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/PTLC/capital-change-brief"
Use Arkolith's capital_change_brief for PTLC. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | $302.3M | 5.8M | ▼−0.4% Reduced · −22K sh | Q1 2026 | |
| 2 | BANK OF AMERICA CORP /DE/ | $293.4M | 5.6M | ▼−3.7% Reduced · −216K sh | Q1 2026 | |
| 3 | MORGAN STANLEY | $194.3M | 3.7M | ▼−3.3% Reduced · −125K sh | Q1 2026 | |
| 4 | WELLS FARGO & COMPANY/MN | $121.2M | 2.3M | ▲+0.2% Added · +4K sh | Q1 2026 | |
| 5 | RAYMOND JAMES FINANCIAL INC | $114.2M | 2.2M | ▲+0.1% Added · +3K sh | Q1 2026 | |
| 6 | CFS Investment Advisory Services, LLC | $118.1M | 2.0M | ▼−0.1% Reduced · −3K sh | Q2 2026 | |
| 7 | Cetera Investment Advisers | $76.2M | 1.5M | ▼~0% Reduced · −483 sh | Q1 2026 | |
| 8 | UBS Group AG | $52.3M | 996K | ▼−3.7% Reduced · −38K sh | Q1 2026 | |
| 9 | OSAIC HOLDINGS, INC. | $42.1M | 803K | ▼−28% Reduced · −307K sh | Q1 2026 | |
| 10 | COMMONWEALTH EQUITY SERVICES, LLC | $34.5M | 658K | ▼−0.2% Reduced · −1K sh | Q1 2026 | |
| 11 | ENVESTNET ASSET MANAGEMENT INC | $34.2M | 652K | ▲+4.7% Added · +29K sh | Q1 2026 | |
| 12 | ROYAL BANK OF CANADA | $31.8M | 607K | ▼−1.2% Reduced · −7K sh | Q1 2026 | |
| 13 | STIFEL FINANCIAL CORP | $25.2M | 480K | ▲+3.0% Added · +14K sh | Q1 2026 | |
| 14 | Merit Financial Group, LLC | $24.0M | 458K | ▲+4.3% Added · +19K sh | Q1 2026 | |
| 15 | LEVEL FOUR ADVISORY SERVICES, LLC | $19.3M | 367K | ▲+0.8% Added · +3K sh | Q1 2026 | |
| 16 | NewEdge Advisors, LLC | $17.1M | 326K | ▼−17% Reduced · −68K sh | Q1 2026 | |
| 17 | Kestra Advisory Services, LLC | $17.1M | 326K | ▼−8.6% Reduced · −30K sh | Q1 2026 | |
| 18 | MML INVESTORS SERVICES, LLC | $15.7M | 299K | ▼−24% Reduced · −96K sh | Q1 2026 | |
| 19 | MBL Wealth, LLC | $17.4M | 299K | ▼−2.7% Reduced · −8K sh | Q2 2026 | |
| 20 | Geneos Wealth Management Inc. | $12.1M | 231K | ▼−14% Reduced · −39K sh | Q1 2026 | |
| 21 | Deane Retirement Strategies, Inc. | $12.7M | 219K | ▼−1.6% Reduced · −4K sh | Q2 2026 | |
| 22 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $11.2M | 213K | ▼−9.3% Reduced · −22K sh | Q1 2026 | |
| 23 | Pacer Advisors, Inc. | $10.2M | 194K | ▼−1.5% Reduced · −3K sh | Q1 2026 | |
| 24 | Private Advisor Group, LLC | $9.9M | 188K | ▲+1.7% Added · +3K sh | Q1 2026 | |
| 25 | J.W. COLE ADVISORS, INC. | $9.9M | 188K | ▼−2.0% Reduced · −4K 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 |
|---|---|---|
| NVIDIA CORPNVDA | 72 funds | $19.2B |
| MICROSOFT CORPMSFT | 72 funds | $15.5B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 72 funds | $9.7B |
| BROADCOM INCAVGO | 72 funds | $7.6B |
| JPMORGAN CHASE & COJPM | 72 funds | $7.4B |
| META PLATFORMS INC-CLASS AMETA | 72 funds | $6.8B |
| ALPHABET INC-CL CGOOG | 72 funds | $6.6B |
| VANGUARD VALUE ETFVTV | 72 funds | $5.6B |
| EXXON MOBIL CORPXOM | 72 funds | $4.3B |
| ISHARES CORE MSCI EMERGINGIEMG | 72 funds | $4.2B |
| JOHNSON & JOHNSONJNJ | 72 funds | $4.2B |
| COSTCO WHOLESALE CORPCOST | 72 funds | $4.2B |
Ranked by how many of PTLC'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 PTLC. 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.