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 PWV 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/PWV"
Use Arkolith to show who owns PWV, which funds added or reduced it, and which SEC filings prove each claim.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | Arkadios Wealth Advisors | $27.0M | 387K | ▲+141% Added · +226K sh | Q1 2026 | |
| 2 | Stratos Investment Management, LLC | $14.7M | 211K | ▲+38% Added · +58K sh | Q1 2026 | |
| 3 | Kestra Advisory Services, LLC | $11.6M | 167K | ▲+12% Added · +17K sh | Q1 2026 | |
| 4 | CULLEN/FROST BANKERS, INC. | $11.4M | 164K | ▲+4.1% Added · +6K sh | Q1 2026 | |
| 5 | Wharton Business Group, LLC | $10.8M | 156K | ▼−4.4% Reduced · −7K sh | Q1 2026 | |
| 6 | Regal Investment Advisors LLC | $9.6M | 137K | ▲+1.1% Added · +1K sh | Q1 2026 | |
| 7 | Equitable Holdings, Inc. | $7.1M | 107K | ▲+1.2% Added · +1K sh | Q1 2026 | |
| 8 | Private Advisor Group, LLC | $6.6M | 95K | ▲+26% Added · +20K sh | Q1 2026 | |
| 9 | Mill Creek Capital Advisors, LLC | $4.8M | 69K | —Held | Q1 2026 | |
| 10 | Prosperity Consulting Group, LLC | $1.8M | 26K | —Held | Q1 2026 | |
| 11 | MML INVESTORS SERVICES, LLC | $1.8M | 26K | ▼−4.9% Reduced · −1K sh | Q1 2026 | |
| 12 | FMR LLC | $1.4M | 20K | ▲+5.5% Added · +1K sh | Q1 2026 | |
| 13 | Evercore Wealth Management, LLC | $1.2M | 18K | —Held | Q1 2026 | |
| 14 | Waverly Advisors, LLC | $1.2M | 17K | ▲+0.1% Added · +20 sh | Q1 2026 | |
| 15 | 71 West Capital Partners | $1.1M | 15K | ▲New +15K sh | Q1 2026 | |
| 16 | Ameritas Advisory Services, LLC | $1.1M | 15K | ▼−1.0% Reduced · −152 sh | Q1 2026 | |
| 17 | Cornerstone Wealth Management, LLC | $867K | 12K | —Held | Q1 2026 | |
| 18 | Wealthspire Retirement, LLC | $789K | 11K | —Held | Q1 2026 | |
| 19 | Lido Advisors, LLC | $788K | 11K | ▲New +11K sh | Q1 2026 | |
| 20 | BENJAMIN EDWARDS INC | $684K | 10K | —Held | Q1 2026 | |
| 21 | OPPENHEIMER & CO INC | $665K | 10K | ▼−1.1% Reduced · −105 sh | Q1 2026 | |
| 22 | Clearstead Advisors, LLC | $569K | 8K | ▲+0.1% Added · +10 sh | Q1 2026 | |
| 23 | MCF Advisors LLC | $453K | 7K | —Held | Q1 2026 | |
| 24 | Geneos Wealth Management Inc. | $443K | 6K | ▼−8.4% Reduced · −584 sh | Q1 2026 | |
| 25 | Concurrent Investment Advisors, LLC | $441K | 6K | —Held | 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.
No Form 4 insider transactions on file yet.
| Company | Co-held by | Combined value |
|---|---|---|
| APPLE INCAAPL | 54 funds | $19.1B |
| INVESCO QQQ TRUST SERIES 1QQQ | 54 funds | $5.2B |
| BERKSHIRE HATHAWAY INC-CL BBRK/B | 54 funds | $4.5B |
| SS FINANCIAL SELECT SECTORXLF | 54 funds | $774.9M |
| NVIDIA CORPNVDA | 53 funds | $15.7B |
| MICROSOFT CORPMSFT | 53 funds | $14.7B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 53 funds | $12.7B |
| AMAZON.COM INCAMZN | 53 funds | $11.0B |
| ALPHABET INC-CL AGOOGL | 53 funds | $9.6B |
| ALPHABET INC-CL CGOOG | 53 funds | $6.4B |
| JPMORGAN CHASE & COJPM | 53 funds | $6.4B |
| BROADCOM INCAVGO | 53 funds | $6.4B |
Ranked by how many of PWV'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 PWV. 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.