PTC INC. (PTC) — Institutional Holders, Q2 2026 (page 7)
686 institutional investment managers reported a PTC position on SEC Form 13F-HR for the quarter ended June 30, 2026, with a combined reported value of $12.7B. Every filer is listed below, ranked by position value, 100 per page; this page shows ranks 601 to 686. Put and call option positions are excluded, and a firm filing several lots or share classes is shown once with its total.
PTC 13F holders ranked 601–686 of 686
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 601 | EFG International AG#601 · 35 sh | 35 | $4.0K | <0.01% | 0.0% |
| 602 | Golden State Wealth Management#602 · 34 sh | 34 | $3.9K | <0.01% | 0.0% |
| 603 | True Wealth Design#603 · 32 sh | 32 | $3.6K | — | -84.5% |
| 604 | PENSION & WEALTH MANAGEMENT ADVISORS#604 · 29 sh | 29 | $3.3K | — | 0.0% |
| 605 | INTERNATIONAL ASSETS INVESTMENT MANAGEMENT#605 · 27 sh | 27 | $3.2K | <0.01% | -42.6% |
| 606 | WEBSTER BANK, N. A.#606 · 27 sh | 27 | $3.1K | <0.01% | New |
| 607 | SUMMIT SECURITIES GROUP#607 · 27 sh | 27 | $3.1K | <0.01% | +42.1% |
| 608 | Strengthening Families & Communities#608 · 27 sh | 27 | $3.1K | — | New |
| 609 | Avion Wealth#609 · 29 sh | 29 | $3.0K | <0.01% | +16.0% |
| 610 | RAFFA WEALTH MANAGEMENT#610 · 26 sh | 26 | $3.0K | <0.01% | +100.0% |
| 611 | Strive Financial Group#611 · 26 sh | 26 | $3.0K | <0.01% | 0.0% |
| 612 | TD Waterhouse Canada#612 · 20 sh | 20 | $2.4K | — | 0.0% |
| 613 | High Note Wealth#613 · 21 sh | 21 | $2.4K | <0.01% | 0.0% |
| 614 | LRI Investments#614 · 20 sh | 20 | $2.3K | <0.01% | -44.4% |
| 615 | Creative Capital Management Investments#615 · 20 sh | 20 | $2.3K | <0.01% | New |
| 616 | SJS Investment Consulting#616 · 19 sh | 19 | $2.2K | — | -5.0% |
| 617 | Capital Advisors, Ltd.#617 · 19 sh | 19 | $2.0K | <0.01% | -83.5% |
| 618 | Bogart Wealth#618 · 17 sh | 17 | $1.9K | <0.01% | +325.0% |
| 619 | Marquette Asset Management#619 · 16 sh | 16 | $1.8K | — | -78.1% |
| 620 | FINANCIAL CONSULATE#620 · 15 sh | 15 | $1.7K | — | New |
| 621 | Bay Harbor Wealth Management#621 · 15 sh | 15 | $1.7K | <0.01% | -11.8% |
| 622 | Phillip James Consulting#622 · 15 sh | 15 | $1.7K | <0.01% | New |
| 623 | ARMSTRONG ADVISORY GROUP#623 · 14 sh | 14 | $1.6K | — | -65.0% |
| 624 | DiNuzzo Private Wealth#624 · 14 sh | 14 | $1.6K | — | -17.6% |
| 625 | Spire Wealth Management#625 · 13 sh | 13 | $1.5K | 0.00% | +8.3% |
| 626 | SouthState Bank#626 · 12 sh | 12 | $1.4K | <0.01% | 0.0% |
| 627 | IFG Advisory#627 · 12 sh | 12 | $1.4K | 0.00% | New |
| 628 | Quest 10 Wealth Builders#628 · 12 sh | 12 | $1.4K | <0.01% | New |
| 629 | Montgomery Financial Services#629 · 12 sh | 12 | $1.4K | <0.01% | — |
| 630 | Cape Investment Advisory#630 · 11 sh | 11 | $1.3K | — | New |
| 631 | HFM Investment Advisors#631 · 11 sh | 11 | $1.3K | <0.01% | +266.7% |
| 632 | American Capital Advisory#632 · 10 sh | 10 | $1.1K | <0.01% | +900.0% |
| 633 | Stone House Investment Management#633 · 10 sh | 10 | $1.1K | — | New |
| 634 | NVWM#634 · 10 sh | 10 | $1.1K | — | +100.0% |
| 635 | BARTLETT & WEALTH MANAGEMENT#635 · 10 sh | 10 | $1.1K | 0.00% | +100.0% |
| 636 | Mosley Wealth Management#636 · 10 sh | 10 | $1.1K | — | New |
| 637 | Principia Wealth Advisory#637 · 10 sh | 10 | $1.1K | <0.01% | -9.1% |
| 638 | Signature Equity Partners#638 · 10 sh | 10 | $1.1K | <0.01% | -41.2% |
| 639 | Silver Grove Financial Group#639 · 10 sh | 10 | $1.1K | <0.01% | New |
| 640 | COMPASS FINANCIAL MANAGEMENT#640 · 10 sh | 10 | $1.1K | <0.01% | — |
| 641 | Retirement Wealth Solutions#641 · 9 sh | 9 | $1.0K | — | -71.9% |
| 642 | Financial Management Professionals#642 · 9 sh | 9 | $1.0K | — | -35.7% |
| 643 | Basepoint Wealth#643 · 9 sh | 9 | $1.0K | <0.01% | 0.0% |
| 644 | Cornerstone Planning Group#644 · 9 sh | 9 | $1.0K | — | -57.1% |
| 645 | Activest Wealth Management#645 · 8 sh | 8 | $909.00 | — | New |
| 646 | Washington Advisors#646 · 8 sh | 8 | $909.00 | — | New |
| 647 | Rialto Wealth Management#647 · 8 sh | 8 | $909.00 | <0.01% | -52.9% |
| 648 | Planning Strategies#648 · 8 sh | 8 | $909.00 | — | — |
| 649 | Elevated Capital Advisors#649 · 7 sh | 7 | $795.00 | <0.01% | 0.0% |
| 650 | MidFirst Bank#650 · 7 sh | 7 | $795.00 | <0.01% | New |
| 651 | Networth Advisors#651 · 7 sh | 7 | $795.00 | <0.01% | New |
| 652 | Triumph Capital Management#652 · 6 sh | 6 | $682.00 | — | -76.0% |
| 653 | TFC Financial Management#653 · 6 sh | 6 | $682.00 | — | +500.0% |
| 654 | Tidemark#654 · 6 sh | 6 | $682.00 | <0.01% | +200.0% |
| 655 | DecisionPoint Financial#655 · 5 sh | 5 | $599.00 | <0.01% | +150.0% |
| 656 | TD Capital Management#656 · 5 sh | 5 | $568.00 | 0.00% | 0.0% |
| 657 | Princeton Global Asset Management#657 · 5 sh | 5 | $568.00 | — | New |
| 658 | Bruce G. Allen Investments#658 · 5 sh | 5 | $568.00 | <0.01% | -28.6% |
| 659 | Key Capital Management#659 · 5 sh | 5 | $568.00 | <0.01% | New |
| 660 | James T. Borello RIA#660 · 5 sh | 5 | $568.00 | — | -90.6% |
| 661 | THURSTON, SPRINGER, MILLER, HERD & TITAK#661 · 5 sh | 5 | $567.00 | — | 0.0% |
| 662 | North Star Investment Management#662 · 4 sh | 4 | $454.00 | 0.00% | New |
| 663 | AdvisorNet Financial#663 · 4 sh | 4 | $454.00 | — | -20.0% |
| 664 | Torren Management#664 · 4 sh | 4 | $454.00 | <0.01% | -63.6% |
| 665 | Synergy Investment Management#665 · 3 sh | 3 | $397.00 | <0.01% | New |
| 666 | AMERIFLEX GROUP#666 · 3 sh | 3 | $341.00 | <0.01% | New |
| 667 | Kilter Group#667 · 3 sh | 3 | $341.00 | <0.01% | -75.0% |
| 668 | Provenance Wealth Advisors#668 · 3 sh | 3 | $341.00 | 0.00% | New |
| 669 | Cornerstone Financial Management#669 · 3 sh | 3 | $341.00 | <0.01% | -80.0% |
| 670 | 1015 Capital Partners#670 · 3 sh | 3 | $341.00 | <0.01% | -40.0% |
| 671 | Essential Partners#671 · 3 sh | 3 | $341.00 | — | -50.0% |
| 672 | BIRCHBROOK#672 · 3 sh | 3 | $307.00 | — | 0.0% |
| 673 | GHP Investment Advisors#673 · 2 sh | 2 | $228.00 | — | 0.0% |
| 674 | Quaker Wealth Management#674 · 2 sh | 2 | $228.00 | — | -50.0% |
| 675 | Seneschal Advisors#675 · 2 sh | 2 | $228.00 | <0.01% | 0.0% |
| 676 | WestEnd Advisors#676 · 2 sh | 2 | $227.00 | 0.00% | 0.0% |
| 677 | Davis Capital Management#677 · 2 sh | 2 | $227.00 | — | -33.3% |
| 678 | Highland Investment Advisors#678 · 2 sh | 2 | $227.00 | <0.01% | — |
| 679 | Ameritas Advisory Services#679 · 1 sh | 1 | $142.00 | 0.00% | New |
| 680 | MARYLAND CAPITAL ADVISORS#680 · 1 sh | 1 | $114.00 | — | — |
| 681 | HIGHLINE WEALTH PARTNERS#681 · 1 sh | 1 | $114.00 | — | -90.9% |
| 682 | Y.D. More Investments Ltd#682 · 241 sh | 241 | $92.00 | 0.00% | New |
| 683 | CKW FINANCIAL GROUP#683 · 2 sh | 2 | $0.00 | 0.00% | New |
| 684 | Navigoe#684 · 1 sh | 1 | $0.00 | 0.00% | New |
| 685 | CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM#685 · 169,428 sh | 169,428 | — | — | -2.1% |
| 686 | Quantum Portfolio Management#686 · 139 sh | 139 | — | — | New |
Source: Form 13F-HR filings on SEC EDGAR, Q2 2026. Values are as reported by each manager at quarter end. “% of portfolio” is the position’s share of the manager’s total reported 13F value for the same quarter. “New” means the manager filed a 13F for Q1 2026 without this position; a dash means no comparison is available. Where a manager’s own filing is internally inconsistent its value is withheld and it is listed last. 13F data shows reported holdings, not recommendations.