Who Owns PTLC
Every manager with more than $100m in listed equities files a 13F each quarter naming what they hold. These are the ones reporting a position in PTLC.
Who crossed 5% of PTLC →Positions as of 2026-09-30
Largest first. The move is against the previous quarter that manager filed, not the previous calendar quarter.
| Manager | Value |
|---|---|
| Bullock Wealth Management GroupETF538K shtrimmed | $32.1M |
| Deane Retirement Strategies, Inc.ETF204K shtrimmed | $12.1M |
| Financial Enhancement Group LLCTRENDP US LAR CP147.1K shtrimmed | $8.9M |
| Whitaker-Myers Wealth Managers, LTD.TRENDP US LAR CP47.9K shtrimmed | $2.9M |
| TITLEIST ASSET MANAGEMENT, LLCTRENDP US LAR CP9.2K shadded | $545.5K |
| Post Resch Tallon Group Inc.TRENDP US LAR CP6.8K shadded | $401.7K |
| TOMPKINS FINANCIAL CORPTRENDP US LAR CP4.9K sh— | $294K |
| Castle Rock Wealth Management, LLCTRENDP US LAR CP3.7K shtrimmed | $224.3K |
| MassMutual Private Wealth & Trust, FSBExchange Traded Fund3.7K sh— | $219.4K |
| Farther Finance Advisors, LLCETF2.1K shtrimmed | $126.9K |
| EASTERN BANKTRENDP US LAR CP1.5K shheld | $89.3K |
| CoreCap Advisors, LLCETF866 shheld | $51.5K |
| GK Wealth Management LLCTRENDP US LAR CP42 sh— | $2.5K |
Source: quarterly 13F filings, via EDGAR. A 13F reports positions by CUSIP alone; each CUSIP here has been confirmed against OpenFIGI rather than matched by name, because a name match would attribute one company's shareholders to another. Positions are as of quarter end and can be months old by the time they are filed, and 13F covers long equity positions only — not shorts, and not most debt. The summed value is what these filers reported, not the company's institutional ownership.
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