46 tracked 13F filers disclose a position in PTBD as of the latest SEC 13F filings, a combined $56.1M in reported value. 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.
| # | 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 | MAGNOLIA CAPITAL ADVISORS LLC | $5.5M | 291K | ▲+45% Added · +91K sh | Q1 2026 | |
| 4 | WBI INVESTMENTS, LLC | $3.3M | 170K | ▲+0.9% Added · +2K sh | Q2 2026 | |
| 5 | MILLINGTON SECURITIES, LLC | $3.2M | 169K | ▲New +169K sh | Q1 2026 | |
| 6 | NewEdge Advisors, LLC | $3.0M | 159K | ▼−0.6% Reduced · −1K sh | Q2 2026 | |
| 7 | WELLS FARGO & COMPANY/MN | $2.5M | 130K | ▼−6.1% Reduced · −8K sh | Q1 2026 | |
| 8 | RAYMOND JAMES FINANCIAL INC | $2.4M | 125K | ▼−43% Reduced · −93K sh | Q1 2026 | |
| 9 | MATHER GROUP, LLC. | $2.3M | 123K | ▲New +123K sh | Q1 2026 | |
| 10 | Ascentis Wealth Management, LLC | $1.1M | 115K | ▲+78% Added · +50K sh | Q2 2026 | |
| 11 | MORGAN STANLEY | $1.5M | 79K | ▼−5.2% Reduced · −4K sh | Q1 2026 | |
| 12 | Cetera Investment Advisers | $1.5M | 79K | ▼−8.4% Reduced · −7K sh | Q1 2026 | |
| 13 | Maridea Wealth Management LLC | $1.3M | 69K | ▲+8.0% Added · +5K sh | Q2 2026 | |
| 14 | ENVESTNET ASSET MANAGEMENT INC | $1.2M | 62K | ▲+121% Added · +34K sh | Q1 2026 | |
| 15 | Capital Investment Advisory Services, LLC | $1.1M | 60K | ▲+0.2% Added · +129 sh | Q2 2026 | |
| 16 | ROYAL BANK OF CANADA | $1.0M | 54K | ▼−8.7% Reduced · −5K sh | Q1 2026 | |
| 17 | Private Advisor Group, LLC | $991K | 52K | ▲+7.0% Added · +3K sh | Q2 2026 | |
| 18 | CITADEL ADVISORS LLC | $750K | 40K | ▼−81% Reduced · −172K sh | Q1 2026 | |
| 19 | JANE STREET GROUP, LLC | $743K | 39K | ▼−70% Reduced · −93K sh | Q1 2026 | |
| 20 | Atria Investments, Inc | $722K | 38K | ▲+3.6% Added · +1K sh | Q2 2026 | |
| 21 | Perigon Wealth Management, LLC | $704K | 37K | ▼−1.8% Reduced · −685 sh | Q2 2026 | |
| 22 | JPMORGAN CHASE & CO | $631K | 33K | ▲Added Added · +33K sh | Q1 2026 | |
| 23 | OFC FINANCIAL PLANNING, LLC | $578K | 30K | ▼−7.3% Reduced · −2K sh | Q2 2026 | |
| 24 | Wealthspire Retirement, LLC | $457K | 24K | —Held | Q2 2026 | |
| 25 | Farther Finance Advisors, LLC | $341K | 18K | ▼−5.2% Reduced · −989 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.
Last quarter, 3 funds opened a new position in PTBD and 5 added to an existing one, while 7 reduced and 0 exited entirely — based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).
| Company | Co-held by | Combined value |
|---|---|---|
| NVIDIA CORPNVDA | 19 funds | $5.5B |
| APPLE INCAAPL | 19 funds | $3.4B |
| AMAZON.COM INCAMZN | 19 funds | $3.1B |
| MICROSOFT CORPMSFT | 19 funds | $2.4B |
| ALPHABET INC-CL AGOOGL | 19 funds | $1.9B |
| BROADCOM INCAVGO | 19 funds | $1.8B |
| META PLATFORMS INC-CLASS AMETA | 19 funds | $1.6B |
| JPMORGAN CHASE & COJPM | 19 funds | $1.3B |
| TESLA INCTSLA | 19 funds | $1.2B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 19 funds | $1.1B |
| VISA INC-CLASS A SHARESV | 19 funds | $657.5M |
| ORACLE CORPORCL | 19 funds | $471.6M |
Ranked by how many of PTBD's institutional holders also hold each name, a cross-fund conviction signal.
| Class | 13F holders | Value held |
|---|---|---|
| COWZmc | 748 funds | $11.5B |
| CALFmc | 349 funds | $2.0B |
| GCOWmc | 224 funds | $2.0B |
| PTLCmc | 219 funds | $2.0B |
| COWGmc | 213 funds | $1.4B |
| QDPLmc | 174 funds | $923.1M |
| ICOWmc | 171 funds | $1.2B |
| PTNQmc | 142 funds | $666.3M |
Same issuer, multiple share classes. The consensus leaderboards count this company once across all classes; this is the per-class detail.
No filings captured for this ticker in the live stream yet.
Connected entities for PTBD
This ETF page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/stocks/PTBD/capital-change-brief"
Use Arkolith's capital_change_brief for PTBD. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
13F holdings + quarter-over-quarter ownership changes + 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.