178 tracked 13F filers disclose a position in PTY as of the latest SEC 13F filings, a combined $329.2M 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 | LPL Financial LLC | $33.1M | 2.7M | ▲+3.2% Added · +85K sh | Q1 2026 | |
| 2 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $32.8M | 2.7M | ▲+5.0% Added · +130K sh | Q1 2026 | |
| 3 | MORGAN STANLEY | $31.1M | 2.6M | ▲+2.5% Added · +63K sh | Q1 2026 | |
| 4 | WELLS FARGO & COMPANY/MN | $25.9M | 2.1M | ▲+242% Added · +1.5M sh | Q1 2026 | |
| 5 | Cetera Investment Advisers | $13.9M | 1.2M | ▲+3.0% Added · +34K sh | Q1 2026 | |
| 6 | ENVESTNET ASSET MANAGEMENT INC | $10.1M | 837K | ▲+7.1% Added · +56K sh | Q1 2026 | |
| 7 | OSAIC HOLDINGS, INC. | $9.9M | 817K | ▲+0.1% Added · +766 sh | Q1 2026 | |
| 8 | Logan Stone Capital, LLC | $9.5M | 785K | ▼−17% Reduced · −164K sh | Q1 2026 | |
| 9 | PFG Investments, LLC | $7.6M | 627K | ▼−0.6% Reduced · −4K sh | Q1 2026 | |
| 10 | AXXCESS WEALTH MANAGEMENT, LLC | $7.5M | 625K | ▲New +625K sh | Q2 2026 | |
| 11 | GUGGENHEIM CAPITAL LLC | $7.4M | 615K | ▲+50% Added · +204K sh | Q1 2026 | |
| 12 | ROYAL BANK OF CANADA | $7.2M | 600K | ▲+2.8% Added · +16K sh | Q1 2026 | |
| 13 | Equitable Holdings, Inc. | $7.1M | 548K | ▲+22% Added · +100K sh | Q1 2026 | |
| 14 | Private Advisor Group, LLC | $5.7M | 478K | ▼−27% Reduced · −179K sh | Q2 2026 | |
| 15 | COMMONWEALTH EQUITY SERVICES, LLC | $5.5M | 459K | ▼−7.5% Reduced · −37K sh | Q1 2026 | |
| 16 | Accel Wealth Management | $5.4M | 449K | ▼−11% Reduced · −56K sh | Q2 2026 | |
| 17 | Kestra Advisory Services, LLC | $5.0M | 413K | ▲+1.0% Added · +4K sh | Q2 2026 | |
| 18 | Evergreen Wealth Management, LLC | $4.7M | 389K | ▲+6.3% Added · +23K sh | Q2 2026 | |
| 19 | Dynamic Advisor Solutions LLC | $4.6M | 382K | ▲+9.3% Added · +33K sh | Q2 2026 | |
| 20 | Noble Wealth Management PBC | $4.0M | 333K | ▲+27% Added · +71K sh | Q2 2026 | |
| 21 | BANK OF AMERICA CORP /DE/ | $3.8M | 312K | ▼−11% Reduced · −40K sh | Q1 2026 | |
| 22 | TRUIST FINANCIAL CORP | $3.5M | 288K | ▼−36% Reduced · −161K sh | Q1 2026 | |
| 23 | RIVERNORTH CAPITAL MANAGEMENT, LLC | $3.5M | 286K | ▼−77% Reduced · −956K sh | Q1 2026 | |
| 24 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $3.1M | 257K | ▲+314% Added · +195K sh | Q2 2026 | |
| 25 | RAYMOND JAMES FINANCIAL INC | $2.8M | 231K | ▼−60% Reduced · −353K 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, 6 funds opened a new position in PTY and 22 added to an existing one, while 16 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 |
|---|---|---|
| APPLE INCAAPL | 88 funds | $7.7B |
| AMAZON.COM INCAMZN | 86 funds | $3.7B |
| ALPHABET INC-CL AGOOGL | 86 funds | $2.9B |
| NVIDIA CORPNVDA | 85 funds | $6.0B |
| MICROSOFT CORPMSFT | 85 funds | $4.2B |
| META PLATFORMS INC-CLASS AMETA | 84 funds | $1.7B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 83 funds | $3.2B |
| ALPHABET INC-CL CGOOG | 82 funds | $2.6B |
| BROADCOM INCAVGO | 82 funds | $2.3B |
| JOHNSON & JOHNSONJNJ | 82 funds | $1.2B |
| HOME DEPOT INCHD | 82 funds | $693.0M |
| BERKSHIRE HATHAWAY INC-CL BBRK/B | 81 funds | $1.6B |
Ranked by how many of PTY's institutional holders also hold each name, a cross-fund conviction signal.
| 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 |
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.