Who owns PTMC
Which tracked institutional funds hold PTMC, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See PTMC company fundamentals →
Ownership as of the 2026-Q2 13F filings (latest filed 2026-08-19). 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.
How the tape is positioned
19 tracked funds added or opened PTMC while 7 trimmed or exited it between 2026-Q1 and 2026-Q2 — the tape is split. When large holders disagree on a name, the funds moving first are sometimes ahead of the story.
A prompt to read the filings, not a verdict. 13F is a quarter-end snapshot disclosed up to 45 days late; a fund adds or exits for mandate, benchmark, and timing reasons that have nothing to do with a view on the stock. This is a starting question, not a signal to trade.
Conviction spread
PTMC’s largest tracked holder by dollar value, WELLS FARGO & COMPANY/MN, sizes it at 0.0% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 0.0pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in PTMC divided by its whole reported 13F book, so it is comparable across funds of different sizes and is unaffected by stock splits. A higher share means a fund has committed more of its book to the name — a starting question about conviction, not a verdict or a signal to trade.
Institutional & insider positioning
Between 2026-Q1 and 2026-Q2, across 84 tracked filers holding PTMC, 32 increased or opened the position and 43 reduced or closed it; over the same quarter, there were no open-market insider Form 4s.
This fuses two public signals for the same quarter — how tracked institutions changed their positions and whether insiders bought or sold in the open market. It describes what was filed; it is a starting question, not a verdict or a signal to trade.
New buyers & exits
Funds opening or closing a position in PTMC between the 2026-Q1 and 2026-Q2 13F filings, and the largest changes among funds holding it in both. New buyers and exits are counted on fund presence (split-invariant); adds and trims are measured on reported value.
New buyers 2
- Bullock Wealth Management Group$6M
- UNIQUE WEALTH, LLC$565K
Full exits 4
- Pacer Advisors, Inc.$11M
- Cambridge Investment Research Advisors, Inc.$8M
- MILLINGTON SECURITIES, LLC$2M
- TCFG WEALTH MANAGEMENT, LLC$582K
Largest adds
- NewEdge Advisors, LLC$6M
- WELLS FARGO & COMPANY/MN$3M
- MORGAN STANLEY$3M
- RAYMOND JAMES FINANCIAL INC$2M
- LPL Financial LLC$2M
- Cetera Investment Advisers$2M
Largest trims
- SUSQUEHANNA INTERNATIONAL GROUP, LLP$1M
- ROYAL BANK OF CANADA$1M
- TCFG Investment Advisors, LLC$302K
Institutional holders
One row per tracked fund, largest reported value first. “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding. Rows marked stale are from an earlier filing than the security’s latest quarter — that fund is absent from the newest snapshot (position exited, or reported under a different name).
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| WELLS FARGO & COMPANY/MN trimmed | 948,993 | $40M | 13.6% | 2026-Q2 |
| MORGAN STANLEY trimmed | 930,207 | $39M | 13.3% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ trimmed | 751,139 | $31M | 10.8% | 2026-Q2 |
| Cetera Investment Advisers trimmed | 410,475 | $17M | 5.9% | 2026-Q2 |
| LPL Financial LLC trimmed | 387,601 | $16M | 5.5% | 2026-Q2 |
| INVENIO WEALTH PARTNERS LLC added | 270,633 | $11M | 3.9% | 2026-Q2 |
| NewEdge Advisors, LLC added | 260,944 | $11M | 3.7% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC added | 249,085 | $10M | 3.6% | 2026-Q2 |
| MBL Wealth, LLC added | 225,795 | $9M | 3.2% | 2026-Q2 |
| LEVEL FOUR ADVISORY SERVICES, LLC added | 194,954 | $8M | 2.8% | 2026-Q2 |
| Rockefeller Capital Management L.P. trimmed | 141,570 | $6M | 2.0% | 2026-Q2 |
| Bullock Wealth Management Group new | 134,933 | $6M | 1.9% | 2026-Q2 |
| ROYAL BANK OF CANADA trimmed | 111,912 | $5M | 1.6% | 2026-Q2 |
| STIFEL FINANCIAL CORP added | 98,987 | $4M | 1.4% | 2026-Q2 |
| ODonnell Financial Services, LLC trimmed | 78,766 | $3M | 1.1% | 2026-Q2 |
| Geneos Wealth Management Inc. trimmed | 69,573 | $3M | 1.0% | 2026-Q2 |
| UBS Group AG trimmed | 65,097 | $3M | 0.9% | 2026-Q2 |
| Sanctuary Advisors, LLC added | 56,455 | $2M | 0.8% | 2026-Q2 |
| WBI INVESTMENTS, LLC trimmed | 49,089 | $2M | 0.7% | 2026-Q2 |
| OSAIC HOLDINGS, INC. added | 48,082 | $2M | 0.7% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC added | 47,513 | $2M | 0.7% | 2026-Q2 |
| COMMONWEALTH EQUITY SERVICES, LLC trimmed | 42,235 | $2M | 0.6% | 2026-Q2 |
| Empirical Finance, LLC trimmed | 38,106 | $2M | 0.5% | 2026-Q2 |
| Whitaker-Myers Wealth Managers, LTD. trimmed | 33,515 | $1M | 0.5% | 2026-Q2 |
| Maridea Wealth Management LLC trimmed | 31,902 | $1M | 0.5% | 2026-Q2 |
| Meridian Wealth Advisors, LLC | 31,037 | $1M | 0.4% | 2026-Q2 |
| CITADEL ADVISORS LLC added | 30,218 | $1M | 0.4% | 2026-Q2 |
| Tyche Wealth Partners LLC | 20,246 | $847K | 0.3% | 2026-Q2 |
| Bryn Mawr Trust Advisors, LLC trimmed | 19,702 | $824K | 0.3% | 2026-Q2 |
| Kestra Advisory Services, LLC added | 19,539 | $817K | 0.3% | 2026-Q2 |
| B. Riley Wealth Advisors, Inc. trimmed | 16,086 | $667K | 0.2% | 2026-Q2 |
| Private Advisor Group, LLC trimmed | 15,401 | $644K | 0.2% | 2026-Q2 |
| Legacy Trust | 15,285 | $639K | 0.2% | 2026-Q2 |
| MML INVESTORS SERVICES, LLC added | 14,691 | $615K | 0.2% | 2026-Q2 |
| Capital Investment Advisory Services, LLC added | 13,699 | $573K | 0.2% | 2026-Q2 |
| UNIQUE WEALTH, LLC new | 13,504 | $565K | 0.2% | 2026-Q2 |
| ADE, LLC trimmed | 12,803 | $536K | 0.2% | 2026-Q2 |
| Retirement Planning Group, LLC | 12,224 | $511K | 0.2% | 2026-Q2 |
| Concurrent Investment Advisors, LLC trimmed | 11,677 | $488K | 0.2% | 2026-Q2 |
| WADDELL & ASSOCIATES, LLC | 11,570 | $484K | 0.2% | 2026-Q2 |
| Strategic Financial Partners, Ltd. added | 10,536 | $441K | 0.2% | 2026-Q2 |
| FOCUSED ALPHA, LLC trimmed | 10,512 | $440K | 0.2% | 2026-Q2 |
| &PARTNERS trimmed | 9,868 | $413K | 0.1% | 2026-Q2 |
| INDEPENDENT FINANCIAL GROUP, LLC trimmed | 9,857 | $412K | 0.1% | 2026-Q2 |
| GeoWealth Management, LLC added | 9,777 | $409K | 0.1% | 2026-Q2 |
| J2 Capital Management Inc trimmed | 9,694 | $406K | 0.1% | 2026-Q2 |
| J.W. COLE ADVISORS, INC. trimmed | 9,450 | $395K | 0.1% | 2026-Q2 |
| Gimbal Financial trimmed | 9,322 | $390K | 0.1% | 2026-Q2 |
| AMERIPRISE FINANCIAL INC trimmed | 9,035 | $378K | 0.1% | 2026-Q2 |
| MONECO ADVISORS, LLC trimmed | 8,343 | $349K | 0.1% | 2026-Q2 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added | 8,487 | $348K | 0.1% | 2026-Q2 |
| Wealthspire Retirement, LLC added | 7,492 | $313K | 0.1% | 2026-Q2 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP trimmed | 6,866 | $287K | 0.1% | 2026-Q2 |
| KESTRA PRIVATE WEALTH SERVICES, LLC trimmed | 6,757 | $283K | 0.1% | 2026-Q2 |
| TCFG Investment Advisors, LLC trimmed | 6,677 | $279K | 0.1% | 2026-Q2 |
| Mascagni Wealth Management, Inc. | 6,610 | $276K | 0.1% | 2026-Q2 |
| XTX Topco Ltd new | 6,576 | $275K | 0.1% | 2026-Q2 |
| Stratos Wealth Partners, LTD. | 5,914 | $247K | 0.1% | 2026-Q2 |
| Bank of New York Mellon Corp added | 5,872 | $246K | 0.1% | 2026-Q2 |
| Focus Partners Advisor Solutions, LLC | 5,561 | $233K | 0.1% | 2026-Q2 |
| HARBOUR INVESTMENTS, INC. | 4,085 | $171K | 0.1% | 2026-Q2 |
| AMERIFLEX GROUP, INC. added | 3,770 | $158K | 0.1% | 2026-Q2 |
| ASSETMARK, INC added | 3,199 | $134K | 0.0% | 2026-Q2 |
| BANK OF MONTREAL /CAN/ added | 3,194 | $134K | 0.0% | 2026-Q2 |
| Steward Partners Investment Advisory, LLC | 3,049 | $128K | 0.0% | 2026-Q2 |
| Keating Financial Advisory Services, Inc. | 2,426 | $101K | 0.0% | 2026-Q2 |
| Ameritas Advisory Services, LLC added | 1,336 | $56K | 0.0% | 2026-Q2 |
| Ancora Advisors LLC | 1,068 | $45K | 0.0% | 2026-Q2 |
| EverSource Wealth Advisors, LLC added | 1,047 | $44K | 0.0% | 2026-Q2 |
| Register Financial Advisors LLC | 883 | $37K | 0.0% | 2026-Q2 |
| AE Wealth Management LLC added | 800 | $33K | 0.0% | 2026-Q2 |
| Ascentis Wealth Management, LLC added | 31,246 | $31K | 0.0% | 2026-Q2 |
| Aptus Capital Advisors, LLC | 589 | $25K | 0.0% | 2026-Q2 |
| Johnson Financial Group, Inc. | 517 | $22K | 0.0% | 2026-Q2 |
| FIFTH THIRD BANCORP | 500 | $21K | 0.0% | 2026-Q2 |
| FMR LLC trimmed | 450 | $19K | 0.0% | 2026-Q2 |
| IFP Advisors, Inc | 386 | $16K | 0.0% | 2026-Q2 |
| Jackson, Grant Investment Advisers, Inc. new | 122 | $5K | 0.0% | 2026-Q2 |
| Qube Research & Technologies Ltd added | 104 | $4K | 0.0% | 2026-Q2 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 100 | $4K | 0.0% | 2026-Q2 |
| Integrated Wealth Concepts LLC new | 85 | $4K | 0.0% | 2026-Q2 |
| Lodestone Wealth Management LLC trimmed | 2 | $84 | 0.0% | 2026-Q2 |
| WealthShield Partners, LLC | 1 | $42 | 0.0% | 2026-Q2 |
| Russell Investments Group, Ltd. | 1 | $21 | 0.0% | 2026-Q2 |
| Pacer Advisors, Inc. trimmed | 298,342 | $11M | 3.7% | 2026-Q1 stale (1 quarter behind) |
| Cambridge Investment Research Advisors, Inc. trimmed | 227,087 | $8M | 2.8% | 2026-Q1 stale (1 quarter behind) |
| MILLINGTON SECURITIES, LLC new | 53,748 | $2M | 0.7% | 2026-Q1 stale (1 quarter behind) |
| TCFG WEALTH MANAGEMENT, LLC added | 15,907 | $582K | 0.2% | 2026-Q1 stale (1 quarter behind) |
| JANE STREET GROUP, LLC added | 13,334 | $488K | 0.2% | 2026-Q1 stale (1 quarter behind) |
| GOLDMAN SACHS GROUP INC new | 9,431 | $345K | 0.1% | 2026-Q1 stale (1 quarter behind) |
| IFS Group,LLC trimmed | 7,296 | $267K | 0.1% | 2026-Q1 stale (1 quarter behind) |
| KEYBANK NATIONAL ASSOCIATION/OH new | 5,929 | $217K | 0.1% | 2026-Q1 stale (1 quarter behind) |
| Summit Financial, LLC new | 14,899 | $541K | 0.2% | 2025-Q4 stale (2 quarters behind) |
| Janney Montgomery Scott LLC added | 7,664 | $273K | 0.1% | 2025-Q4 stale (2 quarters behind) |
| HighTower Advisors, LLC added | 60,738 | $2M | 0.7% | 2025-Q3 stale (3 quarters behind) |
| AVANTAX ADVISORY SERVICES, INC. added | 173,212 | $6M | 2.1% | 2025-Q2 stale (4 quarters behind) |
| DAVENPORT & Co LLC added | 72,343 | $3M | 0.9% | 2025-Q2 stale (4 quarters behind) |
| Freedom Investment Management, Inc. added | 19,030 | $664K | 0.2% | 2025-Q2 stale (4 quarters behind) |
| Advisor Resource Council trimmed | 12,141 | $423K | 0.1% | 2025-Q2 stale (4 quarters behind) |
| OLD MISSION CAPITAL LLC added | 7,321 | $255K | 0.1% | 2025-Q2 stale (4 quarters behind) |
Ownership over time
Tracked institutional holder count and total shares held by filing quarter (independent scales). The curated-era tail and any mid-ingest latest quarter are handled honestly — a partial quarter is not drawn as a collapse.
Reading this table
Funds hold the same stock for different reasons — an index fund “holds” almost everything, an active manager sizes a name to a mandate and a benchmark, and each fund entered at its own price and time. Because 13F is filed up to 45 days after quarter-end, every row is a backward-looking snapshot; a manager may have traded since. Share-class siblings (a company’s A and C shares) are rolled up to one line so a dual-class name is never double-counted. Compare like-for-like. A large holder is not an endorsement, and a fund exiting is not a warning — this is a starting question, not a verdict.
About 13F filings
A Form 13F is a quarterly disclosure that institutional investment managers with over $100 million in US-listed equities must file with the SEC. In plain English: it is a snapshot of the long stock positions a fund held at the end of a quarter. It covers long US-listed equities only — not short positions, options, cash, or private holdings — and the funds shown are the large sample we track, not the complete 13F universe.