Among active 13F managers last quarter, 6 opened and 23 added, while 15 reduced; the largest holder to move was Logan Stone Capital, LLC (−14%). No open-market insider trades in the last 180 days.
Funds lean in and no leg opposes.
202 tracked 13F filers disclose a position in PTY as of the latest SEC 13F filings, a combined $343.9M 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 | 2.7M | $33.1M | ▲+3.2% Added · +85K sh | Q1 2026 | |
| 2 | Northwestern Mutual Wealth Management Co | 2.7M | $32.8M | ▲+5.0% Added · +130K sh | Q1 2026 | |
| 3 | Morgan Stanley | 2.6M | $31.1M | ▲+2.5% Added · +63K sh | Q1 2026 | |
| 4 | Wells Fargo & Company | 2.1M | $25.9M | ▲+242% Added · +1.5M sh | Q1 2026 | |
| 5 | Cetera Investment Advisers | 1.2M | $13.9M | ▲+3.0% Added · +34K sh | Q1 2026 | |
| 6 | Envestnet Asset Management Inc | 837K | $10.1M | ▲+7.1% Added · +56K sh | Q1 2026 | |
| 7 | Osaic Holdings, Inc. | 817K | $9.9M | ▲+0.1% Added · +766 sh | Q1 2026 | |
| 8 | Logan Stone Capital, LLC | 675K | $8.1M | ▼−14% Reduced · −109K sh | Q2 2026 | |
| 9 | PFG Investments, LLC | 627K | $7.6M | ▼−0.6% Reduced · −4K sh | Q1 2026 | |
| 10 | Axxcess Wealth Management, LLC | 625K | $7.5M | ▲New +625K sh | Q2 2026 | |
| 11 | Guggenheim Capital LLC | 615K | $7.4M | ▲+50% Added · +204K sh | Q1 2026 | |
| 12 | Royal Bank Of Canada | 600K | $7.2M | ▲+2.8% Added · +16K sh | Q1 2026 | |
| 13 | Equitable Holdings, Inc. | 553K | $6.7M | ▲+0.8% Added · +5K sh | Q2 2026 | |
| 14 | Private Advisor Group, LLC | 478K | $5.7M | ▼−27% Reduced · −179K sh | Q2 2026 | |
| 15 | Commonwealth Equity Services, LLC | 459K | $5.5M | ▼−7.5% Reduced · −37K sh | Q1 2026 | |
| 16 | Accel Wealth Management | 449K | $5.4M | ▼−11% Reduced · −56K sh | Q2 2026 | |
| 17 | Kestra Advisory Services, LLC | 413K | $5.0M | ▲+1.0% Added · +4K sh | Q2 2026 | |
| 18 | Evergreen Wealth Management, LLC | 389K | $4.7M | ▲+6.3% Added · +23K sh | Q2 2026 | |
| 19 | Dynamic Advisor Solutions LLC | 382K | $4.6M | ▲+9.3% Added · +33K sh | Q2 2026 | |
| 20 | Noble Wealth Management PBC | 333K | $4.0M | ▲+27% Added · +71K sh | Q2 2026 | |
| 21 | Bank Of America Corp | 312K | $3.8M | ▼−11% Reduced · −40K sh | Q1 2026 | |
| 22 | Truist Financial Corp | 288K | $3.5M | ▼−36% Reduced · −161K sh | Q1 2026 | |
| 23 | Steward Partners Investment Advisory, LLC | 278K | $3.3M | ▲+25% Added · +56K sh | Q2 2026 | |
| 24 | Wealth Enhancement Advisory Services, LLC | 257K | $3.1M | ▲+314% Added · +195K sh | Q2 2026 | |
| 25 | Thomas J. Herzfeld Advisors, Inc. | 253K | $3.0M | ▲+1.0% Added · +3K 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, 6 funds opened a new position in PTY and 23 added to an existing one, while 15 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 |
|---|---|---|
| Apple IncAAPL | 106 funds | $11.3B |
| Nvidia CorpNVDA | 105 funds | $10.1B |
| Microsoft CorpMSFT | 105 funds | $6.5B |
| Meta Platforms Inc-Class AMETA | 105 funds | $2.7B |
| Amazon.com IncAMZN | 104 funds | $7.0B |
| Alphabet Inc-CL AGOOGL | 104 funds | $4.8B |
| SS SPDR S&P 500 ETF Trust-USSPY | 102 funds | $4.7B |
| Broadcom IncAVGO | 102 funds | $4.3B |
| JPMorgan Chase & CoJPM | 102 funds | $3.0B |
| Berkshire Hathaway Inc-CL BBRK/B | 102 funds | $2.5B |
| Costco Wholesale CorpCOST | 102 funds | $1.8B |
| Cisco Systems IncCSCO | 102 funds | $1.3B |
Ranked by how many of PTY's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in PTY.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| Nov 22, 2023 | Vandecruze Grace | Director | Buy (P) | 8K | $102K |
| Mar 13, 2020 | Bank Of America Corp /De/ | 10% Owner | Buy (P) | 1 | $15 |
| Dec 16, 2019 | Dawson Craig A | Director | Sell (S) | 2 | $37 |
| Feb 27, 2015 | Brigade Leveraged Capital Structures Fund Ltd. | 10% Owner | Sell (S) | 2K | — |
| Feb 4, 2015 | Gross William H | Insider | Sell (S) | 7K | $112K |
| Feb 3, 2015 | Gross William H | Insider | Sell (S) | 50K | $838K |
| Feb 2, 2015 | Gross William H | Insider | Sell (S) | 7K | $111K |
| Jan 30, 2015 | Gross William H | Insider | Sell (S) | 50K | $832K |
| Jan 29, 2015 | Gross William H | Insider | Sell (S) | 26K | $430K |
| Jan 16, 2015 | Gross William H | Insider | Sell (S) | 70K | $1.1M |
| Jan 15, 2015 | Gross William H | Insider | Sell (S) | 70K | $1.1M |
| Jan 14, 2015 | Gross William H | Insider | Sell (S) | 70K | $1.1M |
Where institutional funds (13F), corporate insiders (Form 4) and US House members (STOCK Act) are buying or selling the same name in the same window. Green is buying, red is selling.
Insiders and Congress: last 180 days. Funds: latest 13F, top 100 holders incl. passive
| Source | Buying | Selling | Net |
|---|---|---|---|
13F funds Top 100 holders by value, passive included; the hero counts active managers only | 45 | 36 | – |
Insiders Form 4 open-market | 0 | 0 | $0 |
US House STOCK Act trades | 0 | 0 | $0 |
Capital Rotation reports where institutional capital disclosed rotating, as of the latest public SEC 13F filings. It is data, not investment advice, a recommendation, or a prediction. Filings lag about 45 days and cover long US equity positions only. Past disclosed flows do not indicate future prices. Do your own research; consult a licensed advisor.
No filings captured for this ticker in the live stream yet.
Connected entities for PTY
This stock 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/PTY/capital-change-brief"
Use Arkolith's capital_change_brief for PTY. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
13F holdings + Form 4 insider transactions + end-of-day price history + the live filing stream, joined for PTY. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.