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-Q1 13F filings (latest filed 2026-05-15). 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 2025-Q4 and 2026-Q1: 12 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, AE Wealth Management LLC, sizes it at 0.1% of its own reported 13F book, while the median holder sizes it at 0.2% of theirs — a 0.1pp gap the other way — the median holder sizes PAYM more heavily than its largest holder by dollar value does.
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 2025-Q4 and 2026-Q1, across 27 tracked filers holding PAYM, 27 increased or opened the position and 1 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 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 12
- AE Wealth Management LLC$21M
- Authentikos Wealth Advisory, LLC$4M
- B.O.S.S. Retirement Advisors, LLC$1M
- HOWARD BAILEY SECURITIES, LLC$1M
- Elevated Capital Advisors, LLC$1M
- Great Lakes Retirement, Inc.$940K
Full exits 1
- CITADEL ADVISORS LLC$987K
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 |
|---|---|---|---|---|
| AE Wealth Management LLC new | 970,604 | $21M | 55.8% | 2026-Q1 |
| Authentikos Wealth Advisory, LLC new | 183,582 | $4M | 10.6% | 2026-Q1 |
| B.O.S.S. Retirement Advisors, LLC new | 60,124 | $1M | 3.5% | 2026-Q1 |
| HOWARD BAILEY SECURITIES, LLC new | 57,020 | $1M | 3.3% | 2026-Q1 |
| Elevated Capital Advisors, LLC new | 47,662 | $1M | 2.7% | 2026-Q1 |
| Great Lakes Retirement, Inc. new | 42,830 | $940K | 2.5% | 2026-Q1 |
| Wellment Financial new | 33,728 | $740K | 1.9% | 2026-Q1 |
| Integrated Wealth Management new | 30,941 | $679K | 1.8% | 2026-Q1 |
| MORGAN STANLEY new | 29,664 | $651K | 1.7% | 2026-Q1 |
| SMART Wealth LLC new | 29,465 | $647K | 1.7% | 2026-Q1 |
| LifeWealth Investments, LLC new | 25,565 | $561K | 1.5% | 2026-Q1 |
| POM Investment Strategies, LLC new | 25,264 | $555K | 1.5% | 2026-Q1 |
| Centennial Advisors, LLC new | 22,101 | $485K | 1.3% | 2026-Q1 |
| Aegis Wealth Management, Inc. new | 19,610 | $430K | 1.1% | 2026-Q1 |
| EVOLUTION WEALTH MANAGEMENT INC. new | 17,678 | $388K | 1.0% | 2026-Q1 |
| Outlook Wealth Advisors, LLC new | 13,817 | $303K | 0.8% | 2026-Q1 |
| Lloyd Advisory Services, LLC. new | 12,716 | $279K | 0.7% | 2026-Q1 |
| Kingdom Financial Group LLC. new | 12,716 | $279K | 0.7% | 2026-Q1 |
| FWG Investments, LLC. new | 12,051 | $265K | 0.7% | 2026-Q1 |
| Csenge Advisory Group new | 11,900 | $261K | 0.7% | 2026-Q1 |
| FSA Advisors, Inc. new | 11,717 | $257K | 0.7% | 2026-Q1 |
| Networth Advisors, LLC new | 10,553 | $232K | 0.6% | 2026-Q1 |
| Quest 10 Wealth Builders, Inc. new | 6,530 | $143K | 0.4% | 2026-Q1 |
| JPMORGAN CHASE & CO new | 4,715 | $107K | 0.3% | 2026-Q1 |
| UBS Group AG new | 700 | $15K | 0.0% | 2026-Q1 |
| Key Capital Management, INC new | 278 | $6K | 0.0% | 2026-Q1 |
| Decker Retirement Planning Inc. new | 152 | $3K | 0.0% | 2026-Q1 |
| CITADEL ADVISORS LLC new | 39,673 | $987K | 2.6% | 2025-Q4 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.