110 tracked 13F filers disclose a position in PTL as of the latest SEC 13F filings, a combined $540.4M 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 | OneAscent Financial Services LLC | $83.7M | 292K | ▲+2.6% Added · +7K sh | Q2 2026 | |
| 2 | Inspire Advisors, LLC | $66.9M | 267K | ▲+11% Added · +27K sh | Q1 2026 | |
| 3 | Plan A Wealth LLC | $45.5M | 159K | ▲+4.7% Added · +7K sh | Q2 2026 | |
| 4 | LPL Financial LLC | $33.1M | 132K | ▲+17% Added · +19K sh | Q1 2026 | |
| 5 | CREATIVE FINANCIAL DESIGNS INC /ADV | $33.6M | 118K | ▼−20% Reduced · −29K sh | Q2 2026 | |
| 6 | Strategic Equity Management | $23.0M | 81K | ▲+58% Added · +30K sh | Q2 2026 | |
| 7 | SILVER OAK SECURITIES, INCORPORATED | $18.5M | 65K | ▲+3.3% Added · +2K sh | Q2 2026 | |
| 8 | STIFEL FINANCIAL CORP | $12.9M | 51K | ▼−6.0% Reduced · −3K sh | Q1 2026 | |
| 9 | Geneos Wealth Management Inc. | $14.1M | 49K | ▲+9.8% Added · +4K sh | Q2 2026 | |
| 10 | MONEYWISE, INC. | $12.8M | 45K | ▲+46% Added · +14K sh | Q2 2026 | |
| 11 | Inspire Investing, LLC | $12.0M | 42K | ▲+8.8% Added · +3K sh | Q2 2026 | |
| 12 | Belpointe Asset Management LLC | $10.3M | 41K | ▲+10% Added · +4K sh | Q1 2026 | |
| 13 | UNITED CAPITAL FINANCIAL ADVISORS, LLC | $10.0M | 40K | ▲+11% Added · +4K sh | Q1 2026 | |
| 14 | Investment Research Partners LLC | $8.6M | 30K | ▲+0.3% Added · +88 sh | Q2 2026 | |
| 15 | Legacy Wealth Asset Management, LLC | $8.2M | 29K | ▲+1.8% Added · +512 sh | Q2 2026 | |
| 16 | Orgel Wealth Management, LLC | $7.9M | 28K | ▲New +28K sh | Q2 2026 | |
| 17 | Focus Advisor Solutions, LLC | $7.2M | 25K | ▲+12% Added · +3K sh | Q2 2026 | |
| 18 | FAMILY WEALTH PARTNERS, LLC | $7.1M | 25K | ▲+12% Added · +3K sh | Q2 2026 | |
| 19 | PAX Financial Group, LLC | $6.9M | 24K | ▲+0.8% Added · +194 sh | Q2 2026 | |
| 20 | EverSource Wealth Advisors, LLC | $5.9M | 23K | ▲+233% Added · +16K sh | Q1 2026 | |
| 21 | JONES FINANCIAL COMPANIES LLLP | $5.7M | 23K | ▲+67% Added · +9K sh | Q1 2026 | |
| 22 | Focus Partners Wealth | $5.3M | 21K | ▲+5.8% Added · +1K sh | Q1 2026 | |
| 23 | Frontier Asset Management, LLC | $6.0M | 21K | ▲+22% Added · +4K sh | Q2 2026 | |
| 24 | GOLDMAN SACHS GROUP INC | $5.1M | 20K | ▲+18% Added · +3K sh | Q1 2026 | |
| 25 | COMMONWEALTH EQUITY SERVICES, LLC | $4.8M | 19K | ▲+1.7% Added · +319 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, 11 funds opened a new position in PTL and 34 added to an existing one, while 13 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 | 60 funds | $7.0B |
| APPLE INCAAPL | 60 funds | $6.0B |
| MICROSOFT CORPMSFT | 60 funds | $3.3B |
| AMAZON.COM INCAMZN | 59 funds | $3.7B |
| ALPHABET INC-CL AGOOGL | 57 funds | $2.5B |
| ALPHABET INC-CL CGOOG | 57 funds | $2.0B |
| TESLA INCTSLA | 57 funds | $1.6B |
| ISHARES CORE S&P 500 ETFIVV | 55 funds | $6.0B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 55 funds | $2.7B |
| BROADCOM INCAVGO | 55 funds | $2.4B |
| META PLATFORMS INC-CLASS AMETA | 55 funds | $1.9B |
| BERKSHIRE HATHAWAY INC-CL BBRK/B | 55 funds | $1.4B |
Ranked by how many of PTL's institutional holders also hold each name, a cross-fund conviction signal.
| Class | 13F holders | Value held |
|---|---|---|
| PTLthis pagemc | 110 funds | $540.4M |
| BAMGETF | 13 funds | $7.6M |
| BAMVETF | 13 funds | $5.8M |
| BAMDFUND | 11 funds | $3.0M |
| NSINATL SEC EME ETF | 10 funds | $26.5M |
| MSSSMONARCH SEL SUBS | 8 funds | $140.6M |
| 66537J879ETF | 8 funds | $1.8M |
| MVFGMONARCH VOL FACT | 7 funds | $167.9M |
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 PTL
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/PTL/capital-change-brief"
Use Arkolith's capital_change_brief for PTL. 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 PTL. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.