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 PEO 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/PEO"
Use Arkolith to show who owns PEO, which funds added or reduced it, and which SEC filings prove each claim.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | ADAMS DIVERSIFIED EQUITY FUND, INC. | $72.9M | 2.6M | ▲+1.9% Added · +49K sh | Q1 2026 | |
| 2 | Verition Fund Management LLC | $3.7M | 131K | ▼−12% Reduced · −18K sh | Q1 2026 | |
| 3 | CAPSTONE INVESTMENT ADVISORS, LLC | $3.2M | 114K | —Held | Q1 2026 | |
| 4 | Advisors Asset Management, Inc. | $2.8M | 102K | ▲+30% Added · +24K sh | Q1 2026 | |
| 5 | SPROTT INC. | $2.1M | 77K | ▲+14% Added · +9K sh | Q1 2026 | |
| 6 | D.A. DAVIDSON & CO. | $2.1M | 75K | ▲+10% Added · +7K sh | Q1 2026 | |
| 7 | CSS LLC/IL | $2.1M | 74K | ▼−25% Reduced · −25K sh | Q1 2026 | |
| 8 | Pathstone Holdings, LLC | $2.0M | 73K | ▼−71% Reduced · −181K sh | Q1 2026 | |
| 9 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $1.7M | 66K | ▲+8.3% Added · +5K sh | Q1 2026 | |
| 10 | NATIONS FINANCIAL GROUP INC, /IA/ /ADV | $1.4M | 51K | ▲+2.4% Added · +1K sh | Q1 2026 | |
| 11 | BURNEY CO/ | $1.3M | 48K | ▲+42% Added · +14K sh | Q1 2026 | |
| 12 | Wealthcare Advisory Partners LLC | $1.1M | 40K | ▲+9.6% Added · +3K sh | Q1 2026 | |
| 13 | PRINCIPAL SECURITIES, INC. | $1.1M | 38K | ▼−12% Reduced · −5K sh | Q1 2026 | |
| 14 | Kestra Advisory Services, LLC | $967K | 35K | ▲+10.0% Added · +3K sh | Q1 2026 | |
| 15 | Calamos Advisors LLC | $838K | 30K | ▲New +30K sh | Q1 2026 | |
| 16 | EVOLVE PRIVATE WEALTH, LLC | $718K | 26K | ▲+1.9% Added · +491 sh | Q1 2026 | |
| 17 | Kovack Advisors, Inc. | $641K | 24K | ▲+1.9% Added · +440 sh | Q1 2026 | |
| 18 | LEVEL FOUR ADVISORY SERVICES, LLC | $588K | 21K | ▲+69% Added · +9K sh | Q1 2026 | |
| 19 | Allspring Global Investments Holdings, LLC | $583K | 21K | ▲+11% Added · +2K sh | Q1 2026 | |
| 20 | Concurrent Investment Advisors, LLC | $401K | 14K | ▼−51% Reduced · −15K sh | Q1 2026 | |
| 21 | Moors & Cabot, Inc. | $391K | 14K | ▼−1.6% Reduced · −231 sh | Q1 2026 | |
| 22 | NorthRock Partners, LLC | $316K | 11K | ▲New +11K sh | Q1 2026 | |
| 23 | NewEdge Advisors, LLC | $247K | 9K | ▼−37% Reduced · −5K sh | Q1 2026 | |
| 24 | Private Advisor Group, LLC | $217K | 8K | ▲New +8K sh | Q1 2026 | |
| 25 | Joel Isaacson & Co., LLC | $212K | 8K | ▲New +8K 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 |
|---|---|---|---|---|---|
| Oct 30, 2025 | Saba Capital Management, L.P. | 10% Owner | Sell (S) | 11K | $245K |
| Aug 1, 2025 | Saba Capital Management, L.P. | 10% Owner | Sell (S) | 11K | $238K |
| Jul 31, 2025 | Saba Capital Management, L.P. | 10% Owner | Sell (S) | 5K | $118K |
| Jul 30, 2025 | Weinstein Boaz | 10% Owner | Sell (S) | 3K | $58K |
| Jul 25, 2025 | Weinstein Boaz | 10% Owner | Sell (S) | 14K | $300K |
| Jul 24, 2025 | Weinstein Boaz | 10% Owner | Sell (S) | 60K | $1.3M |
| Jul 23, 2025 | Weinstein Boaz | 10% Owner | Sell (S) | 7K | $161K |
| Jul 22, 2025 | Weinstein Boaz | 10% Owner | Sell (S) | 24K | $512K |
| Jul 21, 2025 | Weinstein Boaz | 10% Owner | Sell (S) | 14K | $313K |
| Jul 18, 2025 | Saba Capital Management, L.P. | 10% Owner | Sell (S) | 15K | $331K |
| Jul 17, 2025 | Saba Capital Management, L.P. | 10% Owner | Sell (S) | 14K | $298K |
| Jul 16, 2025 | Weinstein Boaz | 10% Owner | Sell (S) | 15K | $321K |
| Company | Co-held by | Combined value |
|---|---|---|
| APPLE INCAAPL | 33 funds | $9.1B |
| AMAZON.COM INCAMZN | 33 funds | $6.9B |
| TESLA INCTSLA | 33 funds | $2.1B |
| MICROSOFT CORPMSFT | 32 funds | $8.9B |
| NVIDIA CORPNVDA | 32 funds | $8.8B |
| ALPHABET INC-CL AGOOGL | 32 funds | $5.6B |
| BROADCOM INCAVGO | 32 funds | $3.4B |
| META PLATFORMS INC-CLASS AMETA | 32 funds | $2.8B |
| BERKSHIRE HATHAWAY INC-CL BBRK/B | 32 funds | $2.6B |
| JOHNSON & JOHNSONJNJ | 32 funds | $2.0B |
| CHEVRON CORPCVX | 32 funds | $1.4B |
| NETFLIX INCNFLX | 32 funds | $1.0B |
Ranked by how many of PEO'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 PEO. 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.