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Among the 2 tracked institutional investors we monitor, PTL (NORTHERN LTS FD TR IV) is held with a combined value of $3.71M across 14,794 shares. The largest holder is CITADEL ADVISORS LLC with a position worth $3.70M (0.00% of their portfolio). 2 funds increased their holdings.
Total Institutional Value
$3.71M
Total Shares Held
14,794
Institutional Holders
2
| # | Fund | Value↓ | Portfolio % | Change |
|---|---|---|---|---|
| 1 | CITADEL ADVISORS LLC | $3.70M | 0.00% | +1371.0% |
| 2 | FMR LLC | $10.04K | 0.00% | +300.0% |
As of the latest SEC 13F filings, CITADEL ADVISORS LLC is the largest institutional holder of PTL with a position worth $3.70M, representing 0.00% of their portfolio. In total, 2 institutional investors hold PTL with a combined value of $3.71M.
Institutional investors hold $3.71M worth of PTL stock across 2 positions. The largest institutional holder is CITADEL ADVISORS LLC with $3.70M in holdings.
A 13F filing is a quarterly report required by the SEC from institutional investment managers with over $100 million in assets. It discloses their holdings in U.S. equities. For PTL, these filings reveal which major funds are accumulating or reducing positions, providing insights into institutional sentiment.
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