% of shares outstanding not shown: no SEC cover-page share count falls within 120 days of the 2026-Q1 quarter end, so any percentage would rest on a count that cannot speak for this quarter. Holder share counts are shown as filed.
Crowding percentile withheld — no market cap for PTA in the served universe — the cohort is size-matched, and an unmatched percentile would compare a micro-cap register to a mega-cap one.
| # | Holder | Shares | Value | % of shares out | Δ QoQ |
|---|---|---|---|---|---|
| 1 | MORGAN STANLEY | 3,872,4003.9M | $73M | — | ADD 12% |
| 2 | BANK OF AMERICA CORP /DE/ | 3,693,6993.7M | $69M | — | TRIM -10% |
| 3 | UBS Group AG | 2,387,8752.4M | $45M | — | ADD 2% |
| 4 | ROYAL BANK OF CANADA | 719,118719,118 | $13M | — | ADD 3% |
| 5 | RAYMOND JAMES FINANCIAL INC | 433,712433,712 | $8M | — | TRIM -14% |
| 6 | Logan Stone Capital, LLC | 264,073264,073 | $5M | — | — |
| 7 | Rockefeller Capital Management L.P. | 201,349201,349 | $4M | — | ADD 8% |
| 8 | Shaker Financial Services, LLC | 146,189146,189 | $3M | — | — |
| 9 | STIFEL FINANCIAL CORP | 145,751145,751 | $3M | — | ADD 43% |
| 10 | Independent Advisor Alliance | 81,08581,085 | $2M | — | NEW |
| 11 | FIFTH THIRD BANCORP | 70,58770,587 | $1M | — | NEW |
| 12 | Rareview Capital LLC | 65,47265,472 | $1M | — | ADD 21% |
| 13 | WEDBUSH SECURITIES INC | 65,59165,591 | $1M | — | ADD 16% |
| 14 | FIRST TRUST ADVISORS LP | 62,83262,832 | $1M | — | NEW |
| 15 | LPL Financial LLC | 59,86859,868 | $1M | — | TRIM -17% |
| 16 | CITADEL ADVISORS LLC | 58,57658,576 | $1M | — | ADD 44% |
| 17 | OPPENHEIMER & CO INC | 55,02955,029 | $1M | — | ADD 12% |
| 18 | Pettinga Financial Advisors LLC | 53,16453,164 | $996,294 | — | TRIM -15% |
| 19 | Lido Advisors, LLC | 45,78545,785 | $858,011 | — | — |
| 20 | Corient Private Wealth LLC | 50,88750,887 | $646,778 | — | TRIM -57% |
| 21 | Focus Partners Wealth | 34,49334,493 | $646,406 | — | TRIM -7% |
| 22 | RFG Advisory, LLC | 31,55631,556 | $591,361 | — | ADD 17% |
| 23 | READYSTATE ASSET MANAGEMENT LP | 29,17829,178 | $546,796 | — | TRIM -64% |
| 24 | WELLS FARGO & COMPANY/MN | 28,56328,563 | $535,264 | — | — |
| 25 | GUGGENHEIM CAPITAL LLC | 28,52128,521 | $534,484 | — | NEW |
| 26 | JPMORGAN CHASE & CO | 25,00025,000 | $453,500 | — | NEW |
| 27 | KESTRA PRIVATE WEALTH SERVICES, LLC | 21,63421,634 | $405,414 | — | TRIM -4% |
| 28 | LexAurum Advisors, LLC | 19,30319,303 | $361,739 | — | NEW |
| 29 | ENVESTNET ASSET MANAGEMENT INC | 19,05719,057 | $357,130 | — | ADD 7% |
| 30 | Cetera Investment Advisers | 18,84118,841 | $353,083 | — | ADD 22% |
| 31 | PW Nova Financial Services LLC | 16,69416,694 | $312,846 | — | NEW |
| 32 | Equitable Holdings, Inc. | 15,25815,258 | $294,632 | — | TRIM -29% |
| 33 | Cambridge Investment Research Advisors, Inc. | 12,48712,487 | $234,000 | — | ADD 6% |
| 34 | COFG Advisors, LLC | 12,48512,485 | $233,973 | — | ADD 2% |
| 35 | Sanctuary Advisors, LLC | 12,32512,325 | $230,979 | — | TRIM -6% |
| 36 | Janney Montgomery Scott LLC | 12,21012,210 | $229,000 | — | TRIM -8% |
| 37 | CHOREO, LLC | 12,01912,019 | $225,236 | — | NEW |
| 38 | Integrated Wealth Concepts LLC | 11,78911,789 | $220,919 | — | ADD 2% |
| 39 | Closed-End Fund Advisors, Inc. | 11,72311,723 | $219,689 | — | — |
| 40 | CreativeOne Wealth, LLC | 10,90010,900 | $204,266 | — | — |
| 41 | COMMONWEALTH EQUITY SERVICES, LLC | 10,59710,597 | $198,590 | — | NEW |
| 42 | WOLVERINE ASSET MANAGEMENT LLC | 9,3089,308 | $174,432 | — | TRIM -68% |
| 43 | Parvin Asset Management, LLC | 9,0009,000 | $168,660 | — | — |
| 44 | OSAIC HOLDINGS, INC. | 7,6337,633 | $143,074 | — | ADD 9% |
| 45 | Noble Wealth Management PBC | 7,0857,085 | $132,773 | — | ADD 237% |
| 46 | MassMutual Private Wealth & Trust, FSB | 2,2802,280 | $42,727 | — | — |
| 47 | NewEdge Advisors, LLC | 42,34642,346 | $42,346 | — | ADD 16% |
| 48 | CWM, LLC | 1,8551,855 | $34,763 | — | NEW |
| 49 | IFP Advisors, Inc | 1,4331,433 | $26,854 | — | — |
| 50 | Pinnacle Wealth Planning Services, Inc. | 1,3201,320 | $24,737 | — | ADD 105% |
| 51 | WPG Advisers, LLC | 581581 | $10,888 | — | ADD 115% |
| 52 | HIGHLINE WEALTH PARTNERS LLC | 352352 | $6,596 | — | ADD 76% |
| 53 | Arax Advisory Partners | 300300 | $5,622 | — | — |
| 54 | BlackRock, Inc. | 211211 | $3,954 | — | NEW |
| 55 | Elevated Capital Advisors, LLC | 200200 | $3,748 | — | — |
| 56 | Pinnacle Bancorp, Inc. | 168168 | $3,148 | — | — |
| 57 | JONES FINANCIAL COMPANIES LLLP | 5050 | $911 | — | NEW |
| 58 | ASSETMARK, INC | 4343 | $806 | — | TRIM -74% |
Rows rank by the value each filer reported — 13F filers price their own positions, so a holder with fewer shares can rank just above one with more.
| Holder | 2024-Q4 | 2025-Q1 | 2025-Q2 | 2025-Q3 | 2025-Q4 | 2026-Q1 | Latest value |
|---|---|---|---|---|---|---|---|
| MORGAN STANLEY | 3.0M | 3.1M | 3.3M | 3.7M | 3.5M | 3.9M | $73M |
| BANK OF AMERICA CORP /DE/ | 3.6M | 3.8M | 3.9M | 4.0M | 4.1M | 3.7M | $69M |
| UBS Group AG | 2.6M | 2.6M | 2.5M | 2.4M | 2.3M | 2.4M | $45M |
| ROYAL BANK OF CANADA | 681K | 678K | 1.3M | 702K | 695K | 719K | $13M |
| RAYMOND JAMES FINANCIAL INC | 500K | 566K | 541K | 540K | 502K | 434K | $8M |
| Logan Stone Capital, LLC | 122K | — | — | — | 269K | 264K | $5M |
| Rockefeller Capital Management L.P. | 49K | 50K | 330K | 188K | 186K | 201K | $4M |
| Shaker Financial Services, LLC | 52K | 66K | 61K | 54K | 147K | 146K | $3M |
| STIFEL FINANCIAL CORP | 85K | 78K | 84K | 82K | 102K | 146K | $3M |
| Independent Advisor Alliance | 31K | — | — | — | — | 81K | $2M |
| FIFTH THIRD BANCORP | — | — | — | — | — | 71K | $1M |
| Rareview Capital LLC | — | — | — | — | 54K | 65K | $1M |
| WEDBUSH SECURITIES INC | 59K | 49K | 53K | 56K | 56K | 66K | $1M |
| FIRST TRUST ADVISORS LP | — | — | — | — | — | 63K | $1M |
| LPL Financial LLC | 46K | 53K | 52K | 50K | 72K | 60K | $1M |
Shares reported each quarter by the largest current holders. Green = added vs the prior filing, red = trimmed, grey = roughly held; a dash is a quarter with no 13F on file (a gap is skipped, not read as an exit). 13F is filed up to 45 days after quarter-end. Up to 40 quarters (10 years) available — use the selector above.
Holder count only — too few computable %-of-shares-outstanding quarters for a % pane. Line breaks are quarters with no 13F record, never interpolated.
Short interest has its own tab now — open SI →
Source: SEC Form 13F — every institution manager (≥ $100M in 13F securities) reporting a long US-listed position, across ~10,250 filers over 10 years of history. 13F is long-only, US-listed, filed up to 45 days after quarter-end.
| Biggest buyers | Δ shares | Δ value | |
|---|---|---|---|
| MORGAN STANLEY | +402,023 | $8M | ADD |
| Independent Advisor Alliance | +81,085 | $2M | OPEN |
| FIFTH THIRD BANCORP | +70,587 | $1M | OPEN |
| FIRST TRUST ADVISORS LP | +62,832 | $1M | OPEN |
| UBS Group AG | +53,131 | $995,675 | ADD |
| Biggest sellers | Δ shares | Δ value | |
|---|---|---|---|
| BANK OF AMERICA CORP /DE/ | −428,050 | $8M | TRIM |
| RIVERNORTH CAPITAL MANAGEMENT, LLC | −235,912 | $4M | CLOSE |
| Cerity Partners LLC | −106,176 | $2M | CLOSE |
| RAYMOND JAMES FINANCIAL INC | −68,383 | $1M | TRIM |
| Corient Private Wealth LLC | −67,351 | $1M | TRIM |
The 2025-Q4 register is as-filed in ITS OWN share basis; every count below was rebased into the 2026-Q1 basis (no split in between, factor 1). Dollar figures value the SHARE delta at one price — the 2026-03-31 close — rather than differencing two filings' own reported values, which would mix the quarter's price move into the trade figure.
13Fs disclose LONG US-listed positions only — shorts, most derivatives, bonds and non-US listings are invisible here, and a filer's quarter-over-quarter change is not necessarily a trade (index rebalances, in-kind transfers and entity successions all read as flow).
| Quarter | Holders | Shares held | % shares out | Value held |
|---|---|---|---|---|
| 2026-Q1 | 58 | 13,011,840 | — | $243M |
| 2025-Q4 | 60 | 13,293,577 | — | $257M |
| 2025-Q3 | 51 | 12,592,290 | — | $257M |
| 2025-Q2 | 50 | 13,230,757 | — | $262M |
| 2025-Q1 | 52 | 11,887,597 | — | $231M |
| 2024-Q4 | 54 | 12,278,064 | — | $236M |
| 2024-Q3 | 41 | 11,217,263 | — | $236M |
| 2024-Q2 | 42 | 11,044,591 | — | $219M |
| 2024-Q1 | 41 | 17,740,040 | — | $348M |
| 2023-Q4 | 40 | 14,722,029 | — | $265M |
| 2023-Q3 | 35 | 10,822,991 | — | $189M |
| 2023-Q2 | 36 | 10,876,153 | — | $190M |
| 2023-Q1 | 41 | 10,642,588 | — | $190M |
| 2022-Q4 | 45 | 11,764,767 | — | $208M |
| 2022-Q3 | 45 | 10,642,833 | — | $193M |
| 2022-Q2 | 44 | 10,600,594 | — | $202M |
| 2022-Q1 | 39 | 9,647,453 | — | $211M |
| 2021-Q4 | 40 | 8,476,706 | — | $204M |
| 2021-Q3 | 21 | 4,462,632 | — | $112M |
| 2021-Q2 | 18 | 3,882,380 | — | $98M |
| 2021-Q1 | 10 | 3,678,198 | — | $91M |
| 2020-Q4 | 10 | 1,660,646 | — | $43M |
