Performance Trust Total Return (PTIAX) institutional ownership
Performance Trust Total Return Bd Inst · 13F, 2026Q2
| Managers holding | 2 |
|---|---|
| Shares held | 28,810 |
| Reported value | $570,731 |
| Quarter flows | 2 new, 0 added, 0 trimmed, 0 exited |
Top 2 holders
| Manager | Shares | Value | % of manager's 13F |
|---|---|---|---|
| Wealthspire Advisors, LLC | 25,978 | $514,632 | 0.0% |
| Park Place Capital Corp | 2,832 | $56,099 | 0.0% |
Every holder, line by line, and the full history since 2013: yf.Client().holders("PTIAX"). PTIAX price history · All 13F data