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 PFXF 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/PFXF"
Use Arkolith to show who owns PFXF, which funds added or reduced it, and which SEC filings prove each claim.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | BANK OF AMERICA CORP /DE/ | $93.9M | 5.4M | ▲+15% Added · +705K sh | Q1 2026 | |
| 2 | MORGAN STANLEY | $57.3M | 3.3M | ▲+29% Added · +725K sh | Q1 2026 | |
| 3 | LPL Financial LLC | $56.4M | 3.2M | ▲+8.6% Added · +255K sh | Q1 2026 | |
| 4 | RAYMOND JAMES FINANCIAL INC | $33.6M | 1.9M | ▲+3.8% Added · +70K sh | Q1 2026 | |
| 5 | WELLS FARGO & COMPANY/MN | $31.8M | 1.8M | ▲+4.4% Added · +76K sh | Q1 2026 | |
| 6 | MML INVESTORS SERVICES, LLC | $20.1M | 1.1M | ▼−22% Reduced · −324K sh | Q1 2026 | |
| 7 | ENVESTNET ASSET MANAGEMENT INC | $11.6M | 660K | ▲+17% Added · +95K sh | Q1 2026 | |
| 8 | UBS Group AG | $9.8M | 557K | ▼−9.4% Reduced · −58K sh | Q1 2026 | |
| 9 | ROYAL BANK OF CANADA | $8.5M | 484K | ▲+48% Added · +156K sh | Q1 2026 | |
| 10 | COMMONWEALTH EQUITY SERVICES, LLC | $8.4M | 477K | ▲+1.9% Added · +9K sh | Q1 2026 | |
| 11 | OSAIC HOLDINGS, INC. | $6.5M | 368K | ▲+12% Added · +41K sh | Q1 2026 | |
| 12 | LEVEL FOUR ADVISORY SERVICES, LLC | $6.4M | 366K | ▼−8.4% Reduced · −33K sh | Q1 2026 | |
| 13 | Concurrent Investment Advisors, LLC | $6.0M | 341K | ▲+1.8% Added · +6K sh | Q1 2026 | |
| 14 | Apella Capital, LLC | $4.6M | 248K | ▼−2.6% Reduced · −7K sh | Q1 2026 | |
| 15 | Sound Income Strategies, LLC | $4.4M | 251K | ▼−5.3% Reduced · −14K sh | Q1 2026 | |
| 16 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $4.3M | 244K | ▲+17% Added · +35K sh | Q1 2026 | |
| 17 | Steward Partners Investment Advisory, LLC | $4.3M | 243K | ▼−12% Reduced · −33K sh | Q1 2026 | |
| 18 | JONES FINANCIAL COMPANIES LLLP | $4.2M | 243K | ▲+6.7% Added · +15K sh | Q1 2026 | |
| 19 | Wealthcare Advisory Partners LLC | $3.8M | 219K | ▲+2.7% Added · +6K sh | Q1 2026 | |
| 20 | AMERIPRISE FINANCIAL INC | $3.8M | 217K | ▲+14% Added · +27K sh | Q1 2026 | |
| 21 | Private Advisor Group, LLC | $3.0M | 173K | ▼−19% Reduced · −41K sh | Q1 2026 | |
| 22 | Kestra Advisory Services, LLC | $2.9M | 167K | ▲+5.3% Added · +8K sh | Q1 2026 | |
| 23 | Equitable Holdings, Inc. | $2.9M | 164K | ▲+17% Added · +24K sh | Q1 2026 | |
| 24 | BLAIR WILLIAM & CO/IL | $2.8M | 162K | ▼−1.1% Reduced · −2K sh | Q1 2026 | |
| 25 | Sanctuary Advisors, LLC | $2.8M | 158K | ▲+15% Added · +21K 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 |
|---|---|---|
| MICROSOFT CORPMSFT | 68 funds | $16.5B |
| ALPHABET INC-CL CGOOG | 68 funds | $7.9B |
| JPMORGAN CHASE & COJPM | 68 funds | $6.5B |
| VISA INC-CLASS A SHARESV | 68 funds | $4.1B |
| SPDR GOLD SHARESGLD | 68 funds | $3.9B |
| ELI LILLY & COLLY | 68 funds | $3.7B |
| EXXON MOBIL CORPXOM | 68 funds | $3.7B |
| COSTCO WHOLESALE CORPCOST | 68 funds | $3.6B |
| CHEVRON CORPCVX | 68 funds | $2.7B |
| CATERPILLAR INCCAT | 68 funds | $2.2B |
| MASTERCARD INC - AMA | 68 funds | $2.2B |
| ISHARES GOLD TRUSTIAU | 68 funds | $1.5B |
Ranked by how many of PFXF'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 PFXF. 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.