Who owns PTEU
Which tracked institutional funds hold PTEU, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See PTEU company fundamentals →
Ownership as of the 2026-Q1 13F filings (latest filed 2026-05-15). 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 PTEU while 1 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
PTEU’s largest tracked holder by dollar value, AVANTAX ADVISORY SERVICES, INC., 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 conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in PTEU 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 20 tracked filers holding PTEU, 8 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 PTEU 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.
New buyers 1
- MATHER GROUP, LLC.$1M
Largest trims
- Cetera Investment Advisers$4M
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 |
|---|---|---|---|---|
| J2 Capital Management Inc added | 117,010 | $3M | 16.5% | 2026-Q1 |
| Cetera Investment Advisers trimmed | 64,545 | $2M | 9.1% | 2026-Q1 |
| LPL Financial LLC added | 54,193 | $2M | 7.6% | 2026-Q1 |
| STIFEL FINANCIAL CORP added | 43,096 | $1M | 6.1% | 2026-Q1 |
| MATHER GROUP, LLC. new | 41,654 | $1M | 5.9% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC added | 37,249 | $1M | 5.2% | 2026-Q1 |
| JANE STREET GROUP, LLC trimmed | 30,149 | $898K | 4.2% | 2026-Q1 |
| Capital Investment Advisory Services, LLC trimmed | 29,664 | $884K | 4.2% | 2026-Q1 |
| Optivise Advisory Services LLC new | 13,509 | $403K | 1.9% | 2026-Q1 |
| GOLDMAN SACHS GROUP INC trimmed | 13,053 | $389K | 1.8% | 2026-Q1 |
| Wealthspire Retirement, LLC trimmed | 8,736 | $260K | 1.2% | 2026-Q1 |
| CITADEL ADVISORS LLC trimmed | 7,722 | $230K | 1.1% | 2026-Q1 |
| Cambridge Investment Research Advisors, Inc. trimmed | 7,659 | $228K | 1.1% | 2026-Q1 |
| OSAIC HOLDINGS, INC. trimmed | 6,490 | $193K | 0.9% | 2026-Q1 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 4,165 | $126K | 0.6% | 2026-Q1 |
| MORGAN STANLEY trimmed | 3,472 | $103K | 0.5% | 2026-Q1 |
| Keating Financial Advisory Services, Inc. new | 458 | $14K | 0.1% | 2026-Q1 |
| UBS Group AG | 449 | $13K | 0.1% | 2026-Q1 |
| Farther Finance Advisors, LLC added | 178 | $5K | 0.0% | 2026-Q1 |
| WELLS FARGO & COMPANY/MN trimmed | 0 | $4 | 0.0% | 2026-Q1 |
| AVANTAX ADVISORY SERVICES, INC. trimmed | 155,346 | $4M | 21.1% | 2025-Q2 stale |
| Gimbal Financial trimmed | 54,231 | $2M | 7.7% | 2025-Q3 stale |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP trimmed | 8,692 | $237K | 1.1% | 2025-Q1 stale |
| COMMONWEALTH EQUITY SERVICES, LLC trimmed | 7,313 | $210K | 1.0% | 2025-Q2 stale |
| MGO ONE SEVEN LLC new | 6,604 | $203K | 1.0% | 2025-Q4 stale |
| NewEdge Advisors, LLC | 927 | $28K | 0.1% | 2025-Q4 stale |
| BANK OF AMERICA CORP /DE/ trimmed | 150 | $4K | 0.0% | 2025-Q2 stale |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 0 | — | 0.0% | 2025-Q2 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.