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 PFL 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/PFL"
Use Arkolith to show who owns PFL, which funds added or reduced it, and which SEC filings prove each claim.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | INDEPENDENT FINANCIAL GROUP, LLC | $4.4M | 550K | ▼−1.6% Reduced · −9K sh | Q1 2026 | |
| 2 | CENTAURUS FINANCIAL, INC. | $2.0M | 254K | ▲+0.3% Added · +740 sh | Q1 2026 | |
| 3 | Pinnacle Financial Partners, Inc. | $1.1M | 141K | ▲+6.0% Added · +8K sh | Q1 2026 | |
| 4 | HORIZON KINETICS ASSET MANAGEMENT LLC | $746K | 93K | —Held | Q1 2026 | |
| 5 | NewEdge Advisors, LLC | $637K | 80K | ▼−12% Reduced · −11K sh | Q1 2026 | |
| 6 | Kestra Advisory Services, LLC | $430K | 54K | ▲+9.0% Added · +4K sh | Q1 2026 | |
| 7 | Sanctuary Advisors, LLC | $337K | 42K | ▲+2.9% Added · +1K sh | Q1 2026 | |
| 8 | D.A. DAVIDSON & CO. | $286K | 36K | ▲+49% Added · +12K sh | Q1 2026 | |
| 9 | Stratos Wealth Partners, LTD. | $201K | 25K | ▲+2.1% Added · +528 sh | Q1 2026 | |
| 10 | TD Waterhouse Canada Inc. | $200K | 25K | —Held | Q1 2026 | |
| 11 | Beacon Pointe Advisors, LLC | $168K | 21K | ▲+1.7% Added · +354 sh | Q1 2026 | |
| 12 | StoneX Group Inc. | $161K | 20K | ▼−50% Reduced · −20K sh | Q1 2026 | |
| 13 | Lido Advisors, LLC | $152K | 19K | —Held | Q1 2026 | |
| 14 | Kingsview Wealth Management, LLC | $152K | 19K | ▲+2.9% Added · +539 sh | Q1 2026 | |
| 15 | Sowell Financial Services LLC | $133K | 17K | —Held | Q1 2026 | |
| 16 | INTEGRITY ALLIANCE, LLC. | $115K | 14K | ▼−2.7% Reduced · −397 sh | Q1 2026 | |
| 17 | SCOTIA CAPITAL INC. | $93K | 12K | ▼−1.5% Reduced · −174 sh | Q1 2026 | |
| 18 | ASSETMARK, INC | $9K | 1K | —Held | Q1 2026 | |
| 19 | AdvisorNet Financial, Inc | $4K | 510 | ▲+2.0% Added · +10 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 |
|---|---|---|---|---|---|
| Apr 17, 2024 | UBS Group AG | 10% Owner | Other (J) | 355 | — |
| Dec 11, 2023 | Vandecruze Grace | Director | Buy (P) | 12K | $100K |
| Sep 18, 2023 | BANK OF AMERICA NA | Insider | Other (J) | 464 | $10.9M |
| Sep 18, 2023 | BANK OF AMERICA NA | Insider | Other (J) | 351 | $8.3M |
| Sep 18, 2023 | BANK OF AMERICA NA | Insider | Other (J) | 588 | $13.9M |
| Company | Co-held by | Combined value |
|---|---|---|
| NVIDIA CORPNVDA | 23 funds | $8.6B |
| MICROSOFT CORPMSFT | 23 funds | $7.8B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 23 funds | $7.7B |
| VANGUARD S&P 500 ETFVOO | 23 funds | $6.0B |
| ALPHABET INC-CL AGOOGL | 23 funds | $5.0B |
| BROADCOM INCAVGO | 23 funds | $3.7B |
| JPMORGAN CHASE & COJPM | 23 funds | $3.7B |
| ALPHABET INC-CL CGOOG | 23 funds | $3.0B |
| META PLATFORMS INC-CLASS AMETA | 23 funds | $2.9B |
| VISA INC-CLASS A SHARESV | 23 funds | $2.3B |
| VANGUARD FTSE DEVELOPED ETFVEA | 23 funds | $2.1B |
| COSTCO WHOLESALE CORPCOST | 23 funds | $2.1B |
Ranked by how many of PFL'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 PFL. 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.