PTIAX — Performance Trust Total Return Bd Inst Institutional Holders · Q2 2026
Who owns Performance Trust Total Return Bd Inst (PTIAX)? 2 institutions reported holding $570,731 in SEC 13F filings for Q2 2026 (period ended 2026-06-30). Largest holders: Wealthspire Advisors, LLC ($514,632), Park Place Capital Corp ($56,099).
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Wealthspire Advisors, LLC | $514,632 | 25,978 | New |
| 2 | Park Place Capital Corp | $56,099 | 2,832 | New |
Source: SEC Form 13F filings · as of 2026-06-30