Among active 13F managers last quarter, 3 opened and 8 added, while 12 reduced; the largest holder to move was Level Four Advisory Services, LLC (+1.7%).
83 tracked 13F filers disclose a position in PTMC as of the latest SEC 13F filings, a combined $254.6M in reported value. Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
| # | Fund | Shares | Position value | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | Wells Fargo & Company | 1.0M | $36.7M | ▼−0.4% Reduced · −4K sh | Q1 2026 | |
| 2 | Morgan Stanley | 988K | $36.1M | ▼−6.1% Reduced · −64K sh | Q1 2026 | |
| 3 | Bank Of America Corp | 829K | $30.3M | ▼−3.1% Reduced · −27K sh | Q1 2026 | |
| 4 | Cetera Investment Advisers | 420K | $15.3M | ▼−5.5% Reduced · −24K sh | Q1 2026 | |
| 5 | LPL Financial LLC | 389K | $14.2M | ▼−11% Reduced · −47K sh | Q1 2026 | |
| 6 | Pacer Advisors, Inc. | 298K | $10.9M | ▼−0.4% Reduced · −1K sh | Q1 2026 | |
| 7 | Invenio Wealth Partners LLC | 271K | $11.3M | ▲+0.3% Added · +875 sh | Q2 2026 | |
| 8 | NewEdge Advisors, LLC | 261K | $10.9M | ▼−1.1% Reduced · −3K sh | Q2 2026 | |
| 9 | Raymond James Financial Inc | 228K | $8.4M | ▼−1.8% Reduced · −4K sh | Q1 2026 | |
| 10 | MBL Wealth, LLC | 226K | $9.4M | ▲+0.4% Added · +860 sh | Q2 2026 | |
| 11 | Level Four Advisory Services, LLC | 195K | $8.2M | ▲+1.7% Added · +3K sh | Q2 2026 | |
| 12 | Royal Bank Of Canada | 168K | $6.1M | ▲+9.8% Added · +15K sh | Q1 2026 | |
| 13 | Rockefeller Capital Management L.P. | 155K | $5.7M | ▼−10% Reduced · −18K sh | Q1 2026 | |
| 14 | Bullock Wealth Management Group | 135K | $5.6M | ▲+1.5% Added · +2K sh | Q2 2026 | |
| 15 | Stifel Financial Corp | 98K | $3.6M | ▲+2.1% Added · +2K sh | Q1 2026 | |
| 16 | ODonnell Financial Services, LLC | 79K | $3.3M | ▼−7.2% Reduced · −6K sh | Q2 2026 | |
| 17 | UBS Group AG | 70K | $2.5M | ▼−31% Reduced · −31K sh | Q1 2026 | |
| 18 | Geneos Wealth Management Inc. | 70K | $2.9M | ▼−0.9% Reduced · −642 sh | Q2 2026 | |
| 19 | Sanctuary Advisors, LLC | 56K | $2.4M | ▲+0.3% Added · +175 sh | Q2 2026 | |
| 20 | Wbi Investments, LLC | 49K | $2.1M | ▼−8.7% Reduced · −5K sh | Q2 2026 | |
| 21 | Empirical Finance, LLC | 48K | $1.8M | ▼−83% Reduced · −240K sh | Q1 2026 | |
| 22 | Susquehanna International Group, LLP | 48K | $1.8M | ▲New +48K sh | Q1 2026 | |
| 23 | Envestnet Asset Management Inc | 47K | $1.7M | ▼−25% Reduced · −15K sh | Q1 2026 | |
| 24 | Commonwealth Equity Services, LLC | 44K | $1.6M | ▲+8.2% Added · +3K sh | Q1 2026 | |
| 25 | Osaic Holdings, Inc. | 43K | $1.6M | ▼−11% Reduced · −5K sh | Q1 2026 |
Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership. 1 value row is withheld because the reported units disagree with same-security peers; share counts are unchanged.
Last quarter, 3 funds opened a new position in PTMC and 8 added to an existing one, while 12 reduced. Based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).
| Company | Co-held by | Their position there |
|---|---|---|
| Apple IncAAPL | 35 funds | $10.2B |
| Microsoft CorpMSFT | 35 funds | $7.1B |
| Amazon.com IncAMZN | 35 funds | $6.6B |
| Eli Lilly & CoLLY | 35 funds | $2.9B |
| JPMorgan Chase & CoJPM | 35 funds | $2.7B |
| Nvidia CorpNVDA | 34 funds | $10.0B |
| Alphabet Inc-CL AGOOGL | 34 funds | $4.6B |
| Caterpillar IncCAT | 34 funds | $915.1M |
| Broadcom IncAVGO | 33 funds | $4.0B |
| Vanguard S&P 500 ETFVOO | 33 funds | $2.0B |
| Tesla IncTSLA | 33 funds | $1.8B |
| Advanced Micro DevicesAMD | 33 funds | $1.6B |
Ranked by how many of PTMC's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in PTMC.
| Class | 13F holders | Value held |
|---|---|---|
| COWZmc | 795 funds | $11.5B |
| CALFmc | 367 funds | $2.0B |
| GCOWmc | 234 funds | $2.0B |
| PTLCmc | 228 funds | $2.1B |
| COWGmc | 225 funds | $1.4B |
| QDPLmc | 183 funds | $937.9M |
| ICOWmc | 174 funds | $1.2B |
| PTNQmc | 148 funds | $684.6M |
Same issuer, multiple share classes. The consensus leaderboards count this company once across all classes; this is the per-class detail.
No filings captured for this ticker in the live stream yet.
Connected entities for PTMC
This ETF page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/stocks/PTMC/capital-change-brief"
Use Arkolith's capital_change_brief for PTMC. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
13F holdings + quarter-over-quarter ownership changes + end-of-day price history + the live filing stream, joined for PTMC. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.