Who owns PTIN
Which tracked institutional funds hold PTIN, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See PTIN company fundamentals →
Ownership as of the 2026-Q2 13F filings (latest filed 2026-08-19). 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
13 tracked funds added or opened PTIN while 7 trimmed or exited it between 2026-Q1 and 2026-Q2 — 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
PTIN’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 conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in PTIN 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 50 tracked filers holding PTIN, 17 increased or opened the position and 28 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 PTIN 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 2
- Bullock Wealth Management Group$8M
- JANE STREET GROUP, LLC$2M
Full exits 3
- Pacer Advisors, Inc.$11M
- Cambridge Investment Research Advisors, Inc.$2M
- One Degree Advisors Inc$1M
Largest adds
- LPL Financial LLC$3M
- UNIQUE WEALTH, LLC$2M
- AlphaCore Capital LLC$1M
- MBL Wealth, LLC$964K
- WELLS FARGO & COMPANY/MN$832K
- Cetera Investment Advisers$792K
Largest trims
- RAYMOND JAMES FINANCIAL INC$6M
- COMMONWEALTH EQUITY SERVICES, LLC$2M
- Henderson Brothers Financial Partners, LLC$964K
- Empirical Finance, LLC$675K
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 | 550,209 | $20M | 12.4% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC trimmed | 453,278 | $17M | 10.2% | 2026-Q2 |
| Cetera Investment Advisers trimmed | 398,969 | $15M | 9.0% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN trimmed | 283,070 | $10M | 6.4% | 2026-Q2 |
| MBL Wealth, LLC trimmed | 250,351 | $9M | 5.6% | 2026-Q2 |
| Bullock Wealth Management Group new | 214,632 | $8M | 4.8% | 2026-Q2 |
| AlphaCore Capital LLC added | 210,041 | $8M | 4.7% | 2026-Q2 |
| Empirical Finance, LLC trimmed | 152,824 | $6M | 3.4% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC trimmed | 129,318 | $5M | 2.9% | 2026-Q2 |
| MML INVESTORS SERVICES, LLC added | 98,012 | $4M | 2.2% | 2026-Q2 |
| MATHER GROUP, LLC. trimmed | 78,619 | $3M | 1.8% | 2026-Q2 |
| UNIQUE WEALTH, LLC added | 52,631 | $2M | 1.2% | 2026-Q2 |
| STIFEL FINANCIAL CORP trimmed | 49,849 | $2M | 1.1% | 2026-Q2 |
| COMMONWEALTH EQUITY SERVICES, LLC trimmed | 47,438 | $2M | 1.1% | 2026-Q2 |
| JANE STREET GROUP, LLC added | 46,626 | $2M | 1.1% | 2026-Q2 |
| OSAIC HOLDINGS, INC. trimmed | 39,762 | $1M | 0.9% | 2026-Q2 |
| Henderson Brothers Financial Partners, LLC trimmed | 38,047 | $1M | 0.9% | 2026-Q2 |
| Whitaker-Myers Wealth Managers, LTD. trimmed | 37,266 | $1M | 0.8% | 2026-Q2 |
| Summit Financial, LLC added | 36,932 | $1M | 0.8% | 2026-Q2 |
| ROYAL BANK OF CANADA trimmed | 35,981 | $1M | 0.8% | 2026-Q2 |
| Kathmere Capital Management, LLC trimmed | 28,385 | $1M | 0.6% | 2026-Q2 |
| AMERIPRISE FINANCIAL INC added | 23,372 | $857K | 0.5% | 2026-Q2 |
| MONECO ADVISORS, LLC trimmed | 20,680 | $758K | 0.5% | 2026-Q2 |
| Kestra Advisory Services, LLC added | 20,436 | $749K | 0.5% | 2026-Q2 |
| NewEdge Advisors, LLC trimmed | 18,729 | $687K | 0.4% | 2026-Q2 |
| ADE, LLC trimmed | 18,426 | $676K | 0.4% | 2026-Q2 |
| Wealthspire Retirement, LLC added | 15,725 | $577K | 0.4% | 2026-Q2 |
| Steward Partners Investment Advisory, LLC trimmed | 15,539 | $570K | 0.4% | 2026-Q2 |
| Private Advisor Group, LLC trimmed | 14,863 | $545K | 0.3% | 2026-Q2 |
| Legacy Trust | 14,550 | $534K | 0.3% | 2026-Q2 |
| Jacobi Capital Management LLC | 12,377 | $454K | 0.3% | 2026-Q2 |
| GeoWealth Management, LLC added | 11,934 | $438K | 0.3% | 2026-Q2 |
| J2 Capital Management Inc trimmed | 9,892 | $363K | 0.2% | 2026-Q2 |
| PRIVATE TRUST CO NA | 9,273 | $340K | 0.2% | 2026-Q2 |
| Clark Asset Management, LLC | 9,054 | $332K | 0.2% | 2026-Q2 |
| Concurrent Investment Advisors, LLC trimmed | 8,570 | $314K | 0.2% | 2026-Q2 |
| MGO ONE SEVEN LLC trimmed | 6,239 | $229K | 0.1% | 2026-Q2 |
| SYKON CAPITAL LLC new | 6,122 | $224K | 0.1% | 2026-Q2 |
| Capital Investment Advisory Services, LLC added | 5,148 | $189K | 0.1% | 2026-Q2 |
| AMERIFLEX GROUP, INC. added | 2,797 | $103K | 0.1% | 2026-Q2 |
| HARBOUR INVESTMENTS, INC. | 2,375 | $87K | 0.1% | 2026-Q2 |
| MORGAN STANLEY | 1,345 | $49K | 0.0% | 2026-Q2 |
| IFP Advisors, Inc | 1,248 | $46K | 0.0% | 2026-Q2 |
| EverSource Wealth Advisors, LLC added | 1,063 | $39K | 0.0% | 2026-Q2 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 942 | $34K | 0.0% | 2026-Q2 |
| IFG Advisory, LLC new | 884 | $32K | 0.0% | 2026-Q2 |
| Regatta Research & Money Management new | 876 | $32K | 0.0% | 2026-Q2 |
| Aptus Capital Advisors, LLC | 722 | $26K | 0.0% | 2026-Q2 |
| Geneos Wealth Management Inc. | 450 | $17K | 0.0% | 2026-Q2 |
| JPMORGAN CHASE & CO | 1 | $56 | 0.0% | 2026-Q2 |
| Pacer Advisors, Inc. trimmed | 337,128 | $11M | 6.7% | 2026-Q1 stale (1 quarter behind) |
| Axiom Financial Strategies, LLC trimmed | 207,789 | $7M | 4.0% | 2025-Q4 stale (2 quarters behind) |
| SPC Financial, Inc. added | 191,725 | $6M | 3.6% | 2025-Q3 stale (3 quarters behind) |
| NAPA WEALTH MANAGEMENT added | 82,646 | $3M | 1.5% | 2025-Q3 stale (3 quarters behind) |
| Cambridge Investment Research Advisors, Inc. added | 73,746 | $2M | 1.5% | 2026-Q1 stale (1 quarter behind) |
| AVANTAX ADVISORY SERVICES, INC. added | 79,453 | $2M | 1.4% | 2025-Q2 stale (4 quarters behind) |
| One Degree Advisors Inc trimmed | 38,853 | $1M | 0.8% | 2026-Q1 stale (1 quarter behind) |
| PKS Advisory Services, LLC trimmed | 39,753 | $1M | 0.7% | 2025-Q2 stale (4 quarters behind) |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP added | 23,780 | $725K | 0.4% | 2025-Q3 stale (3 quarters behind) |
| Freedom Investment Management, Inc. trimmed | 20,400 | $592K | 0.4% | 2025-Q2 stale (4 quarters behind) |
| Orion Porfolio Solutions, LLC trimmed | 7,580 | $247K | 0.2% | 2026-Q1 stale (1 quarter behind) |
| J.W. COLE ADVISORS, INC. | 7,001 | $220K | 0.1% | 2025-Q4 stale (2 quarters behind) |
| CITADEL ADVISORS LLC trimmed | 6,561 | $213K | 0.1% | 2026-Q1 stale (1 quarter behind) |
| BankPlus Trust Department new | 538 | $17K | 0.0% | 2025-Q4 stale (2 quarters behind) |
| Deane Retirement Strategies, Inc. trimmed | 337 | $10K | 0.0% | 2025-Q3 stale (3 quarters behind) |
| Allworth Financial LP new | 309 | $9K | 0.0% | 2025-Q3 stale (3 quarters behind) |
| Sound Income Strategies, LLC trimmed | 231 | $7K | 0.0% | 2025-Q2 stale (4 quarters behind) |
| ASSETMARK, INC trimmed | 202 | $7K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| TRUST CO OF TOLEDO NA /OH/ new | 199 | $6K | 0.0% | 2025-Q2 stale (4 quarters behind) |
| JONES FINANCIAL COMPANIES LLLP new | 167 | $5K | 0.0% | 2025-Q2 stale (4 quarters behind) |
| UBS Group AG trimmed | 61 | $2K | 0.0% | 2025-Q4 stale (2 quarters behind) |
| Global Retirement Partners, LLC trimmed | 10 | $290 | 0.0% | 2025-Q2 stale (4 quarters 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.