Among active 13F managers last quarter, 2 opened and 12 added, while 20 reduced; the largest holder to move was Level Four Advisory Services, LLC (+1.7%).
148 tracked 13F filers disclose a position in PTNQ as of the latest SEC 13F filings, a combined $684.6M 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 | Shares | Position value | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 1.4M | $104.7M | ▼−7.6% Reduced · −118K sh | Q1 2026 | |
| 2 | Bank Of America Corp | 939K | $68.5M | ▼−8.1% Reduced · −83K sh | Q1 2026 | |
| 3 | Morgan Stanley | 868K | $63.3M | ▼−12% Reduced · −121K sh | Q1 2026 | |
| 4 | Raymond James Financial Inc | 834K | $60.8M | ▲+4.5% Added · +36K sh | Q1 2026 | |
| 5 | Cetera Investment Advisers | 649K | $47.3M | ▼−0.1% Reduced · −634 sh | Q1 2026 | |
| 6 | Wells Fargo & Company | 561K | $40.9M | ▼−5.6% Reduced · −33K sh | Q1 2026 | |
| 7 | One Capital Management, LLC | 267K | $19.5M | —Held | Q2 2026 | |
| 8 | UBS Group AG | 236K | $17.2M | ▼−8.1% Reduced · −21K sh | Q1 2026 | |
| 9 | Geneos Wealth Management Inc. | 190K | $16.9M | ▲+15% Added · +25K sh | Q2 2026 | |
| 10 | Royal Bank Of Canada | 161K | $11.7M | ▼−10% Reduced · −19K sh | Q1 2026 | |
| 11 | NewEdge Advisors, LLC | 159K | $14.1M | ▲+3.2% Added · +5K sh | Q2 2026 | |
| 12 | Osaic Holdings, Inc. | 140K | $10.2M | ▼−9.8% Reduced · −15K sh | Q1 2026 | |
| 13 | Rockefeller Capital Management L.P. | 139K | $10.2M | ▲+32% Added · +34K sh | Q1 2026 | |
| 14 | Pacer Advisors, Inc. | 137K | $10.0M | ▼−1.5% Reduced · −2K sh | Q1 2026 | |
| 15 | Steward Partners Investment Advisory, LLC | 129K | $11.5M | ▼−5.4% Reduced · −7K sh | Q2 2026 | |
| 16 | MY Wealth Management Inc. | 124K | $11.0M | ▲New +124K sh | Q2 2026 | |
| 17 | Level Four Advisory Services, LLC | 117K | $10.4M | ▲+1.7% Added · +2K sh | Q2 2026 | |
| 18 | HighTower Advisors, LLC | 107K | $7.8M | ▲+7.0% Added · +7K sh | Q1 2026 | |
| 19 | Bullock Wealth Management Group | 100K | $8.7M | ▲+9.1% Added · +8K sh | Q2 2026 | |
| 20 | Commonwealth Equity Services, LLC | 98K | $7.2M | ▼−0.1% Reduced · −103 sh | Q1 2026 | |
| 21 | Stifel Financial Corp | 80K | $5.8M | ▲+1.4% Added · +1K sh | Q1 2026 | |
| 22 | Envestnet Asset Management Inc | 78K | $5.7M | ▲+5.9% Added · +4K sh | Q1 2026 | |
| 23 | Kestra Advisory Services, LLC | 66K | $5.8M | ▼−5.3% Reduced · −4K sh | Q2 2026 | |
| 24 | MBL Wealth, LLC | 64K | $5.7M | ▼−3.0% Reduced · −2K sh | Q2 2026 | |
| 25 | Susquehanna International Group, LLP | 57K | $4.1M | ▲+162% Added · +35K 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.
Last quarter, 2 funds opened a new position in PTNQ and 12 added to an existing one, while 20 reduced. 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 | Their position there |
|---|---|---|
| Nvidia CorpNVDA | 72 funds | $8.5B |
| Microsoft CorpMSFT | 72 funds | $5.2B |
| Apple IncAAPL | 71 funds | $9.4B |
| Amazon.com IncAMZN | 71 funds | $5.9B |
| Alphabet Inc-CL AGOOGL | 70 funds | $3.8B |
| JPMorgan Chase & CoJPM | 69 funds | $2.5B |
| Meta Platforms Inc-Class AMETA | 69 funds | $2.1B |
| SS SPDR S&P 500 ETF Trust-USSPY | 68 funds | $4.3B |
| Invesco QQQ Trust Series 1QQQ | 68 funds | $3.4B |
| Alphabet Inc-CL CGOOG | 68 funds | $3.1B |
| Tesla IncTSLA | 68 funds | $1.7B |
| Costco Wholesale CorpCOST | 68 funds | $1.4B |
Ranked by how many of PTNQ's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in PTNQ.
| Class | 13F holders | Value held |
|---|---|---|
| COWZmc | 797 funds | $11.5B |
| CALFmc | 368 funds | $2.0B |
| GCOWmc | 234 funds | $2.0B |
| PTLCmc | 228 funds | $2.1B |
| COWGmc | 225 funds | $1.4B |
| QDPLmc | 183 funds | $937.9M |
| ICOWmc | 175 funds | $1.2B |
| PTNQthis pagemc | 148 funds | $684.6M |
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.