PTIAX Performance Trust Total Return Bd Inst: institutional ownership and insider trading

2 funds reported holding $571K of Performance Trust Total Return Bd Inst in their latest 13F filings; in Q2 2026 funds net bought $571K, with 2 new positions and 0 funds selling out.

Largest institutional holders of PTIAX

  1. Wealthspire Advisors, LLC — $515K
  2. Park Place Capital Corp — $56.1K

All PTIAX 13F holders