Who owns PTL (PTL)
Which tracked institutional funds hold PTL, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See PTL company fundamentals →
Ownership as of the 2026-Q1 13F filings. 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
36 tracked funds added or opened PTL while 13 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
PTL’s largest tracked holder by dollar value, OneAscent Financial Services LLC, sizes it at 3.9% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 3.8pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in PTL 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 104 tracked filers holding PTL, 74 increased or opened the position and 24 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 PTL 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 8
- Ocean Park Asset Management, LLC$6M
- Independent Advisor Alliance$3M
- Tulsa Wealth Advisors, INC$3M
- VICUS CAPITAL$1M
- RMG Wealth Management LLC$920K
- Farther Finance Advisors, LLC$917K
Full exits 1
- IFG Advisory, LLC$924K
Largest adds
- OneAscent Financial Services LLC$46M
- CREATIVE FINANCIAL DESIGNS INC /ADV$33M
- Inspire Advisors, LLC$7M
- LPL Financial LLC$5M
- CITADEL ADVISORS LLC$3M
- Plan A Wealth LLC$3M
Largest trims
- CWM, LLC$3M
- Strategic Equity Management$3M
- GTS SECURITIES LLC$2M
- EverSource Wealth Advisors, LLC$1M
- MONEYWISE, INC.$1M
- Inspire Investing, LLC$979K
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 |
|---|---|---|---|---|
| OneAscent Financial Services LLC added | 285,074 | $71M | 14.0% | 2026-Q1 |
| Inspire Advisors, LLC added | 266,885 | $67M | 13.2% | 2026-Q1 |
| Plan A Wealth LLC added | 151,974 | $38M | 7.5% | 2026-Q1 |
| CREATIVE FINANCIAL DESIGNS INC /ADV added | 146,614 | $37M | 7.2% | 2026-Q1 |
| LPL Financial LLC added | 132,129 | $33M | 6.5% | 2026-Q1 |
| Christian Investment Advisors, Inc. added | 92,946 | $24M | 4.7% | 2026-Q1 |
| SILVER OAK SECURITIES, INCORPORATED added | 62,611 | $16M | 3.1% | 2026-Q1 |
| STIFEL FINANCIAL CORP trimmed | 51,362 | $13M | 2.5% | 2026-Q1 |
| Strategic Equity Management trimmed | 50,874 | $13M | 2.5% | 2026-Q1 |
| Geneos Wealth Management Inc. trimmed | 44,892 | $11M | 2.2% | 2026-Q1 |
| Belpointe Asset Management LLC added | 41,039 | $10M | 2.0% | 2026-Q1 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC added | 39,704 | $10M | 2.0% | 2026-Q1 |
| Inspire Investing, LLC trimmed | 38,613 | $10M | 1.9% | 2026-Q1 |
| MONEYWISE, INC. trimmed | 30,750 | $8M | 1.5% | 2026-Q1 |
| Investment Research Partners LLC added | 29,949 | $8M | 1.5% | 2026-Q1 |
| Legacy Wealth Asset Management, LLC added | 28,291 | $7M | 1.4% | 2026-Q1 |
| PAX Financial Group, LLC added | 24,092 | $6M | 1.2% | 2026-Q1 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV added | 22,738 | $6M | 1.1% | 2026-Q1 |
| JONES FINANCIAL COMPANIES LLLP added | 23,119 | $6M | 1.1% | 2026-Q1 |
| Focus Partners Advisor Solutions, LLC added | 22,413 | $6M | 1.1% | 2026-Q1 |
| Ocean Park Asset Management, LLC new | 22,288 | $6M | 1.1% | 2026-Q1 |
| FAMILY WEALTH PARTNERS, LLC added | 22,288 | $6M | 1.1% | 2026-Q1 |
| Focus Partners Wealth added | 21,227 | $5M | 1.0% | 2026-Q1 |
| GOLDMAN SACHS GROUP INC added | 20,416 | $5M | 1.0% | 2026-Q1 |
| COMMONWEALTH EQUITY SERVICES, LLC added | 19,308 | $5M | 1.0% | 2026-Q1 |
| Frontier Asset Management, LLC added | 17,189 | $4M | 0.8% | 2026-Q1 |
| AE Wealth Management LLC added | 16,342 | $4M | 0.8% | 2026-Q1 |
| CITADEL ADVISORS LLC added | 14,754 | $4M | 0.7% | 2026-Q1 |
| Sound Financial Strategies Group, LLC added | 14,242 | $4M | 0.7% | 2026-Q1 |
| Pettinga Financial Advisors LLC added | 13,988 | $4M | 0.7% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC added | 13,392 | $3M | 0.7% | 2026-Q1 |
| XY Planning Network, Inc. added | 12,652 | $3M | 0.6% | 2026-Q1 |
| Independent Advisor Alliance new | 12,425 | $3M | 0.6% | 2026-Q1 |
| Cambridge Investment Research Advisors, Inc. added | 12,252 | $3M | 0.6% | 2026-Q1 |
| Tulsa Wealth Advisors, INC new | 10,902 | $3M | 0.5% | 2026-Q1 |
| LifeGuide Financial Advisors, LLC added | 10,547 | $3M | 0.5% | 2026-Q1 |
| Valmark Advisers, Inc. added | 10,114 | $3M | 0.5% | 2026-Q1 |
| JANE STREET GROUP, LLC trimmed | 9,278 | $2M | 0.5% | 2026-Q1 |
| Fiduciary Alliance LLC added | 7,261 | $2M | 0.4% | 2026-Q1 |
| Cetera Investment Advisers added | 7,746 | $2M | 0.4% | 2026-Q1 |
| Optivise Advisory Services LLC trimmed | 6,753 | $2M | 0.3% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC added | 6,381 | $2M | 0.3% | 2026-Q1 |
| SageOak Financial, LLC trimmed | 5,670 | $1M | 0.3% | 2026-Q1 |
| VICUS CAPITAL new | 5,455 | $1M | 0.3% | 2026-Q1 |
| Pioneer Wealth Management Group added | 5,332 | $1M | 0.3% | 2026-Q1 |
| WorthPointe, LLC trimmed | 5,265 | $1M | 0.3% | 2026-Q1 |
| Envestnet Portfolio Solutions, Inc. added | 4,673 | $1M | 0.2% | 2026-Q1 |
| CWM, LLC trimmed | 4,551 | $1M | 0.2% | 2026-Q1 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO trimmed | 4,426 | $1M | 0.2% | 2026-Q1 |
| GTS SECURITIES LLC trimmed | 4,416 | $1M | 0.2% | 2026-Q1 |
| Sowell Financial Services LLC trimmed | 4,145 | $1M | 0.2% | 2026-Q1 |
| Schwallier Wealth Management LLC added | 3,878 | $972K | 0.2% | 2026-Q1 |
| OSAIC HOLDINGS, INC. added | 3,728 | $934K | 0.2% | 2026-Q1 |
| RMG Wealth Management LLC added | 3,283 | $920K | 0.2% | 2026-Q1 |
| Farther Finance Advisors, LLC new | 3,642 | $917K | 0.2% | 2026-Q1 |
| IFP Advisors, Inc added | 3,565 | $893K | 0.2% | 2026-Q1 |
| World Investment Advisors added | 3,378 | $846K | 0.2% | 2026-Q1 |
| OneAscent Wealth Management LLC added | 3,308 | $829K | 0.2% | 2026-Q1 |
| Sterling Investment Advisors, Ltd. | 3,075 | $770K | 0.2% | 2026-Q1 |
| Plan Group Financial, LLC added | 2,950 | $739K | 0.1% | 2026-Q1 |
| Larry Mathis Financial Planning, LLC | 2,900 | $727K | 0.1% | 2026-Q1 |
| PFG Investments, LLC trimmed | 2,841 | $712K | 0.1% | 2026-Q1 |
| First Heartland Consultants, Inc. trimmed | 2,789 | $699K | 0.1% | 2026-Q1 |
| Van Diest Capital, LLC new | 2,658 | $666K | 0.1% | 2026-Q1 |
| Revisor Wealth Management LLC added | 2,626 | $660K | 0.1% | 2026-Q1 |
| EverSource Wealth Advisors, LLC trimmed | 4,989 | $654K | 0.1% | 2026-Q1 |
| Ascentis Independent Advisors added | 2,314 | $580K | 0.1% | 2026-Q1 |
| Sanctuary Advisors, LLC trimmed | 2,312 | $579K | 0.1% | 2026-Q1 |
| WIN ADVISORS, INC new | 2,294 | $575K | 0.1% | 2026-Q1 |
| Whitaker-Myers Wealth Managers, LTD. added | 2,151 | $539K | 0.1% | 2026-Q1 |
| GWN SECURITIES INC. added | 1,600 | $401K | 0.1% | 2026-Q1 |
| MOSAIC FAMILY WEALTH PARTNERS, LLC trimmed | 1,468 | $368K | 0.1% | 2026-Q1 |
| Tandem Investment Partners LLC added | 1,420 | $356K | 0.1% | 2026-Q1 |
| Pinnacle Financial Partners, Inc. added | 1,405 | $352K | 0.1% | 2026-Q1 |
| HOWARD BAILEY SECURITIES, LLC added | 1,402 | $351K | 0.1% | 2026-Q1 |
| MRA Advisory Group added | 1,308 | $328K | 0.1% | 2026-Q1 |
| Continuum Advisory, LLC added | 1,289 | $323K | 0.1% | 2026-Q1 |
| Strategic Blueprint, LLC trimmed | 1,200 | $301K | 0.1% | 2026-Q1 |
| COURIER CAPITAL LLC | 1,187 | $297K | 0.1% | 2026-Q1 |
| PRINCIPAL SECURITIES, INC. added | 1,127 | $282K | 0.1% | 2026-Q1 |
| CX Institutional trimmed | 1,111 | $278K | 0.1% | 2026-Q1 |
| Delta Investment Management, LLC new | 1,093 | $274K | 0.1% | 2026-Q1 |
| Equitable Holdings, Inc. added | 1,008 | $250K | 0.0% | 2026-Q1 |
| JPMORGAN CHASE & CO added | 997 | $243K | 0.0% | 2026-Q1 |
| AlphaStar Capital Management, LLC | 879 | $220K | 0.0% | 2026-Q1 |
| INDEPENDENT FINANCIAL GROUP, LLC | 878 | $220K | 0.0% | 2026-Q1 |
| Mountain Capital Investment Advisors Inc. added | 791 | $218K | 0.0% | 2026-Q1 |
| Forge Financial Services LLC added | 829 | $208K | 0.0% | 2026-Q1 |
| Simplicity Wealth,LLC trimmed | 823 | $206K | 0.0% | 2026-Q1 |
| Bedel Financial Consulting, Inc. new | 816 | $204K | 0.0% | 2026-Q1 |
| Advisory Services Network, LLC added | 378 | $95K | 0.0% | 2026-Q1 |
| Root Financial Partners, LLC new | 370 | $93K | 0.0% | 2026-Q1 |
| AdvisorNet Financial, Inc added | 331 | $83K | 0.0% | 2026-Q1 |
| IFG Advisory, LLC added | 3,721 | $924K | 0.2% | 2025-Q4 stale |
| Financial Advocates Investment Management added | 3,940 | $904K | 0.2% | 2025-Q2 stale |
| Arete Wealth Advisors, LLC trimmed | 2,214 | $552K | 0.1% | 2025-Q3 stale |
| Advisory Alpha, LLC new | 1,804 | $454K | 0.1% | 2025-Q3 stale |
| CENTAURUS FINANCIAL, INC. added | 1,640 | $407K | 0.1% | 2025-Q4 stale |
| OLD MISSION CAPITAL LLC trimmed | 1,768 | $405K | 0.1% | 2025-Q2 stale |
| Creekmur Asset Management LLC added | 806 | $201K | 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.