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 PML 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/PML"
Use Arkolith to show who owns PML, 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 | $32.2M | 4.3M | ▼−15% Reduced · −778K sh | Q1 2026 | |
| 2 | Hennion & Walsh Asset Management, Inc. | $19.7M | 2.6M | ▼−7.6% Reduced · −214K sh | Q1 2026 | |
| 3 | Arkadios Wealth Advisors | $8.2M | 1.1M | ▲New +1.1M sh | Q1 2026 | |
| 4 | Allspring Global Investments Holdings, LLC | $6.7M | 881K | —Held | Q1 2026 | |
| 5 | Advisors Asset Management, Inc. | $5.7M | 750K | ▲+3.5% Added · +25K sh | Q1 2026 | |
| 6 | GenTrust, LLC | $3.9M | 508K | ▲~0% Added · +211 sh | Q1 2026 | |
| 7 | Fiera Capital Corp | $2.5M | 335K | ▼−46% Reduced · −280K sh | Q1 2026 | |
| 8 | Lido Advisors, LLC | $1.8M | 236K | ▲+1.0% Added · +2K sh | Q1 2026 | |
| 9 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $1.3M | 169K | ▼−23% Reduced · −51K sh | Q1 2026 | |
| 10 | Summit Trail Advisors, LLC | $1.1M | 145K | ▲10× Added · +131K sh | Q1 2026 | |
| 11 | GeoWealth Management, LLC | $836K | 110K | ▲+25% Added · +22K sh | Q1 2026 | |
| 12 | NewEdge Advisors, LLC | $549K | 73K | ▲+8.7% Added · +6K sh | Q1 2026 | |
| 13 | Integrated Wealth Concepts LLC | $467K | 62K | ▲+1.6% Added · +1K sh | Q1 2026 | |
| 14 | Traynor Capital Management, Inc. | $331K | 45K | ▼−28% Reduced · −17K sh | Q1 2026 | |
| 15 | Stratos Wealth Partners, LTD. | $303K | 40K | ▲+31% Added · +10K sh | Q1 2026 | |
| 16 | Calamos Advisors LLC | $294K | 39K | ▼−47% Reduced · −34K sh | Q1 2026 | |
| 17 | Prospera Financial Services Inc | $260K | 34K | —Held | Q1 2026 | |
| 18 | Moors & Cabot, Inc. | $246K | 33K | ▲+5.5% Added · +2K sh | Q1 2026 | |
| 19 | Joel Isaacson & Co., LLC | $237K | 31K | ▲+1.1% Added · +353 sh | Q1 2026 | |
| 20 | MML INVESTORS SERVICES, LLC | $227K | 30K | ▼−13% Reduced · −4K sh | Q1 2026 | |
| 21 | COLDSTREAM CAPITAL MANAGEMENT INC | $205K | 27K | ▲New +27K sh | Q1 2026 | |
| 22 | Venture Visionary Partners LLC | $193K | 25K | ▲+28% Added · +6K sh | Q1 2026 | |
| 23 | SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | $190K | 25K | ▲+0.4% Added · +109 sh | Q1 2026 | |
| 24 | JOURNEY STRATEGIC WEALTH LLC | $186K | 25K | ▲+34% Added · +6K sh | Q1 2026 | |
| 25 | &PARTNERS | $172K | 23K | —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.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| Mar 25, 2026 | Morris Sonya | Director | Buy (P) | 5K | $37K |
| Mar 13, 2026 | MERRILL LYNCH, PIERCE, FENNER & SMITH INC. | 10% Owner | Sell (S) | 65 | $496 |
| Mar 13, 2026 | MERRILL LYNCH, PIERCE, FENNER & SMITH INC. | 10% Owner | Buy (P) | 65 | $503 |
| Feb 23, 2026 | JPMorgan Chase Bank, N.A. | 10% Owner | Other (J) | 1K | — |
| Dec 8, 2025 | Rappaport Alan | Director | Buy (P) | 3K | $22K |
| Aug 1, 2025 | Cogan Sarah E | Director | Grant (A) | 3K | — |
| Aug 1, 2025 | Rappaport Alan | Director | Grant (A) | 4K | — |
| Aug 1, 2025 | Banc of America Preferred Funding Corp | 10% Owner | Other (J) | 3K | — |
| Aug 1, 2025 | Cogan Sarah E | Director | Grant (A) | 1K | — |
| Aug 1, 2025 | Wells Fargo Municipal Capital Strategies, LLC | 10% Owner | Other (J) | 443 | — |
| Aug 1, 2025 | JPMorgan Chase Bank, N.A. | 10% Owner | Other (J) | 525 | — |
| Jul 2, 2025 | MERRILL LYNCH, PIERCE, FENNER & SMITH INC. | 10% Owner | Sell (S) | 111 | $828 |
| Company | Co-held by | Combined value |
|---|---|---|
| APPLE INCAAPL | 53 funds | $17.0B |
| MICROSOFT CORPMSFT | 53 funds | $15.0B |
| ALPHABET INC-CL AGOOGL | 52 funds | $11.2B |
| AMAZON.COM INCAMZN | 52 funds | $10.3B |
| BROADCOM INCAVGO | 52 funds | $6.7B |
| META PLATFORMS INC-CLASS AMETA | 52 funds | $5.7B |
| JOHNSON & JOHNSONJNJ | 52 funds | $5.4B |
| CHEVRON CORPCVX | 52 funds | $2.3B |
| GENERAL ELECTRICGE | 52 funds | $1.2B |
| NVIDIA CORPNVDA | 51 funds | $15.4B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 51 funds | $10.9B |
| JPMORGAN CHASE & COJPM | 51 funds | $5.2B |
Ranked by how many of PML'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 PML. 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.