§ N/A
USD · N/APTY
PTY
USDSector · N/A
§ 01 · PRICE
Price action
1D5D1M6MYTD1YMAX
§ 03 · SIGNAL STACK · WHAT THE INPUTS SAY
13F FLOW
120 increased/new, 67 decreased/exited (13F)
AC 13F Analysis
§ 05 · WHO OWNS IT
Top institutional holders
| Fund | Shares | % port | Δ Q/Q |
|---|---|---|---|
| LPL Financial LLC | 2.7M | 0.0% | +3% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 2.7M | 0.0% | n/a |
| Morgan Stanley | 2.6M | 0.0% | n/a |
| Wells Fargo & Company | 2.1M | n/a | +242% |
| XML Financial, LLC | 1.6M | 1.5% | −0% |
| Cetera Investment Advisers | 1.2M | 0.0% | +3% |
◇ AC INTELLIGENCE
Top institutional owners for PTY as of the most recent 13F reporting period (Q1 2026 · Period ended Mar 31). Δ Q/Q reflects share-count change vs. the prior filing — positive green means adding, negative red means trimming. Cross-reference with the ownership-mix bars below to see which strategy cohort is driving the flow.
§ 06 · WHO OWNS IT · BY STRATEGY
OTHER98.7% · 0 holders
OTHER0.9% · 200 holders
DEALER / BANK0.3% · 18 holders
INCOME / DEFENSIVE0.1% · 1 holder
PASSIVE / INDEX0.1% · 2 holders
◇ AC INTELLIGENCE
Ownership mix by behavioral cohort. Top bars indicate which style of capital dominates the float — passive indexing, quality compounders, dealer/bank, systematic quant, etc. Big quality-compounder share means concentrated active conviction; heavy passive share means flows are dictated by index rebalances, not fundamentals.
§ 07 · INSIDER ACTIVITY · LAST 180 DAYS
NO INSIDER FILINGS
◇ AC INTELLIGENCE
No Form 4 filings on record for PTY in the last 180 days.