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 PTLO 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/PTLO"
Use Arkolith to show who owns PTLO, which funds added or reduced it, and which SEC filings prove each claim.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | Orbis Allan Gray Ltd | $37.4M | 7.1M | ▲+1.0% Added · +73K sh | Q1 2026 | |
| 2 | BlackRock, Inc. | $27.1M | 5.1M | ▲+1.5% Added · +77K sh | Q1 2026 | |
| 3 | ALLIANCEBERNSTEIN L.P. | $23.5M | 5.2M | ▼−2.1% Reduced · −111K sh | Q1 2026 | |
| 4 | VANGUARD GROUP INC | $18.1M | 4.0M | ▼−23% Reduced · −1.2M sh | Q4 2025 | |
| 5 | VANGUARD CAPITAL MANAGEMENT LLC | $16.1M | 3.0M | ▲New +3.0M sh | Q1 2026 | |
| 6 | MARSHALL WACE, LLP | $9.0M | 1.7M | ▲New +1.7M sh | Q1 2026 | |
| 7 | GEODE CAPITAL MANAGEMENT, LLC | $8.8M | 1.7M | ▼−0.3% Reduced · −5K sh | Q1 2026 | |
| 8 | STATE STREET CORP | $6.8M | 1.3M | ▲+7.5% Added · +90K sh | Q1 2026 | |
| 9 | BLAIR WILLIAM & CO/IL | $5.9M | 1.1M | ▲+13% Added · +128K sh | Q1 2026 | |
| 10 | DIMENSIONAL FUND ADVISORS LP | $5.7M | 1.1M | ▼−22% Reduced · −310K sh | Q1 2026 | |
| 11 | GOLDMAN SACHS GROUP INC | $5.2M | 987K | ▼−64% Reduced · −1.7M sh | Q1 2026 | |
| 12 | BALYASNY ASSET MANAGEMENT L.P. | $4.6M | 868K | ▲+230% Added · +605K sh | Q1 2026 | |
| 13 | FRANKLIN RESOURCES INC | $4.4M | 839K | ▼−25% Reduced · −279K sh | Q1 2026 | |
| 14 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $4.2M | 794K | ▲+124% Added · +439K sh | Q1 2026 | |
| 15 | BANK OF AMERICA CORP /DE/ | $3.7M | 705K | ▲+3.3% Added · +23K sh | Q1 2026 | |
| 16 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $3.3M | 631K | ▼−2.0% Reduced · −13K sh | Q1 2026 | |
| 17 | VANGUARD PORTFOLIO MANAGEMENT LLC | $3.3M | 622K | ▲New +622K sh | Q1 2026 | |
| 18 | MILLENNIUM MANAGEMENT LLC | $3.3M | 621K | ▼−73% Reduced · −1.7M sh | Q1 2026 | |
| 19 | MORGAN STANLEY | $3.2M | 611K | ▼−44% Reduced · −482K sh | Q1 2026 | |
| 20 | HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | $3.2M | 602K | ▲New +602K sh | Q1 2026 | |
| 21 | CITADEL ADVISORS LLC | $2.9M | 553K | ▼−67% Reduced · −1.1M sh | Q1 2026 | |
| 22 | NORTHERN TRUST CORP | $2.8M | 522K | ▼−6.8% Reduced · −38K sh | Q1 2026 | |
| 23 | BRIDGEWAY CAPITAL MANAGEMENT, LLC | $2.5M | 473K | ▲+18% Added · +73K sh | Q1 2026 | |
| 24 | VANGUARD FIDUCIARY TRUST CO | $2.5M | 471K | ▲New +471K sh | Q1 2026 | |
| 25 | UBS Group AG | $1.7M | 326K | ▼−45% Reduced · −271K 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.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| Mar 13, 2026 | Bordelon Ann G. | Director | Conversion (C) | 18K | — |
| Mar 13, 2026 | LEE EUGENE I JR | Director | Buy (P) | 286K | $1.5M |
| Mar 13, 2026 | Hart Gerard Johan | Director | Option exercise (M) | 50K | $267K |
| Mar 13, 2026 | Hart Gerard Johan | Director | Option exercise (M) | 50K | $0 |
| Mar 13, 2026 | Bordelon Ann G. | Director | Conversion (C) | 18K | $0 |
| Mar 2, 2026 | Miles Michael | Director | Grant (A) | 47K | $0 |
| Feb 28, 2026 | Kaiser Kelly M | General Counsel and Secretary | Tax withholding (F) | 25 | $120 |
| Feb 28, 2026 | Kaiser Kelly M | General Counsel and Secretary | Grant (A) | 730 | $4K |
| Feb 28, 2026 | Hook Michelle Greig | CFO & Treasurer | Grant (A) | 2K | $7K |
| Feb 28, 2026 | Hook Michelle Greig | CFO & Treasurer | Tax withholding (F) | 50 | $241 |
| Feb 28, 2026 | Correia Keith M | Chief Information Officer | Grant (A) | 28 | $135 |
| Feb 28, 2026 | Waite Jill Francine | Chief People Officer | Tax withholding (F) | 13 | $63 |
| Company | Co-held by | Combined value |
|---|---|---|
| MICROSOFT CORPMSFT | 55 funds | $18.3B |
| UNITEDHEALTH GROUP INCUNH | 55 funds | $2.8B |
| ALPHABET INC-CL AGOOGL | 54 funds | $12.8B |
| AMAZON.COM INCAMZN | 53 funds | $15.3B |
| BROADCOM INCAVGO | 53 funds | $10.2B |
| ELI LILLY & COLLY | 53 funds | $5.0B |
| COSTCO WHOLESALE CORPCOST | 53 funds | $4.4B |
| VISA INC-CLASS A SHARESV | 53 funds | $4.1B |
| ADVANCED MICRO DEVICESAMD | 53 funds | $2.4B |
| BANK OF AMERICA CORPBAC | 53 funds | $2.2B |
| BOEING CO/THEBA | 53 funds | $1.4B |
| GENERAL MOTORS COGM | 53 funds | $1.4B |
Ranked by how many of PTLO's institutional holders also hold each name, a cross-fund conviction signal. Via the MCP server (ticker.co_held).
13F holdings + Form 4 insider transactions + end-of-day price history + the live filing stream, joined for PTLO. 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.