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 PFO 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/PFO"
Use Arkolith to show who owns PFO, which funds added or reduced it, and which SEC filings prove each claim.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | Advisors Asset Management, Inc. | $3.2M | 351K | ▲+13% Added · +41K sh | Q1 2026 | |
| 2 | Pathstone Holdings, LLC | $2.4M | 271K | ▼−20% Reduced · −69K sh | Q1 2026 | |
| 3 | Private Advisor Group, LLC | $1.7M | 186K | ▼−2.0% Reduced · −4K sh | Q1 2026 | |
| 4 | Fiera Capital Corp | $1.1M | 125K | ▼−3.5% Reduced · −5K sh | Q1 2026 | |
| 5 | D.A. DAVIDSON & CO. | $771K | 85K | ▼−0.2% Reduced · −181 sh | Q1 2026 | |
| 6 | Sowell Financial Services LLC | $353K | 39K | —Held | Q1 2026 | |
| 7 | CLIFFORD SWAN INVESTMENT COUNSEL LLC | $267K | 30K | —Held | Q1 2026 | |
| 8 | RIVERNORTH CAPITAL MANAGEMENT, LLC | $190K | 21K | ▼−81% Reduced · −91K sh | Q1 2026 | |
| 9 | AlphaCore Capital LLC | $117K | 13K | ▼−3.7% Reduced · −500 sh | Q1 2026 | |
| 10 | Arax Advisory Partners | $39K | 4K | ▼−91% Reduced · −45K sh | Q1 2026 | |
| 11 | Federation des caisses Desjardins du Quebec | $12K | 1K | —Held | 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 |
|---|---|---|
| MICROSOFT CORPMSFT | 12 funds | $5.3B |
| APPLE INCAAPL | 12 funds | $4.7B |
| ALPHABET INC-CL AGOOGL | 11 funds | $4.2B |
| AMAZON.COM INCAMZN | 11 funds | $3.1B |
| TAIWAN SEMICONDUCTOR-SP ADRTSM | 11 funds | $2.3B |
| BROADCOM INCAVGO | 11 funds | $1.9B |
| ALPHABET INC-CL CGOOG | 11 funds | $1.5B |
| META PLATFORMS INC-CLASS AMETA | 11 funds | $1.5B |
| JPMORGAN CHASE & COJPM | 11 funds | $1.4B |
| JOHNSON & JOHNSONJNJ | 11 funds | $1.4B |
| MASTERCARD INC - AMA | 11 funds | $1.4B |
| BERKSHIRE HATHAWAY INC-CL BBRK/B | 11 funds | $1.2B |
Ranked by how many of PFO'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 PFO. 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.