The public view is the crawlable proof. The same sourced dataset is available through REST and MCP for agents, research scripts, and back-office tools.
This stock page is the Follow view. The Build view lets your agent query PBDC owners, fund changes, insider filings, and source links through REST or MCP.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/stocks/PBDC"
Use Arkolith to show who owns PBDC, which funds added or reduced it, and which SEC filings prove each claim.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | Clark Capital Management Group, Inc. | $5.4M | 195K | ▲New +195K sh | Q1 2026 | |
| 2 | NewEdge Advisors, LLC | $1.8M | 66K | ▲New +66K sh | Q1 2026 | |
| 3 | RFG Advisory, LLC | $1.3M | 47K | ▲+1.0% Added · +464 sh | Q1 2026 | |
| 4 | Steward Partners Investment Advisory, LLC | $1.1M | 41K | ▼−52% Reduced · −43K sh | Q1 2026 | |
| 5 | INDEPENDENT FINANCIAL GROUP, LLC | $705K | 26K | ▲+51% Added · +9K sh | Q1 2026 | |
| 6 | Wealthcare Advisory Partners LLC | $483K | 18K | ▲+17% Added · +3K sh | Q1 2026 | |
| 7 | PRINCIPAL SECURITIES, INC. | $404K | 15K | ▲New +15K sh | Q1 2026 | |
| 8 | D.A. DAVIDSON & CO. | $364K | 13K | ▼−6.8% Reduced · −967 sh | Q1 2026 | |
| 9 | MML INVESTORS SERVICES, LLC | $271K | 10K | ▼−57% Reduced · −13K sh | Q1 2026 | |
| 10 | CWM, LLC | $66K | 2K | ▼−71% Reduced · −6K sh | Q1 2026 | |
| 11 | Clearstead Advisors, LLC | $14K | 510 | ▲+13% Added · +60 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.
No Form 4 insider transactions on file yet.
| Company | Co-held by | Combined value |
|---|---|---|
| NVIDIA CORPNVDA | 16 funds | $6.8B |
| VANGUARD S&P 500 ETFVOO | 16 funds | $5.7B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 16 funds | $4.1B |
| STE STR SPDR PT S&P 500 ETFSPYM | 16 funds | $2.7B |
| INVESCO QQQ TRUST SERIES 1QQQ | 16 funds | $2.3B |
| ISHARES CORE MSCI EMERGINGIEMG | 16 funds | $2.1B |
| SPDR GOLD SHARESGLD | 16 funds | $1.2B |
| VANGUARD SMALL-CAP VALUE ETFVBR | 16 funds | $1.2B |
| SS TECHNOLOGY SELECT SECTORXLK | 16 funds | $886.6M |
| ISHARES GOLD TRUSTIAU | 16 funds | $609.1M |
| SS ENERGY SELECT SECTORXLE | 16 funds | $508.3M |
| SS COMM SELECT SECTOR SPDRXLC | 16 funds | $287.5M |
Ranked by how many of PBDC'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 PBDC. 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.