| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $715.9M | 10.2M | ▼−5.7% Reduced · −615K sh | Q1 2026 | |
| 2 | MORGAN STANLEY | $95.1M | 1.4M | ▲+2.1% Added · +28K sh | Q1 2026 | |
| 3 | BANK OF AMERICA CORP /DE/ | $67.4M | 964K | ▲+7.5% Added · +67K sh | Q1 2026 | |
| 4 | Bank of New York Mellon Corp | $66.7M | 954K | ▼−21% Reduced · −250K sh | Q1 2026 | |
| 5 | LPL Financial LLC | $61.7M | 883K | ▲+44% Added · +270K sh | Q1 2026 | |
| 6 | UBS Group AG | $47.4M | 678K | ▲+240% Added · +479K sh | Q1 2026 | |
| 7 | WELLS FARGO & COMPANY/MN | $45.4M | 650K | ▲+16% Added · +91K sh | Q1 2026 | |
| 8 | Sanctuary Advisors, LLC | $40.5M | 579K | ▲+4.7% Added · +26K sh | Q1 2026 | |
| 9 | Corient Private Wealth LLC | $30.7M | 439K | ▲+661% Added · +381K sh | Q1 2026 | |
| 10 | Johnson & White Wealth Management, LLC | $29.7M | 392K | ▲+1.2% Added · +5K sh | Q2 2026 | |
| 11 | Charles Schwab Trust Co | $24.7M | 326K | ▼−2.0% Reduced · −7K sh | Q2 2026 | |
| 12 | Equitable Holdings, Inc. | $21.2M | 324K | ▲+58% Added · +119K sh | Q1 2026 | |
| 13 | VICTORY CAPITAL MANAGEMENT INC | $22.5M | 321K | ▼−16% Reduced · −59K sh | Q1 2026 | |
| 14 | JPMORGAN CHASE & CO | $18.2M | 269K | ▲+10% Added · +25K sh | Q1 2026 | |
| 15 | ROYAL BANK OF CANADA | $15.2M | 217K | ▲+82% Added · +98K sh | Q1 2026 | |
| 16 | Cetera Investment Advisers | $14.0M | 201K | ▼−3.8% Reduced · −8K sh | Q1 2026 | |
| 17 | NATIONAL BANK OF CANADA /FI/ | $13.4M | 193K | ▼−1.6% Reduced · −3K sh | Q1 2026 | |
| 18 | AMERIPRISE FINANCIAL INC | $10.0M | 142K | ▲+252% Added · +102K sh | Q1 2026 | |
| 19 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $9.9M | 142K | ▲+1.0% Added · +1K sh | Q1 2026 | |
| 20 | CIBC Bancorp USA Inc. | $9.3M | 133K | ▲New +133K sh | Q1 2026 | |
| 21 | RTD Financial Advisors, Inc. | $9.6M | 127K | ▼−1.5% Reduced · −2K sh | Q2 2026 | |
| 22 | UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AME | $8.8M | 125K | ▲+420% Added · +101K sh | Q1 2026 | |
| 23 | Breakwater Capital Group | $9.0M | 119K | ▲+1.1% Added · +1K sh | Q2 2026 | |
| 24 | OSAIC HOLDINGS, INC. | $7.9M | 113K | ▲+3.1% Added · +3K sh | Q1 2026 | |
| 25 | ENVESTNET ASSET MANAGEMENT INC | $6.4M | 91K | ▼−4.5% Reduced · −4K 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 |
|---|---|---|
| NVIDIA CORPNVDA | 80 funds | $22.5B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 80 funds | $22.0B |
| ISHARES CORE S&P 500 ETFIVV | 80 funds | $20.0B |
| MICROSOFT CORPMSFT | 80 funds | $19.9B |
| VANGUARD S&P 500 ETFVOO | 80 funds | $14.1B |
| ALPHABET INC-CL AGOOGL | 80 funds | $13.0B |
| ALPHABET INC-CL CGOOG | 80 funds | $9.6B |
| JPMORGAN CHASE & COJPM | 80 funds | $8.9B |
| BROADCOM INCAVGO | 80 funds | $8.4B |
| META PLATFORMS INC-CLASS AMETA | 80 funds | $8.0B |
| WALMART INCWMT | 80 funds | $5.3B |
| VANGUARD DIVIDEND APPREC ETFVIG | 80 funds | $5.3B |
Ranked by how many of PXF'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/PXF/capital-change-brief"
Use Arkolith's capital_change_brief for PXF. 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 PXF. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.