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 PTIN 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/PTIN"
Use Arkolith to show who owns PTIN, which funds added or reduced it, and which SEC filings prove each claim.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | AlphaCore Capital LLC | $6.5M | 199K | ▲+2.8% Added · +5K sh | Q1 2026 | |
| 2 | MML INVESTORS SERVICES, LLC | $3.1M | 96K | ▲+4.8% Added · +4K sh | Q1 2026 | |
| 3 | Summit Financial, LLC | $918K | 28K | ▲+15% Added · +4K sh | Q1 2026 | |
| 4 | NewEdge Advisors, LLC | $618K | 19K | ▼−19% Reduced · −4K sh | Q1 2026 | |
| 5 | Kestra Advisory Services, LLC | $603K | 19K | ▼−33% Reduced · −9K sh | Q1 2026 | |
| 6 | Private Advisor Group, LLC | $525K | 16K | ▲+4.5% Added · +704 sh | Q1 2026 | |
| 7 | Wealthspire Retirement, LLC | $505K | 16K | ▼−13% Reduced · −2K sh | Q1 2026 | |
| 8 | Steward Partners Investment Advisory, LLC | $505K | 16K | ▼−50% Reduced · −16K sh | Q1 2026 | |
| 9 | Jacobi Capital Management LLC | $403K | 12K | —Held | Q1 2026 | |
| 10 | GeoWealth Management, LLC | $366K | 11K | ▲New +11K sh | Q1 2026 | |
| 11 | Concurrent Investment Advisors, LLC | $323K | 10K | —Held | Q1 2026 | |
| 12 | Orion Porfolio Solutions, LLC | $247K | 8K | ▼−5.1% Reduced · −410 sh | Q1 2026 | |
| 13 | CITADEL ADVISORS LLC | $213K | 7K | ▼−14% Reduced · −1K sh | Q1 2026 | |
| 14 | MGO ONE SEVEN LLC | $205K | 6K | ▼−3.8% Reduced · −249 sh | Q1 2026 | |
| 15 | IFP Advisors, Inc | $41K | 1K | —Held | Q1 2026 | |
| 16 | Aptus Capital Advisors, LLC | $23K | 722 | ▲New +722 sh | Q1 2026 | |
| 17 | Geneos Wealth Management Inc. | $15K | 450 | —Held | Q1 2026 | |
| 18 | ASSETMARK, INC | $7K | 202 | ▲New +202 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 | 18 funds | $8.4B |
| ISHARES CORE S&P 500 ETFIVV | 18 funds | $7.1B |
| APPLE INCAAPL | 18 funds | $6.9B |
| MICROSOFT CORPMSFT | 18 funds | $4.7B |
| AMAZON.COM INCAMZN | 18 funds | $4.6B |
| META PLATFORMS INC-CLASS AMETA | 18 funds | $3.1B |
| BROADCOM INCAVGO | 18 funds | $2.9B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 18 funds | $2.8B |
| JPMORGAN CHASE & COJPM | 18 funds | $2.6B |
| ALPHABET INC-CL CGOOG | 18 funds | $2.2B |
| BERKSHIRE HATHAWAY INC-CL BBRK/B | 18 funds | $2.1B |
| TAIWAN SEMICONDUCTOR-SP ADRTSM | 18 funds | $2.0B |
Ranked by how many of PTIN'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 PTIN. 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.