231 tracked 13F filers disclose a position in PTLC as of the latest SEC 13F filings, a combined $2.2B 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 | $302.3M | 5.8M | ▼−0.4% Reduced · −22K sh | Q1 2026 | |
| 2 | BANK OF AMERICA CORP /DE/ | $293.4M | 5.6M | ▼−3.7% Reduced · −216K sh | Q1 2026 | |
| 3 | MORGAN STANLEY | $194.3M | 3.7M | ▼−3.3% Reduced · −125K sh | Q1 2026 | |
| 4 | SFMG, LLC | $154.3M | 2.6M | ▲+5.6% Added · +141K sh | Q2 2026 | |
| 5 | WELLS FARGO & COMPANY/MN | $121.2M | 2.3M | ▲+0.2% Added · +4K sh | Q1 2026 | |
| 6 | RAYMOND JAMES FINANCIAL INC | $114.2M | 2.2M | ▲+0.1% Added · +3K sh | Q1 2026 | |
| 7 | CFS Investment Advisory Services, LLC | $118.1M | 2.0M | ▼−0.1% Reduced · −3K sh | Q2 2026 | |
| 8 | Cetera Investment Advisers | $76.2M | 1.5M | ▼~0% Reduced · −483 sh | Q1 2026 | |
| 9 | UBS Group AG | $52.3M | 996K | ▼−3.7% Reduced · −38K sh | Q1 2026 | |
| 10 | OSAIC HOLDINGS, INC. | $42.1M | 803K | ▼−28% Reduced · −307K sh | Q1 2026 | |
| 11 | COMMONWEALTH EQUITY SERVICES, LLC | $34.5M | 658K | ▼−0.2% Reduced · −1K sh | Q1 2026 | |
| 12 | ENVESTNET ASSET MANAGEMENT INC | $34.2M | 652K | ▲+4.7% Added · +29K sh | Q1 2026 | |
| 13 | ROYAL BANK OF CANADA | $31.8M | 607K | ▼−1.2% Reduced · −7K sh | Q1 2026 | |
| 14 | Koss-Olinger Consulting, LLC | $31.2M | 606K | ▲+0.7% Added · +4K sh | Q1 2025 | |
| 15 | Bullock Wealth Management Group | $30.0M | 515K | ▲New +515K sh | Q2 2026 | |
| 16 | STIFEL FINANCIAL CORP | $25.2M | 480K | ▲+3.0% Added · +14K sh | Q1 2026 | |
| 17 | LEVEL FOUR ADVISORY SERVICES, LLC | $21.9M | 376K | ▲+2.3% Added · +9K sh | Q2 2026 | |
| 18 | MML INVESTORS SERVICES, LLC | $20.4M | 351K | ▲+17% Added · +51K sh | Q2 2026 | |
| 19 | NewEdge Advisors, LLC | $18.6M | 318K | ▼−2.3% Reduced · −7K sh | Q2 2026 | |
| 20 | Geneos Wealth Management Inc. | $18.1M | 310K | ▲+34% Added · +79K sh | Q2 2026 | |
| 21 | Kestra Advisory Services, LLC | $17.5M | 300K | ▼−7.9% Reduced · −26K sh | Q2 2026 | |
| 22 | MBL Wealth, LLC | $17.4M | 299K | ▼−2.7% Reduced · −8K sh | Q2 2026 | |
| 23 | Tyche Wealth Partners LLC | $17.0M | 292K | ▲+3.0% Added · +9K sh | Q2 2026 | |
| 24 | Merit Financial Group, LLC | $15.6M | 267K | ▼−42% Reduced · −191K sh | Q2 2026 | |
| 25 | Deane Retirement Strategies, Inc. | $12.7M | 219K | ▼−1.6% Reduced · −4K 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, 2 funds opened a new position in PTLC and 22 added to an existing one, while 23 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 |
|---|---|---|
| MICROSOFT CORPMSFT | 124 funds | $8.5B |
| APPLE INCAAPL | 123 funds | $13.2B |
| AMAZON.COM INCAMZN | 123 funds | $7.0B |
| NVIDIA CORPNVDA | 120 funds | $13.4B |
| ALPHABET INC-CL AGOOGL | 119 funds | $6.2B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 119 funds | $5.1B |
| JPMORGAN CHASE & COJPM | 119 funds | $4.3B |
| TESLA INCTSLA | 118 funds | $4.0B |
| INVESCO QQQ TRUST SERIES 1QQQ | 116 funds | $4.2B |
| BERKSHIRE HATHAWAY INC-CL BBRK/B | 116 funds | $2.9B |
| ELI LILLY & COLLY | 116 funds | $2.6B |
| BROADCOM INCAVGO | 115 funds | $6.1B |
Ranked by how many of PTLC'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 PTLC
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/PTLC/capital-change-brief"
Use Arkolith's capital_change_brief for PTLC. 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 PTLC. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.