Among active 13F managers last quarter, 2 opened and 5 added, while 8 reduced; the largest holder to move was SFI Advisors, LLC (−2.9%).
64 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 | Shares | Position value | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | Morgan Stanley | 141K | $6.9M | ▼−1.0% Reduced · −1K sh | Q1 2026 | |
| 2 | Bank Of America Corp | 114K | $5.6M | ▲+0.1% Added · +116 sh | Q1 2026 | |
| 3 | LPL Financial LLC | 84K | $4.1M | ▼−13% Reduced · −13K sh | Q1 2026 | |
| 4 | Royal Bank Of Canada | 59K | $2.9M | ▼−16% Reduced · −11K sh | Q1 2026 | |
| 5 | SFI Advisors, LLC | 56K | $3.4M | ▼−2.9% Reduced · −2K sh | Q2 2026 | |
| 6 | Wells Fargo & Company | 39K | $1.9M | ▲+11% Added · +4K sh | Q1 2026 | |
| 7 | IHT Wealth Management, LLC | 38K | $2.3M | ▼−34% Reduced · −20K sh | Q2 2026 | |
| 8 | WealthBridge Capital Management, LLC | 37K | $2.2M | ▲New +37K sh | Q2 2026 | |
| 9 | Byrne Financial Freedom, LLC | 33K | $2.0M | ▼−2.3% Reduced · −758 sh | Q2 2026 | |
| 10 | UBS Group AG | 27K | $1.3M | ▼−27% Reduced · −10K sh | Q1 2026 | |
| 11 | Raymond James Financial Inc | 25K | $1.2M | ▲+303% Added · +19K sh | Q1 2026 | |
| 12 | Farther Finance Advisors, LLC | 25K | $1.2M | ▲+0.7% Added · +173 sh | Q1 2026 | |
| 13 | Commonwealth Equity Services, LLC | 17K | $821K | ▼−4.3% Reduced · −749 sh | Q1 2026 | |
| 14 | Susquehanna International Group, LLP | 15K | $721K | ▲New +15K sh | Q1 2026 | |
| 15 | Steward Partners Investment Advisory, LLC | 11K | $639K | —Held | Q2 2026 | |
| 16 | Tower Research Capital LLC (TRC) | 10K | $477K | ▲+73% Added · +4K sh | Q1 2026 | |
| 17 | PFG Advisors | 9K | $567K | ▲~0% Added · +4 sh | Q2 2026 | |
| 18 | Envestnet Asset Management Inc | 9K | $462K | ▼−17% Reduced · −2K sh | Q1 2026 | |
| 19 | Fortune Financial Group, Inc. | 7K | $397K | ▼−11% Reduced · −788 sh | Q2 2026 | |
| 20 | Focus Partners Wealth | 7K | $318K | —Held | Q1 2026 | |
| 21 | Cetera Investment Advisers | 6K | $306K | ▲+0.6% Added · +39 sh | Q1 2026 | |
| 22 | Atlas Legacy Advisors, LLC | 6K | $327K | ▼−6.1% Reduced · −387 sh | Q2 2026 | |
| 23 | MML Investors Services, LLC | 6K | $353K | ▼−5.1% Reduced · −317 sh | Q2 2026 | |
| 24 | Osaic Holdings, Inc. | 6K | $283K | ▼−30% Reduced · −3K sh | Q1 2026 | |
| 25 | Jones Financial Companies LLLP | 6K | $265K | ▲+21% Added · +991 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, 2 funds opened a new position in PTH and 5 added to an existing one, while 8 reduced. 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 | Their position there |
|---|---|---|
| Apple IncAAPL | 29 funds | $4.6B |
| Nvidia CorpNVDA | 28 funds | $2.6B |
| Microsoft CorpMSFT | 28 funds | $2.3B |
| Amazon.com IncAMZN | 28 funds | $1.8B |
| Alphabet Inc-CL AGOOGL | 28 funds | $1.7B |
| Ishares Core S&P Small-Cap EIJR | 28 funds | $279.8M |
| Alphabet Inc-CL CGOOG | 27 funds | $1.5B |
| Vanguard S&P 500 ETFVOO | 27 funds | $1.4B |
| Invesco QQQ Trust Series 1QQQ | 27 funds | $1.0B |
| Meta Platforms Inc-Class AMETA | 27 funds | $923.8M |
| SS SPDR S&P 500 ETF Trust-USSPY | 27 funds | $888.4M |
| Tesla IncTSLA | 27 funds | $682.3M |
Ranked by how many of PTH's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in PTH.
| Class | 13F holders | Value held |
|---|---|---|
| RSPmc | 2089 funds | $54.3B |
| SPHQmc | 760 funds | $11.6B |
| PRFmc | 543 funds | $5.0B |
| XLGmc | 536 funds | $4.3B |
| PPAmc | 530 funds | $4.1B |
| RSPTcs | 459 funds | $2.1B |
| XMMOmc | 446 funds | $4.1B |
| XMHQmc | 395 funds | $3.3B |
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 PTH
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.