PRTH Priority Technology Holdings, Inc.
Priority Technology Holdings, Inc. (PRTH) Institutional Ownership
What the institutions did with PRTH last quarter, from their 13F filings. Counting managers rather than shares is the point: a single index fund adding to a position tells you far less than four hundred separate managers all deciding to. Positions as reported for the quarter ended September 30, 2026.
Every manager below opens. Subscribers can see any firm's whole portfolio — every position, its weight, and what they bought, trimmed and exited last quarter.
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Each block is one manager, sized by shares held and colored by how much they moved the position last quarter. Green added, red cut, grey stood pat.
Largest holders
| Manager | Shares | % of reported |
|---|---|---|
| DIMENSIONAL FUND ADVISORS LP | 551.0K | 43.9% |
| WOLVERINE ASSET MANAGEMENT LLC | 185.3K | 14.8% |
| SummerHaven Investment Management, LLC | 128.6K | 10.3% |
| INVESTORS ASSET MANAGEMENT OF GEORGIA INC /GA/ /ADV | 121.5K | 9.7% |
| Creative Planning | 91.7K | 7.3% |
| SIMPLEX TRADING, LLC | 51.1K | 4.1% |
| SEIZERT CAPITAL PARTNERS, LLC | 29.9K | 2.4% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 19.1K | 1.5% |
| Belvedere Trading LLC | 15.5K | 1.2% |
| BridgePort Financial Solutions, LLC | 14.0K | 1.1% |
| Aaron Wealth Advisors LLC | 13.7K | 1.1% |
| STRS OHIO | 11.6K | 0.9% |
| CITIGROUP INC | 8.0K | 0.6% |
| State of Alaska, Department of Revenue | 3.3K | 0.3% |
| HARBOR CAPITAL ADVISORS, INC. | 2.8K | 0.2% |
| IFP Advisors, Inc | 1.1K | 0.1% |
| Sterling Capital Management LLC | 1.1K | 0.1% |
| Versant Capital Management, Inc | 999 | 0.1% |
| EverSource Wealth Advisors, LLC | 769 | 0.1% |
| Farther Finance Advisors, LLC | 521 | 0.0% |
| SJS Investment Consulting Inc. | 426 | 0.0% |
| FINANCIAL CONSULATE, INC | 347 | 0.0% |
| Essential Partners LLC | 304 | 0.0% |
| Covestor Ltd | 267 | 0.0% |
| Provenance Wealth Advisors, LLC | 254 | 0.0% |
Largest changes
| Manager | Action | Previous | Current | Change |
|---|---|---|---|---|
| REBALANCE, LLC | Sold Out | 404.1K | 0 | -404.1K |
| WOLVERINE ASSET MANAGEMENT LLC | New | 0 | 185.3K | +185.3K |
| SummerHaven Investment Management, LLC | New | 0 | 128.6K | +128.6K |
| SIMPLEX TRADING, LLC | Increased | 9.2K | 51.1K | +42.0K |
| INVESTORS ASSET MANAGEMENT OF GEORGIA INC /GA/ /ADV | Reduced | 162.5K | 121.5K | -41.1K |
| Covestor Ltd | Reduced | 38.4K | 267 | -38.2K |
| Creative Planning | Increased | 61.9K | 91.7K | +29.7K |
| DIMENSIONAL FUND ADVISORS LP | Increased | 522.3K | 551.0K | +28.7K |
| BridgePort Financial Solutions, LLC | New | 0 | 14.0K | +14.0K |
| Aaron Wealth Advisors LLC | New | 0 | 13.7K | +13.7K |
| Belvedere Trading LLC | Increased | 2.8K | 15.5K | +12.7K |
| CITIGROUP INC | Reduced | 17.4K | 8.0K | -9.4K |
| IFP Advisors, Inc | Reduced | 5.1K | 1.1K | -4.0K |
| STRS OHIO | Increased | 8.3K | 11.6K | +3.3K |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | Reduced | 21.3K | 19.1K | -2.2K |
| SEIZERT CAPITAL PARTNERS, LLC | Reduced | 31.9K | 29.9K | -2.0K |
| HARBOR CAPITAL ADVISORS, INC. | Increased | 1.3K | 2.8K | +1.4K |
| Sterling Capital Management LLC | Increased | 177 | 1.1K | +904 |
| SIGNATUREFD, LLC | Sold Out | 500 | 0 | -500 |
| Parallel Advisors, LLC | Sold Out | 489 | 0 | -489 |
| Farther Finance Advisors, LLC | Increased | 110 | 521 | +411 |
| SJS Investment Consulting Inc. | Increased | 21 | 426 | +405 |
| FINANCIAL CONSULATE, INC | New | 0 | 347 | +347 |
| Provenance Wealth Advisors, LLC | New | 0 | 254 | +254 |
| Mirae Asset Global Investments Co., Ltd. | Sold Out | 212 | 0 | -212 |
| SBI Securities Co., Ltd. | Increased | 10 | 200 | +190 |
| Essential Partners LLC | Reduced | 487 | 304 | -183 |
| Caitong International Asset Management Co., Ltd | Increased | 1 | 147 | +146 |
| Root Financial Partners, LLC | New | 0 | 128 | +128 |
| Cornerstone Planning Group LLC | Sold Out | 128 | 0 | -128 |
| True Wealth Design, LLC | Reduced | 238 | 144 | -94 |
| GAMMA Investing LLC | Increased | 71 | 129 | +58 |
| Physician Wealth Advisors, Inc. | Sold Out | 55 | 0 | -55 |
| EverSource Wealth Advisors, LLC | Increased | 719 | 769 | +50 |
| Wealth Enhancement Trust Services, Inc. | Sold Out | 18 | 0 | -18 |
| Capital Advisors, Ltd. LLC | New | 0 | 6 | +6 |
13F filings are due 45 days after quarter end and cover long positions in U.S.-listed equities only, so this is a lagged and partial picture: shorts, bonds and foreign listings never appear. Options positions are excluded here rather than folded into the share counts. Political ownership is coming.