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Institutional Ownership · SEC Form 13F

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-Q2 13F filings (latest filed 2026-08-25). 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.

94
Institutional holders
10M
Shares held (tracked funds)

How the tape is positioned

The tracked-fund tape on PPT is one-sided between 2026-Q1 and 2026-Q2: 1 added or opened and 6 trimmed or exited — on balance reducing.

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 2026-Q1 and 2026-Q2, across 94 tracked filers holding PPT, 41 increased or opened the position and 33 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 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 1

  • Shaker Financial Services, LLC$673K

Full exits 3

  • SIT INVESTMENT ASSOCIATES INC$100M
  • Janney Montgomery Scott LLC$3M
  • PIN OAK INVESTMENT ADVISORS INC$577K

Largest trims

  • 1607 Capital Partners, LLC$2M
  • RIVERBRIDGE PARTNERS LLC$874K
  • RAYMOND JAMES FINANCIAL INC$515K

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).

FundSharesReported value% of valueQuarter
Allspring Global Investments Holdings, LLC1,367,557$5M3.4%2026-Q2
MORGAN STANLEY added1,135,071$4M2.8%2026-Q2
1607 Capital Partners, LLC trimmed1,127,808$4M2.8%2026-Q2
Invesco Ltd. added934,604$3M2.3%2026-Q2
RIVERBRIDGE PARTNERS LLC trimmed393,732$1M1.0%2026-Q2
Advisors Asset Management, Inc. trimmed327,903$1M0.8%2026-Q2
RAYMOND JAMES FINANCIAL INC trimmed319,251$1M0.8%2026-Q2
Quad-Cities Investment Group, LLC added273,312$954K0.7%2026-Q2
OSAIC HOLDINGS, INC. added218,222$761K0.5%2026-Q2
BANK OF AMERICA CORP /DE/ added210,626$735K0.5%2026-Q2
Baird Financial Group, Inc. added197,900$691K0.5%2026-Q2
JONES FINANCIAL COMPANIES LLLP added199,541$684K0.5%2026-Q2
Shaker Financial Services, LLC added192,783$673K0.5%2026-Q2
Focus Partners Wealth added187,994$656K0.5%2026-Q2
Intellus Advisors LLC added167,203$584K0.4%2026-Q2
ROYAL BANK OF CANADA trimmed157,493$549K0.4%2026-Q2
MML INVESTORS SERVICES, LLC added135,625$473K0.3%2026-Q2
LPL Financial LLC trimmed128,030$447K0.3%2026-Q2
Mirador Capital Partners LP added123,623$431K0.3%2026-Q2
GILPIN WEALTH MANAGEMENT, LLC added123,231$430K0.3%2026-Q2
UBS Group AG trimmed121,242$423K0.3%2026-Q2
SHUFRO ROSE & CO LLC117,000$408K0.3%2026-Q2
Stratos Wealth Partners, LTD. added93,078$325K0.2%2026-Q2
Apollon Wealth Management, LLC added82,449$288K0.2%2026-Q2
Creative Planning82,115$287K0.2%2026-Q2
COMMONWEALTH EQUITY SERVICES, LLC trimmed77,638$271K0.2%2026-Q2
Mezzasalma Advisors, LLC added75,816$265K0.2%2026-Q2
CAPTRUST FINANCIAL ADVISORS trimmed74,940$262K0.2%2026-Q2
WELLS FARGO & COMPANY/MN added74,565$260K0.2%2026-Q2
Oder Investment Management, LLC trimmed74,404$260K0.2%2026-Q2
Valley Brook Capital Group, Inc. trimmed69,369$242K0.2%2026-Q2
NewEdge Advisors, LLC trimmed55,600$194K0.1%2026-Q2
Clear Creek Financial Management, LLC52,294$183K0.1%2026-Q2
Allworth Financial LP51,176$179K0.1%2026-Q2
Papamarkou Wellner Asset Management inc. trimmed50,000$174K0.1%2026-Q2
Cetera Investment Advisers added49,985$174K0.1%2026-Q2
STIFEL FINANCIAL CORP added49,205$172K0.1%2026-Q2
LEVEL FOUR ADVISORY SERVICES, LLC added48,111$168K0.1%2026-Q2
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC added44,432$154K0.1%2026-Q2
CITADEL ADVISORS LLC added42,348$148K0.1%2026-Q2
Karpus Management, Inc.41,262$144K0.1%2026-Q2
Whalen Wealth Management Inc. added40,580$142K0.1%2026-Q2
Commonwealth Financial Services, LLC40,190$140K0.1%2026-Q2
SUSQUEHANNA INTERNATIONAL GROUP, LLP added37,724$132K0.1%2026-Q2
Dynamic Advisor Solutions LLC added35,887$125K0.1%2026-Q2
SMITH, MOORE & CO.27,977$98K0.1%2026-Q2
Register Financial Advisors LLC added26,992$94K0.1%2026-Q2
READYSTATE ASSET MANAGEMENT LP trimmed26,778$93K0.1%2026-Q2
Ethos Financial Group, LLC26,526$93K0.1%2026-Q2
Equitable Holdings, Inc.25,398$89K0.1%2026-Q2
Capital Investment Advisors, LLC trimmed25,172$88K0.1%2026-Q2
Gilman Hill Asset Management, LLC25,000$87K0.1%2026-Q2
IFP Advisors, Inc added23,506$82K0.1%2026-Q2
UHLMANN PRICE SECURITIES, LLC added23,381$82K0.1%2026-Q2
OneDigital Investment Advisors LLC trimmed23,127$81K0.1%2026-Q2
LAZARI CAPITAL MANAGEMENT, INC.22,436$78K0.1%2026-Q2
XTX Topco Ltd trimmed21,351$75K0.1%2026-Q2
Kingsbury Capital Investment Advisors LLC added19,594$68K0.0%2026-Q2
KMT WEALTH MANAGEMENT, LLC new19,594$68K0.0%2026-Q2
Fortitude Advisory Group L.L.C.17,886$62K0.0%2026-Q2
Closed-End Fund Advisors, Inc. added16,360$57K0.0%2026-Q2
Mariner, LLC trimmed14,466$50K0.0%2026-Q2
UMB Bank, n.a.12,170$42K0.0%2026-Q2
Kestra Advisory Services, LLC trimmed10,412$36K0.0%2026-Q2
Gunpowder Capital Management, LLC dba Oliver Wealth Management9,400$33K0.0%2026-Q2
Global Retirement Partners, LLC trimmed9,236$32K0.0%2026-Q2
Wilmington Savings Fund Society, FSB7,562$26K0.0%2026-Q2
BARRETT & COMPANY, INC.5,000$17K0.0%2026-Q2
US BANCORP \DE\3,500$12K0.0%2026-Q2
Medallion Wealth Advisors, LLC trimmed3,500$12K0.0%2026-Q2
SALEM INVESTMENT COUNSELORS INC3,077$11K0.0%2026-Q2
CREATIVE FINANCIAL DESIGNS INC /ADV2,777$10K0.0%2026-Q2
Steward Partners Investment Advisory, LLC trimmed1,992$7K0.0%2026-Q2
PNC Financial Services Group, Inc.1,800$6K0.0%2026-Q2
Farther Finance Advisors, LLC new1,647$6K0.0%2026-Q2
Pinnacle Wealth Planning Services, Inc.1,211$4K0.0%2026-Q2
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO1,129$4K0.0%2026-Q2
BEACON INVESTMENT ADVISORY SERVICES, INC.1,028$4K0.0%2026-Q2
WPG Advisers, LLC trimmed758$3K0.0%2026-Q2
Gould Capital, LLC708$2K0.0%2026-Q2
HARBOUR INVESTMENTS, INC.700$2K0.0%2026-Q2
Continuum Advisory, LLC696$2K0.0%2026-Q2
ROTHSCHILD INVESTMENT LLC553$2K0.0%2026-Q2
HIGHLINE WEALTH PARTNERS LLC550$2K0.0%2026-Q2
First Command Advisory Services, Inc.500$2K0.0%2026-Q2
Costello Asset Management, INC added329$1K0.0%2026-Q2
Cape Investment Advisory, Inc. new300$1K0.0%2026-Q2
INVESTMENT COUNSEL CO OF NEVADA new210$7330.0%2026-Q2
MOTCO208$7260.0%2026-Q2
Arax Advisory Partners200$6980.0%2026-Q2
ST GERMAIN D J CO INC150$5240.0%2026-Q2
FIFTH THIRD BANCORP trimmed86$3000.0%2026-Q2
MATHER GROUP, LLC. trimmed37$1290.0%2026-Q2
Strategic Wealth Partners, Ltd.0$10.0%2026-Q2
SIT INVESTMENT ASSOCIATES INC trimmed28,179,805$100M71.6%2026-Q1 stale (1 quarter behind)
Janney Montgomery Scott LLC added774,899$3M2.0%2026-Q1 stale (1 quarter behind)
PIN OAK INVESTMENT ADVISORS INC trimmed162,520$577K0.4%2026-Q1 stale (1 quarter behind)
Cambridge Investment Research Advisors, Inc. added118,412$420K0.3%2026-Q1 stale (1 quarter behind)
Balyasny Asset Management L.P. new131,676$466K0.3%2025-Q4 stale (2 quarters behind)
Kovitz Investment Group Partners, LLC added170,449$629K0.5%2025-Q3 stale (3 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.

HoldersTotal shares

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.

Learn how to read institutional ownership