Among active 13F managers last quarter, 2 opened and 1 added, while 1 reduced; the largest holder to move was Mather Group, LLC. (new position).
11 tracked 13F filers disclose a position in PWS as of the latest SEC 13F filings, a combined $16.9M 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 | Mather Group, LLC. | 203K | $6.5M | ▲New +203K sh | Q1 2026 | |
| 2 | LPL Financial LLC | 105K | $3.4M | ▲+0.9% Added · +990 sh | Q1 2026 | |
| 3 | Ascentis Wealth Management, LLC | 69K | $2.3M | ▲+2.4% Added · +2K sh | Q2 2026 | |
| 4 | Royal Bank Of Canada | 45K | $1.4M | ▲+114% Added · +24K sh | Q1 2026 | |
| 5 | Envestnet Asset Management Inc | 33K | $1.0M | ▲+15% Added · +4K sh | Q1 2026 | |
| 6 | Cetera Investment Advisers | 29K | $916K | ▼−7.1% Reduced · −2K sh | Q1 2026 | |
| 7 | Concurrent Investment Advisors, LLC | 19K | $624K | ▼−3.0% Reduced · −579 sh | Q2 2026 | |
| 8 | Atria Investments, Inc | 13K | $417K | ▲+1.6% Added · +203 sh | Q2 2026 | |
| 9 | Susquehanna International Group, LLP | 9K | $272K | ▼−54% Reduced · −10K sh | Q1 2026 | |
| 10 | Allworth Financial LP | 3K | $87K | —Held | Q1 2026 | |
| 11 | Advisory Services Network, LLC | 212 | $7K | ▲New +212 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, 2 funds opened a new position in PWS and 1 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 |
|---|---|---|
| Schwab US Large-Cap GrowthSCHG | 4 funds | $1.3B |
| Schwab US Large-Cap ValueSCHV | 4 funds | $1.1B |
| Nvidia CorpNVDA | 4 funds | $743.1M |
| Apple IncAAPL | 4 funds | $717.5M |
| Ishares Core S&P 500 ETFIVV | 4 funds | $669.8M |
| Vanguard S&P 500 ETFVOO | 4 funds | $656.4M |
| Vanguard Ftse Pacific ETFVPL | 4 funds | $581.7M |
| Microsoft CorpMSFT | 4 funds | $517.0M |
| Vanguard Value ETFVTV | 4 funds | $461.6M |
| Vanguard Growth ETFVUG | 4 funds | $460.2M |
| SS SPDR S&P 500 ETF Trust-USSPY | 4 funds | $437.1M |
| Dimensional Emerging Core EqDFAE | 4 funds | $431.1M |
Ranked by how many of PWS's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in PWS.
No filings captured for this ticker in the live stream yet.
Connected entities for PWS
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/PWS/capital-change-brief"
Use Arkolith's capital_change_brief for PWS. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
13F holdings + quarter-over-quarter ownership changes + the live filing stream, joined for PWS. Filings are public domain, sourced to SEC EDGAR.