PTLO Portillo's Inc.
Portillo's Inc. (PTLO) Institutional Ownership
What the institutions did with PTLO 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 | 777.3K | 52.1% |
| Chicago Partners Investment Group LLC | 265.3K | 17.8% |
| Lakewood Asset Management LLC | 108.6K | 7.3% |
| 4WEALTH ADVISORS, INC. | 70.3K | 4.7% |
| Creative Planning | 42.2K | 2.8% |
| Atria Investments, Inc | 39.9K | 2.7% |
| CenterStar Asset Management, LLC | 34.0K | 2.3% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 28.9K | 1.9% |
| SIMPLEX TRADING, LLC | 23.8K | 1.6% |
| Indivisible Partners | 20.0K | 1.3% |
| Kestra Advisory Services, LLC | 19.2K | 1.3% |
| NFSG Corp | 12.8K | 0.9% |
| FIRST NATIONAL BANK SIOUX FALLS | 10.0K | 0.7% |
| American Capital Advisory, LLC | 8.0K | 0.5% |
| CITIGROUP INC | 7.8K | 0.5% |
| LANARK FINANCIAL, INC. | 3.3K | 0.2% |
| HARBOR CAPITAL ADVISORS, INC. | 2.9K | 0.2% |
| Daytona Street Capital LLC | 2.2K | 0.1% |
| Spire Wealth Management | 2.0K | 0.1% |
| Farther Finance Advisors, LLC | 1.7K | 0.1% |
| Sterling Capital Management LLC | 1.3K | 0.1% |
| GAMMA Investing LLC | 1.1K | 0.1% |
| WEST PACES ADVISORS INC. | 1.0K | 0.1% |
| IFP Advisors, Inc | 995 | 0.1% |
| Essential Partners LLC | 837 | 0.1% |
Largest changes
| Manager | Action | Previous | Current | Change |
|---|---|---|---|---|
| DIMENSIONAL FUND ADVISORS LP | Increased | 397.9K | 777.3K | +379.4K |
| CITIGROUP INC | Reduced | 91.1K | 7.8K | -83.3K |
| Atria Investments, Inc | New | 0 | 39.9K | +39.9K |
| Kestra Advisory Services, LLC | New | 0 | 19.2K | +19.2K |
| 4WEALTH ADVISORS, INC. | Reduced | 85.8K | 70.3K | -15.5K |
| SIMPLEX TRADING, LLC | Reduced | 35.8K | 23.8K | -12.0K |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | Reduced | 40.1K | 28.9K | -11.2K |
| Miller Financial Services LLC | Sold Out | 10.4K | 0 | -10.4K |
| Aaron Wealth Advisors LLC | Sold Out | 10.0K | 0 | -10.0K |
| American Capital Advisory, LLC | New | 0 | 8.0K | +8.0K |
| Creative Planning | Reduced | 47.8K | 42.2K | -5.6K |
| CenterStar Asset Management, LLC | Increased | 29.0K | 34.0K | +5.0K |
| Versant Capital Management, Inc | Sold Out | 3.3K | 0 | -3.3K |
| Daytona Street Capital LLC | New | 0 | 2.2K | +2.2K |
| HARBOR CAPITAL ADVISORS, INC. | Increased | 703 | 2.9K | +2.2K |
| IFP Advisors, Inc | Reduced | 3.0K | 995 | -2.0K |
| Chicago Partners Investment Group LLC | Increased | 263.4K | 265.3K | +1.9K |
| Farther Finance Advisors, LLC | Increased | 452 | 1.7K | +1.3K |
| GAMMA Investing LLC | Reduced | 1.8K | 1.1K | -768 |
| Essential Partners LLC | Reduced | 1.4K | 837 | -535 |
| TSFG, LLC | Reduced | 1.2K | 702 | -491 |
| Caitong International Asset Management Co., Ltd | Reduced | 493 | 151 | -342 |
| Lakewood Asset Management LLC | Increased | 108.3K | 108.6K | +281 |
| Parallel Advisors, LLC | Reduced | 311 | 30 | -281 |
| Cornerstone National Bank & Trust Co | Increased | 46 | 246 | +200 |
| Indivisible Partners | Reduced | 20.2K | 20.0K | -197 |
| SJS Investment Consulting Inc. | New | 0 | 195 | +195 |
| Key Capital Management, INC | New | 0 | 175 | +175 |
| ENTRUST FINANCIAL LLC | Reduced | 280 | 105 | -175 |
| True Wealth Design, LLC | Reduced | 373 | 211 | -162 |
| Provenance Wealth Advisors, LLC | New | 0 | 123 | +123 |
| Parkside Financial Bank & Trust | Sold Out | 110 | 0 | -110 |
| Latitude Advisors, LLC | New | 0 | 100 | +100 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | Sold Out | 100 | 0 | -100 |
| Fortitude Family Office, LLC | Reduced | 554 | 517 | -37 |
| Covestor Ltd | Reduced | 82 | 50 | -32 |
| Sterling Capital Management LLC | Reduced | 1.4K | 1.3K | -29 |
| Root Financial Partners, LLC | New | 0 | 20 | +20 |
| SBI Securities Co., Ltd. | Increased | 4 | 8 | +4 |
| EverSource Wealth Advisors, LLC | Increased | 751 | 753 | +2 |
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.