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 PTBD 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/PTBD"
Use Arkolith to show who owns PTBD, which funds added or reduced it, and which SEC filings prove each claim.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | Pacer Advisors, Inc. | $10.8M | 567K | ▲+4.7% Added · +25K sh | Q1 2026 | |
| 2 | LPL Financial LLC | $5.9M | 311K | ▼−16% Reduced · −60K sh | Q1 2026 | |
| 3 | CREATIVE FINANCIAL DESIGNS INC /ADV | $5.4M | 285K | ▲+2.6% Added · +7K sh | Q1 2026 | |
| 4 | NewEdge Advisors, LLC | $3.0M | 160K | ▲+6.1% Added · +9K sh | Q1 2026 | |
| 5 | WELLS FARGO & COMPANY/MN | $2.5M | 130K | ▼−6.1% Reduced · −8K sh | Q1 2026 | |
| 6 | RAYMOND JAMES FINANCIAL INC | $2.4M | 125K | ▼−43% Reduced · −93K sh | Q1 2026 | |
| 7 | MATHER GROUP, LLC. | $2.3M | 123K | ▲New +123K sh | Q1 2026 | |
| 8 | MORGAN STANLEY | $1.5M | 79K | ▼−5.2% Reduced · −4K sh | Q1 2026 | |
| 9 | Cetera Investment Advisers | $1.5M | 79K | ▼−8.4% Reduced · −7K sh | Q1 2026 | |
| 10 | ENVESTNET ASSET MANAGEMENT INC | $1.2M | 62K | ▲+121% Added · +34K sh | Q1 2026 | |
| 11 | ROYAL BANK OF CANADA | $1.0M | 54K | ▼−8.7% Reduced · −5K sh | Q1 2026 | |
| 12 | Private Advisor Group, LLC | $917K | 48K | ▲+4.7% Added · +2K sh | Q1 2026 | |
| 13 | CITADEL ADVISORS LLC | $750K | 40K | ▼−81% Reduced · −172K sh | Q1 2026 | |
| 14 | JANE STREET GROUP, LLC | $743K | 39K | ▼−70% Reduced · −93K sh | Q1 2026 | |
| 15 | Perigon Wealth Management, LLC | $710K | 37K | ▼−6.1% Reduced · −2K sh | Q1 2026 | |
| 16 | Atria Investments, Inc | $690K | 36K | ▼−9.6% Reduced · −4K sh | Q1 2026 | |
| 17 | JPMORGAN CHASE & CO | $631K | 33K | ▲Added Added · +33K sh | Q1 2026 | |
| 18 | Wealthspire Retirement, LLC | $453K | 24K | ▼−18% Reduced · −5K sh | Q1 2026 | |
| 19 | Farther Finance Advisors, LLC | $341K | 18K | ▼−5.2% Reduced · −989 sh | Q1 2026 | |
| 20 | COMMONWEALTH EQUITY SERVICES, LLC | $333K | 18K | ▼−20% Reduced · −4K sh | Q1 2026 | |
| 21 | Concurrent Investment Advisors, LLC | $322K | 17K | ▼−11% Reduced · −2K sh | Q1 2026 | |
| 22 | OSAIC HOLDINGS, INC. | $310K | 16K | ▼−71% Reduced · −39K sh | Q1 2026 | |
| 23 | Sanctuary Advisors, LLC | $310K | 16K | ▲+1.1% Added · +180 sh | Q1 2026 | |
| 24 | Stratos Wealth Partners, LTD. | $292K | 15K | ▼−16% Reduced · −3K sh | Q1 2026 | |
| 25 | INDEPENDENT FINANCIAL GROUP, LLC | $267K | 14K | ▼−22% Reduced · −4K 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 | 20 funds | $10.3B |
| ISHARES CORE S&P 500 ETFIVV | 20 funds | $7.1B |
| MICROSOFT CORPMSFT | 20 funds | $6.6B |
| ALPHABET INC-CL AGOOGL | 20 funds | $4.9B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 20 funds | $4.5B |
| BROADCOM INCAVGO | 20 funds | $4.0B |
| META PLATFORMS INC-CLASS AMETA | 20 funds | $3.8B |
| JPMORGAN CHASE & COJPM | 20 funds | $3.3B |
| ALPHABET INC-CL CGOOG | 20 funds | $3.0B |
| TAIWAN SEMICONDUCTOR-SP ADRTSM | 20 funds | $2.3B |
| TESLA INCTSLA | 20 funds | $1.9B |
| ISHARES CORE MSCI EMERGINGIEMG | 20 funds | $1.9B |
Ranked by how many of PTBD'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 PTBD. 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.