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/PVAL/capital-change-brief"
Use Arkolith's capital_change_brief for PVAL. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | BANK OF AMERICA CORP /DE/ | $1.7B | 35.9M | ▲+48% Added · +11.7M sh | Q1 2026 | |
| 2 | MORGAN STANLEY | $655.1M | 14.1M | ▲+48% Added · +4.6M sh | Q1 2026 | |
| 3 | Cetera Investment Advisers | $386.8M | 8.3M | ▲+22% Added · +1.5M sh | Q1 2026 | |
| 4 | CULLEN/FROST BANKERS, INC. | $358.4M | 7.7M | ▲+13% Added · +871K sh | Q1 2026 | |
| 5 | GLENMEDE TRUST CO NA | $332.0M | 7.2M | ▲+11% Added · +735K sh | Q1 2026 | |
| 6 | COMMONWEALTH EQUITY SERVICES, LLC | $309.1M | 6.7M | ▲+30% Added · +1.5M sh | Q1 2026 | |
| 7 | UBS Group AG | $259.4M | 5.6M | ▲+11% Added · +554K sh | Q1 2026 | |
| 8 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $254.8M | 5.5M | ▲+19% Added · +887K sh | Q1 2026 | |
| 9 | ENVESTNET ASSET MANAGEMENT INC | $215.2M | 4.6M | ▲+14% Added · +580K sh | Q1 2026 | |
| 10 | CWM, LLC | $155.1M | 3.3M | ▲+2.9% Added · +94K sh | Q1 2026 | |
| 11 | WELLS FARGO & COMPANY/MN | $124.7M | 2.7M | ▲+76% Added · +1.2M sh | Q1 2026 | |
| 12 | Modern Wealth Management, LLC | $107.3M | 2.3M | ▲+16% Added · +320K sh | Q1 2026 | |
| 13 | STIFEL FINANCIAL CORP | $106.6M | 2.3M | ▲+6.4% Added · +139K sh | Q1 2026 | |
| 14 | HighTower Advisors, LLC | $60.9M | 1.3M | ▲+6.8% Added · +84K sh | Q1 2026 | |
| 15 | Kestra Advisory Services, LLC | $60.7M | 1.3M | ▲+37% Added · +354K sh | Q1 2026 | |
| 16 | Corient Private Wealth LLC | $58.1M | 1.3M | ▲+14% Added · +152K sh | Q1 2026 | |
| 17 | LPL Financial LLC | $57.9M | 1.2M | ▲+61% Added · +472K sh | Q1 2026 | |
| 18 | Sanctuary Advisors, LLC | $54.9M | 1.2M | ▲+19% Added · +189K sh | Q1 2026 | |
| 19 | JONES FINANCIAL COMPANIES LLLP | $47.3M | 1.0M | ▲+107% Added · +537K sh | Q1 2026 | |
| 20 | Bleakley Financial Group, LLC | $47.8M | 1.0M | ▲+32% Added · +250K sh | Q1 2026 | |
| 21 | RFG Advisory, LLC | $51.6M | 1.0M | ▲+15% Added · +131K sh | Q2 2026 | |
| 22 | Wealthspire Advisors, LLC | $45.2M | 975K | ▲+17% Added · +145K sh | Q1 2026 | |
| 23 | Geneos Wealth Management Inc. | $39.5M | 851K | ▲+2.9% Added · +24K sh | Q1 2026 | |
| 24 | SAX WEALTH ADVISORS, LLC | $39.1M | 842K | ▲+23% Added · +159K sh | Q2 2026 | |
| 25 | Embree Financial Group | $39.8M | 782K | ▲+2.2% Added · +17K 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.
No Form 4 insider transactions on file yet.
| Company | Co-held by | Combined value |
|---|---|---|
| BROADCOM INCAVGO | 89 funds | $9.1B |
| APPLE INCAAPL | 88 funds | $24.5B |
| NVIDIA CORPNVDA | 88 funds | $22.9B |
| MICROSOFT CORPMSFT | 88 funds | $18.2B |
| ALPHABET INC-CL CGOOG | 88 funds | $8.6B |
| META PLATFORMS INC-CLASS AMETA | 88 funds | $7.8B |
| INVESCO QQQ TRUST SERIES 1QQQ | 88 funds | $6.1B |
| JOHNSON & JOHNSONJNJ | 88 funds | $5.3B |
| EXXON MOBIL CORPXOM | 88 funds | $4.8B |
| COSTCO WHOLESALE CORPCOST | 88 funds | $4.8B |
| TESLA INCTSLA | 88 funds | $4.4B |
| VISA INC-CLASS A SHARESV | 88 funds | $4.4B |
Ranked by how many of PVAL's institutional holders also hold each name, a cross-fund conviction signal. Via the MCP server (ticker.co_held).
No filings captured for this ticker in the live stream yet.
13F holdings + Form 4 insider transactions + end-of-day price history + the live filing stream, joined for PVAL. 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.