Who owns PPT
Which tracked institutional funds hold PPT, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See PPT company fundamentals →
Ownership as of the 2026-Q1 13F filings (latest filed 2026-05-18). 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
1 tracked fund added or opened PPT while 2 trimmed or exited it between 2025-Q4 and 2026-Q1 — the tape is split. When large holders disagree on a name, the funds moving first are sometimes ahead of the story.
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
PPT’s largest tracked holder by dollar value, SIT INVESTMENT ASSOCIATES INC, sizes it at 2.0% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 2.0pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in PPT 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 2025-Q4 and 2026-Q1, across 95 tracked filers holding PPT, 42 increased or opened the position and 39 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 PPT between the 2025-Q4 and 2026-Q1 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.
Largest adds
- Advisors Asset Management, Inc.$363K
Largest trims
- MORGAN STANLEY$964K
- Invesco Ltd.$845K
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 |
|---|---|---|---|---|
| SIT INVESTMENT ASSOCIATES INC trimmed | 28,179,805 | $100M | 68.8% | 2026-Q1 |
| 1607 Capital Partners, LLC | 1,747,144 | $6M | 4.3% | 2026-Q1 |
| Allspring Global Investments Holdings, LLC added | 1,367,557 | $5M | 3.3% | 2026-Q1 |
| MORGAN STANLEY trimmed | 1,132,473 | $4M | 2.8% | 2026-Q1 |
| Invesco Ltd. trimmed | 896,935 | $3M | 2.2% | 2026-Q1 |
| Janney Montgomery Scott LLC added | 774,899 | $3M | 1.9% | 2026-Q1 |
| RIVERBRIDGE PARTNERS LLC added | 633,159 | $2M | 1.5% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC trimmed | 458,991 | $2M | 1.1% | 2026-Q1 |
| Advisors Asset Management, Inc. added | 333,361 | $1M | 0.8% | 2026-Q1 |
| Quad-Cities Investment Group, LLC trimmed | 246,965 | $877K | 0.6% | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ trimmed | 198,586 | $705K | 0.5% | 2026-Q1 |
| OSAIC HOLDINGS, INC. trimmed | 193,884 | $688K | 0.5% | 2026-Q1 |
| Baird Financial Group, Inc. added | 193,250 | $686K | 0.5% | 2026-Q1 |
| Focus Partners Wealth added | 187,941 | $667K | 0.5% | 2026-Q1 |
| JONES FINANCIAL COMPANIES LLLP added | 180,754 | $622K | 0.4% | 2026-Q1 |
| ROYAL BANK OF CANADA trimmed | 169,128 | $600K | 0.4% | 2026-Q1 |
| PIN OAK INVESTMENT ADVISORS INC trimmed | 162,520 | $577K | 0.4% | 2026-Q1 |
| UBS Group AG added | 150,192 | $533K | 0.4% | 2026-Q1 |
| Intellus Advisors LLC added | 145,379 | $516K | 0.4% | 2026-Q1 |
| LPL Financial LLC added | 130,270 | $462K | 0.3% | 2026-Q1 |
| Cambridge Investment Research Advisors, Inc. added | 118,412 | $420K | 0.3% | 2026-Q1 |
| SHUFRO ROSE & CO LLC | 117,000 | $415K | 0.3% | 2026-Q1 |
| Integrated Wealth Concepts LLC added | 114,161 | $405K | 0.3% | 2026-Q1 |
| MML INVESTORS SERVICES, LLC trimmed | 103,458 | $367K | 0.3% | 2026-Q1 |
| GILPIN WEALTH MANAGEMENT, LLC added | 97,387 | $346K | 0.2% | 2026-Q1 |
| Mirador Capital Partners LP added | 92,640 | $329K | 0.2% | 2026-Q1 |
| Stratos Wealth Partners, LTD. added | 90,475 | $321K | 0.2% | 2026-Q1 |
| COMMONWEALTH EQUITY SERVICES, LLC added | 82,490 | $293K | 0.2% | 2026-Q1 |
| Creative Planning added | 82,115 | $292K | 0.2% | 2026-Q1 |
| Apollon Wealth Management, LLC added | 81,316 | $289K | 0.2% | 2026-Q1 |
| Papamarkou Wellner Asset Management inc. | 77,000 | $273K | 0.2% | 2026-Q1 |
| CAPTRUST FINANCIAL ADVISORS added | 76,283 | $271K | 0.2% | 2026-Q1 |
| Oder Investment Management, LLC added | 74,587 | $265K | 0.2% | 2026-Q1 |
| Mezzasalma Advisors, LLC added | 74,400 | $264K | 0.2% | 2026-Q1 |
| WELLS FARGO & COMPANY/MN added | 74,213 | $263K | 0.2% | 2026-Q1 |
| Valley Brook Capital Group, Inc. added | 69,885 | $248K | 0.2% | 2026-Q1 |
| Clear Creek Financial Management, LLC | 52,294 | $186K | 0.1% | 2026-Q1 |
| Allworth Financial LP | 51,176 | $182K | 0.1% | 2026-Q1 |
| STIFEL FINANCIAL CORP added | 48,405 | $172K | 0.1% | 2026-Q1 |
| LEVEL FOUR ADVISORY SERVICES, LLC added | 48,110 | $171K | 0.1% | 2026-Q1 |
| Karpus Management, Inc. trimmed | 41,262 | $146K | 0.1% | 2026-Q1 |
| Commonwealth Financial Services, LLC | 40,190 | $143K | 0.1% | 2026-Q1 |
| Cetera Investment Advisers trimmed | 40,111 | $142K | 0.1% | 2026-Q1 |
| Dynamic Advisor Solutions LLC added | 33,177 | $118K | 0.1% | 2026-Q1 |
| Capital Investment Advisors, LLC | 32,054 | $114K | 0.1% | 2026-Q1 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 27,832 | $100K | 0.1% | 2026-Q1 |
| SMITH, MOORE & CO. | 27,977 | $99K | 0.1% | 2026-Q1 |
| Whalen Wealth Management Inc. new | 27,622 | $98K | 0.1% | 2026-Q1 |
| CITADEL ADVISORS LLC added | 27,218 | $97K | 0.1% | 2026-Q1 |
| Ethos Financial Group, LLC | 26,526 | $94K | 0.1% | 2026-Q1 |
| Register Financial Advisors LLC added | 26,395 | $94K | 0.1% | 2026-Q1 |
| OneDigital Investment Advisors LLC added | 25,362 | $90K | 0.1% | 2026-Q1 |
| Equitable Holdings, Inc. | 25,398 | $90K | 0.1% | 2026-Q1 |
| Gilman Hill Asset Management, LLC | 25,000 | $89K | 0.1% | 2026-Q1 |
| UHLMANN PRICE SECURITIES, LLC added | 22,877 | $81K | 0.1% | 2026-Q1 |
| LAZARI CAPITAL MANAGEMENT, INC. | 22,436 | $80K | 0.1% | 2026-Q1 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP trimmed | 22,077 | $78K | 0.1% | 2026-Q1 |
| IFP Advisors, Inc | 19,980 | $71K | 0.0% | 2026-Q1 |
| Fortitude Advisory Group L.L.C. | 17,886 | $63K | 0.0% | 2026-Q1 |
| Integrity Advisory Solutions, LLC added | 17,794 | $63K | 0.0% | 2026-Q1 |
| NewEdge Advisors, LLC trimmed | 61,500 | $62K | 0.0% | 2026-Q1 |
| SANDERS MORRIS HARRIS LLC | 15,490 | $55K | 0.0% | 2026-Q1 |
| Closed-End Fund Advisors, Inc. trimmed | 15,162 | $54K | 0.0% | 2026-Q1 |
| Mariner, LLC trimmed | 14,482 | $51K | 0.0% | 2026-Q1 |
| UMB Bank, n.a. | 12,170 | $43K | 0.0% | 2026-Q1 |
| Kestra Advisory Services, LLC added | 10,717 | $38K | 0.0% | 2026-Q1 |
| Gunpowder Capital Management, LLC dba Oliver Wealth Management | 9,400 | $33K | 0.0% | 2026-Q1 |
| Steward Partners Investment Advisory, LLC | 8,492 | $30K | 0.0% | 2026-Q1 |
| SUMMIT SECURITIES GROUP LLC new | 8,091 | $29K | 0.0% | 2026-Q1 |
| Wilmington Savings Fund Society, FSB added | 7,562 | $27K | 0.0% | 2026-Q1 |
| Medallion Wealth Advisors, LLC | 5,000 | $18K | 0.0% | 2026-Q1 |
| BARRETT & COMPANY, INC. | 5,000 | $18K | 0.0% | 2026-Q1 |
| MAI Capital Management | 5,000 | $18K | 0.0% | 2026-Q1 |
| Kovitz Investment Group Partners, LLC added | 170,449 | $629K | 0.4% | 2025-Q3 stale |
| Transform Wealth, LLC | 156,049 | $563K | 0.4% | 2025-Q1 stale |
| Shaker Financial Services, LLC added | 141,161 | $500K | 0.3% | 2025-Q4 stale |
| Balyasny Asset Management L.P. new | 131,676 | $466K | 0.3% | 2025-Q4 stale |
| READYSTATE ASSET MANAGEMENT LP added | 131,640 | $466K | 0.3% | 2025-Q4 stale |
| Catalina Capital Group, LLC | 57,685 | $212K | 0.1% | 2025-Q2 stale |
| Sheaff Brock Investment Advisors, LLC | 51,176 | $185K | 0.1% | 2025-Q1 stale |
| JANE STREET GROUP, LLC added | 44,606 | $158K | 0.1% | 2025-Q4 stale |
| LANDSCAPE CAPITAL MANAGEMENT, L.L.C. trimmed | 37,741 | $134K | 0.1% | 2025-Q4 stale |
| Gridiron Partners, LLC | 28,985 | $103K | 0.1% | 2025-Q4 stale |
| HRT FINANCIAL LP added | 24,878 | $88K | 0.1% | 2025-Q4 stale |
| Logan Stone Capital, LLC added | 22,997 | $81K | 0.1% | 2025-Q4 stale |
| XTX Topco Ltd added | 21,798 | $77K | 0.1% | 2025-Q4 stale |
| Elequin Capital, LP added | 18,389 | $67K | 0.0% | 2025-Q2 stale |
| Thrivent Financial for Lutherans new | 15,326 | $57K | 0.0% | 2025-Q3 stale |
| First National Trust Co new | 13,000 | $48K | 0.0% | 2025-Q3 stale |
| Mach-1 Financial Group, LLC new | 12,003 | $44K | 0.0% | 2025-Q3 stale |
| Merit Financial Group, LLC new | 10,282 | $38K | 0.0% | 2025-Q2 stale |
| Global Retirement Partners, LLC added | 10,354 | $37K | 0.0% | 2025-Q4 stale |
| SOUTH PLAINS FINANCIAL, INC. | 8,750 | $32K | 0.0% | 2025-Q3 stale |
| CIBC Private Wealth Group LLC added | 8,262 | $29K | 0.0% | 2025-Q4 stale |
| BROWN, LISLE/CUMMINGS, INC. | 6,500 | $23K | 0.0% | 2025-Q1 stale |
| Peoples Bank/KS | 6,241 | $23K | 0.0% | 2025-Q1 stale |
| CWM, LLC added | 5,600 | $20K | 0.0% | 2025-Q4 stale |
| Future Financial Wealth Managment LLC | 5,000 | $18K | 0.0% | 2025-Q3 stale |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | 4,500 | $16K | 0.0% | 2025-Q4 stale |
| North Capital, Inc. new | 4,301 | $16K | 0.0% | 2025-Q3 stale |
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.