Who owns PAMC (PAMC)
Which tracked institutional funds hold PAMC, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See PAMC 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
3 tracked funds added or opened PAMC while 2 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
PAMC’s largest tracked holder by dollar value, Lunt Capital Management, Inc., sizes it at 4.1% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 4.1pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in PAMC 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 27 tracked filers holding PAMC, 5 increased or opened the position and 18 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 PAMC 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.
Largest adds
- MORGAN STANLEY$593K
- Kestra Advisory Services, LLC$417K
- Clear Creek Financial Management, LLC$414K
Largest trims
- COMMONWEALTH EQUITY SERVICES, LLC$858K
- OSAIC HOLDINGS, INC.$265K
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 |
|---|---|---|---|---|
| Lunt Capital Management, Inc. trimmed | 223,607 | $11M | 20.1% | 2026-Q1 |
| Kestra Advisory Services, LLC added | 185,911 | $9M | 16.7% | 2026-Q1 |
| Cambridge Investment Research Advisors, Inc. trimmed | 44,450 | $2M | 4.0% | 2026-Q1 |
| LPL Financial LLC trimmed | 43,521 | $2M | 3.9% | 2026-Q1 |
| Ausdal Financial Partners, Inc. trimmed | 36,030 | $2M | 3.2% | 2026-Q1 |
| Geneos Wealth Management Inc. trimmed | 29,083 | $1M | 2.6% | 2026-Q1 |
| Sanctuary Advisors, LLC trimmed | 28,075 | $1M | 2.5% | 2026-Q1 |
| OSAIC HOLDINGS, INC. trimmed | 24,443 | $1M | 2.2% | 2026-Q1 |
| Clear Creek Financial Management, LLC added | 24,118 | $1M | 2.2% | 2026-Q1 |
| JPMORGAN CHASE & CO added | 24,255 | $1M | 2.1% | 2026-Q1 |
| GeoWealth Management, LLC trimmed | 17,571 | $841K | 1.6% | 2026-Q1 |
| MORGAN STANLEY added | 12,395 | $593K | 1.1% | 2026-Q1 |
| Belpointe Asset Management LLC trimmed | 10,382 | $497K | 0.9% | 2026-Q1 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC trimmed | 8,844 | $431K | 0.8% | 2026-Q1 |
| Atria Investments, Inc trimmed | 5,440 | $260K | 0.5% | 2026-Q1 |
| Aptus Capital Advisors, LLC | 5,159 | $247K | 0.5% | 2026-Q1 |
| Clarus Group, Inc. | 5,159 | $247K | 0.5% | 2026-Q1 |
| CREATIVE FINANCIAL DESIGNS INC /ADV trimmed | 5,055 | $242K | 0.5% | 2026-Q1 |
| Cetera Investment Advisers trimmed | 4,717 | $226K | 0.4% | 2026-Q1 |
| COMMONWEALTH EQUITY SERVICES, LLC trimmed | 4,660 | $223K | 0.4% | 2026-Q1 |
| INDEPENDENT FINANCIAL GROUP, LLC trimmed | 4,524 | $217K | 0.4% | 2026-Q1 |
| Unified Investment Management added | 4,365 | $209K | 0.4% | 2026-Q1 |
| HARBOUR INVESTMENTS, INC. trimmed | 1,614 | $77K | 0.1% | 2026-Q1 |
| ROTHSCHILD INVESTMENT LLC | 600 | $29K | 0.1% | 2026-Q1 |
| BLAIR WILLIAM & CO/IL | 25 | $1K | 0.0% | 2026-Q1 |
| Triumph Capital Management trimmed | 13 | $622 | 0.0% | 2026-Q1 |
| AE Wealth Management LLC | 4 | $191 | 0.0% | 2026-Q1 |
| Bison Wealth, LLC added | 163,040 | $7M | 13.4% | 2025-Q2 stale |
| Centric Wealth Management added | 76,128 | $3M | 6.1% | 2025-Q1 stale |
| SILVER OAK SECURITIES, INCORPORATED trimmed | 52,446 | $2M | 4.3% | 2025-Q2 stale |
| CITADEL ADVISORS LLC added | 36,878 | $2M | 3.3% | 2025-Q3 stale |
| Private Advisor Group, LLC trimmed | 15,459 | $677K | 1.3% | 2025-Q2 stale |
| Ergawealth Advisors, Inc. trimmed | 12,986 | $550K | 1.0% | 2025-Q1 stale |
| Creekmur Asset Management LLC trimmed | 8,297 | $390K | 0.7% | 2025-Q3 stale |
| HRT FINANCIAL LP new | 8,421 | $368K | 0.7% | 2025-Q2 stale |
| TWO SIGMA INVESTMENTS, LP trimmed | 7,900 | $346K | 0.7% | 2025-Q2 stale |
| PFG Advisors | 5,500 | $259K | 0.5% | 2025-Q3 stale |
| RAYMOND JAMES FINANCIAL INC new | 3,321 | $146K | 0.3% | 2025-Q2 stale |
| UBS Group AG trimmed | 78 | $4K | 0.0% | 2025-Q4 stale |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 0 | — | 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.