124 tracked 13F filers disclose a position in PTNQ as of the latest SEC 13F filings, a combined $629.7M 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 | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | $104.7M | 1.4M | ▼−7.6% Reduced · −118K sh | Q1 2026 | |
| 2 | BANK OF AMERICA CORP /DE/ | $68.5M | 939K | ▼−8.1% Reduced · −83K sh | Q1 2026 | |
| 3 | MORGAN STANLEY | $63.3M | 868K | ▼−12% Reduced · −121K sh | Q1 2026 | |
| 4 | RAYMOND JAMES FINANCIAL INC | $60.8M | 834K | ▲+4.5% Added · +36K sh | Q1 2026 | |
| 5 | Cetera Investment Advisers | $47.3M | 649K | ▼−0.1% Reduced · −634 sh | Q1 2026 | |
| 6 | WELLS FARGO & COMPANY/MN | $40.9M | 561K | ▼−5.6% Reduced · −33K sh | Q1 2026 | |
| 7 | One Capital Management, LLC | $19.5M | 267K | ▲+640% Added · +231K sh | Q1 2026 | |
| 8 | UBS Group AG | $17.2M | 236K | ▼−8.1% Reduced · −21K sh | Q1 2026 | |
| 9 | Geneos Wealth Management Inc. | $12.0M | 165K | ▼−7.9% Reduced · −14K sh | Q1 2026 | |
| 10 | ROYAL BANK OF CANADA | $11.7M | 161K | ▼−10% Reduced · −19K sh | Q1 2026 | |
| 11 | NewEdge Advisors, LLC | $11.2M | 154K | ▲+0.1% Added · +194 sh | Q1 2026 | |
| 12 | OSAIC HOLDINGS, INC. | $10.2M | 140K | ▼−9.8% Reduced · −15K sh | Q1 2026 | |
| 13 | Rockefeller Capital Management L.P. | $10.2M | 139K | ▲+32% Added · +34K sh | Q1 2026 | |
| 14 | Pacer Advisors, Inc. | $10.0M | 137K | ▼−1.5% Reduced · −2K sh | Q1 2026 | |
| 15 | Steward Partners Investment Advisory, LLC | $10.0M | 137K | ▼−2.3% Reduced · −3K sh | Q1 2026 | |
| 16 | LEVEL FOUR ADVISORY SERVICES, LLC | $8.4M | 115K | ▲+0.4% Added · +469 sh | Q1 2026 | |
| 17 | HighTower Advisors, LLC | $7.8M | 107K | ▲+7.0% Added · +7K sh | Q1 2026 | |
| 18 | COMMONWEALTH EQUITY SERVICES, LLC | $7.2M | 98K | ▼−0.1% Reduced · −103 sh | Q1 2026 | |
| 19 | STIFEL FINANCIAL CORP | $5.8M | 80K | ▲+1.4% Added · +1K sh | Q1 2026 | |
| 20 | ENVESTNET ASSET MANAGEMENT INC | $5.7M | 78K | ▲+5.9% Added · +4K sh | Q1 2026 | |
| 21 | Orion Porfolio Solutions, LLC | $5.0M | 68K | ▲+6.4% Added · +4K sh | Q1 2026 | |
| 22 | Kestra Advisory Services, LLC | $5.8M | 66K | ▼−5.3% Reduced · −4K sh | Q2 2026 | |
| 23 | MBL Wealth, LLC | $5.7M | 64K | ▼−3.0% Reduced · −2K sh | Q2 2026 | |
| 24 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $4.1M | 57K | ▲+162% Added · +35K sh | Q1 2026 | |
| 25 | Prospera Financial Services Inc | $5.0M | 56K | ▲+8.9% Added · +5K sh | Q2 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, 4 funds opened a new position in PTNQ and 12 added to an existing one, while 21 reduced and 0 exited entirely — 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 | Combined value |
|---|---|---|
| NVIDIA CORPNVDA | 60 funds | $8.5B |
| APPLE INCAAPL | 59 funds | $7.2B |
| MICROSOFT CORPMSFT | 59 funds | $4.2B |
| AMAZON.COM INCAMZN | 58 funds | $4.4B |
| INVESCO QQQ TRUST SERIES 1QQQ | 58 funds | $2.7B |
| ALPHABET INC-CL AGOOGL | 57 funds | $3.0B |
| ALPHABET INC-CL CGOOG | 57 funds | $2.5B |
| JPMORGAN CHASE & COJPM | 57 funds | $2.1B |
| BERKSHIRE HATHAWAY INC-CL BBRK/B | 57 funds | $1.9B |
| BROADCOM INCAVGO | 56 funds | $2.7B |
| META PLATFORMS INC-CLASS AMETA | 56 funds | $2.4B |
| TESLA INCTSLA | 56 funds | $1.8B |
Ranked by how many of PTNQ's institutional holders also hold each name, a cross-fund conviction signal.
| Class | 13F holders | Value held |
|---|---|---|
| COWZmc | 658 funds | $11.2B |
| CALFmc | 307 funds | $1.9B |
| GCOWmc | 209 funds | $2.0B |
| PTLCmc | 198 funds | $1.9B |
| COWGmc | 186 funds | $1.3B |
| QDPLmc | 165 funds | $887.9M |
| ICOWmc | 159 funds | $1.2B |
| PTNQthis pagemc | 124 funds | $629.7M |
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 PTNQ
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/PTNQ/capital-change-brief"
Use Arkolith's capital_change_brief for PTNQ. 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 PTNQ. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.