| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | PRINCIPAL FINANCIAL GROUP INC | $101.6M | 2.0M | ▲+155% Added · +1.2M sh | Q1 2026 | |
| 2 | PRINCIPAL SECURITIES, INC. | $73.5M | 1.4M | ▲+23% Added · +271K sh | Q1 2026 | |
| 3 | ENVESTNET ASSET MANAGEMENT INC | $65.3M | 1.3M | ▲+26% Added · +260K sh | Q1 2026 | |
| 4 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $4.6M | 84K | ▲+3.7% Added · +3K sh | Q2 2026 | |
| 5 | LPL Financial LLC | $1.5M | 29K | ▲+11% Added · +3K sh | Q1 2026 | |
| 6 | Smartleaf Asset Management LLC | $874K | 17K | ▼−17% Reduced · −4K sh | Q1 2026 | |
| 7 | Kestra Advisory Services, LLC | $531K | 10K | ▼−3.1% Reduced · −326 sh | Q1 2026 | |
| 8 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $289K | 6K | ▲New +6K sh | Q1 2026 | |
| 9 | Cetera Investment Advisers | $219K | 4K | —Held | Q1 2026 | |
| 10 | UBS Group AG | $72K | 1K | ▲New +1K sh | Q1 2026 | |
| 11 | MORGAN STANLEY | $65K | 1K | ▲91× Added · +1K sh | Q1 2026 | |
| 12 | PNC FINANCIAL SERVICES GROUP, INC. | $24K | 460 | ▲New +460 sh | Q1 2026 | |
| 13 | OSAIC HOLDINGS, INC. | $22K | 417 | —Held | Q1 2026 | |
| 14 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $7K | 134 | ▲+4.7% Added · +6 sh | Q1 2026 | |
| 15 | FMR LLC | $2K | 45 | ▲+55% Added · +16 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 |
|---|---|---|
| ISHARES CORE S&P 500 ETFIVV | 5 funds | $4.6B |
| ISHARES CORE U.S. AGGREGATEAGG | 5 funds | $1.8B |
| MICROSOFT CORPMSFT | 5 funds | $1.8B |
| APPLE INCAAPL | 5 funds | $1.7B |
| AMAZON.COM INCAMZN | 5 funds | $1.3B |
| NVIDIA CORPNVDA | 5 funds | $1.3B |
| STE STR SPDR PT S&P 500 ETFSPYM | 5 funds | $1.2B |
| ALPHABET INC-CL AGOOGL | 5 funds | $1.1B |
| ISHR CR UNVRSE USD BD ETF-UIIUSB | 5 funds | $934.0M |
| BERKSHIRE HATHAWAY INC-CL BBRK/B | 5 funds | $930.3M |
| STE STR SPDR PT DW EU ETFSPDW | 5 funds | $889.3M |
| VANGUARD S&P 500 ETFVOO | 5 funds | $828.1M |
Ranked by how many of PY'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/PY/capital-change-brief"
Use Arkolith's capital_change_brief for PY. 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 PY. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.