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 PBFR 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/PBFR"
Use Arkolith to show who owns PBFR, which funds added or reduced it, and which SEC filings prove each claim.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | Vise Technologies, Inc. | $17.4M | 597K | —Held | Q1 2026 | |
| 2 | Apella Capital, LLC | $10.4M | 346K | ▲New +346K sh | Q1 2026 | |
| 3 | CENTAURUS FINANCIAL, INC. | $902K | 31K | ▲+62% Added · +12K sh | Q1 2026 | |
| 4 | Integrated Wealth Concepts LLC | $888K | 31K | ▲New +31K sh | Q1 2026 | |
| 5 | GREAT VALLEY ADVISOR GROUP, INC. | $831K | 29K | ▲New +29K sh | Q1 2026 | |
| 6 | Steward Partners Investment Advisory, LLC | $515K | 18K | ▼−0.4% Reduced · −68 sh | Q1 2026 | |
| 7 | KESTRA PRIVATE WEALTH SERVICES, LLC | $493K | 17K | ▲~0% Added · +1 sh | Q1 2026 | |
| 8 | Kingsview Wealth Management, LLC | $323K | 11K | ▲New +11K sh | Q1 2026 | |
| 9 | Kestra Advisory Services, LLC | $304K | 10K | ▲New +10K 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 |
|---|---|---|
| APPLE INCAAPL | 9 funds | $2.5B |
| NVIDIA CORPNVDA | 9 funds | $2.3B |
| MICROSOFT CORPMSFT | 9 funds | $1.4B |
| ISHARES CORE S&P 500 ETFIVV | 9 funds | $1.4B |
| AMAZON.COM INCAMZN | 9 funds | $1.3B |
| INVESCO QQQ TRUST SERIES 1QQQ | 9 funds | $1.1B |
| ALPHABET INC-CL AGOOGL | 9 funds | $1.0B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 9 funds | $1.0B |
| VANGUARD S&P 500 ETFVOO | 9 funds | $958.3M |
| JPMORGAN CHASE & COJPM | 9 funds | $765.3M |
| META PLATFORMS INC-CLASS AMETA | 9 funds | $757.3M |
| ISHARES CORE U.S. AGGREGATEAGG | 9 funds | $735.8M |
Ranked by how many of PBFR'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 PBFR. 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.