55 tracked 13F filers disclose a position in PTH as of the latest SEC 13F filings, a combined $43.6M 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 | MORGAN STANLEY | $6.9M | 141K | ▼−1.0% Reduced · −1K sh | Q1 2026 | |
| 2 | BANK OF AMERICA CORP /DE/ | $5.6M | 114K | ▲+0.1% Added · +116 sh | Q1 2026 | |
| 3 | LPL Financial LLC | $4.1M | 84K | ▼−13% Reduced · −13K sh | Q1 2026 | |
| 4 | ROYAL BANK OF CANADA | $2.9M | 59K | ▼−16% Reduced · −11K sh | Q1 2026 | |
| 5 | IHT Wealth Management, LLC | $2.8M | 58K | ▼−33% Reduced · −28K sh | Q1 2026 | |
| 6 | SFI Advisors, LLC | $3.4M | 56K | ▼−2.9% Reduced · −2K sh | Q2 2026 | |
| 7 | WELLS FARGO & COMPANY/MN | $1.9M | 39K | ▲+11% Added · +4K sh | Q1 2026 | |
| 8 | WealthBridge Capital Management, LLC | $2.2M | 37K | ▲New +37K sh | Q2 2026 | |
| 9 | NewEdge Advisors, LLC | $1.6M | 34K | ▲73× Added · +33K sh | Q1 2026 | |
| 10 | UBS Group AG | $1.3M | 27K | ▼−27% Reduced · −10K sh | Q1 2026 | |
| 11 | RAYMOND JAMES FINANCIAL INC | $1.2M | 25K | ▲+303% Added · +19K sh | Q1 2026 | |
| 12 | Farther Finance Advisors, LLC | $1.2M | 25K | ▲+0.7% Added · +173 sh | Q1 2026 | |
| 13 | COMMONWEALTH EQUITY SERVICES, LLC | $821K | 17K | ▼−4.3% Reduced · −749 sh | Q1 2026 | |
| 14 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $721K | 15K | ▲New +15K sh | Q1 2026 | |
| 15 | OPPENHEIMER & CO INC | $715K | 15K | ▼−1.6% Reduced · −231 sh | Q1 2026 | |
| 16 | Steward Partners Investment Advisory, LLC | $524K | 11K | ▼−2.8% Reduced · −309 sh | Q1 2026 | |
| 17 | Tower Research Capital LLC (TRC) | $477K | 10K | ▲+73% Added · +4K sh | Q1 2026 | |
| 18 | PFG Advisors | $567K | 9K | ▲~0% Added · +4 sh | Q2 2026 | |
| 19 | ENVESTNET ASSET MANAGEMENT INC | $462K | 9K | ▼−17% Reduced · −2K sh | Q1 2026 | |
| 20 | CITADEL ADVISORS LLC | $408K | 8K | ▲New +8K sh | Q1 2026 | |
| 21 | Fortune Financial Group, Inc. | $397K | 7K | ▼−11% Reduced · −788 sh | Q2 2026 | |
| 22 | Focus Partners Wealth | $318K | 7K | —Held | Q1 2026 | |
| 23 | Cetera Investment Advisers | $306K | 6K | ▲+0.6% Added · +39 sh | Q1 2026 | |
| 24 | MML INVESTORS SERVICES, LLC | $305K | 6K | ▼−15% Reduced · −1K sh | Q1 2026 | |
| 25 | OSAIC HOLDINGS, INC. | $283K | 6K | ▼−30% Reduced · −3K 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 PTH and 5 added to an existing one, while 6 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 |
|---|---|---|
| ISHARES CORE S&P 500 ETFIVV | 19 funds | $11.5B |
| NVIDIA CORPNVDA | 19 funds | $9.7B |
| APPLE INCAAPL | 19 funds | $8.8B |
| MICROSOFT CORPMSFT | 19 funds | $6.7B |
| AMAZON.COM INCAMZN | 19 funds | $6.0B |
| ALPHABET INC-CL AGOOGL | 19 funds | $5.0B |
| META PLATFORMS INC-CLASS AMETA | 19 funds | $3.6B |
| BROADCOM INCAVGO | 19 funds | $3.6B |
| JPMORGAN CHASE & COJPM | 19 funds | $3.4B |
| VANGUARD VALUE ETFVTV | 19 funds | $3.3B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 19 funds | $3.3B |
| ISHARES CORE U.S. AGGREGATEAGG | 19 funds | $3.0B |
Ranked by how many of PTH'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/PTH/capital-change-brief"
Use Arkolith's capital_change_brief for PTH. 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 PTH. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.