129 tracked 13F filers disclose a position in PTF as of the latest SEC 13F filings, a combined $253.3M 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 | $48.7M | 564K | ▲+8.0% Added · +42K sh | Q1 2026 | |
| 2 | MORGAN STANLEY | $24.8M | 287K | ▲+22% Added · +51K sh | Q1 2026 | |
| 3 | BANK OF AMERICA CORP /DE/ | $15.8M | 183K | ▲+2.8% Added · +5K sh | Q1 2026 | |
| 4 | Transamerica Financial Advisors, LLC | $15.3M | 113K | ▼−28% Reduced · −45K sh | Q2 2026 | |
| 5 | RAYMOND JAMES FINANCIAL INC | $8.3M | 96K | ▼−0.4% Reduced · −413 sh | Q1 2026 | |
| 6 | WELLS FARGO & COMPANY/MN | $5.8M | 67K | ▼−7.9% Reduced · −6K sh | Q1 2026 | |
| 7 | Paller Financial Services Inc | $9.0M | 66K | ▼−11% Reduced · −8K sh | Q2 2026 | |
| 8 | AMERIPRISE FINANCIAL INC | $4.5M | 52K | ▼−9.8% Reduced · −6K sh | Q1 2026 | |
| 9 | OSAIC HOLDINGS, INC. | $4.4M | 50K | ▼−0.5% Reduced · −254 sh | Q1 2026 | |
| 10 | THEORY FINANCIAL LLC | $6.7M | 49K | ▼−2.4% Reduced · −1K sh | Q2 2026 | |
| 11 | ROYAL BANK OF CANADA | $3.9M | 45K | ▲+28% Added · +10K sh | Q1 2026 | |
| 12 | UBS Group AG | $3.5M | 40K | ▼−6.5% Reduced · −3K sh | Q1 2026 | |
| 13 | Merit Financial Group, LLC | $5.2M | 39K | ▼−1.5% Reduced · −571 sh | Q2 2026 | |
| 14 | StoneX Group Inc. | $5.2M | 38K | ▼−0.9% Reduced · −352 sh | Q2 2026 | |
| 15 | IMC-Chicago, LLC | $2.9M | 34K | ▲+60% Added · +13K sh | Q1 2026 | |
| 16 | Farther Finance Advisors, LLC | $2.9M | 32K | —Held | Q1 2026 | |
| 17 | Quadrature Capital Ltd | $4.3M | 31K | ▲Added Added · +31K sh | Q2 2026 | |
| 18 | Bleakley Financial Group, LLC | $3.7M | 27K | ▲+53% Added · +9K sh | Q2 2026 | |
| 19 | MISSION WEALTH MANAGEMENT, LP | $3.3M | 24K | —Held | Q2 2026 | |
| 20 | Bawa N Mallick Trust | $3.3M | 24K | —Held | Q2 2026 | |
| 21 | Envision Financial Transparency, LLC | Withheld | 24K | ▲New +24K sh | Q2 2026 | |
| 22 | ENVESTNET ASSET MANAGEMENT INC | $2.0M | 23K | ▲+21% Added · +4K sh | Q1 2026 | |
| 23 | MML INVESTORS SERVICES, LLC | $3.2M | 23K | ▲+58% Added · +9K sh | Q2 2026 | |
| 24 | NewEdge Advisors, LLC | $3.1M | 23K | ▲+251% Added · +16K sh | Q2 2026 | |
| 25 | Integrated Wealth Concepts LLC | $3.0M | 22K | ▲+441% Added · +18K 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, 10 funds opened a new position in PTF and 9 added to an existing one, while 14 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 |
|---|---|---|
| NVIDIA CORPNVDA | 55 funds | $12.8B |
| INVESCO QQQ TRUST SERIES 1QQQ | 54 funds | $2.9B |
| APPLE INCAAPL | 53 funds | $11.4B |
| MICROSOFT CORPMSFT | 53 funds | $7.8B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 53 funds | $3.6B |
| AMAZON.COM INCAMZN | 52 funds | $5.5B |
| JPMORGAN CHASE & COJPM | 52 funds | $2.4B |
| ALPHABET INC-CL AGOOGL | 51 funds | $4.5B |
| BROADCOM INCAVGO | 51 funds | $4.2B |
| ELI LILLY & COLLY | 51 funds | $2.3B |
| BERKSHIRE HATHAWAY INC-CL BBRK/B | 50 funds | $2.8B |
| TESLA INCTSLA | 50 funds | $2.1B |
Ranked by how many of PTF's institutional holders also hold each name, a cross-fund conviction signal.
No filings captured for this ticker in the live stream yet.
Connected entities for PTF
This ETF 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/PTF/capital-change-brief"
Use Arkolith's capital_change_brief for PTF. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
13F holdings + quarter-over-quarter ownership changes + end-of-day price history + the live filing stream, joined for PTF. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.