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 PMO 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/PMO"
Use Arkolith to show who owns PMO, 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. | $7.1M | 694K | ▲+16% Added · +95K sh | Q1 2026 | |
| 2 | RIVERNORTH CAPITAL MANAGEMENT, LLC | $7.1M | 686K | ▲+60% Added · +258K sh | Q1 2026 | |
| 3 | Hennion & Walsh Asset Management, Inc. | $5.8M | 562K | ▲+8.3% Added · +43K sh | Q1 2026 | |
| 4 | Pathstone Holdings, LLC | $2.5M | 246K | ▼−34% Reduced · −127K sh | Q1 2026 | |
| 5 | Allspring Global Investments Holdings, LLC | $1.5M | 150K | ▲+0.1% Added · +173 sh | Q1 2026 | |
| 6 | Fiera Capital Corp | $1.0M | 99K | ▼−65% Reduced · −185K sh | Q1 2026 | |
| 7 | RIVERBRIDGE PARTNERS LLC | $791K | 77K | ▼−35% Reduced · −41K sh | Q1 2026 | |
| 8 | Karpus Management, Inc. | $656K | 64K | ▼−61% Reduced · −98K sh | Q1 2026 | |
| 9 | Summit Trail Advisors, LLC | $442K | 43K | ▲New +43K sh | Q1 2026 | |
| 10 | &PARTNERS | $351K | 34K | ▲+8.7% Added · +3K sh | Q1 2026 | |
| 11 | Cyndeo Wealth Partners, LLC | $294K | 29K | ▲+9.7% Added · +3K sh | Q1 2026 | |
| 12 | Stratos Wealth Partners, LTD. | $267K | 26K | ▲+16% Added · +4K sh | Q1 2026 | |
| 13 | Cresset Asset Management, LLC | $209K | 20K | —Held | Q1 2026 | |
| 14 | OPPENHEIMER & CO INC | $208K | 20K | ▲+0.1% Added · +27 sh | Q1 2026 | |
| 15 | Concurrent Investment Advisors, LLC | $189K | 18K | —Held | Q1 2026 | |
| 16 | Moors & Cabot, Inc. | $144K | 14K | ▲+1.0% Added · +142 sh | Q1 2026 | |
| 17 | STALEY CAPITAL ADVISERS INC | $129K | 13K | —Held | Q1 2026 | |
| 18 | MAI Capital Management | $74K | 7K | —Held | Q1 2026 | |
| 19 | HUNTINGTON NATIONAL BANK | $33K | 3K | ▲New +3K sh | Q1 2026 | |
| 20 | ST GERMAIN D J CO INC | $31K | 3K | —Held | Q1 2026 | |
| 21 | ROTHSCHILD INVESTMENT LLC | $25K | 2K | —Held | Q1 2026 | |
| 22 | Geneos Wealth Management Inc. | $16K | 2K | —Held | Q1 2026 | |
| 23 | CULLEN/FROST BANKERS, INC. | $13K | 1K | ▲New +1K 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 |
|---|---|---|---|---|---|
| Mar 19, 2026 | BANK OF AMERICA CORP /DE/ | 10% Owner | Sell (S) | 50 | $527 |
| Mar 19, 2026 | BANK OF AMERICA CORP /DE/ | 10% Owner | Buy (P) | 50 | $529 |
| Jul 11, 2023 | Cooper Aaron M | EVP & Chief Operating Officer | Buy (P) | 213 | $2K |
| Jul 10, 2023 | Cooper Aaron M | EVP & Chief Operating Officer | Buy (P) | 13K | $131K |
| Jul 7, 2023 | Cooper Aaron M | EVP & Chief Operating Officer | Buy (P) | 14K | $142K |
| Jul 6, 2023 | Cooper Aaron M | EVP & Chief Operating Officer | Buy (P) | 7K | $75K |
| Company | Co-held by | Combined value |
|---|---|---|
| MICROSOFT CORPMSFT | 26 funds | $9.0B |
| APPLE INCAAPL | 25 funds | $8.8B |
| ISHARES CORE S&P 500 ETFIVV | 24 funds | $8.2B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 24 funds | $8.1B |
| AMAZON.COM INCAMZN | 24 funds | $5.5B |
| VANGUARD S&P 500 ETFVOO | 24 funds | $5.4B |
| JOHNSON & JOHNSONJNJ | 24 funds | $2.0B |
| ELI LILLY & COLLY | 24 funds | $2.0B |
| VISA INC-CLASS A SHARESV | 24 funds | $1.9B |
| WALMART INCWMT | 24 funds | $1.6B |
| COSTCO WHOLESALE CORPCOST | 24 funds | $1.6B |
| TJX COMPANIES INCTJX | 24 funds | $1.5B |
Ranked by how many of PMO'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 PMO. 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.