| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | $48.7M | 564K | ▲+8.0% Added · +42K sh | Q1 2026 | |
| 2 | MORGAN STANLEY | $24.8M | 287K | ▲+22% Added · +51K sh | Q1 2026 | |
| 3 | BANK OF AMERICA CORP /DE/ | $15.8M | 183K | ▲+2.8% Added · +5K sh | Q1 2026 | |
| 4 | Transamerica Financial Advisors, LLC | $13.6M | 157K | ▼−19% Reduced · −37K sh | Q1 2026 | |
| 5 | RAYMOND JAMES FINANCIAL INC | $8.3M | 96K | ▼−0.4% Reduced · −413 sh | Q1 2026 | |
| 6 | WELLS FARGO & COMPANY/MN | $5.8M | 67K | ▼−7.9% Reduced · −6K sh | Q1 2026 | |
| 7 | Paller Financial Services Inc | $9.0M | 66K | ▼−11% Reduced · −8K sh | Q2 2026 | |
| 8 | AMERIPRISE FINANCIAL INC | $4.5M | 52K | ▼−9.8% Reduced · −6K sh | Q1 2026 | |
| 9 | OSAIC HOLDINGS, INC. | $4.4M | 50K | ▼−0.5% Reduced · −254 sh | Q1 2026 | |
| 10 | ROYAL BANK OF CANADA | $3.9M | 45K | ▲+28% Added · +10K sh | Q1 2026 | |
| 11 | UBS Group AG | $3.5M | 40K | ▼−6.5% Reduced · −3K sh | Q1 2026 | |
| 12 | StoneX Group Inc. | $3.3M | 39K | ▲+0.2% Added · +69 sh | Q1 2026 | |
| 13 | Merit Financial Group, LLC | $5.2M | 39K | ▼−1.5% Reduced · −571 sh | Q2 2026 | |
| 14 | IMC-Chicago, LLC | $2.9M | 34K | ▲+60% Added · +13K sh | Q1 2026 | |
| 15 | Farther Finance Advisors, LLC | $2.9M | 32K | —Held | Q1 2026 | |
| 16 | Colter Lewis Investment Partners LLC | $2.3M | 26K | ▲+285% Added · +19K sh | Q1 2026 | |
| 17 | MISSION WEALTH MANAGEMENT, LP | $3.3M | 24K | —Held | Q2 2026 | |
| 18 | Bawa N Mallick Trust | $2.1M | 24K | —Held | Q1 2026 | |
| 19 | ENVESTNET ASSET MANAGEMENT INC | $2.0M | 23K | ▲+21% Added · +4K sh | Q1 2026 | |
| 20 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $1.8M | 21K | ▼−2.8% Reduced · −612 sh | Q1 2026 | |
| 21 | BNP PARIBAS FINANCIAL MARKETS | $1.7M | 20K | ▲New +20K sh | Q1 2026 | |
| 22 | Summit Financial, LLC | $1.7M | 20K | ▲New +20K sh | Q1 2026 | |
| 23 | Cetera Investment Advisers | $1.6M | 18K | ▼−4.5% Reduced · −864 sh | Q1 2026 | |
| 24 | Bleakley Financial Group, LLC | $1.5M | 18K | ▲New +18K sh | Q1 2026 | |
| 25 | MML INVESTORS SERVICES, LLC | $1.3M | 15K | ▲+3.6% Added · +519 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.
| Company | Co-held by | Combined value |
|---|---|---|
| APPLE INCAAPL | 41 funds | $12.3B |
| MICROSOFT CORPMSFT | 41 funds | $9.2B |
| AMAZON.COM INCAMZN | 41 funds | $7.2B |
| JPMORGAN CHASE & COJPM | 41 funds | $4.3B |
| BROADCOM INCAVGO | 41 funds | $4.3B |
| ALPHABET INC-CL CGOOG | 41 funds | $3.9B |
| VANGUARD FTSE DEVELOPED ETFVEA | 41 funds | $2.8B |
| ISHARES CORE MSCI EAFE ETFIEFA | 41 funds | $2.7B |
| SS TECHNOLOGY SELECT SECTORXLK | 41 funds | $2.6B |
| ELI LILLY & COLLY | 41 funds | $2.5B |
| EXXON MOBIL CORPXOM | 41 funds | $2.5B |
| VISA INC-CLASS A SHARESV | 41 funds | $2.3B |
Ranked by how many of PTF's institutional holders also hold each name, a cross-fund conviction signal.
No filings captured for this ticker in the live stream yet.
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/PTF/capital-change-brief"
Use Arkolith's capital_change_brief for PTF. 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 PTF. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.