13FBOX
PERFORMANCE TRUST TOTAL · 13F Institutional Holdings
Options Calculator Rankings
P

PERFORMANCE TRUST TOTAL

PTIAX
Institutions
2
Combined AUM (Q2 2026)
$570,731
Combined Shares (Q2 2026)
28,810
Overall Trend
Increase
All institutions combined
📥 Inflow (Q1 2026→Q2 2026)
+28,810
2 · 2 New Buys · ≈
📤 Outflow (Q1 2026→Q2 2026)
-0
0 · 0 Exit · ≈
⚖️ Net
+28,810
Net Buy
💰 Net Value
≈ —
est. price
Latest AUM (Q2 2026)
$570,731
Institutions
2
New Buys
2
Adds
0
Reduces
0
Exits
0
Unchanged
0
Ownership TrendPortfolio %Prev Q %RankQ2 2026 ValueQ2 2026 SharesPrev Q ValuePrev Q SharesShares ChangeAction
Wealthspire Advisors, LLC
<0.01%#2$514,63225,978$00+25,978New Buy
Park Place Capital Corp
0.01%#1$56,0992,832$00+2,832New Buy

🧭 Institutional Sector Flow Heatmap

Net Outflow Net Inflow