Who Owns PTNQ
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 PTNQ.
Who crossed 5% of PTNQ →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 GroupETF115.9K shadded | $10.4M |
| FINANCIAL MANAGEMENT NETWORK INCTRENDPILOT 10031.8K shtrimmed | $2.9M |
| TOMPKINS FINANCIAL CORPTRENDPILOT 1003.4K sh— | $304.1K |
| STEWARDSHIP CONCEPTS FINANCIAL SERVICES LLCTRENDPILOT 1003.2K shtrimmed | $283.4K |
| Farther Finance Advisors, LLCETF1.1K shadded | $100.7K |
| CoreCap Advisors, LLCETF619 shadded | $55.2K |
| GAMMA Investing LLCETF80 shheld | $7.1K |
| GK Wealth Management LLCTRENDPILOT 10030 sh— | $2.7K |
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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