75 tracked 13F filers disclose a position in PTMC as of the latest SEC 13F filings, a combined $238.6M 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 | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | WELLS FARGO & COMPANY/MN | $36.7M | 1.0M | ▼−0.4% Reduced · −4K sh | Q1 2026 | |
| 2 | MORGAN STANLEY | $36.1M | 988K | ▼−6.1% Reduced · −64K sh | Q1 2026 | |
| 3 | BANK OF AMERICA CORP /DE/ | $30.3M | 829K | ▼−3.1% Reduced · −27K sh | Q1 2026 | |
| 4 | Cetera Investment Advisers | $15.3M | 420K | ▼−5.5% Reduced · −24K sh | Q1 2026 | |
| 5 | LPL Financial LLC | $14.2M | 389K | ▼−11% Reduced · −47K sh | Q1 2026 | |
| 6 | Pacer Advisors, Inc. | $10.9M | 298K | ▼−0.4% Reduced · −1K sh | Q1 2026 | |
| 7 | INVENIO WEALTH PARTNERS LLC | $11.3M | 271K | ▲+0.3% Added · +875 sh | Q2 2026 | |
| 8 | NewEdge Advisors, LLC | $9.6M | 264K | ▲+4.4% Added · +11K sh | Q1 2026 | |
| 9 | RAYMOND JAMES FINANCIAL INC | $8.4M | 228K | ▼−1.8% Reduced · −4K sh | Q1 2026 | |
| 10 | MBL Wealth, LLC | $9.4M | 226K | ▲+0.4% Added · +860 sh | Q2 2026 | |
| 11 | LEVEL FOUR ADVISORY SERVICES, LLC | $7.0M | 192K | ▼−0.5% Reduced · −917 sh | Q1 2026 | |
| 12 | ROYAL BANK OF CANADA | $6.1M | 168K | ▲+9.8% Added · +15K sh | Q1 2026 | |
| 13 | Rockefeller Capital Management L.P. | $5.7M | 155K | ▼−10% Reduced · −18K sh | Q1 2026 | |
| 14 | STIFEL FINANCIAL CORP | $3.6M | 98K | ▲+2.1% Added · +2K sh | Q1 2026 | |
| 15 | Geneos Wealth Management Inc. | $2.6M | 70K | ▲+1.3% Added · +902 sh | Q1 2026 | |
| 16 | UBS Group AG | $2.5M | 70K | ▼−31% Reduced · −31K sh | Q1 2026 | |
| 17 | Sanctuary Advisors, LLC | $2.1M | 56K | ▲+12% Added · +6K sh | Q1 2026 | |
| 18 | MILLINGTON SECURITIES, LLC | $2.0M | 54K | ▲New +54K sh | Q1 2026 | |
| 19 | Empirical Finance, LLC | $1.8M | 48K | ▼−83% Reduced · −240K sh | Q1 2026 | |
| 20 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $1.8M | 48K | ▲New +48K sh | Q1 2026 | |
| 21 | ENVESTNET ASSET MANAGEMENT INC | $1.7M | 47K | ▼−25% Reduced · −15K sh | Q1 2026 | |
| 22 | COMMONWEALTH EQUITY SERVICES, LLC | $1.6M | 44K | ▲+8.2% Added · +3K sh | Q1 2026 | |
| 23 | OSAIC HOLDINGS, INC. | $1.6M | 43K | ▼−11% Reduced · −5K sh | Q1 2026 | |
| 24 | Whitaker-Myers Wealth Managers, LTD. | $1.4M | 34K | ▼−5.5% Reduced · −2K sh | Q2 2026 | |
| 25 | CITADEL ADVISORS LLC | $783K | 21K | ▲New +21K 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.
Last quarter, 8 funds opened a new position in PTMC and 5 added to an existing one, while 10 reduced and 0 exited entirely — 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 | Combined value |
|---|---|---|
| APPLE INCAAPL | 30 funds | $9.1B |
| MICROSOFT CORPMSFT | 30 funds | $6.5B |
| AMAZON.COM INCAMZN | 30 funds | $5.5B |
| JPMORGAN CHASE & COJPM | 30 funds | $2.6B |
| NVIDIA CORPNVDA | 29 funds | $10.7B |
| ALPHABET INC-CL AGOOGL | 29 funds | $4.2B |
| ELI LILLY & COLLY | 29 funds | $1.9B |
| CATERPILLAR INCCAT | 29 funds | $685.0M |
| ALTRIA GROUP INCMO | 29 funds | $537.4M |
| BROADCOM INCAVGO | 28 funds | $3.8B |
| TESLA INCTSLA | 28 funds | $2.0B |
| COSTCO WHOLESALE CORPCOST | 28 funds | $1.5B |
Ranked by how many of PTMC's institutional holders also hold each name, a cross-fund conviction signal.
| Class | 13F holders | Value held |
|---|---|---|
| COWZmc | 660 funds | $11.2B |
| CALFmc | 308 funds | $1.9B |
| GCOWmc | 209 funds | $2.0B |
| PTLCmc | 200 funds | $1.9B |
| COWGmc | 187 funds | $1.3B |
| QDPLmc | 165 funds | $887.9M |
| ICOWmc | 160 funds | $1.2B |
| PTNQmc | 125 funds | $630.2M |
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.