ▲+17% Added · +16K sh | Q1 2026 | |
| 16 | Private Advisor Group, LLC | $12.8M | 102K | ▲+13% Added · +12K sh | Q1 2026 | |
| 17 | TRUIST FINANCIAL CORP | $12.7M | 101K | ▲+8.9% Added · +8K sh | Q1 2026 | |
| 18 | ENVESTNET ASSET MANAGEMENT INC | $12.6M | 100K | ▼−12% Reduced · −14K sh | Q1 2026 | |
| 19 | Capital Investment Counsel, LLC | $15.3M | 91K | ▼−0.1% Reduced · −55 sh | Q2 2026 | |
| 20 | OSAIC HOLDINGS, INC. | $11.4M | 90K | ▲+54% Added · +32K sh | Q1 2026 | |
| 21 | Regal Investment Advisors LLC | $10.9M | 87K | ▼−1.0% Reduced · −866 sh | Q1 2026 | |
| 22 | Baird Financial Group, Inc. | $10.9M | 87K | ▼−1.6% Reduced · −1K sh | Q1 2026 | |
| 23 | JONES FINANCIAL COMPANIES LLLP | $9.2M | 75K | ▲+13% Added · +8K sh | Q1 2026 | |
| 24 | Equitable Holdings, Inc. | $9.0M | 71K | ▲+143% Added · +42K sh | Q1 2026 | |
| 25 | TWO SIGMA INVESTMENTS, LP | $8.7M | 69K | ▲+176% Added · +44K 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.
| Company | Co-held by | Combined value |
|---|---|---|
| APPLE INCAAPL | 68 funds | $20.2B |
| INVESCO QQQ TRUST SERIES 1QQQ | 68 funds | $6.4B |
| ISHARES CORE S&P 500 ETFIVV | 67 funds | $18.1B |
| NVIDIA CORPNVDA | 67 funds | $15.8B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 67 funds | $15.0B |
| MICROSOFT CORPMSFT | 67 funds | $14.6B |
| AMAZON.COM INCAMZN | 67 funds | $10.5B |
| ALPHABET INC-CL AGOOGL | 67 funds | $9.8B |
| JPMORGAN CHASE & COJPM | 67 funds | $6.7B |
| ALPHABET INC-CL CGOOG | 67 funds | $6.1B |
| BROADCOM INCAVGO | 67 funds | $6.1B |
| META PLATFORMS INC-CLASS AMETA | 67 funds | $6.0B |
Ranked by how many of PWB'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 PWB. 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.