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 PREF 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/PREF"
Use Arkolith to show who owns PREF, 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/ | $220.9M | 11.7M | ▲+4.4% Added · +492K sh | Q1 2026 | |
| 2 | UBS Group AG | $145.6M | 7.7M | ▲+7.8% Added · +557K sh | Q1 2026 | |
| 3 | MORGAN STANLEY | $139.2M | 7.4M | ▲+7.7% Added · +528K sh | Q1 2026 | |
| 4 | WELLS FARGO & COMPANY/MN | $70.6M | 3.8M | ▼−5.1% Reduced · −201K sh | Q1 2026 | |
| 5 | LPL Financial LLC | $58.4M | 3.1M | ▲+2.5% Added · +75K sh | Q1 2026 | |
| 6 | ROYAL BANK OF CANADA | $58.4M | 3.1M | ▼−6.3% Reduced · −209K sh | Q1 2026 | |
| 7 | AMERIPRISE FINANCIAL INC | $41.4M | 2.2M | ▲+24% Added · +421K sh | Q1 2026 | |
| 8 | RAYMOND JAMES FINANCIAL INC | $35.0M | 1.9M | ▼−1.7% Reduced · −32K sh | Q1 2026 | |
| 9 | PRINCIPAL SECURITIES, INC. | $22.8M | 1.2M | ▲+31% Added · +285K sh | Q1 2026 | |
| 10 | ENVESTNET ASSET MANAGEMENT INC | $20.3M | 1.1M | ▲+33% Added · +270K sh | Q1 2026 | |
| 11 | BENJAMIN EDWARDS INC | $12.5M | 663K | ▼−4.2% Reduced · −29K sh | Q1 2026 | |
| 12 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $11.3M | 602K | ▼−49% Reduced · −586K sh | Q1 2026 | |
| 13 | Mariner, LLC | $10.0M | 531K | ▼−4.1% Reduced · −23K sh | Q1 2026 | |
| 14 | Berger Financial Group, Inc | $7.6M | 404K | ▼−11% Reduced · −51K sh | Q1 2026 | |
| 15 | NewEdge Advisors, LLC | $6.9M | 369K | ▲+5.8% Added · +20K sh | Q1 2026 | |
| 16 | JANE STREET GROUP, LLC | $6.0M | 321K | ▲+713% Added · +281K sh | Q1 2026 | |
| 17 | PRINCIPAL FINANCIAL GROUP INC | $5.9M | 313K | ▲+18% Added · +47K sh | Q1 2026 | |
| 18 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $5.8M | 309K | ▲355× Added · +308K sh | Q1 2026 | |
| 19 | COMMONWEALTH EQUITY SERVICES, LLC | $5.2M | 276K | ▲+2.6% Added · +7K sh | Q1 2026 | |
| 20 | Focus Partners Wealth | $4.9M | 260K | —Held | Q1 2026 | |
| 21 | Baird Financial Group, Inc. | $4.5M | 241K | ▼−3.0% Reduced · −8K sh | Q1 2026 | |
| 22 | Rockefeller Capital Management L.P. | $3.7M | 195K | ▲+20% Added · +33K sh | Q1 2026 | |
| 23 | Ocean Park Asset Management, LLC | $3.6M | 192K | —Held | Q1 2026 | |
| 24 | JPMORGAN CHASE & CO | $3.6M | 190K | ▲277× Added · +190K sh | Q1 2026 | |
| 25 | &PARTNERS | $3.3M | 176K | ▲+69% Added · +72K 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 |
|---|---|---|
| NVIDIA CORPNVDA | 39 funds | $10.3B |
| MICROSOFT CORPMSFT | 39 funds | $9.4B |
| VANGUARD S&P 500 ETFVOO | 39 funds | $8.4B |
| ALPHABET INC-CL AGOOGL | 39 funds | $6.9B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 39 funds | $6.6B |
| JPMORGAN CHASE & COJPM | 39 funds | $4.9B |
| BROADCOM INCAVGO | 39 funds | $4.6B |
| VANGUARD FTSE DEVELOPED ETFVEA | 39 funds | $3.8B |
| VANGUARD GROWTH ETFVUG | 39 funds | $3.5B |
| ALPHABET INC-CL CGOOG | 39 funds | $3.4B |
| ISHARES CORE MSCI EAFE ETFIEFA | 39 funds | $3.2B |
| VANGUARD TOTAL STOCK MKT ETFVTI | 39 funds | $3.1B |
Ranked by how many of PREF'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 PREF. 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.