持有 PTL 的机构名单（共 101 家）

目前共有 101 家机构持有 PTL，以下按持股市值由高至低排序。

主要持有机构	总市值	平均占比
OneAscent Financial Services LLC	US$7142.7万	3.87%
Inspire Advisors, LLC	US$6686.9万	5.45%
Plan A Wealth LLC	US$3807.8万	18.24%
CREATIVE FINANCIAL DESIGNS INC /ADV	US$3673.5万	2.23%
LPL Financial LLC	US$3310.6万	0.01%
Christian Investment Advisors, Inc.	US$2371.2万	14.98%
SILVER OAK SECURITIES, INCORPORATED	US$1568.8万	1.15%
STIFEL FINANCIAL CORP	US$1286.9万	0.01%
Strategic Equity Management	US$1274.7万	4.79%
Geneos Wealth Management Inc.	US$1124.8万	0.26%
Belpointe Asset Management LLC	US$1028.3万	0.38%
UNITED CAPITAL FINANCIAL ADVISORS, LLC	US$995.0万	0.06%
MONEYWISE, INC.	US$770.4万	3.36%
Investment Research Partners LLC	US$750.4万	3.05%
Legacy Wealth Asset Management, LLC	US$708.8万	1.72%
PAX Financial Group, LLC	US$603.6万	1.03%
EverSource Wealth Advisors, LLC	US$587.7万	0.18%
NATIONS FINANCIAL GROUP INC, /IA/ /ADV	US$569.7万	0.29%
JONES FINANCIAL COMPANIES LLLP	US$569.2万	0.00%
Focus Partners Advisor Solutions, LLC	US$561.6万	0.06%
FAMILY WEALTH PARTNERS, LLC	US$558.4万	1.91%
Focus Partners Wealth	US$531.9万	0.01%
GOLDMAN SACHS GROUP INC	US$511.5万	0.00%
COMMONWEALTH EQUITY SERVICES, LLC	US$483.8万	0.01%
Frontier Asset Management, LLC	US$430.7万	0.90%
AE Wealth Management LLC	US$409.5万	0.02%
CITADEL ADVISORS LLC	US$369.7万	0.00%
Sound Financial Strategies Group, LLC	US$356.8万	2.44%
Pettinga Financial Advisors LLC	US$350.5万	0.66%
ENVESTNET ASSET MANAGEMENT INC	US$335.5万	0.00%
XY Planning Network, Inc.	US$318.5万	0.51%
Independent Advisor Alliance	US$311.3万	0.03%
Cambridge Investment Research Advisors, Inc.	US$307.0万	0.01%
Tulsa Wealth Advisors, INC	US$273.2万	0.48%
LifeGuide Financial Advisors, LLC	US$264.3万	0.84%
Valmark Advisers, Inc.	US$253.4万	0.03%
JANE STREET GROUP, LLC	US$232.5万	0.00%
Fiduciary Alliance LLC	US$194.9万	0.12%
Cetera Investment Advisers	US$194.1万	0.00%
Optivise Advisory Services LLC	US$169.2万	1.02%
RAYMOND JAMES FINANCIAL INC	US$159.9万	0.00%
SageOak Financial, LLC	US$142.1万	1.00%
VICUS CAPITAL	US$136.7万	0.10%
Pioneer Wealth Management Group	US$133.6万	0.37%
WorthPointe, LLC	US$131.9万	0.36%
Envestnet Portfolio Solutions, Inc.	US$117.1万	0.01%
CWM, LLC	US$114.0万	0.00%
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	US$110.9万	0.00%
GTS SECURITIES LLC	US$110.6万	0.04%
Sowell Financial Services LLC	US$103.9万	0.04%
Schwallier Wealth Management LLC	US$97.2万	0.71%
OSAIC HOLDINGS, INC.	US$93.4万	0.00%
RMG Wealth Management LLC	US$92.0万	0.11%
Farther Finance Advisors, LLC	US$91.7万	0.01%
IFP Advisors, Inc	US$89.3万	0.02%
World Investment Advisors	US$84.6万	0.01%
OneAscent Wealth Management LLC	US$82.9万	0.27%
Sterling Investment Advisors, Ltd.	US$77.0万	0.14%
Plan Group Financial, LLC	US$73.9万	0.17%
Larry Mathis Financial Planning, LLC	US$72.7万	0.65%
PFG Investments, LLC	US$71.2万	0.03%
First Heartland Consultants, Inc.	US$69.9万	0.05%
Van Diest Capital, LLC	US$66.6万	0.52%
Revisor Wealth Management LLC	US$66.0万	0.18%
Ascentis Independent Advisors	US$58.0万	0.04%
Sanctuary Advisors, LLC	US$57.9万	0.00%
WIN ADVISORS, INC	US$57.5万	0.26%
Whitaker-Myers Wealth Managers, LTD.	US$53.9万	0.11%
GWN SECURITIES INC.	US$40.1万	0.08%
MOSAIC FAMILY WEALTH PARTNERS, LLC	US$36.8万	0.04%
Tandem Investment Partners LLC	US$35.6万	0.30%
Pinnacle Financial Partners, Inc.	US$35.2万	0.00%
HOWARD BAILEY SECURITIES, LLC	US$35.1万	0.14%
MRA Advisory Group	US$32.8万	0.13%
Continuum Advisory, LLC	US$32.3万	0.03%
Strategic Blueprint, LLC	US$30.1万	0.02%
COURIER CAPITAL LLC	US$29.7万	0.02%
PRINCIPAL SECURITIES, INC.	US$28.2万	0.00%
CX Institutional	US$27.8万	0.01%
Delta Investment Management, LLC	US$27.4万	0.05%
INDEPENDENT FINANCIAL GROUP, LLC	US$25.7万	0.01%
Equitable Holdings, Inc.	US$25.0万	0.00%
JPMORGAN CHASE & CO	US$24.3万	0.00%
AlphaStar Capital Management, LLC	US$22.0万	0.02%
Mountain Capital Investment Advisors Inc.	US$21.8万	0.03%
Forge Financial Services LLC	US$20.8万	0.02%
Simplicity Wealth,LLC	US$20.6万	0.01%
Bedel Financial Consulting, Inc.	US$20.4万	0.02%
Advisory Services Network, LLC	US$9.5万	0.00%
Root Financial Partners, LLC	US$9.3万	0.00%
AdvisorNet Financial, Inc	US$8.3万	0.00%
HARBOUR INVESTMENTS, INC.	US$6.7万	0.00%
Wall Street Financial Group, Inc.	US$6.0万	0.04%
Bare Financial Services, Inc	US$4.8万	0.01%
Blue Trust, Inc.	US$4.1万	0.00%
MORGAN STANLEY	US$3.5万	0.00%
PEOPLES FINANCIAL SERVICES CORP.	US$1.7万	0.01%
MATHER GROUP, LLC.	US$1.3万	0.00%
FMR LLC	US$1.0万	0.00%
Pinnacle Wealth Planning Services, Inc.	US$7767.0	0.00%
Cornerstone Financial Management LLC	US$649.0	0.00%