41 tracked 13F filers disclose a position in PATN as of the latest SEC 13F filings, a combined $67.6M 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 | Advisory Resource Group | $22.0M | 592K | ▼−5.8% Reduced · −36K sh | Q2 2026 | |
| 2 | OSAIC HOLDINGS, INC. | $5.6M | 198K | ▲22× Added · +189K sh | Q1 2026 | |
| 3 | INDEPENDENT FINANCIAL GROUP, LLC | $4.5M | 121K | ▲New +121K sh | Q2 2026 | |
| 4 | Stratos Wealth Advisors, LLC | $4.4M | 118K | ▲+3.6% Added · +4K sh | Q2 2026 | |
| 5 | ENVESTNET ASSET MANAGEMENT INC | $3.2M | 112K | ▲+42% Added · +33K sh | Q1 2026 | |
| 6 | SOUTHERN CAPITAL SERVICES INC /ADV | $3.9M | 104K | ▲New +104K sh | Q2 2026 | |
| 7 | Western Wealth Management, LLC | $2.9M | 79K | ▲New +79K sh | Q2 2026 | |
| 8 | Cetera Investment Advisers | $2.1M | 75K | ▲+591% Added · +64K sh | Q1 2026 | |
| 9 | BENJAMIN EDWARDS INC | $2.5M | 66K | ▼−19% Reduced · −16K sh | Q2 2026 | |
| 10 | JANE STREET GROUP, LLC | $1.8M | 63K | ▲New +63K sh | Q1 2026 | |
| 11 | GTS SECURITIES LLC | $1.5M | 53K | ▲+740% Added · +46K sh | Q1 2026 | |
| 12 | NewEdge Advisors, LLC | $1.5M | 41K | ▲New +41K sh | Q2 2026 | |
| 13 | HARBOUR INVESTMENTS, INC. | $1.1M | 40K | ▲38× Added · +39K sh | Q1 2026 | |
| 14 | Rubicon Advisors, GP | $1.4M | 36K | ▲New +36K sh | Q2 2026 | |
| 15 | Mascagni Wealth Management, Inc. | $919K | 25K | ▲+13% Added · +3K sh | Q2 2026 | |
| 16 | Fortis Group Advisors, LLC | $902K | 24K | ▲New +24K sh | Q2 2026 | |
| 17 | OxenFree Capital LLC | $682K | 19K | ▲New +19K sh | Q2 2026 | |
| 18 | Atlas Wealth LLC | $672K | 18K | ▲New +18K sh | Q2 2026 | |
| 19 | Equitable Holdings, Inc. | $649K | 17K | ▲New +17K sh | Q2 2026 | |
| 20 | Steward Partners Investment Advisory, LLC | $615K | 17K | ▲+48% Added · +5K sh | Q2 2026 | |
| 21 | Sovran Advisors, LLC | $538K | 16K | ▲+26% Added · +3K sh | Q2 2026 | |
| 22 | Private Advisor Group, LLC | $493K | 13K | ▲New +13K sh | Q2 2026 | |
| 23 | CITADEL ADVISORS LLC | $368K | 13K | ▲New +13K sh | Q1 2026 | |
| 24 | Optivise Advisory Services LLC | $469K | 13K | ▲New +13K sh | Q2 2026 | |
| 25 | Sankala Group LLC | $421K | 12K | ▲+50% Added · +4K sh | Q2 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, 14 funds opened a new position in PATN and 5 added to an existing one, while 2 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 |
|---|---|---|
| NVIDIA CORPNVDA | 23 funds | $4.8B |
| APPLE INCAAPL | 23 funds | $3.0B |
| MICROSOFT CORPMSFT | 23 funds | $1.8B |
| AMAZON.COM INCAMZN | 22 funds | $2.5B |
| MICRON TECHNOLOGY INCMU | 22 funds | $1.9B |
| TESLA INCTSLA | 22 funds | $1.1B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 22 funds | $1.1B |
| BERKSHIRE HATHAWAY INC-CL BBRK/B | 22 funds | $862.6M |
| COSTCO WHOLESALE CORPCOST | 22 funds | $779.8M |
| ISHARES CORE S&P 500 ETFIVV | 21 funds | $4.3B |
| BROADCOM INCAVGO | 21 funds | $1.6B |
| META PLATFORMS INC-CLASS AMETA | 21 funds | $1.4B |
Ranked by how many of PATN's institutional holders also hold each name, a cross-fund conviction signal.
No filings captured for this ticker in the live stream yet.
Connected entities for PATN
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/PATN/capital-change-brief"
Use Arkolith's capital_change_brief for PATN. 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 PATN. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.