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 PFD 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/PFD"
Use Arkolith to show who owns PFD, which funds added or reduced it, and which SEC filings prove each claim.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | Fiera Capital Corp | $1.9M | 171K | ▼−4.7% Reduced · −8K sh | Q1 2026 | |
| 2 | MGO ONE SEVEN LLC | $1.6M | 144K | ▼−12% Reduced · −20K sh | Q1 2026 | |
| 3 | UMB Bank, n.a. | $966K | 86K | —Held | Q1 2026 | |
| 4 | Calamos Advisors LLC | $429K | 38K | ▼−45% Reduced · −31K sh | Q1 2026 | |
| 5 | Beacon Pointe Advisors, LLC | $222K | 20K | ▲New +20K sh | Q1 2026 | |
| 6 | CreativeOne Wealth, LLC | $191K | 17K | ▲New +17K sh | Q1 2026 | |
| 7 | D.A. DAVIDSON & CO. | $186K | 17K | —Held | Q1 2026 | |
| 8 | CENTAURUS FINANCIAL, INC. | $146K | 13K | —Held | Q1 2026 | |
| 9 | Kestra Advisory Services, LLC | $128K | 11K | ▲New +11K sh | Q1 2026 | |
| 10 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $124K | 11K | —Held | Q1 2026 | |
| 11 | Sound Income Strategies, LLC | $70K | 6K | ▼−5.8% Reduced · −385 sh | Q1 2026 | |
| 12 | Steward Partners Investment Advisory, LLC | $39K | 4K | ▲+606% Added · +3K sh | Q1 2026 | |
| 13 | Geneos Wealth Management Inc. | $4K | 360 | —Held | Q1 2026 | |
| 14 | Blue Trust, Inc. | $2K | 200 | —Held | Q1 2026 | |
| 15 | Clear Street Group Inc. | $794 | 71 | ▲New +71 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 |
|---|---|---|
| ALPHABET INC-CL CGOOG | 19 funds | $2.6B |
| MICROSOFT CORPMSFT | 18 funds | $8.5B |
| APPLE INCAAPL | 18 funds | $8.2B |
| ALPHABET INC-CL AGOOGL | 18 funds | $6.5B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 18 funds | $6.5B |
| AMAZON.COM INCAMZN | 18 funds | $5.5B |
| META PLATFORMS INC-CLASS AMETA | 18 funds | $3.1B |
| BROADCOM INCAVGO | 18 funds | $2.9B |
| INVESCO QQQ TRUST SERIES 1QQQ | 18 funds | $2.7B |
| JPMORGAN CHASE & COJPM | 18 funds | $2.4B |
| TAIWAN SEMICONDUCTOR-SP ADRTSM | 18 funds | $2.4B |
| JOHNSON & JOHNSONJNJ | 18 funds | $2.0B |
Ranked by how many of PFD'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 PFD. 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.