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 PTY 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/PTY"
Use Arkolith to show who owns PTY, which funds added or reduced it, and which SEC filings prove each claim.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | Private Advisor Group, LLC | $7.9M | 657K | ▼−16% Reduced · −129K sh | Q1 2026 | |
| 2 | Equitable Holdings, Inc. | $7.1M | 548K | ▲+22% Added · +100K sh | Q1 2026 | |
| 3 | Kestra Advisory Services, LLC | $4.9M | 409K | ▲+1.4% Added · +6K sh | Q1 2026 | |
| 4 | Dynamic Advisor Solutions LLC | $4.2M | 350K | ▲+26% Added · +71K sh | Q1 2026 | |
| 5 | RIVERNORTH CAPITAL MANAGEMENT, LLC | $3.5M | 286K | ▼−77% Reduced · −956K sh | Q1 2026 | |
| 6 | Steward Partners Investment Advisory, LLC | $2.7M | 223K | ▲+18% Added · +34K sh | Q1 2026 | |
| 7 | PRINCIPAL SECURITIES, INC. | $2.3M | 189K | ▲+5.1% Added · +9K sh | Q1 2026 | |
| 8 | Ausdal Financial Partners, Inc. | $1.4M | 116K | ▲+30% Added · +26K sh | Q1 2026 | |
| 9 | Financial Engines Advisors L.L.C. | $1.3M | 106K | ▲+8.8% Added · +9K sh | Q1 2026 | |
| 10 | UMB Bank, n.a. | $1.2M | 99K | —Held | Q1 2026 | |
| 11 | INDEPENDENT FINANCIAL GROUP, LLC | $1.1M | 93K | ▼−3.6% Reduced · −3K sh | Q1 2026 | |
| 12 | OPPENHEIMER & CO INC | $1.0M | 87K | ▼−0.3% Reduced · −265 sh | Q1 2026 | |
| 13 | NewEdge Advisors, LLC | $1.0M | 86K | ▼−2.9% Reduced · −3K sh | Q1 2026 | |
| 14 | READYSTATE ASSET MANAGEMENT LP | $849K | 70K | ▲+72% Added · +29K sh | Q1 2026 | |
| 15 | Cornerstone Wealth Management, LLC | $821K | 68K | ▲+3.6% Added · +2K sh | Q1 2026 | |
| 16 | Sanctuary Advisors, LLC | $795K | 66K | ▼−8.1% Reduced · −6K sh | Q1 2026 | |
| 17 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $757K | 62K | ▲+61% Added · +23K sh | Q1 2026 | |
| 18 | EXENCIAL WEALTH ADVISORS, LLC | $736K | 61K | ▼−2.4% Reduced · −2K sh | Q1 2026 | |
| 19 | MML INVESTORS SERVICES, LLC | $718K | 60K | ▼−9.7% Reduced · −6K sh | Q1 2026 | |
| 20 | Arkadios Wealth Advisors | $554K | 46K | ▲+15% Added · +6K sh | Q1 2026 | |
| 21 | DIVERSIFY WEALTH MANAGEMENT, LLC | $549K | 45K | ▼−2.6% Reduced · −1K sh | Q1 2026 | |
| 22 | NWAM LLC | $528K | 44K | ▲+3.8% Added · +2K sh | Q1 2026 | |
| 23 | Sigma Planning Corp | $516K | 43K | ▼−5.4% Reduced · −2K sh | Q1 2026 | |
| 24 | CHOREO, LLC | $480K | 40K | ▲+120% Added · +22K sh | Q1 2026 | |
| 25 | IHT Wealth Management, LLC | $406K | 34K | ▲New +34K 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.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| Apr 17, 2024 | UBS Group AG | 10% Owner | Other (J) | 3K | — |
| Nov 22, 2023 | Vandecruze Grace | Director | Buy (P) | 8K | $102K |
| Sep 18, 2023 | BANK OF AMERICA NA | Insider | Other (J) | 1K | $24.7M |
| Sep 18, 2023 | BANK OF AMERICA NA | Insider | Other (J) | 1K | $25.9M |
| Sep 18, 2023 | BANK OF AMERICA NA | Insider | Other (J) | 989 | $23.7M |
| Sep 18, 2023 | BANK OF AMERICA NA | Insider | Other (J) | 1K | $27.5M |
| Sep 18, 2023 | BANK OF AMERICA NA | Insider | Other (J) | 796 | $19.1M |
| Company | Co-held by | Combined value |
|---|---|---|
| MICROSOFT CORPMSFT | 69 funds | $14.2B |
| APPLE INCAAPL | 68 funds | $18.4B |
| NVIDIA CORPNVDA | 68 funds | $15.7B |
| ALPHABET INC-CL AGOOGL | 68 funds | $9.4B |
| META PLATFORMS INC-CLASS AMETA | 68 funds | $5.6B |
| JOHNSON & JOHNSONJNJ | 68 funds | $3.6B |
| CHEVRON CORPCVX | 68 funds | $2.5B |
| HOME DEPOT INCHD | 68 funds | $2.4B |
| BLACKROCK INCBLK | 68 funds | $1.1B |
| TEXAS INSTRUMENTS INCTXN | 68 funds | $627.3M |
| CONOCOPHILLIPSCOP | 68 funds | $603.6M |
| AMAZON.COM INCAMZN | 67 funds | $10.0B |
Ranked by how many of PTY's institutional holders also hold each name, a cross-fund conviction signal. Via the MCP server (ticker.co_held).
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. Every panel above is one call to the Arkolith API & MCP server.