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No upcoming ex-dividend date announced
No 8-K filings in the last 30 days.
1 top institutions tracked
Last 13F trend: accumulating (heavy)
Unlock crowding heatmapUnlock filer discoverySentiment: unknown
No recent insider trades detected.
Red flags: 0
122 filers reported a long position in PTL for Q2 2026. 13-F holdings are filed up to 45 days after the quarter ends.
| Holder | Value | Shares | Shares vs Q1 2026 |
|---|---|---|---|
| Inspire Advisors, LLC | $94M | 328.8K | +23.2% |
| OneAscent Financial Services LLC | $83.7M | 292.5K | +2.6% |
| LPL Financial LLC | $51.5M | 180K | +36.2% |
| Plan A Wealth LLC | $45.5M | 159.1K | +4.7% |
| CREATIVE FINANCIAL DESIGNS INC /ADV | $33.6M | 117.6K | -19.8% |
| Christian Investment Advisors, Inc. | $26.4M | 92.2K | -0.9% |
| Strategic Equity Management | $23M | 80.5K | +58.3% |
| SILVER OAK SECURITIES, INCORPORATED | $18.5M | 64.7K | +3.3% |
| STIFEL FINANCIAL CORP | $15.1M | 52.7K | +2.7% |
| Geneos Wealth Management Inc. | $14.1M | 49.3K | +9.9% |
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