11 tracked 13F filers disclose a position in PWS as of the latest SEC 13F filings, a combined $16.8M 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 | MATHER GROUP, LLC. | $6.5M | 203K | ▲New +203K sh | Q1 2026 | |
| 2 | LPL Financial LLC | $3.4M | 105K | ▲+0.9% Added · +990 sh | Q1 2026 | |
| 3 | Ascentis Wealth Management, LLC | $2.2M | 49K | ▼−26% Reduced · −18K sh | Q2 2026 | |
| 4 | ROYAL BANK OF CANADA | $1.4M | 45K | ▲+114% Added · +24K sh | Q1 2026 | |
| 5 | ENVESTNET ASSET MANAGEMENT INC | $1.0M | 33K | ▲+15% Added · +4K sh | Q1 2026 | |
| 6 | Cetera Investment Advisers | $916K | 29K | ▼−7.1% Reduced · −2K sh | Q1 2026 | |
| 7 | Concurrent Investment Advisors, LLC | $624K | 19K | ▼−3.0% Reduced · −579 sh | Q2 2026 | |
| 8 | Atria Investments, Inc | $417K | 13K | ▲+1.6% Added · +203 sh | Q2 2026 | |
| 9 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $272K | 9K | ▼−54% Reduced · −10K sh | Q1 2026 | |
| 10 | Allworth Financial LP | $87K | 3K | —Held | Q1 2026 | |
| 11 | Advisory Services Network, LLC | $7K | 212 | ▲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 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 |
|---|---|---|
| MICROSOFT CORPMSFT | 20 funds | $225.2B |
| APPLE INCAAPL | 20 funds | $186.5B |
| NVIDIA CORPNVDA | 20 funds | $178.0B |
| AMAZON.COM INCAMZN | 20 funds | $122.8B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 20 funds | $114.6B |
| ISHARES CORE S&P 500 ETFIVV | 20 funds | $86.8B |
| ALPHABET INC-CL AGOOGL | 20 funds | $73.8B |
| META PLATFORMS INC-CLASS AMETA | 20 funds | $73.7B |
| ALPHABET INC-CL CGOOG | 20 funds | $59.1B |
| BROADCOM INCAVGO | 20 funds | $54.5B |
| ELI LILLY & COLLY | 20 funds | $54.5B |
| JPMORGAN CHASE & COJPM | 20 funds | $46.5B |
Ranked by how many of PWS'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/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 + end-of-day price history + the live filing stream, joined for PWS. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.