2 institutions reported holding $570,731 of Performance Trust Total Return Bd Inst (PTIAX) in SEC 13F filings for 2026-06-30. Largest institutional holders: Wealthspire Advisors, LLC ($514,632), Park Place Capital Corp ($56,099). Source: SEC Form 13F.
| 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