Public record / Tickers / PTC

PTC — PTC INC.

Both disclosure regimes on one name: who in Congress filed about PTC, which institutions reported holding it. Each section keeps its own clock — congressional trades on the 45-day PTR clock, 13F holdings as quarter-end snapshots.

Congress txns
28
all PTR rows naming PTC
Members · 12m
3
3 buys · 4 sells · by trade date
Latest PTR
07-21
filed 2026-07-21
13F holders
500
top-500 slice · 2026-03-31
Congress = transactions in statutory ranges, 45-day lag · Institutions = quarter-end positions, 45-day lagas of 2026-09-14 13:21 UTCno price data — a disclosure record, not a chart

Bradley Scott Schneider · $100K–$250K

Sale · traded 2019-05-03 → filed 2019-06-17. Ranked over every PTC row by the provable lower bound, never a point estimate.

3 members · 3 buys / 4 sells

Counts of disclosures by trade date, not dollars — ranges cannot be netted across members. Flow ranges per member are in the table below.

4 rows filed past the 45-day window

Late disclosure is stated on the row, never editorialised. Both dates and the receipt stay on every row.

Congress · disclosure timeline

TRADE DATES · 24M · ▲ BUY ▼ SELL · HEIGHT = LOG LOWER BOUND

18 dated disclosures in the window, placed by trade date; magnitudes are the disclosed lower bounds.

Trade date, not filing date — the lag lives in the table below. 18 rows placed.

PLANNED institutional holder flow by quarter

Congressional disclosures

ALL PTR ROWS NAMING PTC · SORTED FILED ↓ · STATUTORY RANGES · FILED ≤45D LATEfull congressional view ↗
Latest congressional filings mentioning PTC
Filed ▾MemberSide · OwnerTraded · LagAmountRange · FlagsSrc
2026-07-21Alan Armstrong R–OKPurchaseTraded 03-27 LATE·116d$1K–$15K
2026-02-13Gilbert Ray Cisneros, Jr. D–CA-31PurchaseTraded 01-28 +16d$1K–$15K
2026-02-02April McClain Delaney D–MD-6Sale · DC (dependent-child-owned)Traded 01-30 +3d$1K–$15K
2026-02-02April McClain Delaney D–MD-6Sale · partial · DC (partial sale, dependent-child-owned)Traded 01-23 +10d$1K–$15K
2026-01-05April McClain Delaney D–MD-6Sale · partial · DC (partial sale, dependent-child-owned)Traded 2025-12-05 +31d$1K–$15K
Traded → filed dates on every rowEach row shows the trade date and the filing date; the gap between them is the disclosure lag.all 28 ↗

Members active in PTC

12M · NET LOWER BOUND · COMMITTEES AS OF TRADE DATE · SNAPSHOT 2026-09-14
Members disclosing PTC in the trailing 12 months
MemberRowsNetNet disclosed flow for this ticker: purchases minus sales, computed as a net range on the disclosed amounts. A lower bound is provable, never a point.CommitteesNumber of committees the member sat on as of their latest trade date in the window, from the cc0-legislators roster snapshot. Context, never an allegation; jurisdiction overlap needs the sector join.
April McClain Delaney D–MD-64−$60.0K to −$4.0K2
Gilbert Ray Cisneros, Jr. D–CA-312$2.0K to $30.0K2
Alan Armstrong R–OK1$1.0K to $15.0K2

3 members in the window · counts of disclosures, not dollars.

Congress ↔ notable managers · PTC

who in Congress disclosed purchases or sales beside which notable managers added or trimmed

Congress · last 90 days

Buyers
1 Alan Armstrong R–OK $1K–$15K
Sellers
0

filed 2026-06-16 → 2026-09-14 · totals are statutory ranges

Notable managers · quarter ended 2026-03-31

Adding
1 Gotham Asset Management $37.1M held

new + add vs trim + exit, by shares · $ = reported value now, not the change · PTC INC

Merged timeline of congressional filings and notable-manager moves on PTC
DateWhoChangeSize
2026-07-21Alan Armstrong CongressPurchase$1K–$15K
2026-05-15Gotham Asset Management 13Fadd+10,253 sh
2026-05-15Bridgewater Associates 13Fexit−58,197 sh
2026-05-14Caxton Associates 13Ftrim−365 sh

4 newest rows · Congress rows date by filing, 13F rows by quarter end · a 13F row is a quarter-end snapshot, not a trade

Institutional holders · 13F · Quarter ended 2026-03-31 · longs only

full holders view ↗
Top institutional holders of PTC for quarter 2026-03-31
#FilerValue ▾SecuritiesFlagsSrc
1BlackRock, Inc.$1.6B1
2VANGUARD CAPITAL MANAGEMENT LLC$1.1B1
3VANGUARD PORTFOLIO MANAGEMENT LLC$837M1
4STATE STREET CORP$834M1
5GEODE CAPITAL MANAGEMENT, LLC$523M1
6Janus Henderson Group Ltd.$503M1
7Pictet Asset Management Holding SA$500M1
8Invesco Ltd.$281M1
9Standard Investments LLC$258M1
10Amundi$246M1
11NORTHERN TRUST CORP$213M1
12WELLINGTON MANAGEMENT GROUP LLP$200M1
13MORGAN STANLEY$191M1
14UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$186M1
15LAZARD ASSET MANAGEMENT LLC$186M1
16FERNBRIDGE CAPITAL MANAGEMENT LP$185M1
17CHARLES SCHWAB INVESTMENT MANAGEMENT INC$138M1
18Palestra Capital Management LLC$127M1
19Sumitomo Mitsui Trust Group, Inc.$113M1
20DIMENSIONAL FUND ADVISORS LP$110M1
21EAGLE CAPITAL MANAGEMENT LLC$104M1
22FIL Ltd$103M1
23Legal & General Group Plc$97.2M1
24Robeco Institutional Asset Management B.V.$96.3M1
25VANGUARD FIDUCIARY TRUST CO$95.8M1
26Bank of New York Mellon Corp$94.5M1
27DEUTSCHE BANK AG\$94.0M1
28JUPITER ASSET MANAGEMENT LTD$93.4M1
29BANK OF AMERICA CORP /DE/$92.9M1
30UBS Group AG$87.8M1
31CITADEL ADVISORS LLC$83.1M1
32RAYMOND JAMES FINANCIAL INC$78.8M1
33BNP Paribas Asset Management Holding S.A.$73.5M1
34Nuveen, LLC$72.0M1
35FMR LLC$69.3M1
36TD ASSET MANAGEMENT INC$62.9M1
37Quantinno Capital Management LP$56.9M1
38RENAISSANCE TECHNOLOGIES LLC$55.4M1
39HSBC HOLDINGS PLC$50.7M1
40Swiss National Bank$49.7M1
41AVIVA PLC$49.3M1
42BARCLAYS PLC$46.3M1
43Mitsubishi UFJ Asset Management Co., Ltd.$42.5M1
44Tensor Edge Capital, LLC$39.9M1
45Stephens Investment Management Group LLC$38.9M1
46CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM$38.8M1
47Vanguard Global Advisers, LLC$37.2M1
48Gotham Asset Management, LLC$37.1M1
49Candriam S.C.A.$33.5M1
50MACKENZIE FINANCIAL CORP$32.8M1
51RHUMBLINE ADVISERS$32.4M1
52VOLORIDGE INVESTMENT MANAGEMENT, LLC$32.1M1
53Grantham, Mayo, Van Otterloo & Co. LLC$30.2M1
54Zurcher Kantonalbank (Zurich Cantonalbank)$29.0M1
55VANGUARD ASSET MANAGEMENT, Ltd$28.8M1
56Vontobel Holding Ltd.$28.7M1
57Ampersand Capital Group, L.P.$28.6M1
58CITIGROUP INC$28.1M1
59RENAISSANCE GROUP LLC$28.0M1
60CAISSE DE DEPOT ET PLACEMENT DU QUEBEC$27.5M1
61DF DENT & CO INC$25.7M1
62SCHRODER INVESTMENT MANAGEMENT GROUP$24.7M1
63CONGRESS ASSET MANAGEMENT CO$24.6M1
64ALLIANCEBERNSTEIN L.P.$23.6M1
65NORTH STAR ASSET MANAGEMENT INC$23.2M1
66CANADA PENSION PLAN INVESTMENT BOARD$23.2M1
67NORDEA INVESTMENT MANAGEMENT AB$21.9M1
68JANE STREET GROUP, LLC$21.4M1
69EXCHANGE TRADED CONCEPTS, LLC$20.9M1
70Fisher Asset Management, LLC$20.6M1
71PRINCIPAL FINANCIAL GROUP INC$20.5M1
72ROYAL BANK OF CANADA$20.3M1
732Xideas AG$20.3M1
74TEACHER RETIREMENT SYSTEM OF TEXAS$19.0M1
75FRANKLIN RESOURCES INC$18.3M1
76APG Asset Management N.V.$17.3M1
77Alyeska Investment Group, L.P.$16.8M1
78FIRST TRUST ADVISORS LP$16.4M1
79Qube Research & Technologies Ltd$16.2M1
80Independent Family Office, LLC$16.2M1
81NICHOLAS COMPANY, INC.$16.0M1
82COMMERCE BANK$15.8M1
83Assenagon Asset Management S.A.$15.7M1
84PARNASSUS INVESTMENTS, LLC$15.4M1
85Aberdeen Group plc$15.4M1
86AMERIPRISE FINANCIAL INC$15.2M1
87STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM$15.1M1
88ARROWSTREET CAPITAL, LIMITED PARTNERSHIP$15.1M1
89Eurizon Capital SGR S.p.A.$14.9M1
90BANK OF MONTREAL /CAN/$14.5M1
91WELLS FARGO & COMPANY/MN$14.3M1
92SEB Asset Management AB$13.9M1
93Mitsubishi UFJ Trust & Banking Corp$12.6M1
94FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUND$12.4M1
95Universal- Beteiligungs- und Servicegesellschaft mbH$12.3M1
96FLPUTNAM INVESTMENT MANAGEMENT CO$12.1M1
97Laurus Global Equity Management Inc.$11.9M1
98MILLENNIUM MANAGEMENT LLC$11.3M1
99Leeward Investments, LLC - MA$11.1M1
100FIRST NATIONAL BANK OF OMAHA$10.7M1
101NOMURA ASSET MANAGEMENT INTERNATIONAL INC.$10.6M1
102STATE OF WISCONSIN INVESTMENT BOARD$10.6M1
103STOREBRAND ASSET MANAGEMENT AS$10.5M1
104Silverberg Bernstein Capital Management LLC$10.3M1
105Robeco Schweiz AG$10.2M1
106DANSKE BANK A/S$10.0M1
107NATIONAL BANK OF CANADA /FI/$10.0M1
108Taikang Asset Management (Hong Kong) Co Ltd$9.8M1
109SEI INVESTMENTS CO$9.6M1
110SUSQUEHANNA INTERNATIONAL GROUP, LLP$9.6M1
111Korea Investment CORP$9.2M1
112PEREGRINE CAPITAL MANAGEMENT LLC$9.0M1
113FEDERATED HERMES, INC.$8.9M1
114Calamos Advisors LLC$8.9M1
115MANUFACTURERS LIFE INSURANCE COMPANY, THE$8.9M1
116Varma Mutual Pension Insurance Co$8.7M1
117NEW YORK STATE COMMON RETIREMENT FUND$8.7M1
118Swedbank AB$8.6M1
119Vanguard Investments Australia, Ltd.$8.5M1
120VICTORY CAPITAL MANAGEMENT INC$8.4M1
121Chevy Chase Trust Holdings, LLC$8.4M1
122PRUDENTIAL FINANCIAL INC$8.3M1
123ROYAL LONDON ASSET MANAGEMENT LTD$8.3M1
124ADAGE CAPITAL PARTNERS GP, L.L.C.$8.0M1
125PFA Pension, Forsikringsaktieselskab$7.9M1
126Tredje AP-fonden$7.9M1
127MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.$7.8M1
128ENVESTNET ASSET MANAGEMENT INC$7.8M1
129WORMSER FRERES GESTION$7.7M1
130BALDWIN WEALTH PARTNERS LLC/MA$7.5M1
131Asset Management One Co., Ltd.$7.3M1
132LPL Financial LLC$7.3M1
133Andra AP-fonden$7.2M1
134Resona Asset Management Co.,Ltd.$7.1M1
135MEYER HANDELMAN CO$6.9M1
136KLP KAPITALFORVALTNING AS$6.6M1
137CREDIT AGRICOLE S A$6.3M1
138FORA Capital, LLC$6.1M1
139NOMURA ASSET MANAGEMENT CO LTD$5.9M1
140Lagoda Investment Management, L.P.$5.9M1
141OSAIC HOLDINGS, INC.$5.7M1
142Lansforsakringar Fondforvaltning AB (publ)$5.6M1
143Mirae Asset Global Investments Co., Ltd.$5.4M1
144State of New Jersey Common Pension Fund D$5.4M1
145TORONTO DOMINION BANK$5.3M1
146PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO$5.2M1
147OCCUDO QUANTITATIVE STRATEGIES LP$4.9M1
148IMC-Chicago, LLC$4.8M1
149Swiss Life Asset Management Ltd$4.7M1
150Daiwa Securities Group Inc.$4.7M1
151Tidal Investments LLC$4.6M1
152Czech National Bank$4.6M1
153Arizona State Retirement System$4.6M1
154Y-Intercept (Hong Kong) Ltd$4.5M1
155CIBC Bancorp USA Inc.$4.5M1
156PEAK6 LLC$4.5M1
157Sone Capital Management, LLC$4.5M1
158WESTPORT ASSET MANAGEMENT INC$4.4M1
159STATE OF MICHIGAN RETIREMENT SYSTEM$4.4M1
160ProShare Advisors LLC$4.4M1
161National Pension Service$4.4M1
162PARADIGM CAPITAL MANAGEMENT INC/NY$4.3M1
163CIBC Asset Management Inc$4.2M1
164MetLife Investment Management, LLC$4.0M1
165Dai-ichi Life Insurance Company, Ltd$4.0M1
166Sterling Capital Management LLC$4.0M1
167Rafferty Asset Management, LLC$4.0M1
168COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS$3.9M1
169Stanley-Laman Group, Ltd.$3.9M1
170BRANT POINT INVESTMENT MANAGEMENT LLC$3.8M1
171UniSuper Management Pty Ltd$3.8M1
172NISA INVESTMENT ADVISORS, LLC$3.7M1
173DnB Asset Management AS$3.7M1
174Retirement Systems of Alabama$3.6M1
175Vident Advisory, LLC$3.6M1
176Creative Planning$3.4M1
177VOYA INVESTMENT MANAGEMENT LLC$3.4M1
178IFM Investors Pty Ltd$3.4M1
179D. E. Shaw & Co., Inc.$3.3M1
180XPONANCE LLC$3.2M1
181CWM, LLC$3.2M1
182PUBLIC SECTOR PENSION INVESTMENT BOARD$3.0M1
183AQR CAPITAL MANAGEMENT LLC$3.0M1
184Jefferies Financial Group Inc.$3.0M1
185Corient Private Wealth LLC$2.9M1
186Baker Avenue Asset Management, LP$2.8M1
187Oak Thistle LLC$2.8M1
188Utah Retirement Systems$2.8M1
189FIFTH THIRD BANCORP$2.7M1
190Illinois Municipal Retirement Fund$2.7M1
191XTX Topco Ltd$2.6M1
192Keeler Thomas Management LLC$2.6M1
193Summit Trail Advisors, LLC$2.6M1
194Vanguard Personalized Indexing Management, LLC$2.6M1
195PRUDENTIAL PLC$2.6M1
196Ensign Peak Advisors, Inc$2.5M1
197NEW YORK LIFE INVESTMENT MANAGEMENT LLC$2.5M1
198Sumitomo Mitsui DS Asset Management Company, Ltd$2.5M1
199TRILLIUM ASSET MANAGEMENT, LLC$2.5M1
200Rakuten Investment Management, Inc.$2.5M1
201NEOS Investment Management LLC$2.5M1
202Optimize Financial Inc$2.5M1
203Ethic Inc.$2.4M1
204ZACKS INVESTMENT MANAGEMENT$2.4M1
205Edgestream Partners, L.P.$2.3M1
206BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp$2.3M1
207BANK OF NOVA SCOTIA$2.2M1
208NISSAY ASSET MANAGEMENT CORP /JAPAN$2.2M1
209Railway Pension Investments Ltd$2.2M1
210Wilmington Savings Fund Society, FSB$2.2M1
211Verition Fund Management LLC$2.2M1
212Allianz Asset Management GmbH$2.1M1
213Argo Wealth Advisory, LLC$2.1M1
214First National Advisers, LLC$2.1M1
215Elo Mutual Pension Insurance Co$2.1M1
216RICE HALL JAMES & ASSOCIATES, LLC$2.0M1
217Advisors Asset Management, Inc.$2.0M1
218OP Asset Management Ltd$2.0M1
219OREGON PUBLIC EMPLOYEES RETIREMENT FUND$1.9M1
220STIFEL FINANCIAL CORP$1.9M1
221O'SHAUGHNESSY ASSET MANAGEMENT, LLC$1.9M1
222MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC$1.8M1
223BRIGHT ROCK CAPITAL MANAGEMENT, LLC$1.8M1
224Cetera Investment Advisers$1.8M1
225Marks Group Wealth Management, Inc$1.7M1
226DIVERSIFY WEALTH MANAGEMENT, LLC$1.7M1
227YOUSIF CAPITAL MANAGEMENT, LLC$1.7M1
228Lombard Odier Asset Management (Europe) Ltd$1.6M1
229TRUIST FINANCIAL CORP$1.6M1
230TWO SIGMA SECURITIES, LLC$1.6M1
231MERCER GLOBAL ADVISORS INC /ADV$1.6M1
232Curi Capital, LLC$1.5M1
233Banque Transatlantique SA$1.5M1
234Man Group plc$1.5M1
235Board of the Pension Protection Fund$1.5M1
236Knollwood Investment Advisory, LLC$1.4M1
237ABN AMRO INVESTMENT SOLUTIONS$1.4M1
238Graham Capital Management, L.P.$1.4M1
239QUADRANT CAPITAL GROUP LLC$1.4M1
240Pathstone Holdings, LLC$1.4M1
241Cohen Klingenstein LLC$1.4M1
242Bank Pictet & Cie (Europe) AG$1.4M1
243Avanza Fonder AB$1.3M1
244B. Metzler seel. Sohn & Co. AG$1.3M1
245PRESCOTT GROUP CAPITAL MANAGEMENT, L.L.C.$1.3M1
246Crossmark Global Holdings, Inc.$1.3M1
247Perbak Capital Partners LLP$1.3M1
248denkapparat Operations GmbH$1.2M1
249MACQUARIE GROUP LTD$1.2M1
250Investment Management Corp of Ontario$1.2M1
251GLENMEDE TRUST CO NA$1.2M1
252Empowered Funds, LLC$1.2M1
253Ballentine Partners, LLC$1.2M1
254ALPS ADVISORS INC$1.2M1
255WCM INVESTMENT MANAGEMENT, LLC$1.1M1
256Fideuram Asset Management (Ireland) dac$1.1M1
257Norinchukin Bank, The$1.1M1
258HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND$1.1M1
259HighVista Strategies LLC$1.1M1
260Iyo Bank, Ltd.$1.1M1
261US BANCORP \DE\$1.1M1
262Strategic Advisors LLC$1.0M1
263BANCO BILBAO VIZCAYA ARGENTARIA, S.A.$1.0M1
264MIZUHO SECURITIES USA LLC$1.0M1
265Numerai GP LLC$1.0M1
266Tributary Capital Management, LLC$1.0M1
267Schonfeld Strategic Advisors LLC$1.0M1
268SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC$998K1
269HARTFORD INVESTMENT MANAGEMENT CO$978K1
270AIA Group Ltd$965K1
271BROWN ADVISORY INC$957K1
272SteelPeak Wealth, LLC$934K1
273OSSIAM$933K1
274OAK ASSOCIATES LTD /OH/$910K1
275Nippon Life Global Investors Americas, Inc.$906K1
276QRG CAPITAL MANAGEMENT, INC.$892K1
277WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$891K1
278NATIXIS$877K1
279Sequoia Financial Advisors, LLC$858K1
280CAXTON ASSOCIATES LLP$856K1
281Allspring Global Investments Holdings, LLC$848K1
282Maryland State Retirement & Pension System$826K1
283Unified Investment Management$820K1
284Verdence Capital Advisors LLC$810K1
285Drake & Associates, LLC$809K1
286BOOTHBAY FUND MANAGEMENT, LLC$808K1
287Addison Capital Co$790K1
288Federation des caisses Desjardins du Quebec$789K1
289M&T BANK CORP$779K1
290NOMURA HOLDINGS INC$758K1
291Atria Investments, Inc$724K1
292Orion Porfolio Solutions, LLC$705K1
293Archford Capital Strategies, LLC$699K1
294Cerity Partners LLC$697K1
295MUFG Securities EMEA plc$695K1
296TOKIO MARINE ASSET MANAGEMENT CO LTD$690K1
297Kesler, Norman & Wride, LLC$690K1
298Arcus Capital Partners, LLC$666K1
299Wealthfront Advisers LLC$664K1
300Kintegral Advisory, LLC$663K1
301Woodline Partners LP$661K1
302NewEdge Advisors, LLC$660K1
303Empirical Financial Services, LLC d.b.a. Empirical Wealth Management$659K1
304Callan Family Office, LLC$658K1
305HighTower Advisors, LLC$653K1
306Wedmont Private Capital$639K1
307Sienna Gestion$635K1
308PANAGORA ASSET MANAGEMENT INC$633K1
309AMERICAN CENTURY COMPANIES INC$629K1
310Aries Wealth Management$626K1
311Saudi Central Bank$625K1
312JOHNSON INVESTMENT COUNSEL INC$618K1
313EQUITABLE TRUST CO$615K1
314CHOREO, LLC$614K1
315Baird Financial Group, Inc.$613K1
316Osmosis Investment Management UK Ltd$611K1
317OMERS ADMINISTRATION Corp$610K1
318Brooklyn Investment Group$588K1
319TWINBEECH CAPITAL LP$584K1
320AZZAD ASSET MANAGEMENT INC /ADV$553K1
321Tower Research Capital LLC (TRC)$549K1
322Banque Cantonale Vaudoise$548K1
323NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC$542K1
324D.A. DAVIDSON & CO.$539K1
325Sanctuary Advisors, LLC$536K1
326Gibbs Wealth Management$524K1
327MARTINGALE ASSET MANAGEMENT L P$516K1
328TEMA ETFS LLC$511K1
329Brookstone Capital Management$505K1
330E. Ohman J:or Asset Management AB$503K1
331North Dakota State Investment Board$491K1
332Metis Global Partners, LLC$482K1
333HB Wealth Management, LLC$481K1
334Alliance Wealth Advisors, LLC /UT$474K1
335MUFG SECURITIES AMERICAS INC.$469K1
336E Fund Management Co., Ltd.$464K1
337Sowell Financial Services LLC$463K1
338Meeder Advisory Services, Inc.$461K1
339GLOBEFLEX CAPITAL L P$461K1
340Aurora Investment Counsel$459K1
341COLDSTREAM CAPITAL MANAGEMENT INC$457K1
342SECURIAN ASSET MANAGEMENT, INC$455K1
343TWO SIGMA INVESTMENTS, LP$453K1
344Delta Global Management LP$452K1
345Squarepoint Ops LLC$451K1
346Engineers Gate Manager LP$447K1
347Abel Hall, LLC$447K1
348Rockefeller Capital Management L.P.$438K1
349Focus Partners Wealth$435K1
350Kestra Advisory Services, LLC$429K1
351Qtron Investments LLC$423K1
352Aaron Wealth Advisors LLC$418K1
353Global X Japan Co., Ltd.$414K1
354Laird Norton Wetherby Trust Company, LLC$407K1
355UNITED CAPITAL FINANCIAL ADVISORS, LLC$407K1
356GUGGENHEIM CAPITAL LLC$407K1
357BLAIR WILLIAM & CO/IL$406K1
358MML INVESTORS SERVICES, LLC$400K1
359Yorktown Management & Research Co Inc$399K1
360Caprock Group, LLC$395K1
361Continuum Advisory, LLC$395K1
362COMMONWEALTH EQUITY SERVICES, LLC$390K1
363MASSACHUSETTS FINANCIAL SERVICES CO /MA/$390K1
364CIBC WORLD MARKET INC.$387K1
365Blue Trust, Inc.$382K1
366Phoenix Financial Ltd.$378K1
367EVERGREEN CAPITAL MANAGEMENT LLC$374K1
368Patriot Financial Group Insurance Agency, LLC$371K1
369Vise Technologies, Inc.$371K1
370Chicago Partners Investment Group LLC$371K1
371Advisory Alpha, LLC$369K1
372Siemens Fonds Invest GmbH$359K1
373JT Stratford LLC$358K1
374Fieldview Capital Management, LLC$355K1
375GATEWAY INVESTMENT ADVISERS LLC$354K1
376Main Street Research LLC$354K1
377NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$350K1
378Portside Wealth Group, LLC$349K1
379Belpointe Asset Management LLC$347K1
380Snowden Capital Advisors LLC$347K1
381Gratus Wealth Advisors, LLC$345K1
382NORDEN GROUP LLC$345K1
383KIRTLAND HILLS CAPITAL MANAGEMENT, LLC$343K1
384Andina Capital Management, LLC$336K1
385Kera Capital Partners, Inc.$331K1
386Diversified Trust Co$327K1
387Fifth Third Wealth Advisors LLC$322K1
388RDA Financial Network$311K1
389BALYASNY ASSET MANAGEMENT L.P.$311K1
390SIGNATUREFD, LLC$301K1
391Meiji Yasuda Asset Management Co Ltd.$296K1
392DAVENPORT & Co LLC$295K1
393DIVERSIFIED MANAGEMENT INC$294K1
394nVerses Capital, LLC$293K1
395Compagnie Lombard Odier SCmA$285K1
396Apollon Wealth Management, LLC$285K1
397Savant Capital, LLC$284K1
398Premier Path Wealth Partners, LLC$278K1
399World Investment Advisors$276K1
400HUB Investment Partners, LLC$272K1
401AIGEN INVESTMENT MANAGEMENT, LP$262K1
402Ascent Group, LLC$260K1
403Aspen Wealth Strategies, LLC$259K1
404SAX WEALTH ADVISORS, LLC$255K1
405GREENLEAF TRUST$255K1
406First Growth Capital LLC$249K1
407&PARTNERS$244K1
408CFO4Life Group, LLC$236K1
409GTS SECURITIES LLC$232K1
410Argyle Capital Management, LLC$221K1
411Portfolio Design Labs, LLC$220K1
412BRIDGES INVESTMENT MANAGEMENT INC$219K1
413Stratos Wealth Partners, LTD.$217K1
414FIDELIS CAPITAL PARTNERS, LLC$216K1
415JOURNEY STRATEGIC WEALTH LLC$216K1
416DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main$212K1
417OXFORD ASSET MANAGEMENT LLP$211K1
418PATTON FUND MANAGEMENT, INC.$209K1
419OSLO PENSJONSFORSIKRING AS$206K1
420CATALYST FINANCIAL PARTNERS LLC$204K1
421PROFUND ADVISORS LLC$203K1
422MGO ONE SEVEN LLC$202K1
423Expressive Wealth LLC$202K1
424Aviso Financial Inc.$200K1
425ASR Vermogensbeheer N.V.$193K1
426M&G Plc$192K1
427Dogwood Wealth Management LLC$182K1
428TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA$178K1
429Plato Investment Management Ltd$173K1
430Ameritas Investment Partners, Inc.$156K1
431CENTRAL TRUST Co$153K1
432Aster Capital Management (DIFC) Ltd$138K1
433Smartleaf Asset Management LLC$136K1
434Steward Partners Investment Advisory, LLC$132K1
435Larson Financial Group LLC$126K1
436Pinnacle Wealth Planning Services, Inc.$126K1
437MATHER GROUP, LLC.$106K1
438Quarry LP$102K1
439ASSETMARK, INC$99.3K1
440Allworth Financial LP$92.7K1
441Manchester Capital Management LLC$89.2K1
442New Age Alpha Advisors, LLC$78.1K1
443Leonteq Securities AG$74.2K1
444Livforsakringsbolaget Skandia, Omsesidigt$71.2K1
445DARA CAPITAL US, INC.$69.0K1
446UMB Bank, n.a.$68.1K1
447Arax Advisory Partners$64.2K1
448Atlantic Union Bankshares Corp$59.3K1
449Axiom Investment Management LLC$58.8K1
450Parkside Financial Bank & Trust$57.6K1
451Migdal Insurance & Financial Holdings Ltd.$53.3K1
452MAI Capital Management$48.2K1
453CYBER HORNET ETFs LLC$47.0K1
454Cromwell Holdings LLC$44.3K1
455TOTH FINANCIAL ADVISORY CORP$42.7K1
456OSTERWEIS CAPITAL MANAGEMENT INC$41.2K1
457ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/$40.8K1
458VEGA INVESTMENT SOLUTIONS$40.6K1
459Bank Julius Baer & Co. Ltd, Zurich$40.0K1
460Crewe Advisors LLC$37.8K1
461PINNEY & SCOFIELD, INC.$36.5K1
462Clearstead Advisors, LLC$34.2K1
463Keating Financial Advisory Services, Inc.$33.9K1
464Rakuten Securities, Inc.$32.1K1
465True Wealth Design, LLC$29.4K1
466STANCE CAPITAL LLC$28.5K1
467MOTCO$26.6K1
468Heritage Wealth Advisors$24.4K1
469CVA Family Office, LLC$23.5K1
470Owl Creek Wealth Partners LLC$22.9K1
471Treasurer of the State of North Carolina$22.6K1
472Bell Investment Advisors, Inc$19.0K1
473SBI Securities Co., Ltd.$18.7K1
474DekaBank Deutsche Girozentrale$16.7K1
475Destiny Wealth Partners, LLC$15.0K1
476NEW YORK STATE TEACHERS RETIREMENT SYSTEM$14.6K1
477PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO$14.5K1
478Basecamp Wealth Advisors LLC$14.4K1
479Cassaday & Co Wealth Management LLC$14.2K1
480Salomon & Ludwin, LLC$13.7K1
481SHP Wealth Management$13.7K1
482Guinness Asset Management LTD$13.4K1
483NATIXIS ADVISORS, LLC$12.3K1
484C WorldWide Group Holding A/S$12.0K1
485JFS WEALTH ADVISORS, LLC$11.3K1
486FARMERS & MERCHANTS INVESTMENTS INC$11.1K1
487Marquette Asset Management, LLC$10.4K1
488First Pacific Financial$10.3K1
489Frazier Financial Advisors, LLC$9.3K1
490CANADA LIFE ASSURANCE Co$9.2K1
491PRIVATE TRUST CO NA$8.8K1
492Scarborough Advisors, LLC$8.7K1
493State of Alaska, Department of Revenue$8.5K1
494MV CAPITAL MANAGEMENT, INC.$8.1K1
495INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC$6.7K1
496Mn Services Vermogensbeheer B.V.$6.6K1
497KBC Group NV$6.2K1
498Mowery & Schoenfeld Wealth Management, LLC$6.0K1
499KERR FINANCIAL PLANNING Corp$5.9K1
500Transamerica Financial Advisors, LLC$5.8K1
Truncated by Public Filings. The published aggregate ranks the top 500 holders per issuer — a build parameter of the Public Filings aggregation, not a census. Rows beyond it exist in individual filings on EDGAR. methodology §13F ↗
§ derived by Public Filings from the published aggregate (agg_issuer_top_holders); per-filer filed dates, share counts and document links are not in the published aggregate — the EDGAR link opens the filer's 13F list
n/c Newest filing in this build: 2026-07-31. Per-row filing dates are on each receipt.

Crowding — not available in this build. No holder rows for the selected period, so no percentile can be ranked.

Do the two regimes agree?

TRAILING 12M · CONGRESS vs FILERS NET
Congress net (rows)3 buy / 4 sell
Congress net ($ bound)−$57.0K to $41.0K
Filers net (actions)not in build
Filers net ($ Q/Q)not in build

The filer side needs per-issuer quarter-over-quarter actions, which the published aggregate does not carry for this issuer. Convergence and divergence are stated only when both sides are computed.

Signals on PTC

RETAINED WINDOW · ACTIVE HITS
Signal hits naming PTC
KindRuleHits
FIRST FILINGfirst disclosure of this ticker by this member within the corpus — era-scoped: coverage begins 2014-01-03, so an earlier first disclosure cannot be seen and is not claimed against1 hit

Every rule, with its definition →

Planned modules for PTC · financials and macro

Financials — as filed PLANNED

PTC's as-reported XBRL fundamentals will appear here when the financials module passes its gates. Until then: PTC on EDGAR ↗

Macro context PLANNED

Rates, inflation, and positioning series land here with the macro module — vintage-aware, never nowcast.

issuer name from the SEC's present-day ticker file (company_tickers.json) — a present-day mapping, not the name as of each filing