Among active 13F managers last quarter, 1 opened and 1 added, while none reduced or exited; the largest holder to move was McIlrath & Eck, LLC (new position).
3 tracked 13F filers disclose a position in PTRQX as of the latest SEC 13F filings, a combined $219K 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 | Fulton Bank, N.A. | 18K | $214K | —Held | Q1 2026 | |
| 2 | McIlrath & Eck, LLC | 337 | $4K | ▲New +337 sh | Q1 2026 | |
| 3 | Financial Gravity Companies, Inc. | 127 | $2K | ▲+2.4% Added · +3 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, 1 fund opened a new position in PTRQX and 1 added to an existing one, while none reduced or exited. 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 |
|---|---|---|
| Vanguard Growth ETFVUG | 2 funds | $72.2M |
| Vanguard Value ETFVTV | 2 funds | $60.4M |
| Microsoft CorpMSFT | 2 funds | $52.8M |
| Vanguard Emerg MKTS Gov BNDVWOB | 2 funds | $42.4M |
| Ishares Intl Aggregate BondIAGG | 2 funds | $35.4M |
| International Core Equity 2DFIEX | 2 funds | $30.2M |
| Ishares 0-5 Year Tips Bond ESTIP | 2 funds | $26.0M |
| Schwab Intl Equity ETFSCHF | 2 funds | $25.2M |
| SS SPDR P S&P 600 Small CapSPSM | 2 funds | $24.8M |
| Apple IncAAPL | 2 funds | $22.9M |
| Vanguard Real Estate ETFVNQ | 2 funds | $21.1M |
| Vanguard Small-Cap ETFVB | 2 funds | $19.1M |
Ranked by how many of PTRQX's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in PTRQX.
| Class | 13F holders | Value held |
|---|---|---|
| PDBZXOPEN END TAXABLE NO LOAD FUND | 4 funds | $225K |
| PTRQXthis pagePGIM TR BD CL R6 | 3 funds | $219K |
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 PTRQX
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/PTRQX/capital-change-brief"
Use Arkolith's capital_change_brief for PTRQX. 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 PTRQX. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.