Who owns PAYM
Which tracked institutional funds hold PAYM, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See PAYM company fundamentals →
Ownership as of the 2026-Q2 13F filings (latest filed 2026-08-14). 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
The tracked-fund tape on PAYM is one-sided between 2026-Q1 and 2026-Q2: 11 added or opened and 1 trimmed or exited — on balance accumulating.
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
PAYM’s largest tracked holder by dollar value, Mid-American Wealth Advisory Group, Inc., sizes it at 16.5% of its own reported 13F book, while the median holder sizes it at 0.1% of theirs — a 16.3pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in PAYM 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 35 tracked filers holding PAYM, 25 increased or opened the position and 10 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 PAYM 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 3
- Mid-American Wealth Advisory Group, Inc.$46M
- TOUNJIAN ADVISORY PARTNERS, LLC$651K
- ENVESTNET ASSET MANAGEMENT INC$601K
Largest adds
- AE Wealth Management LLC$9M
- Lloyd Advisory Services, LLC.$5M
- Authentikos Wealth Advisory, LLC$822K
- FSA Advisors, Inc.$791K
- Aegis Wealth Management, Inc.$658K
- Csenge Advisory Group$507K
Largest trims
- MORGAN STANLEY$362K
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 |
|---|---|---|---|---|
| Mid-American Wealth Advisory Group, Inc. new | 1,811,587 | $46M | 43.9% | 2026-Q2 |
| AE Wealth Management LLC added | 1,207,960 | $30M | 29.3% | 2026-Q2 |
| Lloyd Advisory Services, LLC. added | 212,996 | $5M | 5.2% | 2026-Q2 |
| Authentikos Wealth Advisory, LLC added | 193,152 | $5M | 4.7% | 2026-Q2 |
| B.O.S.S. Retirement Advisors, LLC trimmed | 57,768 | $1M | 1.4% | 2026-Q2 |
| HOWARD BAILEY SECURITIES, LLC trimmed | 55,228 | $1M | 1.3% | 2026-Q2 |
| Elevated Capital Advisors, LLC added | 54,234 | $1M | 1.3% | 2026-Q2 |
| Aegis Wealth Management, Inc. added | 43,326 | $1M | 1.1% | 2026-Q2 |
| FSA Advisors, Inc. added | 41,737 | $1M | 1.0% | 2026-Q2 |
| Great Lakes Retirement, Inc. trimmed | 38,844 | $984K | 1.0% | 2026-Q2 |
| Integrated Wealth Management added | 36,877 | $926K | 0.9% | 2026-Q2 |
| Wellment Financial added | 33,999 | $854K | 0.8% | 2026-Q2 |
| POM Investment Strategies, LLC added | 33,507 | $842K | 0.8% | 2026-Q2 |
| Csenge Advisory Group added | 30,582 | $768K | 0.7% | 2026-Q2 |
| TOUNJIAN ADVISORY PARTNERS, LLC new | 25,899 | $651K | 0.6% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC new | 23,910 | $601K | 0.6% | 2026-Q2 |
| EVOLUTION WEALTH MANAGEMENT INC. added | 23,734 | $596K | 0.6% | 2026-Q2 |
| Centennial Advisors, LLC added | 22,309 | $560K | 0.5% | 2026-Q2 |
| SMART Wealth LLC trimmed | 19,419 | $488K | 0.5% | 2026-Q2 |
| LifeWealth Investments, LLC trimmed | 19,272 | $484K | 0.5% | 2026-Q2 |
| FWG Investments, LLC. added | 14,191 | $356K | 0.3% | 2026-Q2 |
| Outlook Wealth Advisors, LLC added | 13,951 | $350K | 0.3% | 2026-Q2 |
| Networth Advisors, LLC added | 11,822 | $297K | 0.3% | 2026-Q2 |
| Kingdom Financial Group LLC. trimmed | 11,633 | $292K | 0.3% | 2026-Q2 |
| MORGAN STANLEY trimmed | 11,521 | $289K | 0.3% | 2026-Q2 |
| IFG Advisory, LLC new | 11,043 | $277K | 0.3% | 2026-Q2 |
| Montgomery Financial Services LLC new | 6,882 | $173K | 0.2% | 2026-Q2 |
| Quest 10 Wealth Builders, Inc. trimmed | 4,879 | $123K | 0.1% | 2026-Q2 |
| Decker Retirement Planning Inc. added | 4,297 | $108K | 0.1% | 2026-Q2 |
| Key Capital Management, INC added | 2,730 | $69K | 0.1% | 2026-Q2 |
| Mosley Wealth Management new | 2,275 | $57K | 0.1% | 2026-Q2 |
| UBS Group AG trimmed | 594 | $15K | 0.0% | 2026-Q2 |
| JPMORGAN CHASE & CO trimmed | 96 | $2K | 0.0% | 2026-Q2 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO new | 29 | $728 | 0.0% | 2026-Q2 |
| CoreCap Advisors, LLC new | 17 | $427 | 0.0% | 2026-Q2 |
| CITADEL ADVISORS LLC new | 39,673 | $987K | 1.0% | 2025-Q4 stale (2 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.