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 PTNQ 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/PTNQ"
Use Arkolith to show who owns PTNQ, which funds added or reduced it, and which SEC filings prove each claim.
| # | 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 | CREATIVE FINANCIAL DESIGNS INC /ADV | $13.5M | 185K | ▲+1.0% Added · +2K sh | Q1 2026 | |
| 10 | Geneos Wealth Management Inc. | $12.0M | 165K | ▼−7.9% Reduced · −14K sh | Q1 2026 | |
| 11 | ROYAL BANK OF CANADA | $11.7M | 161K | ▼−10% Reduced · −19K sh | Q1 2026 | |
| 12 | NewEdge Advisors, LLC | $11.2M | 154K | ▲+0.1% Added · +194 sh | Q1 2026 | |
| 13 | OSAIC HOLDINGS, INC. | $10.2M | 140K | ▼−9.8% Reduced · −15K sh | Q1 2026 | |
| 14 | Rockefeller Capital Management L.P. | $10.2M | 139K | ▲+32% Added · +34K sh | Q1 2026 | |
| 15 | Pacer Advisors, Inc. | $10.0M | 137K | ▼−1.5% Reduced · −2K sh | Q1 2026 | |
| 16 | Steward Partners Investment Advisory, LLC | $10.0M | 137K | ▼−2.3% Reduced · −3K sh | Q1 2026 | |
| 17 | LEVEL FOUR ADVISORY SERVICES, LLC | $8.4M | 115K | ▲+0.4% Added · +469 sh | Q1 2026 | |
| 18 | HighTower Advisors, LLC | $7.8M | 107K | ▲+7.0% Added · +7K sh | Q1 2026 | |
| 19 | COMMONWEALTH EQUITY SERVICES, LLC | $7.2M | 98K | ▼−0.1% Reduced · −103 sh | Q1 2026 | |
| 20 | STIFEL FINANCIAL CORP | $5.8M | 80K | ▲+1.4% Added · +1K sh | Q1 2026 | |
| 21 | ENVESTNET ASSET MANAGEMENT INC | $5.7M | 78K | ▲+5.9% Added · +4K sh | Q1 2026 | |
| 22 | Kestra Advisory Services, LLC | $5.1M | 70K | ▲+27% Added · +15K sh | Q1 2026 | |
| 23 | Orion Porfolio Solutions, LLC | $5.0M | 68K | ▲+6.4% Added · +4K sh | Q1 2026 | |
| 24 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $4.1M | 57K | ▲+162% Added · +35K sh | Q1 2026 | |
| 25 | Prospera Financial Services Inc | $3.8M | 52K | ▲+4.6% Added · +2K 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.
No Form 4 insider transactions on file yet.
| Company | Co-held by | Combined value |
|---|---|---|
| NVIDIA CORPNVDA | 59 funds | $15.7B |
| MICROSOFT CORPMSFT | 59 funds | $11.7B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 59 funds | $8.3B |
| ALPHABET INC-CL AGOOGL | 59 funds | $8.1B |
| BROADCOM INCAVGO | 59 funds | $6.1B |
| JPMORGAN CHASE & COJPM | 59 funds | $5.6B |
| META PLATFORMS INC-CLASS AMETA | 59 funds | $5.6B |
| ALPHABET INC-CL CGOOG | 59 funds | $5.0B |
| VANGUARD VALUE ETFVTV | 59 funds | $3.7B |
| ISHARES CORE MSCI EMERGINGIEMG | 59 funds | $3.4B |
| EXXON MOBIL CORPXOM | 59 funds | $3.3B |
| VANGUARD FTSE DEVELOPED ETFVEA | 59 funds | $3.2B |
Ranked by how many of PTNQ'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 + Form 4 insider transactions + 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. Every panel above is one call to the Arkolith API & MCP server.