Who owns PATN
Which tracked institutional funds hold PATN, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See PATN company fundamentals →
Ownership as of the 2026-Q2 13F filings (latest filed 2026-08-18). 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.
How the tape is positioned
The tracked-fund tape on PATN is one-sided between 2026-Q1 and 2026-Q2: 21 added or opened and 6 trimmed or exited — on balance accumulating.
A prompt to read the filings, not a verdict. 13F is a quarter-end snapshot disclosed up to 45 days late; a fund adds or exits for mandate, benchmark, and timing reasons that have nothing to do with a view on the stock. This is a starting question, not a signal to trade.
Conviction spread
PATN’s largest tracked holder by dollar value, LPL Financial LLC, sizes it at 0.0% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 0.0pp gap the other way — the median holder sizes PATN more heavily than its largest holder by dollar value does.
Book-share is each fund’s reported value in PATN divided by its whole reported 13F book, so it is comparable across funds of different sizes and is unaffected by stock splits. A higher share means a fund has committed more of its book to the name — a starting question about conviction, not a verdict or a signal to trade.
Institutional & insider positioning
Between 2026-Q1 and 2026-Q2, across 43 tracked filers holding PATN, 34 increased or opened the position and 12 reduced or closed it; over the same quarter, there were no open-market insider Form 4s.
This fuses two public signals for the same quarter — how tracked institutions changed their positions and whether insiders bought or sold in the open market. It describes what was filed; it is a starting question, not a verdict or a signal to trade.
New buyers & exits
Funds opening or closing a position in PATN between the 2026-Q1 and 2026-Q2 13F filings, and the largest changes among funds holding it in both. New buyers and exits are counted on fund presence (split-invariant); adds and trims are measured on reported value.
New buyers 12
- TRUIST FINANCIAL CORP$5M
- INDEPENDENT FINANCIAL GROUP, LLC$5M
- Belpointe Asset Management LLC$4M
- SOUTHERN CAPITAL SERVICES INC /ADV$4M
- Western Wealth Management, LLC$3M
- NewEdge Advisors, LLC$2M
Full exits 4
- Cambridge Investment Research Advisors, Inc.$6M
- GTS SECURITIES LLC$1M
- Smart Portfolios, LLC$1M
- FLOW TRADERS U.S. LLC$1M
Largest adds
- LPL Financial LLC$27M
- RAYMOND JAMES FINANCIAL INC$10M
- Advisory Resource Group$4M
- OSAIC HOLDINGS, INC.$3M
- Cetera Investment Advisers$3M
- HARBOUR INVESTMENTS, INC.$1M
Largest trims
- JANE STREET GROUP, LLC$993K
- ENVESTNET ASSET MANAGEMENT INC$776K
Institutional holders
One row per tracked fund, largest reported value first. “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding. Rows marked stale are from an earlier filing than the security’s latest quarter — that fund is absent from the newest snapshot (position exited, or reported under a different name).
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| LPL Financial LLC added | 746,874 | $28M | 21.3% | 2026-Q2 |
| Advisory Resource Group trimmed | 591,588 | $22M | 16.9% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC added | 278,098 | $10M | 7.9% | 2026-Q2 |
| OSAIC HOLDINGS, INC. added | 241,301 | $9M | 6.9% | 2026-Q2 |
| Cetera Investment Advisers added | 144,427 | $5M | 4.1% | 2026-Q2 |
| TRUIST FINANCIAL CORP new | 140,234 | $5M | 4.0% | 2026-Q2 |
| INDEPENDENT FINANCIAL GROUP, LLC new | 121,418 | $5M | 3.5% | 2026-Q2 |
| Stratos Wealth Advisors, LLC added | 117,586 | $4M | 3.3% | 2026-Q2 |
| Belpointe Asset Management LLC new | 117,340 | $4M | 3.3% | 2026-Q2 |
| SOUTHERN CAPITAL SERVICES INC /ADV new | 104,350 | $4M | 3.0% | 2026-Q2 |
| Western Wealth Management, LLC new | 78,787 | $3M | 2.2% | 2026-Q2 |
| BENJAMIN EDWARDS INC trimmed | 66,176 | $2M | 1.9% | 2026-Q2 |
| HARBOUR INVESTMENTS, INC. added | 64,563 | $2M | 1.8% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC trimmed | 64,361 | $2M | 1.8% | 2026-Q2 |
| NewEdge Advisors, LLC new | 41,097 | $2M | 1.2% | 2026-Q2 |
| Rubicon Advisors, GP new | 36,453 | $1M | 1.0% | 2026-Q2 |
| Mascagni Wealth Management, Inc. added | 24,716 | $919K | 0.7% | 2026-Q2 |
| Fortis Group Advisors, LLC new | 24,269 | $902K | 0.7% | 2026-Q2 |
| JANE STREET GROUP, LLC trimmed | 21,619 | $804K | 0.6% | 2026-Q2 |
| OxenFree Capital LLC new | 19,093 | $682K | 0.5% | 2026-Q2 |
| Atlas Wealth LLC new | 18,084 | $672K | 0.5% | 2026-Q2 |
| Equitable Holdings, Inc. new | 17,465 | $649K | 0.5% | 2026-Q2 |
| Steward Partners Investment Advisory, LLC added | 16,536 | $615K | 0.5% | 2026-Q2 |
| Sovran Advisors, LLC added | 16,112 | $538K | 0.4% | 2026-Q2 |
| COMMONWEALTH EQUITY SERVICES, LLC new | 14,100 | $524K | 0.4% | 2026-Q2 |
| Private Advisor Group, LLC new | 13,268 | $493K | 0.4% | 2026-Q2 |
| Optivise Advisory Services LLC new | 12,619 | $469K | 0.4% | 2026-Q2 |
| Sankala Group LLC added | 11,906 | $421K | 0.3% | 2026-Q2 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 8,800 | $319K | 0.2% | 2026-Q2 |
| CREATIVE FINANCIAL DESIGNS INC /ADV added | 8,170 | $304K | 0.2% | 2026-Q2 |
| Advisory Services Network, LLC added | 7,330 | $272K | 0.2% | 2026-Q2 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC trimmed | 7,065 | $256K | 0.2% | 2026-Q2 |
| Kestra Advisory Services, LLC new | 6,631 | $247K | 0.2% | 2026-Q2 |
| Signature Equity Partners, LLC new | 6,617 | $246K | 0.2% | 2026-Q2 |
| MML INVESTORS SERVICES, LLC new | 6,587 | $245K | 0.2% | 2026-Q2 |
| Triumph Capital Management new | 4,027 | $150K | 0.1% | 2026-Q2 |
| Founders Financial Alliance, LLC new | 2,200 | $82K | 0.1% | 2026-Q2 |
| MORGAN STANLEY new | 1,000 | $37K | 0.0% | 2026-Q2 |
| Golden State Wealth Management, LLC | 630 | $23K | 0.0% | 2026-Q2 |
| EverSource Wealth Advisors, LLC added | 525 | $20K | 0.0% | 2026-Q2 |
| Farther Finance Advisors, LLC | 250 | $9K | 0.0% | 2026-Q2 |
| Key Capital Management, INC | 136 | $5K | 0.0% | 2026-Q2 |
| TD Capital Management LLC new | 133 | $5K | 0.0% | 2026-Q2 |
| Cambridge Investment Research Advisors, Inc. new | 221,644 | $6M | 4.8% | 2026-Q1 stale (1 quarter behind) |
| GTS SECURITIES LLC new | 52,729 | $1M | 1.1% | 2026-Q1 stale (1 quarter behind) |
| Smart Portfolios, LLC added | 46,951 | $1M | 1.0% | 2026-Q1 stale (1 quarter behind) |
| FLOW TRADERS U.S. LLC added | 44,010 | $1M | 1.0% | 2026-Q1 stale (1 quarter behind) |
| CITADEL ADVISORS LLC trimmed | 12,939 | $368K | 0.3% | 2026-Q1 stale (1 quarter behind) |
| Sound Income Strategies, LLC | 350 | $10K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| Avion Wealth new | 23 | — | 0.0% | 2026-Q1 stale (1 quarter behind) |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 0 | — | 0.0% | 2025-Q2 stale (4 quarters behind) |
Ownership over time
Tracked institutional holder count and total shares held by filing quarter (independent scales). The curated-era tail and any mid-ingest latest quarter are handled honestly — a partial quarter is not drawn as a collapse.
Reading this table
Funds hold the same stock for different reasons — an index fund “holds” almost everything, an active manager sizes a name to a mandate and a benchmark, and each fund entered at its own price and time. Because 13F is filed up to 45 days after quarter-end, every row is a backward-looking snapshot; a manager may have traded since. Share-class siblings (a company’s A and C shares) are rolled up to one line so a dual-class name is never double-counted. Compare like-for-like. A large holder is not an endorsement, and a fund exiting is not a warning — this is a starting question, not a verdict.
About 13F filings
A Form 13F is a quarterly disclosure that institutional investment managers with over $100 million in US-listed equities must file with the SEC. In plain English: it is a snapshot of the long stock positions a fund held at the end of a quarter. It covers long US-listed equities only — not short positions, options, cash, or private holdings — and the funds shown are the large sample we track, not the complete 13F universe.