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/PTL/capital-change-brief"
Use Arkolith's capital_change_brief for PTL. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | OneAscent Financial Services LLC | $71.4M | 285K | ▲+178% Added · +183K sh | Q1 2026 | |
| 2 | Inspire Advisors, LLC | $66.9M | 267K | ▲+11% Added · +27K sh | Q1 2026 | |
| 3 | Plan A Wealth LLC | $45.5M | 159K | ▲+4.7% Added · +7K sh | Q2 2026 | |
| 4 | CREATIVE FINANCIAL DESIGNS INC /ADV | $36.7M | 147K | ▲+831% Added · +131K sh | Q1 2026 | |
| 5 | LPL Financial LLC | $33.1M | 132K | ▲+17% Added · +19K sh | Q1 2026 | |
| 6 | STIFEL FINANCIAL CORP | $12.9M | 51K | ▼−6.0% Reduced · −3K sh | Q1 2026 | |
| 7 | Geneos Wealth Management Inc. | $11.2M | 45K | ▼−3.7% Reduced · −2K sh | Q1 2026 | |
| 8 | Belpointe Asset Management LLC | $10.3M | 41K | ▲+10% Added · +4K sh | Q1 2026 | |
| 9 | UNITED CAPITAL FINANCIAL ADVISORS, LLC | $10.0M | 40K | ▲+11% Added · +4K sh | Q1 2026 | |
| 10 | Legacy Wealth Asset Management, LLC | $8.2M | 29K | ▲+1.8% Added · +512 sh | Q2 2026 | |
| 11 | Orgel Wealth Management, LLC | $7.9M | 28K | ▲New +28K sh | Q2 2026 | |
| 12 | FAMILY WEALTH PARTNERS, LLC | $7.1M | 25K | ▲+12% Added · +3K sh | Q2 2026 | |
| 13 | EverSource Wealth Advisors, LLC | $5.9M | 23K | ▲+233% Added · +16K sh | Q1 2026 | |
| 14 | JONES FINANCIAL COMPANIES LLLP | $5.7M | 23K | ▲+67% Added · +9K sh | Q1 2026 | |
| 15 | NATIONS FINANCIAL GROUP INC, /IA/ /ADV | $5.7M | 23K | ▲+27% Added · +5K sh | Q1 2026 | |
| 16 | Focus Partners Advisor Solutions, LLC | $5.6M | 22K | ▲+58% Added · +8K sh | Q1 2026 | |
| 17 | Focus Partners Wealth | $5.3M | 21K | ▲+5.8% Added · +1K sh | Q1 2026 | |
| 18 | GOLDMAN SACHS GROUP INC | $5.1M | 20K | ▲+18% Added · +3K sh | Q1 2026 | |
| 19 | COMMONWEALTH EQUITY SERVICES, LLC | $4.8M | 19K | ▲+1.7% Added · +319 sh | Q1 2026 | |
| 20 | AE Wealth Management LLC | $4.1M | 16K | ▲+19% Added · +3K sh | Q1 2026 | |
| 21 | Pettinga Financial Advisors LLC | $4.3M | 15K | ▲+7.3% Added · +1K sh | Q2 2026 | |
| 22 | CITADEL ADVISORS LLC | $3.7M | 15K | ▲15× Added · +14K sh | Q1 2026 | |
| 23 | ENVESTNET ASSET MANAGEMENT INC | $3.4M | 13K | ▲+14% Added · +2K sh | Q1 2026 | |
| 24 | LifeGuide Financial Advisors, LLC | $3.0M | 11K | ▼−0.1% Reduced · −15 sh | Q2 2026 | |
| 25 | Valmark Advisers, Inc. | $2.5M | 10K | ▲+2.6% Added · +254 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.
| Class | 13F holders | Value held |
|---|---|---|
| PTLthis pagemc | 65 funds | $408.8M |
| BAMGETF | 10 funds | $5.4M |
| BAMVETF | 9 funds | $4.3M |
| BAMDFUND | 9 funds | $1.9M |
| MSSSMONARCH SEL SUBS | 7 funds | $116.2M |
| NSINATIONAL SEC EME | 7 funds | $22.0M |
| MDPLMONARCH DIVID PL | 6 funds | $57.3M |
| 66537J879ETF | 6 funds | $1.5M |
Same issuer, multiple share classes. The consensus leaderboards count this company once across all classes; this is the per-class detail.
| Company | Co-held by | Combined value |
|---|---|---|
| ISHARES CORE S&P 500 ETFIVV | 25 funds | $7.3B |
| NVIDIA CORPNVDA | 25 funds | $7.0B |
| MICROSOFT CORPMSFT | 25 funds | $3.7B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 25 funds | $3.2B |
| ALPHABET INC-CL AGOOGL | 25 funds | $2.5B |
| BROADCOM INCAVGO | 25 funds | $2.2B |
| META PLATFORMS INC-CLASS AMETA | 25 funds | $2.0B |
| JPMORGAN CHASE & COJPM | 25 funds | $1.9B |
| ALPHABET INC-CL CGOOG | 25 funds | $1.9B |
| MICRON TECHNOLOGY INCMU | 25 funds | $1.9B |
| TAIWAN SEMICONDUCTOR-SP ADRTSM | 25 funds | $1.7B |
| VANGUARD FTSE DEVELOPED ETFVEA | 25 funds | $1.7B |
Ranked by how many of PTL'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 + quarter-over-quarter ownership changes + end-of-day price history + the live filing stream, joined for PTL. 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.