162 tracked 13F filers disclose a position in PTLO as of the latest SEC 13F filings, a combined $219.7M 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 | ALLIANCEBERNSTEIN L.P. | $23.5M | 5.2M | ▼−2.1% Reduced · −111K sh | Q1 2026 | |
| 2 | BlackRock, Inc. | $27.1M | 5.1M | ▲+1.5% Added · +77K sh | Q1 2026 | |
| 3 | Orbis Allan Gray Ltd | $19.8M | 4.2M | ▼−41% Reduced · −2.9M sh | Q2 2026 | |
| 4 | Engaged Capital LLC | $18.2M | 3.4M | ▲+124% Added · +1.9M sh | Q1 2026 | |
| 5 | VANGUARD CAPITAL MANAGEMENT LLC | $16.1M | 3.0M | →First observed position No prior filed position | Q1 2026 | |
| 6 | GEODE CAPITAL MANAGEMENT, LLC | $8.6M | 1.8M | ▲+8.6% Added · +144K sh | Q2 2026 | |
| 7 | MARSHALL WACE, LLP | $9.0M | 1.7M | ▲New +1.7M sh | Q1 2026 | |
| 8 | STATE STREET CORP | $6.9M | 1.5M | ▲+13% Added · +167K sh | Q2 2026 | |
| 9 | BLAIR WILLIAM & CO/IL | $5.9M | 1.2M | ▲+12% Added · +130K sh | Q2 2026 | |
| 10 | DIMENSIONAL FUND ADVISORS LP | $5.7M | 1.1M | ▼−22% Reduced · −310K sh | Q1 2026 | |
| 11 | GOLDMAN SACHS GROUP INC | $5.2M | 987K | ▼−64% Reduced · −1.7M sh | Q1 2026 | |
| 12 | BALYASNY ASSET MANAGEMENT L.P. | $4.6M | 868K | ▲+230% Added · +605K sh | Q1 2026 | |
| 13 | FRANKLIN RESOURCES INC | $4.4M | 839K | ▼−25% Reduced · −279K sh | Q1 2026 | |
| 14 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $4.2M | 794K | ▲+124% Added · +439K sh | Q1 2026 | |
| 15 | BANK OF AMERICA CORP /DE/ | $3.7M | 705K | ▲+3.3% Added · +23K sh | Q1 2026 | |
| 16 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $3.3M | 631K | ▼−2.0% Reduced · −13K sh | Q1 2026 | |
| 17 | VANGUARD PORTFOLIO MANAGEMENT LLC | $3.3M | 622K | →First observed position No prior filed position | Q1 2026 | |
| 18 | MILLENNIUM MANAGEMENT LLC | $3.3M | 621K | ▼−73% Reduced · −1.7M sh | Q1 2026 | |
| 19 | MORGAN STANLEY | $3.2M | 611K | ▼−44% Reduced · −482K sh | Q1 2026 | |
| 20 | HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | $3.2M | 602K | ▲New +602K sh | Q1 2026 | |
| 21 | CITADEL ADVISORS LLC | $2.9M | 553K | ▼−67% Reduced · −1.1M sh | Q1 2026 | |
| 22 | NORTHERN TRUST CORP | $2.8M | 522K | ▼−6.8% Reduced · −38K sh | Q1 2026 | |
| 23 | BRIDGEWAY CAPITAL MANAGEMENT, LLC | $2.5M | 473K | ▲+18% Added · +73K sh | Q1 2026 | |
| 24 | VANGUARD FIDUCIARY TRUST CO | $2.5M | 471K | →First observed position No prior filed position | Q1 2026 | |
| 25 | UBS Group AG | $1.7M | 326K | ▼−45% Reduced · −271K 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, 10 funds opened a new position in PTLO and 16 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 |
|---|---|---|
| MICROSOFT CORPMSFT | 71 funds | $145.7B |
| ALPHABET INC-CL AGOOGL | 71 funds | $82.8B |
| META PLATFORMS INC-CLASS AMETA | 71 funds | $61.7B |
| APPLE INCAAPL | 70 funds | $162.6B |
| UNITEDHEALTH GROUP INCUNH | 70 funds | $17.0B |
| NVIDIA CORPNVDA | 69 funds | $213.7B |
| JPMORGAN CHASE & COJPM | 69 funds | $32.1B |
| BERKSHIRE HATHAWAY INC-CL BBRK/B | 69 funds | $20.2B |
| BRISTOL-MYERS SQUIBB COBMY | 69 funds | $6.9B |
| AMAZON.COM INCAMZN | 68 funds | $103.3B |
| TESLA INCTSLA | 68 funds | $38.2B |
| COSTCO WHOLESALE CORPCOST | 68 funds | $19.7B |
Ranked by how many of PTLO's institutional holders also hold each name, a cross-fund conviction signal.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| Aug 12, 2026 | LEE EUGENE I JR | Director | Buy (P) | 65K | $300K |
| May 11, 2026 | LEE EUGENE I JR | Director | Buy (P) | 70K | $300K |
| Mar 13, 2026 | LEE EUGENE I JR | Director | Buy (P) | 286K | $1.5M |
| Aug 11, 2025 | Osanloo Michael | President & CEO, Director | Buy (P) | 2K | $16K |
| Aug 8, 2025 | Osanloo Michael | President & CEO, Director | Buy (P) | 11K | $84K |
| Aug 7, 2025 | Kaiser Kelly M | General Counsel and Secretary | Buy (P) | 27K | $207K |
| Aug 7, 2025 | Hook Michelle Greig | CFO & Treasurer | Buy (P) | 40K | $307K |
| Aug 7, 2025 | LEE EUGENE I JR | Director | Buy (P) | 130K | $1.0M |
| May 19, 2025 | BPSP, L.P. | Director, 10% Owner | Sell (S) | 6.5M | $79.8M |
| May 19, 2025 | BPSP, L.P. | Director, 10% Owner | Sell (S) | 179K | $2.2M |
| May 19, 2025 | BPSP, L.P. | Director, 10% Owner | Sell (S) | 590K | $7.2M |
| May 19, 2025 | BPSP, L.P. | Director, 10% Owner | Sell (S) | 2.7M | $33.1M |
Connected entities for PTLO
This stock 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/PTLO/capital-change-brief"
Use Arkolith's capital_change_brief for PTLO. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
13F holdings + Form 4 insider transactions + end-of-day price history + the live filing stream, joined for PTLO. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.