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 PDX 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/PDX"
Use Arkolith to show who owns PDX, which funds added or reduced it, and which SEC filings prove each claim.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | RIVERNORTH CAPITAL MANAGEMENT, LLC | $25.1M | 1.1M | ▼−29% Reduced · −460K sh | Q1 2026 | |
| 2 | Williams Jones Wealth Management, LLC. | $18.8M | 854K | ▼−1.2% Reduced · −10K sh | Q1 2026 | |
| 3 | PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. | $18.8M | 852K | ▼−19% Reduced · −203K sh | Q1 2026 | |
| 4 | Pathstone Holdings, LLC | $8.6M | 389K | ▲New +389K sh | Q1 2026 | |
| 5 | Advisors Asset Management, Inc. | $7.5M | 339K | ▲+5.6% Added · +18K sh | Q1 2026 | |
| 6 | CHOREO, LLC | $2.0M | 90K | ▼−8.5% Reduced · −8K sh | Q1 2026 | |
| 7 | ELEVATION POINT WEALTH PARTNERS, LLC | $1.7M | 76K | ▲+0.4% Added · +294 sh | Q1 2026 | |
| 8 | Vestmark Advisory Solutions, Inc. | $1.7M | 76K | ▲+0.4% Added · +294 sh | Q1 2026 | |
| 9 | TOCQUEVILLE ASSET MANAGEMENT L.P. | $801K | 36K | —Held | Q1 2026 | |
| 10 | FIRST FOUNDATION ADVISORS | $777K | 35K | ▲+0.1% Added · +22 sh | Q1 2026 | |
| 11 | Allspring Global Investments Holdings, LLC | $768K | 35K | —Held | Q1 2026 | |
| 12 | Concurrent Investment Advisors, LLC | $760K | 34K | ▲New +34K sh | Q1 2026 | |
| 13 | Sanctuary Advisors, LLC | $690K | 31K | ▼−8.0% Reduced · −3K sh | Q1 2026 | |
| 14 | Kestra Advisory Services, LLC | $689K | 31K | ▲+883% Added · +28K sh | Q1 2026 | |
| 15 | O'SHAUGHNESSY ASSET MANAGEMENT, LLC | $535K | 24K | ▼−15% Reduced · −4K sh | Q1 2026 | |
| 16 | EVOLVE PRIVATE WEALTH, LLC | $528K | 24K | ▲+28% Added · +5K sh | Q1 2026 | |
| 17 | Arkadios Wealth Advisors | $458K | 21K | ▲+73% Added · +9K sh | Q1 2026 | |
| 18 | Aprio Wealth Management, LLC | $436K | 20K | ▼−31% Reduced · −9K sh | Q1 2026 | |
| 19 | OPPENHEIMER & CO INC | $408K | 19K | ▲+11% Added · +2K sh | Q1 2026 | |
| 20 | Essex Financial Services, Inc. | $392K | 18K | —Held | Q1 2026 | |
| 21 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $385K | 18K | ▼−20% Reduced · −5K sh | Q1 2026 | |
| 22 | Cornerstone Wealth Management, LLC | $340K | 15K | ▼−3.5% Reduced · −563 sh | Q1 2026 | |
| 23 | Regal Investment Advisors LLC | $269K | 12K | ▼−5.3% Reduced · −683 sh | Q1 2026 | |
| 24 | MAI Capital Management | $221K | 10K | —Held | Q1 2026 | |
| 25 | &PARTNERS | $219K | 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.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| Mar 5, 2026 | Saba Capital Management, L.P. | 10% Owner | Sell (S) | 2K | $46K |
| Mar 4, 2026 | Saba Capital Management, L.P. | 10% Owner | Sell (S) | 10K | $210K |
| Mar 2, 2026 | Saba Capital Management, L.P. | 10% Owner | Sell (S) | 16K | $335K |
| Feb 26, 2026 | Saba Capital Management, L.P. | 10% Owner | Sell (S) | 4K | $74K |
| Feb 25, 2026 | Saba Capital Management, L.P. | 10% Owner | Sell (S) | 14K | $289K |
| Feb 24, 2026 | Saba Capital Management, L.P. | 10% Owner | Sell (S) | 17K | $340K |
| Feb 23, 2026 | Saba Capital Management, L.P. | 10% Owner | Sell (S) | 20K | $411K |
| Feb 20, 2026 | Saba Capital Management, L.P. | 10% Owner | Sell (S) | 28K | $579K |
| Feb 19, 2026 | Saba Capital Management, L.P. | 10% Owner | Sell (S) | 29K | $581K |
| Feb 18, 2026 | Saba Capital Management, L.P. | 10% Owner | Sell (S) | 22K | $437K |
| Feb 17, 2026 | Saba Capital Management, L.P. | 10% Owner | Sell (S) | 10K | $202K |
| Feb 13, 2026 | Saba Capital Management, L.P. | 10% Owner | Sell (S) | 90K | $1.8M |
| Company | Co-held by | Combined value |
|---|---|---|
| MICROSOFT CORPMSFT | 32 funds | $10.2B |
| ALPHABET INC-CL AGOOGL | 31 funds | $6.6B |
| JOHNSON & JOHNSONJNJ | 31 funds | $2.5B |
| ORACLE CORPORCL | 31 funds | $833.5M |
| AT&T INCT | 31 funds | $759.2M |
| WALT DISNEY CO/THEDIS | 31 funds | $630.4M |
| APPLE INCAAPL | 30 funds | $10.9B |
| VANGUARD S&P 500 ETFVOO | 30 funds | $5.0B |
| BROADCOM INCAVGO | 30 funds | $4.6B |
| JPMORGAN CHASE & COJPM | 30 funds | $4.1B |
| CHEVRON CORPCVX | 30 funds | $1.7B |
| TESLA INCTSLA | 30 funds | $1.7B |
Ranked by how many of PDX's institutional holders also hold each name, a cross-fund conviction signal. Via the MCP server (ticker.co_held).
13F holdings + Form 4 insider transactions + end-of-day price history + the live filing stream, joined for PDX. 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.