| # | Fund | Position value | Shares | Last move | As of |
|---|---|---|---|---|---|
| 1 | PRINCIPAL SECURITIES, INC. | $73.5M | 1.43M | Added | Q1 2026 |
| 2 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $4.2M | 81.2K | Reduced | Q1 2026 |
| 3 | Smartleaf Asset Management LLC | $874K | 17.2K | Reduced | Q1 2026 |
| 4 | CITADEL ADVISORS LLC | $803K | 15.3K | New | Q3 2025 |
| 5 | Kestra Advisory Services, LLC | $531K | 10.3K | Reduced | Q1 2026 |
No Form 4 insider transactions on file yet.
| Company | Co-held by | Combined value |
|---|---|---|
| ISHARES TRIVV | 5 funds | $4.6B |
| ISHARES TRAGG | 5 funds | $1.8B |
| MICROSOFT CORPMSFT | 5 funds | $1.8B |
| APPLE INCAAPL | 5 funds | $1.7B |
| AMAZON COM INCAMZN | 5 funds | $1.3B |
| NVIDIA CORPORATIONNVDA | 5 funds | $1.3B |
| SPDR SERIES TRUSTSPYM | 5 funds | $1.2B |
| ALPHABET INCGOOGL | 5 funds | $1.1B |
| ISHARES TRIUSB | 5 funds | $934.0M |
| BERKSHIRE HATHAWAY INC DELBRK/B | 5 funds | $930.3M |
| SPDR INDEX SHS FDSSPDW | 5 funds | $889.3M |
| VANGUARD INDEX FDSVOO | 5 funds | $828.1M |
Ranked by how many of PY'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 + Form 4 insider transactions + 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. Every panel above is one call to the Arkolith API & MCP server.