Perform TR TTL RTRN BND-InstPTIAX
13F holders, Q2 2026 (June 30)2holders +1
2new positions
0sold out
$19.81avg. 13F price*
At the end of Q2 2026, 2 institutions reported holding Perform TR TTL RTRN BND-Inst (PTIAX) in their 13F filings, up 1 from Q3 2025. 2 opened new positions and 0 sold out. The largest holders were Wealthspire Advisors, LLC ($515K) and Park Place Capital Corp ($56K).
- Company
- Perform TR TTL RTRN BND-Inst
- CUSIP
- 89833W394
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2025 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 2 | $571K |
| Exits | 0 | $0 |
All 13F filers, Q3 2025 → Q2 2026: 28,810 shares bought, net +28,810 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 2 holders
| Wealthspire Advisors, LLC | 0.00% | New | 25,978 | $515K |
| Park Place Capital Corp | 0.01% | New | 2,832 | $56K |
"% of holder's portfolio" is PTIAX's weight in each manager's 13F, not the share of Perform TR TTL RTRN BND-Inst the manager owns.