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No upcoming ex-dividend date announced
No 8-K filings in the last 30 days.
2 top institutions tracked
Last 13F trend: accumulating (heavy)
Unlock crowding heatmapUnlock filer discoverySentiment: unknown
No recent insider trades detected.
Red flags: 0
248 filers reported a long position in PTLC for Q2 2026. 13-F holdings are filed up to 45 days after the quarter ends.
| Holder | Value | Shares | Shares vs Q1 2026 |
|---|---|---|---|
| LPL Financial LLC | $337.6M | 5.8M | +0.6% |
| BANK OF AMERICA CORP /DE/ | $306.8M | 5.3M | -5.9% |
| MORGAN STANLEY | $212.6M | 3.6M | -1.5% |
| SFMG, LLC | $154.3M | 2.6M | +5.6% |
| RAYMOND JAMES FINANCIAL INC | $135.6M | 2.3M | +7% |
| WELLS FARGO & COMPANY/MN | $127.8M | 2.2M | -5% |
| CFS Investment Advisory Services, LLC | $118.1M | 2M | -0.2% |
| Cetera Investment Advisers | $65.6M | 1.1M | -22.5% |
| UBS Group AG | $54.5M | 936.1K | -6% |
| OSAIC HOLDINGS, INC. | $43.7M | 749.9K | -6.6% |
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