46 tracked 13F filers disclose a position in PTIN as of the latest SEC 13F filings, a combined $129.7M 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 | RAYMOND JAMES FINANCIAL INC | $22.7M | 698K | ▲+124% Added · +386K sh | Q1 2026 | |
| 2 | LPL Financial LLC | $17.3M | 533K | ▼−8.6% Reduced · −50K sh | Q1 2026 | |
| 3 | Cetera Investment Advisers | $13.8M | 426K | ▼−2.9% Reduced · −13K sh | Q1 2026 | |
| 4 | Pacer Advisors, Inc. | $11.0M | 337K | ▼−4.6% Reduced · −16K sh | Q1 2026 | |
| 5 | WELLS FARGO & COMPANY/MN | $9.5M | 294K | ▼~0% Reduced · −77 sh | Q1 2026 | |
| 6 | MBL Wealth, LLC | $9.2M | 250K | ▼−0.9% Reduced · −2K sh | Q2 2026 | |
| 7 | AlphaCore Capital LLC | $7.7M | 210K | ▲+5.4% Added · +11K sh | Q2 2026 | |
| 8 | Empirical Finance, LLC | $6.3M | 193K | ▲New +193K sh | Q1 2026 | |
| 9 | ENVESTNET ASSET MANAGEMENT INC | $4.3M | 131K | ▲+3.4% Added · +4K sh | Q1 2026 | |
| 10 | COMMONWEALTH EQUITY SERVICES, LLC | $3.9M | 119K | ▲+23% Added · +23K sh | Q1 2026 | |
| 11 | MML INVESTORS SERVICES, LLC | $3.1M | 96K | ▲+4.8% Added · +4K sh | Q1 2026 | |
| 12 | MATHER GROUP, LLC. | $3.1M | 95K | ▲New +95K sh | Q1 2026 | |
| 13 | UNIQUE WEALTH, LLC | $1.9M | 53K | ▲+325% Added · +40K sh | Q2 2026 | |
| 14 | STIFEL FINANCIAL CORP | $1.7M | 51K | ▼−0.6% Reduced · −302 sh | Q1 2026 | |
| 15 | OSAIC HOLDINGS, INC. | $1.5M | 47K | ▲+0.5% Added · +250 sh | Q1 2026 | |
| 16 | Whitaker-Myers Wealth Managers, LTD. | $1.4M | 37K | ▼−9.0% Reduced · −4K sh | Q2 2026 | |
| 17 | ROYAL BANK OF CANADA | $1.2M | 37K | ▲+0.3% Added · +124 sh | Q1 2026 | |
| 18 | Kathmere Capital Management, LLC | $1.0M | 28K | ▼−3.2% Reduced · −938 sh | Q2 2026 | |
| 19 | Summit Financial, LLC | $918K | 28K | ▲+15% Added · +4K sh | Q1 2026 | |
| 20 | Kestra Advisory Services, LLC | $749K | 20K | ▲+10% Added · +2K sh | Q2 2026 | |
| 21 | NewEdge Advisors, LLC | $618K | 19K | ▼−19% Reduced · −4K sh | Q1 2026 | |
| 22 | ADE, LLC | $676K | 18K | ▼−12% Reduced · −2K sh | Q2 2026 | |
| 23 | AMERIPRISE FINANCIAL INC | $596K | 18K | ▼−45% Reduced · −15K sh | Q1 2026 | |
| 24 | Wealthspire Retirement, LLC | $505K | 16K | ▼−13% Reduced · −2K sh | Q1 2026 | |
| 25 | Steward Partners Investment Advisory, LLC | $505K | 16K | ▼−50% Reduced · −16K 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, 4 funds opened a new position in PTIN and 5 added to an existing one, while 8 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 | 22 funds | $3.3B |
| AMAZON.COM INCAMZN | 22 funds | $2.6B |
| MICROSOFT CORPMSFT | 22 funds | $2.2B |
| JPMORGAN CHASE & COJPM | 22 funds | $1.3B |
| JOHNSON & JOHNSONJNJ | 22 funds | $812.7M |
| ELI LILLY & COLLY | 22 funds | $588.0M |
| CATERPILLAR INCCAT | 22 funds | $503.9M |
| SPDR GOLD SHARESGLD | 22 funds | $297.5M |
| NVIDIA CORPNVDA | 21 funds | $5.0B |
| ISHARES CORE S&P 500 ETFIVV | 21 funds | $3.9B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 21 funds | $1.2B |
| TESLA INCTSLA | 21 funds | $1.1B |
Ranked by how many of PTIN's institutional holders also hold each name, a cross-fund conviction signal.
| Class | 13F holders | Value held |
|---|---|---|
| COWZmc | 667 funds | $11.2B |
| CALFmc | 312 funds | $1.9B |
| GCOWmc | 210 funds | $2.0B |
| PTLCmc | 201 funds | $1.9B |
| COWGmc | 188 funds | $1.3B |
| QDPLmc | 165 funds | $887.9M |
| ICOWmc | 161 funds | $1.2B |
| PTNQmc | 125 funds | $630.2M |
Same issuer, multiple share classes. The consensus leaderboards count this company once across all classes; this is the per-class detail.
No filings captured for this ticker in the live stream yet.
Connected entities for PTIN
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/PTIN/capital-change-brief"
Use Arkolith's capital_change_brief for PTIN. 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 PTIN. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.