PTL
name pending profile ingest
Momentum inputs (comparable managers):
holder breadth +6.2% ·
share flow +3.5% ·
net new positions +5.9%
· formula
Broad accumulation: rising shares across more holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q4 2025
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 113.05K | n/a | $28.06M | 0.0% | n/c | 1 | SEC ↗ |
| 2 | Stifel Financial Corp | 54.66K | n/a | $13.57M | 0.0% | n/c | 1 | SEC ↗ |
| 3 | Focus Partners Wealth | 20.06K | n/a | $4.98M | 0.0% | n/c | 1 | SEC ↗ |
| 4 | Commonwealth Equity Services, Llc | 18.99K | n/a | $4.71M | 0.0% | n/c | 1 | SEC ↗ |
| 5 | Goldman Sachs Group ✦ | 17.36K | +104.4% | $4.31M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 6 | Cwm, Llc | 17.20K | n/a | $4.27M | 0.0% | n/c | 1 | SEC ↗ |
| 7 | Jones Financial Companies Lllp | 13.88K | n/a | $3.45M | 0.0% | n/c | 1 | SEC ↗ |
| 8 | Envestnet Asset Management Inc | 11.77K | n/a | $2.92M | 0.0% | n/c | 1 | SEC ↗ |
| 9 | Jane Street Group, Llc | 9.99K | n/a | $2.48M | 0.0% | n/c | 1 | SEC ↗ |
| 10 | Cetera Investment Advisers | 6.62K | n/a | $1.64M | 0.0% | n/c | 1 | SEC ↗ |
| 11 | Raymond James Financial Inc | 3.81K | n/a | $945,634 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 12 | Osaic Holdings, Inc. | 3.60K | n/a | $893,197 | 0.0% | n/c | 1 | SEC ↗ |
| 13 | Citadel Advisors ✦ | 1.00K | New | $248,935 | 0.0% | New | 1 | SEC ↗ |
| 14 | Morgan Stanley ✦ | 138 | 0.0% | $34,250 | 0.0% | Held | 2 | SEC ↗ |
| 15 | Northwestern Mutual Wealth… | 106 | n/a | $26,309 | 0.0% | n/c | 1 | SEC ↗ |
| 16 | UBS Group AG | 31 | n/a | $7,694 | 0.0% | n/c | 1 | SEC ↗ |
| 17 | Fidelity (FMR) ✦ | 10 | -9.1% | $2,482 | 0.0% | ▼ Trim | 3 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value: the conviction measure. ✦ = curated manager.
New buyers
| Citadel Advisors | $248,935 | 0.0% |
Exited
| No tracked exits this quarter. |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 103 holders, 2.01M shares, $501.43M reported. This is a different, older period than the tracked-universe figures above and the two are never mixed.
What else this security's tracked holders most often hold: shared-ownership counts, not fundamental relationships.