64 tracked 13F filers disclose a position in PTRB as of the latest SEC 13F filings, a combined $635.7M 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 | PRUDENTIAL FINANCIAL INC | $108.5M | 2.6M | ▲New +2.6M sh | Q1 2026 | |
| 2 | Apollon Wealth Management, LLC | $71.7M | 1.7M | ▲+0.9% Added · +16K sh | Q1 2026 | |
| 3 | ENVESTNET ASSET MANAGEMENT INC | $53.4M | 1.3M | ▲25× Added · +1.2M sh | Q1 2026 | |
| 4 | RAYMOND JAMES FINANCIAL INC | $49.3M | 1.2M | ▲+12% Added · +129K sh | Q1 2026 | |
| 5 | FAS Wealth Partners, Inc. | $38.2M | 922K | ▲+17% Added · +131K sh | Q2 2026 | |
| 6 | HOWARD FINANCIAL SERVICES, LTD. | $32.4M | 782K | ▲+0.3% Added · +2K sh | Q2 2026 | |
| 7 | BOYUM WEALTH ARCHITECTS LLC | $27.9M | 678K | ▲+3.4% Added · +22K sh | Q2 2026 | |
| 8 | Advisory Resource Group | $22.2M | 535K | ▲+7.0% Added · +35K sh | Q2 2026 | |
| 9 | Beacon Pointe Advisors, LLC | $21.3M | 514K | ▲+457% Added · +421K sh | Q1 2026 | |
| 10 | COMMONWEALTH EQUITY SERVICES, LLC | $19.5M | 469K | ▲+0.4% Added · +2K sh | Q1 2026 | |
| 11 | JONES FINANCIAL COMPANIES LLLP | $14.9M | 360K | ▲+21% Added · +63K sh | Q1 2026 | |
| 12 | Mariner, LLC | $14.3M | 345K | ▲+397% Added · +275K sh | Q1 2026 | |
| 13 | Team Financial Group, LLC | $13.3M | 321K | ▼−4.0% Reduced · −13K sh | Q2 2026 | |
| 14 | First Heartland Consultants, Inc. | $12.9M | 312K | ▲+1.1% Added · +3K sh | Q2 2026 | |
| 15 | OSAIC HOLDINGS, INC. | $12.5M | 300K | ▲+8.7% Added · +24K sh | Q1 2026 | |
| 16 | RFG - Bristol Wealth Advisors, LLC | $11.6M | 281K | ▲+4.6% Added · +12K sh | Q2 2026 | |
| 17 | NOVEM GROUP | $10.5M | 254K | ▼−4.3% Reduced · −11K sh | Q2 2026 | |
| 18 | Integrated Wealth Concepts LLC | $7.9M | 190K | ▲+1.0% Added · +2K sh | Q1 2026 | |
| 19 | AJ Advisors, LLC | $7.8M | 189K | ▲+4.0% Added · +7K sh | Q2 2026 | |
| 20 | MGO ONE SEVEN LLC | $7.8M | 189K | ▲+10% Added · +18K sh | Q1 2026 | |
| 21 | STIFEL FINANCIAL CORP | $6.7M | 162K | ▲+13% Added · +19K sh | Q1 2026 | |
| 22 | Bank of New York Mellon Corp | $6.6M | 158K | ▲+7.1% Added · +10K sh | Q1 2026 | |
| 23 | Prime Capital Investment Advisors, LLC | $5.3M | 128K | ▲+3.9% Added · +5K sh | Q1 2026 | |
| 24 | Apollon Financial, LLC | $5.0M | 121K | ▲+7.5% Added · +8K sh | Q2 2026 | |
| 25 | Cetera Investment Advisers | $4.6M | 111K | ▲+236% Added · +78K 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, 5 funds opened a new position in PTRB and 15 added to an existing one, while 4 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 |
|---|---|---|
| ISHARES CORE S&P 500 ETFIVV | 19 funds | $11.8B |
| NVIDIA CORPNVDA | 19 funds | $11.0B |
| MICROSOFT CORPMSFT | 19 funds | $8.3B |
| ALPHABET INC-CL AGOOGL | 19 funds | $5.5B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 19 funds | $4.9B |
| BROADCOM INCAVGO | 19 funds | $4.2B |
| JPMORGAN CHASE & COJPM | 19 funds | $4.1B |
| META PLATFORMS INC-CLASS AMETA | 19 funds | $4.0B |
| ALPHABET INC-CL CGOOG | 19 funds | $3.4B |
| JOHNSON & JOHNSONJNJ | 19 funds | $2.3B |
| ELI LILLY & COLLY | 19 funds | $2.3B |
| TESLA INCTSLA | 19 funds | $2.3B |
Ranked by how many of PTRB's institutional holders also hold each name, a cross-fund conviction signal.
No filings captured for this ticker in the live stream yet.
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/PTRB/capital-change-brief"
Use Arkolith's capital_change_brief for PTRB. 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 PTRB. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.