On this page, we present all of the funds holding PTLC from our database of 13F filers, detailed in the table below. The first column indicates the name of each of the funds holding PTLC, with a link to that fund's top holdings. The next columns indicate the amount of PTLC stock held by each of the funds holding PTLC, followed by the PTLC position size held by the fund, and lastly the date of the quarterly filing period the data represents. In total, we count 187 funds holding PTLC within the last two filing periods in our coverage universe of 13F filers, with the largest position size having been reported by Bank of America Corp DE. For more details on the positions held by Bank of America Corp DE (or by any of the other funds holding PTLC), click the fund name in the "Holder" column of the funds-holding-PTLC table below.

Holder	Amount	Position Size ($ in 1000's)	As of
Bank of America Corp DE	6,092,086	$263,605	12/31/2023
PTLC	6,092,086	$263,605	12/31/2023
Morgan Stanley	4,360,090	$188,661	12/31/2023
PTLC	4,360,090	$188,661	12/31/2023
LPL Financial LLC	3,040,768	$131,574	12/31/2023
PTLC	3,040,768	$131,574	12/31/2023
Wells Fargo & Company MN	2,543,424	$110,054	12/31/2023
PTLC	2,543,424	$110,054	12/31/2023
CFS Investment Advisory Services LLC	1,895,645	$82,025	12/31/2023
PTLC	1,895,645	$82,025	12/31/2023
Raymond James Financial Services Advisors Inc.	1,564,584	$67,700	12/31/2023
PTLC	1,564,584	$67,700	12/31/2023
Advisor Group Holdings Inc.	1,476,482	$63,887	12/31/2023
PTLC	1,476,482	$63,887	12/31/2023
UBS Group AG	1,422,705	$61,560	12/31/2023
PTLC	1,422,705	$61,560	12/31/2023
Commonwealth Equity Services LLC	1,193,514	$51,643	12/31/2023
PTLC	1,193,514	$51,643	12/31/2023
Raymond James & Associates	725,156	$31,377	12/31/2023
PTLC	725,156	$31,377	12/31/2023
Ferguson Shapiro LLC	600,239	$28,643	03/31/2024
PTLC	600,239	$28,643	03/31/2024
Royal Bank of Canada	651,975	$28,212	12/31/2023
PTLC	651,975	$28,212	12/31/2023
Envestnet Asset Management Inc.	651,348	$28,184	12/31/2023
PTLC	651,348	$28,184	12/31/2023
Cambridge Investment Research Advisors Inc.	578,426	$25,029	12/31/2023
PTLC	578,426	$25,029	12/31/2023
American Planning Services Inc.	462,002	$19,991	12/31/2023
PTLC	462,002	$19,991	12/31/2023
Cetera Advisor Networks LLC	414,004	$17,914	12/31/2023
PTLC	414,004	$17,914	12/31/2023
Kestra Advisory Services LLC	411,469	$17,804	12/31/2023
PTLC	411,469	$17,804	12/31/2023
Atria Wealth Solutions Inc.	355,400	$15,523	12/31/2023
PTLC	355,400	$15,523	12/31/2023
Level Four Advisory Services LLC	348,900	$15,097	12/31/2023
PTLC	348,900	$15,097	12/31/2023
MML Investors Services LLC	340,941	$14,753	12/31/2023
PTLC	340,941	$14,753	12/31/2023
Cetera Advisors LLC	306,414	$13,259	12/31/2023
PTLC	306,414	$13,259	12/31/2023
Stifel Financial Corp	289,492	$12,526	12/31/2023
PTLC	289,492	$12,526	12/31/2023
Wealth Enhancement Advisory Services LLC	259,914	$12,403	03/31/2024
PTLC	259,914	$12,403	03/31/2024
Northwestern Mutual Wealth Management Co.	272,248	$11,780	12/31/2023
PTLC	272,248	$11,780	12/31/2023
MBL Wealth LLC	263,192	$11,388	12/31/2023
PTLC	263,192	$11,388	12/31/2023
Truist Financial Corp	255,124	$11,039	12/31/2023
PTLC	255,124	$11,039	12/31/2023
Pacer Advisors Inc.	244,665	$10,587	12/31/2023
PTLC	244,665	$10,587	12/31/2023
Financial Enhancement Group LLC	223,569	$10,418	03/31/2024
PTLC	223,569	$10,418	03/31/2024
Avantax Advisory Services Inc.	237,147	$10,261	12/31/2023
PTLC	237,147	$10,261	12/31/2023
Tyche Wealth Partners LLC	233,975	$10,124	12/31/2023
PTLC	233,975	$10,124	12/31/2023
Steward Partners Investment Advisory LLC	228,806	$9,900	12/31/2023
PTLC	228,806	$9,900	12/31/2023
Geneos Wealth Management Inc.	213,950	$9,258	12/31/2023
PTLC	213,950	$9,258	12/31/2023
Meridian Wealth Advisors LLC	205,749	$8,903	12/31/2023
PTLC	205,749	$8,903	12/31/2023
WBI Investments	195,746	$8,470	12/31/2023
PTLC	195,746	$8,470	12/31/2023
DAVENPORT & Co LLC	166,386	$7,202	12/31/2023
PTLC	166,386	$7,202	12/31/2023
Creative Planning	157,750	$6,826	12/31/2023
PTLC	157,750	$6,826	12/31/2023
PFG Advisors	141,792	$6,135	12/31/2023
PTLC	141,792	$6,135	12/31/2023
GWM Advisors LLC	140,773	$6,108	12/31/2023
PTLC	140,773	$6,108	12/31/2023
MONECO Advisors LLC	137,209	$5,937	12/31/2023
PTLC	137,209	$5,937	12/31/2023
Camarda Financial Advisors LLC	134,806	$5,833	12/31/2023
PTLC	134,806	$5,833	12/31/2023
Private Advisor Group LLC	123,714	$5,353	12/31/2023
PTLC	123,714	$5,353	12/31/2023
HighTower Advisors LLC	115,932	$5,017	12/31/2023
PTLC	115,932	$5,017	12/31/2023
WCG Wealth Advisors LLC	110,960	$4,801	12/31/2023
PTLC	110,960	$4,801	12/31/2023
Cetera Investment Advisers	109,482	$4,737	12/31/2023
PTLC	109,482	$4,737	12/31/2023
Stratos Wealth Partners LTD.	98,627	$4,706	03/31/2024
PTLC	98,627	$4,706	03/31/2024
Financial Advocates Investment Management	102,304	$4,452	12/31/2023
PTLC	102,304	$4,452	12/31/2023
Magnolia Capital Advisors LLC	88,485	$3,956	12/31/2023
PTLC	88,485	$3,956	12/31/2023
SPC Financial Inc.	83,424	$3,610	12/31/2023
PTLC	83,424	$3,610	12/31/2023
Whitaker Myers Wealth Managers LTD.	73,466	$3,506	03/31/2024
PTLC	73,466	$3,506	03/31/2024
Money Concepts Capital Corp	78,708	$3,406	12/31/2023
PTLC	78,708	$3,406	12/31/2023
Aft Forsyth & Sober LLC	67,650	$2,927	12/31/2023
PTLC	67,650	$2,927	12/31/2023
J.W. Cole Advisors Inc.	60,982	$2,639	12/31/2023
PTLC	60,982	$2,639	12/31/2023
Sigma Planning Corp	57,540	$2,490	12/31/2023
PTLC	57,540	$2,490	12/31/2023
Citigroup Inc.	54,798	$2,371	12/31/2023
PTLC	54,798	$2,371	12/31/2023
Clarus Group Inc.	51,608	$2,233	12/31/2023
PTLC	51,608	$2,233	12/31/2023
Global Retirement Partners LLC	45,084	$1,951	12/31/2023
PTLC	45,084	$1,951	12/31/2023
Kathmere Capital Management LLC	40,212	$1,919	03/31/2024
PTLC	40,212	$1,919	03/31/2024
Ameriprise Financial Inc.	42,772	$1,851	12/31/2023
PTLC	42,772	$1,851	12/31/2023
Ausdal Financial Partners Inc.	37,720	$1,800	03/31/2024
PTLC	37,720	$1,800	03/31/2024
Janney Montgomery Scott LLC	40,818	$1,766	12/31/2023
PTLC	40,818	$1,766	12/31/2023
Oder Investment Management LLC	40,017	$1,732	12/31/2023
PTLC	40,017	$1,732	12/31/2023
Gimbal Financial	38,791	$1,678	12/31/2023
PTLC	38,791	$1,678	12/31/2023
ADE LLC	34,950	$1,668	03/31/2024
PTLC	34,950	$1,668	03/31/2024
WealthShield Partners LLC	37,904	$1,659	12/31/2023
PTLC	37,904	$1,659	12/31/2023
Susquehanna International Group LLP	37,520	$1,623	12/31/2023
PTLC	37,520	$1,623	12/31/2023
Advisor Resource Council	32,883	$1,569	03/31/2024
PTLC	32,883	$1,569	03/31/2024
Soltis Investment Advisors LLC	34,791	$1,505	12/31/2023
PTLC	34,791	$1,505	12/31/2023
Comerica Bank	34,625	$1,498	12/31/2023
PTLC	34,625	$1,498	12/31/2023
Creative Financial Designs Inc. ADV	34,444	$1,490	12/31/2023
PTLC	34,444	$1,490	12/31/2023
National Asset Management Inc.	33,284	$1,457	12/31/2023
PTLC	33,284	$1,457	12/31/2023
Wealthcare Advisory Partners LLC	29,962	$1,430	03/31/2024
PTLC	29,962	$1,430	03/31/2024
BEAM Asset Management LLC	32,432	$1,403	12/31/2023
PTLC	32,432	$1,403	12/31/2023
Capital Asset Advisory Services LLC	28,634	$1,356	03/31/2024
PTLC	28,634	$1,356	03/31/2024
Axxcess Wealth Management LLC	30,864	$1,335	12/31/2023
PTLC	30,864	$1,335	12/31/2023
Concurrent Investment Advisors LLC	29,433	$1,274	12/31/2023
PTLC	29,433	$1,274	12/31/2023
American Institute for Advanced Investment Management LLP	28,900	$1,251	12/31/2023
PTLC	28,900	$1,251	12/31/2023
Oppenheimer & Co. Inc.	27,275	$1,180	12/31/2023
PTLC	27,275	$1,180	12/31/2023
Curtis Advisory Group LLC	26,767	$1,158	12/31/2023
PTLC	26,767	$1,158	12/31/2023
EWG Elevate Inc.	23,693	$1,131	03/31/2024
PTLC	23,693	$1,131	03/31/2024
Western Wealth Management LLC	26,111	$1,130	12/31/2023
PTLC	26,111	$1,130	12/31/2023
ORG Partners LLC	24,755	$1,071	12/31/2023
PTLC	24,755	$1,071	12/31/2023
Kestra Private Wealth Services LLC	24,012	$1,039	12/31/2023
PTLC	24,012	$1,039	12/31/2023
Lunt Capital Management Inc.	23,875	$1,033	12/31/2023
PTLC	23,875	$1,033	12/31/2023
Vienna Asset Management LLC	23,515	$1,013	12/31/2023
PTLC	23,515	$1,013	12/31/2023
Welch Group LLC	20,807	$993	03/31/2024
PTLC	20,807	$993	03/31/2024
Raymond James Trust N.A.	22,591	$978	12/31/2023
PTLC	22,591	$978	12/31/2023
Renaissance Technologies LLC	22,405	$969	12/31/2023
PTLC	22,405	$969	12/31/2023
Private Trust Co. NA	21,406	$926	12/31/2023
PTLC	21,406	$926	12/31/2023
JBR Co Financial Management Inc	20,800	$900	12/31/2023
PTLC	20,800	$900	12/31/2023
Rockefeller Capital Management L.P.	20,762	$898	12/31/2023
PTLC	20,762	$898	12/31/2023
Lincoln National Corp	20,623	$892	12/31/2023
PTLC	20,623	$892	12/31/2023
StoneX Group Inc.	19,236	$842	12/31/2023
PTLC	19,236	$842	12/31/2023
The PNC Financial Services Group Inc.	19,058	$825	12/31/2023
PTLC	19,058	$825	12/31/2023
Sovereign Financial Group Inc.	16,976	$810	03/31/2024
PTLC	16,976	$810	03/31/2024
IHT Wealth Management LLC	17,680	$765	12/31/2023
PTLC	17,680	$765	12/31/2023
Mariner LLC	17,641	$763	12/31/2023
PTLC	17,641	$763	12/31/2023
Perennial Investment Advisors LLC	16,748	$725	12/31/2023
PTLC	16,748	$725	12/31/2023
Lion Street Advisors LLC	15,062	$719	03/31/2024
PTLC	15,062	$719	03/31/2024
Golden State Equity Partners	16,557	$716	12/31/2023
PTLC	16,557	$716	12/31/2023
Calton & Associates Inc.	14,486	$691	03/31/2024
PTLC	14,486	$691	03/31/2024
Harbour Investments Inc.	15,905	$688	12/31/2023
PTLC	15,905	$688	12/31/2023
Equitable Holdings Inc.	15,157	$656	12/31/2023
PTLC	15,157	$656	12/31/2023
International Assets Investment Management LLC	13,216	$630	03/31/2024
PTLC	13,216	$630	03/31/2024
Apollon Wealth Management LLC	14,415	$624	12/31/2023
PTLC	14,415	$624	12/31/2023
D.A. Davidson & CO.	13,910	$602	12/31/2023
PTLC	13,910	$602	12/31/2023
Imprint Wealth LLC	13,363	$585	12/31/2023
PTLC	13,363	$585	12/31/2023
Clear Creek Financial Management LLC	13,270	$574	12/31/2023
PTLC	13,270	$574	12/31/2023
Inspire Advisors LLC	11,918	$516	12/31/2023
PTLC	11,918	$516	12/31/2023
Blair William & Co. IL	11,371	$492	12/31/2023
PTLC	11,371	$492	12/31/2023
Spire Wealth Management	11,091	$487	12/31/2023
PTLC	11,091	$487	12/31/2023
Brookstone Capital Management	10,167	$485	03/31/2024
PTLC	10,167	$485	03/31/2024
Northern Trust Corp	10,993	$476	12/31/2023
PTLC	10,993	$476	12/31/2023
Legacy Trust	10,903	$472	12/31/2023
PTLC	10,903	$472	12/31/2023
Eudaimonia Partners LLC	10,835	$469	12/31/2023
PTLC	10,835	$469	12/31/2023
Silverlake Wealth Management LLC	9,803	$468	03/31/2024
PTLC	9,803	$468	03/31/2024
Patriot Financial Group Insurance Agency LLC	10,818	$468	12/31/2023
PTLC	10,818	$468	12/31/2023
Tempus Wealth Planning LLC	9,786	$467	03/31/2024
PTLC	9,786	$467	03/31/2024
Integrated Wealth Concepts LLC	10,588	$458	12/31/2023
PTLC	10,588	$458	12/31/2023
Bank of New York Mellon Corp	10,476	$453	12/31/2023
PTLC	10,476	$453	12/31/2023
WNY Asset Management LLC	10,479	$453	12/31/2023
PTLC	10,479	$453	12/31/2023
Bank of Montreal Can	9,704	$426	12/31/2023
PTLC	9,704	$426	12/31/2023
Jane Street Group LLC	9,741	$421	12/31/2023
PTLC	9,741	$421	12/31/2023
Baird Financial Group Inc.	9,595	$415	12/31/2023
PTLC	9,595	$415	12/31/2023
Orion Portfolio Solutions LLC	9,609	$415	12/31/2023
PTLC	9,609	$415	12/31/2023
GPS Wealth Strategies Group LLC	9,452	$409	12/31/2023
PTLC	9,452	$409	12/31/2023
Mayflower Financial Advisors LLC	9,449	$409	12/31/2023
PTLC	9,449	$409	12/31/2023
Envestnet Portfolio Solutions Inc.	9,045	$391	12/31/2023
PTLC	9,045	$391	12/31/2023
Insigneo Advisory Services LLC	8,840	$387	12/31/2023
PTLC	8,840	$387	12/31/2023
Brown Brothers Harriman & Co.	8,887	$385	12/31/2023
PTLC	8,887	$385	12/31/2023
Eqis Capital Management Inc.	8,664	$375	12/31/2023
PTLC	8,664	$375	12/31/2023
Merit Financial Group LLC	8,619	$373	12/31/2023
PTLC	8,619	$373	12/31/2023
Burt Wealth Advisors	7,747	$370	03/31/2024
PTLC	7,747	$370	03/31/2024
Gladstone Institutional Advisory LLC	8,289	$359	12/31/2023
PTLC	8,289	$359	12/31/2023
Schmidt P J Investment Management Inc.	7,593	$337	12/31/2023
PTLC	7,593	$337	12/31/2023
OneAscent Financial Services LLC	6,885	$329	03/31/2024
PTLC	6,885	$329	03/31/2024
Goldman Sachs Group Inc.	7,453	$322	12/31/2023
PTLC	7,453	$322	12/31/2023
JPMorgan Chase & Co.	7,025	$304	12/31/2023
PTLC	7,025	$304	12/31/2023
Fayez Sarofim & Co	6,477	$296	12/31/2023
PTLC	6,477	$296	12/31/2023
Aurum Wealth Management Group LLC	6,021	$287	03/31/2024
PTLC	6,021	$287	03/31/2024
Valmark Advisers Inc.	6,336	$274	12/31/2023
PTLC	6,336	$274	12/31/2023
Oakworth Capital Inc.	6,261	$271	12/31/2023
PTLC	6,261	$271	12/31/2023
Castle Rock Wealth Management LLC	6,111	$260	12/31/2023
PTLC	6,111	$260	12/31/2023
Strategic Financial Concepts LLC	5,997	$259	12/31/2023
PTLC	5,997	$259	12/31/2023
Kingsview Wealth Management LLC	5,774	$250	12/31/2023
PTLC	5,774	$250	12/31/2023
Insight Advisors LLC PA	5,600	$242	12/31/2023
PTLC	5,600	$242	12/31/2023
Redhawk Wealth Advisors Inc.	5,518	$239	12/31/2023
PTLC	5,518	$239	12/31/2023
Gateway Wealth Partners LLC	5,516	$239	12/31/2023
PTLC	5,516	$239	12/31/2023
Millennium Management LLC	5,466	$237	12/31/2023
PTLC	5,466	$237	12/31/2023
Synovus Financial Corp	5,406	$234	12/31/2023
PTLC	5,406	$234	12/31/2023
Park Avenue Securities LLC	4,641	$221	03/31/2024
PTLC	4,641	$221	03/31/2024
Thrivent Financial for Lutherans	5,045	$218	12/31/2023
PTLC	5,045	$218	12/31/2023
Element Pointe Advisors LLC	5,027	$218	12/31/2023
PTLC	5,027	$218	12/31/2023
SWS Partners	4,962	$215	12/31/2023
PTLC	4,962	$215	12/31/2023
Avalon Trust Co	4,339	$188	12/31/2023
PTLC	4,339	$188	12/31/2023
Westside Investment Management Inc.	3,750	$179	03/31/2024
PTLC	3,750	$179	03/31/2024
FMR LLC	3,359	$145	12/31/2023
PTLC	3,359	$145	12/31/2023
Avion Wealth	3,201	$139	12/31/2023
PTLC	3,201	$139	12/31/2023
PSI Advisors LLC	2,924	$127	12/31/2023
PTLC	2,924	$127	12/31/2023
Kiely Wealth Advisory Group Inc.	2,795	$124	12/31/2023
PTLC	2,795	$124	12/31/2023
Fifth Third Bancorp	2,526	$109	12/31/2023
PTLC	2,526	$109	12/31/2023
Baystate Wealth Management LLC	2,447	$106	12/31/2023
PTLC	2,447	$106	12/31/2023
EverSource Wealth Advisors LLC	2,229	$96	12/31/2023
PTLC	2,229	$96	12/31/2023
First Manhattan Co.	1,978	$86	12/31/2023
PTLC	1,978	$86	12/31/2023
IFP Advisors Inc	1,656	$72	12/31/2023
PTLC	1,656	$72	12/31/2023
Colonial Trust Co SC	1,587	$69	12/31/2023
PTLC	1,587	$69	12/31/2023
Coastal Investment Advisors Inc.	1,354	$65	03/31/2024
PTLC	1,354	$65	03/31/2024
Benjamin F. Edwards & Company Inc.	1,463	$63	12/31/2023
PTLC	1,463	$63	12/31/2023
Coppell Advisory Solutions LLC	1,440	$62	12/31/2023
PTLC	1,440	$62	12/31/2023
Aspire Wealth Management Corp	1,351	$58	12/31/2023
PTLC	1,351	$58	12/31/2023
Twin Lakes Capital Management LLC	1,254	$54	12/31/2023
PTLC	1,254	$54	12/31/2023
Providence Capital Advisors LLC	1,123	$49	12/31/2023
PTLC	1,123	$49	12/31/2023
Harbor Investment Advisory LLC	900	$43	03/31/2024
PTLC	900	$43	03/31/2024
CWM LLC	894	$43	03/31/2024
PTLC	894	$43	03/31/2024
Founders Financial Alliance LLC	938	$41	12/31/2023
PTLC	938	$41	12/31/2023
Allworth Financial LP	925	$40	12/31/2023
PTLC	925	$40	12/31/2023
Sound Income Strategies LLC	766	$37	03/31/2024
PTLC	766	$37	03/31/2024
Newbridge Financial Services Group Inc.	791	$34	12/31/2023
PTLC	791	$34	12/31/2023
Sound Financial Strategies Group LLC	771	$33	12/31/2023
PTLC	771	$33	12/31/2023
US Bancorp DE	521	$23	12/31/2023
PTLC	521	$23	12/31/2023
Larson Financial Group LLC	370	$16	12/31/2023
PTLC	370	$16	12/31/2023
Signaturefd LLC	334	$14	12/31/2023
PTLC	334	$14	12/31/2023
Tower Research Capital LLC TRC	261	$11	12/31/2023
PTLC	261	$11	12/31/2023
CNB Bank	250	$11	12/31/2023
PTLC	250	$11	12/31/2023
AlphaCore Capital LLC	215	$9	12/31/2023
PTLC	215	$9	12/31/2023
First PREMIER Bank	144	$7	03/31/2024
PTLC	144	$7	03/31/2024
Wetzel Investment Advisors Inc.	157	$7	12/31/2023
PTLC	157	$7	12/31/2023
First Command Advisory Services Inc.	29	$1	12/31/2023
PTLC	29	$1	12/31/2023
Proequities Inc.	0	$0	12/31/2023
PTLC	0	$0	12/31/2023

See Summary: Institutional Holders of PTLC
See Details: Top 10 Hedge Funds Holding PTLC
Also See: PTLC Holdings Changes

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PTLC — Performance