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 PFN 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/PFN"
Use Arkolith to show who owns PFN, 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 | $5.8M | 838K | ▲+4.3% Added · +35K sh | Q1 2026 | |
| 2 | Concurrent Investment Advisors, LLC | $2.1M | 302K | ▼−3.2% Reduced · −10K sh | Q1 2026 | |
| 3 | HORIZON KINETICS ASSET MANAGEMENT LLC | $1.3M | 191K | —Held | Q1 2026 | |
| 4 | Stratos Wealth Partners, LTD. | $822K | 119K | ▲+17% Added · +18K sh | Q1 2026 | |
| 5 | Moors & Cabot, Inc. | $728K | 106K | ▲+2.0% Added · +2K sh | Q1 2026 | |
| 6 | Kestra Advisory Services, LLC | $634K | 91K | ▼−1.4% Reduced · −1K sh | Q1 2026 | |
| 7 | Compound Planning, Inc. | $554K | 80K | ▲+1.5% Added · +1K sh | Q1 2026 | |
| 8 | CENTAURUS FINANCIAL, INC. | $552K | 80K | ▲+0.2% Added · +154 sh | Q1 2026 | |
| 9 | NewEdge Advisors, LLC | $514K | 75K | ▼−3.2% Reduced · −2K sh | Q1 2026 | |
| 10 | INDEPENDENT FINANCIAL GROUP, LLC | $499K | 72K | ▲+21% Added · +12K sh | Q1 2026 | |
| 11 | Steward Partners Investment Advisory, LLC | $341K | 50K | ▼−97% Reduced · −1.4M sh | Q1 2026 | |
| 12 | Sanctuary Advisors, LLC | $329K | 48K | ▲+2.9% Added · +1K sh | Q1 2026 | |
| 13 | Pinnacle Financial Partners, Inc. | $318K | 46K | ▼−5.5% Reduced · −3K sh | Q1 2026 | |
| 14 | Ameritas Advisory Services, LLC | $263K | 38K | ▼−7.0% Reduced · −3K sh | Q1 2026 | |
| 15 | HUB Investment Partners, LLC | $257K | 37K | ▼−51% Reduced · −38K sh | Q1 2026 | |
| 16 | CWM, LLC | $200K | 29K | ▼−0.9% Reduced · −269 sh | Q1 2026 | |
| 17 | SMITH CHAS P & ASSOCIATES PA CPAS | $193K | 28K | ▼−13% Reduced · −4K sh | Q1 2026 | |
| 18 | PINNACLE ASSOCIATES LTD | $186K | 27K | ▲+8.0% Added · +2K sh | Q1 2026 | |
| 19 | FIRST FOUNDATION ADVISORS | $155K | 23K | ▲+15% Added · +3K sh | Q1 2026 | |
| 20 | Lido Advisors, LLC | $132K | 19K | —Held | Q1 2026 | |
| 21 | CreativeOne Wealth, LLC | $120K | 17K | ▲+14% Added · +2K sh | Q1 2026 | |
| 22 | Private Advisor Group, LLC | $112K | 16K | —Held | Q1 2026 | |
| 23 | Summit Financial, LLC | $100K | 14K | ▼−2.4% Reduced · −351 sh | Q1 2026 | |
| 24 | BOOTHBAY FUND MANAGEMENT, LLC | $96K | 14K | ▲New +14K sh | Q1 2026 | |
| 25 | Kovack Advisors, Inc. | $85K | 12K | ▲New +12K 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) | 1K | — |
| Sep 18, 2023 | BANK OF AMERICA NA | Insider | Other (J) | 355 | $8.4M |
| Sep 18, 2023 | BANK OF AMERICA NA | Insider | Other (J) | 458 | $10.8M |
| Sep 18, 2023 | BANK OF AMERICA NA | Insider | Other (J) | 453 | $10.7M |
| Sep 18, 2023 | BANK OF AMERICA NA | Insider | Other (J) | 316 | $7.4M |
| Sep 18, 2023 | BANK OF AMERICA NA | Insider | Other (J) | 318 | $7.5M |
| Company | Co-held by | Combined value |
|---|---|---|
| MICROSOFT CORPMSFT | 37 funds | $8.5B |
| APPLE INCAAPL | 36 funds | $10.5B |
| NVIDIA CORPNVDA | 36 funds | $9.1B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 36 funds | $8.7B |
| JPMORGAN CHASE & COJPM | 36 funds | $3.8B |
| BROADCOM INCAVGO | 36 funds | $3.6B |
| ALPHABET INC-CL CGOOG | 36 funds | $3.4B |
| META PLATFORMS INC-CLASS AMETA | 36 funds | $2.9B |
| JOHNSON & JOHNSONJNJ | 36 funds | $2.4B |
| EXXON MOBIL CORPXOM | 36 funds | $2.3B |
| ELI LILLY & COLLY | 36 funds | $2.2B |
| VISA INC-CLASS A SHARESV | 36 funds | $2.1B |
Ranked by how many of PFN'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 PFN. 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.