PTL — Institutional owners (13F)

119 filers · $638.6M total · As of Sept. 30, 2026

Institutions that report holding this stock in their quarterly SEC Form 13F. Long positions only; a single filer may appear twice for separate option legs. Large offsetting put/call legs typically reflect market-making or hedged inventory, not directional conviction.

Institution Value Shares % of tracked 13F Type
Inspire Advisors, LLC $93,954,500 328,811 14.71% Shares
OneAscent Financial Services LLC $83,670,683 292,463 13.10% Shares
LPL Financial LLC $51,489,902 179,978 8.06% Shares
Plan A Wealth LLC $45,516,878 159,100 7.13% Shares
CREATIVE FINANCIAL DESIGNS INC /ADV $33,641,442 117,590 5.27% Shares
Christian Investment Advisors, Inc. $26,364,037 92,153 4.13% Shares
Strategic Equity Management $23,039,759 80,533 3.61% Shares
SILVER OAK SECURITIES, INCORPORATED $18,505,747 64,685 2.90% Shares
STIFEL FINANCIAL CORP $15,086,092 52,732 2.36% Shares
Geneos Wealth Management Inc. $14,108,800 49,316 2.21% Shares
UNITED CAPITAL FINANCIAL ADVISORS, LLC $12,904,935 45,067 2.02% Shares
MONEYWISE, INC. $12,834,928 44,863 2.01% Shares
Belpointe Asset Management LLC $11,754,885 41,088 1.84% Shares
Inspire Investing, LLC $9,674,592 38,613 1.51% Shares
Investment Research Partners LLC $8,593,412 30,037 1.35% Shares
Legacy Wealth Asset Management, LLC $8,240,250 28,803 1.29% Shares
JONES FINANCIAL COMPANIES LLLP $8,162,632 29,088 1.28% Shares
GTS SECURITIES LLC $8,083,187 28,254 1.27% Shares
Orgel Wealth Management, LLC $7,949,011 27,785 1.24% Shares
EverSource Wealth Advisors, LLC $7,593,415 26,542 1.19% Shares
Focus Partners Advisor Solutions, LLC $7,167,192 25,052 1.12% Shares
PAX Financial Group, LLC $6,947,960 24,286 1.09% Shares
GOLDMAN SACHS GROUP INC $6,579,498 22,998 1.03% Shares
Focus Partners Wealth $6,332,211 22,133 0.99% Shares
Frontier Asset Management, LLC $6,007,973 21,000 0.94% Shares
COMMONWEALTH EQUITY SERVICES, LLC $5,637,930 19,707 0.88% Shares
FAMILY WEALTH PARTNERS, LLC $5,584,371 22,288 0.87% Shares
ENVESTNET ASSET MANAGEMENT INC $5,207,430 18,202 0.82% Shares
AE Wealth Management LLC $5,061,513 17,692 0.79% Shares
CITADEL ADVISORS LLC $4,366,306 15,262 0.68% Shares
Pettinga Financial Advisors LLC $4,296,120 15,017 0.67% Shares
Sound Financial Strategies Group, LLC $4,135,717 14,456 0.65% Shares
Equitable Holdings, Inc. $3,740,660 13,075 0.59% Shares
Tulsa Wealth Advisors, INC $3,427,173 11,979 0.54% Shares
LifeGuide Financial Advisors, LLC $3,013,219 10,532 0.47% Shares
Valmark Advisers, Inc. $2,927,845 10,234 0.46% Shares
Cetera Investment Advisers $2,704,048 9,452 0.42% Shares
Kovack Advisors, Inc. $2,428,421 8,492 0.38% Shares
RAYMOND JAMES FINANCIAL INC $2,225,896 7,780 0.35% Shares
Fiduciary Alliance LLC $2,091,968 7,312 0.33% Shares
Optivise Advisory Services LLC $1,917,661 6,703 0.30% Shares
Simplicity Wealth,LLC $1,771,617 6,193 0.28% Shares
IFG Advisory, LLC $1,696,228 5,929 0.27% Shares
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO $1,695,866 5,928 0.27% Shares
VICUS CAPITAL $1,685,981 5,893 0.26% Shares
Pioneer Wealth Management Group $1,609,272 5,625 0.25% Shares
SageOak Financial, LLC $1,560,285 5,454 0.24% Shares
Envestnet Portfolio Solutions, Inc. $1,553,469 5,430 0.24% Shares
Revisor Wealth Management LLC $1,520,581 5,300 0.24% Shares
JANE STREET GROUP, LLC $1,507,980 5,271 0.24% Shares
OSAIC HOLDINGS, INC. $1,353,718 4,729 0.21% Shares
Gambit Capital Management, LLC $1,176,402 4,112 0.18% Shares
CWM, LLC $1,140,276 4,551 0.18% Shares
Schwallier Wealth Management LLC $1,106,036 3,866 0.17% Shares
Van Diest Capital, LLC $1,091,292 3,815 0.17% Shares
Delta Investment Management, LLC $1,068,918 3,736 0.17% Shares
WorthPointe, LLC $1,061,402 3,710 0.17% Shares
Pinnacle Financial Partners, Inc. $1,042,226 3,643 0.16% Shares
IFP Advisors, Inc $1,028,780 3,596 0.16% Shares
BROWN ADVISORY INC $1,014,189 3,545 0.16% Shares
Farther Finance Advisors, LLC $1,003,032 3,506 0.16% Shares
Plan Group Financial, LLC $1,001,315 3,500 0.16% Shares
Sowell Financial Services LLC $947,816 3,313 0.15% Shares
World Investment Advisors $846,376 3,378 0.13% Shares
First Heartland Consultants, Inc. $813,640 2,844 0.13% Shares
Larry Mathis Financial Planning, LLC $812,496 2,840 0.13% Shares
Brookstone Capital Management $792,755 2,771 0.12% Shares
OneAscent Wealth Management LLC $780,451 2,728 0.12% Shares
Sterling Investment Advisors, Ltd. $772,443 2,700 0.12% Shares
LITTLEJOHN FINANCIAL SERVICES, INC. $704,926 2,464 0.11% Shares
Independent Advisor Alliance $689,477 2,410 0.11% Shares
Whitaker-Myers Wealth Managers, LTD. $662,166 2,315 0.10% Shares
WIN ADVISORS, INC $645,419 2,256 0.10% Shares
Sanctuary Advisors, LLC $630,256 2,203 0.10% Shares
Tandem Investment Partners LLC $490,644 1,715 0.08% Shares
McAdam, LLC $488,070 1,706 0.08% Shares
AlphaStar Capital Management, LLC $465,468 1,627 0.07% Shares
GWN SECURITIES INC. $457,744 1,600 0.07% Shares
MOSAIC FAMILY WEALTH PARTNERS, LLC $451,578 1,578 0.07% Shares
PRINCIPAL SECURITIES, INC. $432,854 1,513 0.07% Shares
HOWARD BAILEY SECURITIES, LLC $401,098 1,402 0.06% Shares
MRA Advisory Group $400,650 1,400 0.06% Shares
PFG Investments, LLC $397,149 1,388 0.06% Shares
Strategic Blueprint, LLC $373,990 1,307 0.06% Shares
Bedel Financial Consulting, Inc. $370,487 1,295 0.06% Shares
Continuum Advisory, LLC $349,888 1,223 0.05% Shares
COURIER CAPITAL LLC $339,589 1,187 0.05% Shares
Stewardship Advisors, LLC $339,017 1,185 0.05% Shares
Abundance Wealth Counselors $318,132 1,112 0.05% Shares
INDEPENDENT FINANCIAL GROUP, LLC $289,809 1,013 0.05% Shares
Signal Advisors Wealth, LLC $247,934 867 0.04% Shares
Private Advisor Group, LLC $232,713 813 0.04% Shares
Forge Financial Services LLC $232,140 811 0.04% Shares
Hilltop Holdings Inc. $219,145 766 0.03% Shares
Mountain Capital Investment Advisors Inc. $218,001 762 0.03% Shares
Kingsview Wealth Management, LLC $215,426 753 0.03% Shares
Range Financial Group LLC $208,560 729 0.03% Shares
JPMORGAN CHASE & CO $156,987 554 0.02% Shares
AdvisorNet Financial, Inc $133,318 466 0.02% Shares
HARBOUR INVESTMENTS, INC. $96,412 337 0.02% Shares
NewEdge Advisors, LLC $91,548 320 0.01% Shares
MORGAN STANLEY $76,386 267 0.01% Shares
Blue Trust, Inc. $58,648 205 0.01% Shares
Bare Financial Services, Inc $55,096 193 0.01% Shares
Ameritas Advisory Services, LLC $49,509 173 0.01% Shares
O'SHAUGHNESSY ASSET MANAGEMENT, LLC $48,349 169 0.01% Shares
Arax Advisory Partners $44,917 157 0.01% Shares
PEOPLES FINANCIAL SERVICES CORP. $38,048 133 0.01% Shares
Qube Research & Technologies Ltd $24,890 87 0.00% Shares
Pinnacle Wealth Planning Services, Inc. $8,869 31 0.00% Shares
Institute for Wealth Management, LLC. $7,818 27 0.00% Shares
FMR LLC $5,839 20 0.00% Shares
Cambridge Investment Research Advisors, Inc. $3,344 11,689 0.00% Shares
CENTAURUS FINANCIAL, INC. $2,930 10,240 0.00% Shares
HRT FINANCIAL LP $2,439 8,527 0.00% Shares
Cornerstone Financial Management LLC $524 2 0.00% Shares
Betterment LLC $351 1,228 0.00% Shares
Main Street Group, LTD $286 1 0.00% Shares
CX Institutional $271 994 0.00% Shares