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-Q1 13F filings. 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
7 tracked funds added or opened PTMC while 13 trimmed or exited it between 2025-Q4 and 2026-Q1 — 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 2025-Q4 and 2026-Q1, across 85 tracked filers holding PTMC, 37 increased or opened the position and 45 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 2025-Q4 and 2026-Q1 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 3
- SUSQUEHANNA INTERNATIONAL GROUP, LLP$2M
- CITADEL ADVISORS LLC$783K
- TCFG Investment Advisors, LLC$582K
Full exits 1
- Summit Financial, LLC$541K
Largest adds
- WELLS FARGO & COMPANY/MN$760K
- ROYAL BANK OF CANADA$686K
- MBL Wealth, LLC$527K
- Sanctuary Advisors, LLC$269K
Largest trims
- Empirical Finance, LLC$10M
- NewEdge Advisors, LLC$4M
- J2 Capital Management Inc$3M
- MORGAN STANLEY$1M
- LPL Financial LLC$1M
- UBS Group AG$1M
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 | 1,003,581 | $37M | 14.0% | 2026-Q1 |
| MORGAN STANLEY trimmed | 987,554 | $36M | 13.8% | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ trimmed | 829,453 | $30M | 11.6% | 2026-Q1 |
| Cetera Investment Advisers trimmed | 419,672 | $15M | 5.9% | 2026-Q1 |
| LPL Financial LLC trimmed | 388,607 | $14M | 5.4% | 2026-Q1 |
| Pacer Advisors, Inc. trimmed | 298,342 | $11M | 4.2% | 2026-Q1 |
| INVENIO WEALTH PARTNERS LLC trimmed | 269,758 | $10M | 3.8% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC trimmed | 228,402 | $8M | 3.2% | 2026-Q1 |
| Cambridge Investment Research Advisors, Inc. trimmed | 227,087 | $8M | 3.2% | 2026-Q1 |
| MBL Wealth, LLC added | 224,935 | $8M | 3.1% | 2026-Q1 |
| LEVEL FOUR ADVISORY SERVICES, LLC trimmed | 191,713 | $7M | 2.7% | 2026-Q1 |
| ROYAL BANK OF CANADA added | 167,570 | $6M | 2.3% | 2026-Q1 |
| Rockefeller Capital Management L.P. trimmed | 154,870 | $6M | 2.2% | 2026-Q1 |
| NewEdge Advisors, LLC trimmed | 129,942 | $5M | 1.9% | 2026-Q1 |
| STIFEL FINANCIAL CORP added | 98,247 | $4M | 1.4% | 2026-Q1 |
| ODonnell Financial Services, LLC trimmed | 84,890 | $3M | 1.2% | 2026-Q1 |
| Geneos Wealth Management Inc. added | 70,215 | $3M | 1.0% | 2026-Q1 |
| UBS Group AG trimmed | 69,624 | $3M | 1.0% | 2026-Q1 |
| Sanctuary Advisors, LLC added | 56,280 | $2M | 0.8% | 2026-Q1 |
| WBI INVESTMENTS, LLC trimmed | 53,748 | $2M | 0.8% | 2026-Q1 |
| Empirical Finance, LLC trimmed | 48,411 | $2M | 0.7% | 2026-Q1 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP added | 48,122 | $2M | 0.7% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC trimmed | 47,289 | $2M | 0.7% | 2026-Q1 |
| COMMONWEALTH EQUITY SERVICES, LLC added | 44,245 | $2M | 0.6% | 2026-Q1 |
| OSAIC HOLDINGS, INC. trimmed | 43,359 | $2M | 0.6% | 2026-Q1 |
| Whitaker-Myers Wealth Managers, LTD. trimmed | 35,464 | $1M | 0.5% | 2026-Q1 |
| Maridea Wealth Management LLC trimmed | 32,043 | $1M | 0.4% | 2026-Q1 |
| Meridian Wealth Advisors, LLC | 31,037 | $1M | 0.4% | 2026-Q1 |
| CITADEL ADVISORS LLC added | 21,424 | $783K | 0.3% | 2026-Q1 |
| Tyche Wealth Partners LLC added | 20,246 | $740K | 0.3% | 2026-Q1 |
| Bryn Mawr Trust Advisors, LLC added | 19,738 | $722K | 0.3% | 2026-Q1 |
| Kestra Advisory Services, LLC added | 18,587 | $680K | 0.3% | 2026-Q1 |
| B. Riley Wealth Advisors, Inc. trimmed | 16,541 | $588K | 0.2% | 2026-Q1 |
| Private Advisor Group, LLC added | 15,965 | $584K | 0.2% | 2026-Q1 |
| TCFG WEALTH MANAGEMENT, LLC added | 15,907 | $582K | 0.2% | 2026-Q1 |
| TCFG Investment Advisors, LLC new | 15,907 | $582K | 0.2% | 2026-Q1 |
| Legacy Trust added | 15,285 | $559K | 0.2% | 2026-Q1 |
| ADE, LLC trimmed | 13,406 | $490K | 0.2% | 2026-Q1 |
| Capital Investment Advisory Services, LLC added | 13,384 | $489K | 0.2% | 2026-Q1 |
| JANE STREET GROUP, LLC added | 13,334 | $488K | 0.2% | 2026-Q1 |
| J2 Capital Management Inc trimmed | 13,224 | $484K | 0.2% | 2026-Q1 |
| Concurrent Investment Advisors, LLC | 13,054 | $477K | 0.2% | 2026-Q1 |
| Retirement Planning Group, LLC new | 12,224 | $447K | 0.2% | 2026-Q1 |
| MML INVESTORS SERVICES, LLC trimmed | 12,167 | $445K | 0.2% | 2026-Q1 |
| AMERIPRISE FINANCIAL INC trimmed | 11,670 | $427K | 0.2% | 2026-Q1 |
| WADDELL & ASSOCIATES, LLC added | 11,570 | $423K | 0.2% | 2026-Q1 |
| INDEPENDENT FINANCIAL GROUP, LLC trimmed | 10,874 | $398K | 0.2% | 2026-Q1 |
| FOCUSED ALPHA, LLC trimmed | 10,751 | $393K | 0.2% | 2026-Q1 |
| Strategic Financial Partners, Ltd. trimmed | 10,331 | $378K | 0.1% | 2026-Q1 |
| &PARTNERS trimmed | 9,917 | $363K | 0.1% | 2026-Q1 |
| GOLDMAN SACHS GROUP INC new | 9,431 | $345K | 0.1% | 2026-Q1 |
| GeoWealth Management, LLC new | 9,086 | $332K | 0.1% | 2026-Q1 |
| MONECO ADVISORS, LLC trimmed | 9,059 | $331K | 0.1% | 2026-Q1 |
| KESTRA PRIVATE WEALTH SERVICES, LLC trimmed | 9,015 | $330K | 0.1% | 2026-Q1 |
| Wealthspire Retirement, LLC trimmed | 7,396 | $270K | 0.1% | 2026-Q1 |
| IFS Group,LLC trimmed | 7,296 | $267K | 0.1% | 2026-Q1 |
| Mascagni Wealth Management, Inc. | 6,610 | $242K | 0.1% | 2026-Q1 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added | 6,514 | $240K | 0.1% | 2026-Q1 |
| KEYBANK NATIONAL ASSOCIATION/OH new | 5,929 | $217K | 0.1% | 2026-Q1 |
| Stratos Wealth Partners, LTD. added | 5,914 | $216K | 0.1% | 2026-Q1 |
| Bank of New York Mellon Corp trimmed | 5,871 | $215K | 0.1% | 2026-Q1 |
| Focus Partners Advisor Solutions, LLC trimmed | 5,561 | $203K | 0.1% | 2026-Q1 |
| HARBOUR INVESTMENTS, INC. added | 4,085 | $149K | 0.1% | 2026-Q1 |
| Steward Partners Investment Advisory, LLC added | 3,049 | $112K | 0.0% | 2026-Q1 |
| Western Wealth Management, LLC trimmed | 2,846 | $104K | 0.0% | 2026-Q1 |
| AMERIFLEX GROUP, INC. added | 2,470 | $90K | 0.0% | 2026-Q1 |
| Keating Financial Advisory Services, Inc. new | 2,426 | $89K | 0.0% | 2026-Q1 |
| ASSETMARK, INC added | 1,909 | $70K | 0.0% | 2026-Q1 |
| Ancora Advisors LLC | 1,068 | $39K | 0.0% | 2026-Q1 |
| Register Financial Advisors LLC added | 883 | $32K | 0.0% | 2026-Q1 |
| Ascentis Wealth Management, LLC | 747 | $27K | 0.0% | 2026-Q1 |
| Aptus Capital Advisors, LLC trimmed | 589 | $22K | 0.0% | 2026-Q1 |
| Johnson Financial Group, Inc. new | 517 | $19K | 0.0% | 2026-Q1 |
| FMR LLC trimmed | 513 | $19K | 0.0% | 2026-Q1 |
| FIFTH THIRD BANCORP trimmed | 500 | $18K | 0.0% | 2026-Q1 |
| BANK OF MONTREAL /CAN/ | 394 | $14K | 0.0% | 2026-Q1 |
| IFP Advisors, Inc | 386 | $14K | 0.0% | 2026-Q1 |
| HAZLETT, BURT & WATSON, INC. | 250 | $9K | 0.0% | 2026-Q1 |
| AVANTAX ADVISORY SERVICES, INC. added | 173,212 | $6M | 2.3% | 2025-Q2 stale |
| DAVENPORT & Co LLC added | 72,343 | $3M | 1.0% | 2025-Q2 stale |
| HighTower Advisors, LLC added | 60,738 | $2M | 0.8% | 2025-Q3 stale |
| Gimbal Financial added | 47,543 | $2M | 0.6% | 2025-Q2 stale |
| Freedom Investment Management, Inc. added | 19,030 | $664K | 0.3% | 2025-Q2 stale |
| Summit Financial, LLC new | 14,899 | $541K | 0.2% | 2025-Q4 stale |
| Advisor Resource Council trimmed | 12,141 | $423K | 0.2% | 2025-Q2 stale |
| Forefront Wealth Partners, LLC new | 11,962 | $414K | 0.2% | 2025-Q1 stale |
| J.W. COLE ADVISORS, INC. trimmed | 11,223 | $400K | 0.2% | 2025-Q4 stale |
| Janney Montgomery Scott LLC added | 7,664 | $273K | 0.1% | 2025-Q4 stale |
| OLD MISSION CAPITAL LLC added | 7,321 | $255K | 0.1% | 2025-Q2 stale |
| Financial Advocates Investment Management | 6,175 | $215K | 0.1% | 2025-Q2 stale |
| Sigma Planning Corp trimmed | 5,897 | $206K | 0.1% | 2025-Q2 stale |
| Cyndeo Wealth Partners, LLC | 5,712 | $204K | 0.1% | 2025-Q4 stale |
| TD PRIVATE CLIENT WEALTH LLC new | 3,000 | $105K | 0.0% | 2025-Q2 stale |
| PRIVATE TRUST CO NA | 1,883 | $67K | 0.0% | 2025-Q3 stale |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO added | 1,865 | $65K | 0.0% | 2025-Q2 stale |
| FLAGSHIP HARBOR ADVISORS, LLC trimmed | 556 | $20K | 0.0% | 2025-Q4 stale |
| BankPlus Trust Department new | 521 | $19K | 0.0% | 2025-Q4 stale |
| COMERICA BANK trimmed | 500 | $18K | 0.0% | 2025-Q4 stale |
| MAI Capital Management new | 472 | $17K | 0.0% | 2025-Q3 stale |
| Ameritas Advisory Services, LLC new | 336 | $12K | 0.0% | 2025-Q2 stale |
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.