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Security record

PTLO

name pending profile ingest

Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025 Q4 2024 Q3 2024
76Tracked holders
+1Δ holders
30.03MShares held
$142.35MReported value
+5New positions
−4Exits
Falling How these are computed → Explain this at the Research Desk →

Momentum inputs (comparable managers): holder breadth +1.3% · share flow -8.2% · net new positions +1.3% — formula
Ownership fragmentation — more holders, smaller aggregate stake

All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q2 2026

Ownership over time
QuarterHoldersΔSharesReported valueNewExits
Q2 2026 76 +1 30.03M $142.35M +5 −4
Q1 2026 77 +3 32.72M $169.06M +11 −8
Q4 2025 74 +1 39.02M $177.15M +1 —
Q3 2025 13 -1 17.12M $110.42M +1 −2
Q2 2025 11 -2 15.87M $185.16M — −2
Q1 2025 10 +3 3.66M $43.48M +3 —
Q4 2024 7 +1 5.29M $49.77M +2 −1
Q3 2024 5 -1 5.55M $74.70M — −1
Q2 2024 6 — 4.64M $45.14M — —
Holder count
Who holds it · Q2 2026
#ManagerSharesΔ sharesValueTheir weightHeld
1 BlackRock ✦ (passive) 4.91M -4.1% $23.26M 0.0% ▼ Trim 5 SEC ↗ ×7
2 Citadel Advisors ✦ 3.15M +469.5% $14.93M 0.0% ▲ Add 9 SEC ↗ ×2
3 Vanguard Capital Management Llc 3.07M +0.9% $14.53M 0.0% ▲ Add 2 SEC ↗
4 Marshall Wace ✦ 2.34M +38.0% $11.10M 0.0% ▲ Add 2 SEC ↗ ×2
5 Geode Capital Management ✦ (passive) 1.81M +8.6% $8.60M 0.0% ▲ Add 9 SEC ↗ ×2
6 State Street Global Advisors ✦ (passive) 1.45M +12.9% $6.89M 0.0% ▲ Add 7 SEC ↗
7 Goldman Sachs Group ✦ 1.42M +44.0% $6.74M 0.0% ▲ Add 4 SEC ↗ ×3
8 Blair William & Co/Il 1.24M +11.6% $5.89M 0.0% ▲ Add 3 SEC ↗
9 Millennium Management ✦ 1.23M +97.9% $5.83M 0.0% ▲ Add 3 SEC ↗
10 AQR Capital Management ✦ 1.08M +251.3% $5.12M 0.0% ▲ Add 6 SEC ↗ ×6
11 Morgan Stanley ✦ 736.16K +20.5% $3.49M 0.0% ▲ Add 4 SEC ↗ ×6
12 Hotchkis & Wiley Capital Management… 734.34K +22.0% $3.48M 0.0% ▲ Add 2 SEC ↗
13 Susquehanna International Group, Llp 636.67K -19.8% $3.02M 0.0% ▼ Trim 3 SEC ↗
14 Charles Schwab Investment… 635.07K +0.7% $3.01M 0.0% ▲ Add 3 SEC ↗
15 Northern Trust Corp 552.98K +6.0% $2.62M 0.0% ▲ Add 3 SEC ↗ ×3
16 Dimensional Fund Advisors Lp 397.88K -63.1% $1.89M 0.0% ▼ Trim 3 SEC ↗ ×3
17 Bank Of America Corp /De/ 326.54K -53.7% $1.55M 0.0% ▼ Trim 3 SEC ↗ ×3
18 Quantinno Capital Management LP 311.05K +82.4% $1.47M 0.0% ▲ Add 3 SEC ↗
19 Invesco Ltd. 276.76K -3.6% $1.31M 0.0% ▼ Trim 3 SEC ↗ ×3
20 Corient Private Wealth LP 268.02K +498.8% $1.27M 0.0% ▲ Add 3 SEC ↗
21 IMC-Chicago, LLC 244.88K +12.1% $1.16M 0.0% ▲ Add 3 SEC ↗
22 First Trust Advisors Lp 240.22K +5.0% $1.14M 0.0% ▲ Add 3 SEC ↗
23 Tudor Investment Corp Et Al 239.58K New $1.14M 0.0% New 1 SEC ↗
24 Bank of New York Mellon Corp 196.37K +0.4% $930,777 0.0% ▲ Add 3 SEC ↗ ×4
25 Victory Capital Management Inc 186.50K +50.0% $884,010 0.0% ▲ Add 2 SEC ↗
26 UBS Group AG 183.03K -43.9% $867,576 0.0% ▼ Trim 3 SEC ↗ ×4
27 Nuveen, LLC 175.32K +24.2% $831,026 0.0% ▲ Add 3 SEC ↗ ×3
28 Raymond James Financial Inc 133.34K -3.6% $632,026 0.0% ▼ Trim 3 SEC ↗ ×2
29 Squarepoint Ops LLC 131.89K +8.7% $625,149 0.0% ▲ Add 3 SEC ↗
30 LPL Financial LLC 101.05K +31.1% $478,953 0.0% ▲ Add 3 SEC ↗
31 Point72 Asset Management ✦ 99.89K New $473,464 0.0% New 1 SEC ↗
32 American Century Companies Inc 99.41K +3.2% $471,194 0.0% ▲ Add 3 SEC ↗
33 Citigroup Inc 91.09K -67.7% $431,747 0.0% ▼ Trim 3 SEC ↗ ×2
34 Renaissance Technologies ✦ 85.34K -45.9% $404,521 0.0% ▼ Trim 7 SEC ↗
35 Rhumbline Advisers 82.48K +7.4% $390,932 0.0% ▲ Add 3 SEC ↗
36 Ameriprise Financial Inc 82.47K +42.0% $390,897 0.0% ▲ Add 2 SEC ↗ ×2
37 Osaic Holdings, Inc. 82.13K -19.4% $389,279 0.0% ▼ Trim 3 SEC ↗ ×3
38 Jones Financial Companies Lllp 79.97K +30.5% $379,053 0.0% ▲ Add 3 SEC ↗ ×2
39 Alliancebernstein L.P. 63.39K -98.8% $335,333 0.0% ▼ Trim 3 SEC ↗
40 Deutsche Bank Ag\ 65.67K +29.5% $311,262 0.0% ▲ Add 3 SEC ↗
41 Wells Fargo & Company/Mn 64.06K +89.6% $303,619 0.0% ▲ Add 3 SEC ↗ ×3
42 Cerity Partners LLC 54.01K New $256,027 0.0% New 1 SEC ↗ ×2
43 Group One Trading Llc 53.38K -36.1% $253,007 0.0% ▼ Trim 2 SEC ↗
44 T. Rowe Price ✦ 51.52K +16.6% $245,000 0.0% ▲ Add 9 SEC ↗
45 Sei Investments Co 50.52K -28.5% $239,474 0.0% ▼ Trim 3 SEC ↗
46 Creative Planning 47.77K -68.6% $226,430 0.0% ▼ Trim 3 SEC ↗
47 Fifth Third Bancorp 40.08K -0.7% $189,960 0.0% ▼ Trim 3 SEC ↗
48 Wealth Enhancement Advisory… 40.06K +71.3% $183,866 0.0% ▲ Add 2 SEC ↗
49 Russell Investments Group, Ltd. 36.56K +283.1% $173,275 0.0% ▲ Add 3 SEC ↗ ×2
50 Simplex Trading, Llc 35.76K -66.4% $169,492 0.0% ▼ Trim 3 SEC ↗
51 Mercer Global Advisors Inc /Adv 35.03K +59.5% $166,037 0.0% ▲ Add 3 SEC ↗
52 JPMorgan Chase ✦ 32.71K +9.6% $155,373 0.0% ▲ Add 4 SEC ↗ ×4
53 MIRAE ASSET GLOBAL ETFS HOLDINGS… 30.99K -2.4% $146,888 0.0% ▼ Trim 3 SEC ↗
54 Balyasny Asset Management L.P. 23.10K -97.3% $109,494 0.0% ▼ Trim 3 SEC ↗
55 Manufacturers Life Insurance… 18.27K +1.2% $86,605 0.0% ▲ Add 3 SEC ↗
56 Cetera Investment Advisers 17.37K -33.7% $82,324 0.0% ▼ Trim 3 SEC ↗
57 Mariner, LLC 16.90K +35.5% $80,108 0.0% ▲ Add 3 SEC ↗
58 New York State Common Retirement… 16.68K 0.0% $79,073 0.0% Held 3 SEC ↗
59 Royal Bank Of Canada 14.74K -6.1% $70,000 0.0% ▼ Trim 3 SEC ↗ ×4
60 Voya Investment Management Llc 13.11K New $62,122 0.0% New 1 SEC ↗
61 State Board Of Administration Of… 12.94K 0.0% $61,336 0.0% Held 3 SEC ↗
62 Two Sigma Investments ✦ 12.10K New $57,354 0.0% New 1 SEC ↗
63 Stifel Financial Corp 11.53K +10.3% $54,657 0.0% ▲ Add 2 SEC ↗
64 Prudential Financial Inc 10.99K +8.3% $52,093 0.0% ▲ Add 2 SEC ↗
65 Barclays Plc 10.28K -43.3% $48,713 0.0% ▼ Trim 3 SEC ↗ ×2
66 Bnp Paribas Financial Markets 8.79K -38.5% $41,684 0.0% ▼ Trim 3 SEC ↗
67 Legal & General Group Plc 6.06K -39.0% $28,743 0.0% ▼ Trim 3 SEC ↗
68 Fidelity (FMR) ✦ 4.45K -32.9% $21,108 0.0% ▼ Trim 5 SEC ↗ ×2
69 Rockefeller Capital Management L.P. 3.13K +2.6% $14,836 0.0% ▲ Add 3 SEC ↗
70 Walleye Trading LLC 2.05K -84.0% $9,731 0.0% ▼ Trim 3 SEC ↗
71 Us Bancorp \De\ 1.73K -42.7% $8,186 0.0% ▼ Trim 3 SEC ↗
72 Pnc Financial Services Group, Inc. 1.50K +24.1% $7,134 0.0% ▲ Add 3 SEC ↗ ×3
73 National Bank Of Canada /Fi/ 985 +54.6% $4,669 0.0% ▲ Add 2 SEC ↗
74 Optiver Holding B.V. 289 -40.4% $1,370 0.0% ▼ Trim 3 SEC ↗
75 Northwestern Mutual Wealth… 208 -81.1% $986 0.0% ▼ Trim 3 SEC ↗
76 UBS AM, a distinct business unit of… 37 0.0% $175 0.0% Held 3 SEC ↗

“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.

New buyers

Exited

Franklin Resources Inc $4.44M was 0.0%
Nomura Holdings Inc $1.86M was 0.0%
Jane Street Group, Llc $1.58M was 0.0%
D. E. Shaw & Co. $180,738 was 0.0%

Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 184 holders, 51.54M shares, $267.59M reported. This is a different, older period than the tracked-universe figures above and the two are never mixed.

Frequently co-owned

What else this security's tracked holders most often hold — shared-ownership counts, not fundamental relationships.

Insider transactions

Open-market purchases (P)

Aug 12 LEE EUGENE I JR

Director · 65.36K sh @ 4.59 · $299,979

Open-market sales (S)

No open-market insider sales in our coverage window.

Awards, exercises and tax withholding are never counted as buys or sales here. Methodology

Beneficial ownership
Aug 14 SC 13G/A — ORBIS INVESTMENT MANAGEMENT LTD

View original SEC filing ↗

Aug 14 SC 13G/A — ALLIANCEBERNSTEIN L.P.

View original SEC filing ↗

Provenance: Ownership from parsed 13F common-stock positions (tracked universe, comparable sets for changes); insider rows from Forms 3/4/5; stakes from Schedules 13D/13G; every filing links to its original on SEC EDGAR. Reporting period: Q2 2026 · Methodology · Get this via the API