Who owns PCMM (PCMM)
Which tracked institutional funds hold PCMM, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See PCMM 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
19 tracked funds added or opened PCMM while 14 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
PCMM’s largest tracked holder by dollar value, Gradient Investments LLC, sizes it at 0.6% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 0.6pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in PCMM 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 69 tracked filers holding PCMM, 44 increased or opened the position and 34 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 PCMM 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 3
- FLOW TRADERS U.S. LLC$1M
- Patriot Financial Group Insurance Agency, LLC$710K
- Concurrent Investment Advisors, LLC$531K
Full exits 6
- Northland Capital Management LLC$5M
- Thrivent Financial for Lutherans$3M
- GOLDMAN SACHS GROUP INC$2M
- Castleview Partners, LLC$817K
- Coppell Advisory Solutions LLC$696K
- Safe Harbor Wealth Advisors, LLC$606K
Largest adds
- Oasis Advisors, LLC$11M
- Gradient Investments LLC$6M
- WT Wealth Management$2M
- Foundations Investment Advisors, LLC$2M
- ENVESTNET ASSET MANAGEMENT INC$2M
- MML INVESTORS SERVICES, LLC$2M
Largest trims
- Carrera Capital Advisors$5M
- Orion Porfolio Solutions, LLC$2M
- JANE STREET GROUP, LLC$2M
- Prime Capital Investment Advisors, LLC$532K
- Bulwark Capital Corp$483K
- Mutual Advisors, LLC$293K
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 |
|---|---|---|---|---|
| Gradient Investments LLC added | 792,708 | $39M | 20.7% | 2026-Q1 |
| Oasis Advisors, LLC added | 4,745,953 | $16M | 8.5% | 2026-Q1 |
| Carrera Capital Advisors trimmed | 235,926 | $12M | 6.2% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC added | 197,912 | $10M | 5.2% | 2026-Q1 |
| &PARTNERS added | 167,401 | $8M | 4.4% | 2026-Q1 |
| NewEdge Wealth, LLC added | 96,500 | $5M | 2.5% | 2026-Q1 |
| Mattson Financial Services, LLC added | 85,529 | $4M | 2.2% | 2026-Q1 |
| WT Wealth Management added | 85,169 | $4M | 2.2% | 2026-Q1 |
| Foundations Investment Advisors, LLC added | 72,876 | $4M | 1.9% | 2026-Q1 |
| Orion Porfolio Solutions, LLC trimmed | 70,670 | $3M | 1.8% | 2026-Q1 |
| STIFEL FINANCIAL CORP added | 69,882 | $3M | 1.8% | 2026-Q1 |
| Compound Planning, Inc. trimmed | 67,294 | $3M | 1.8% | 2026-Q1 |
| Balance Wealth, LLC added | 58,781 | $3M | 1.5% | 2026-Q1 |
| Impact Partnership Wealth, LLC added | 55,857 | $3M | 1.5% | 2026-Q1 |
| Brown Financial Advisors added | 52,730 | $3M | 1.4% | 2026-Q1 |
| MML INVESTORS SERVICES, LLC added | 50,632 | $2M | 1.3% | 2026-Q1 |
| Inspire Advisors, LLC added | 48,518 | $2M | 1.3% | 2026-Q1 |
| Lord & Richards Wealth Management, LLC trimmed | 46,436 | $2M | 1.2% | 2026-Q1 |
| Signal Advisors Wealth, LLC trimmed | 46,438 | $2M | 1.2% | 2026-Q1 |
| Janney Montgomery Scott LLC added | 32,934 | $2M | 0.9% | 2026-Q1 |
| Kingsview Wealth Management, LLC added | 32,277 | $2M | 0.8% | 2026-Q1 |
| Capital Investment Advisory Services, LLC added | 32,154 | $2M | 0.8% | 2026-Q1 |
| Camarda Financial Advisors, LLC added | 30,903 | $2M | 0.8% | 2026-Q1 |
| Farther Finance Advisors, LLC trimmed | 29,741 | $1M | 0.8% | 2026-Q1 |
| JANE STREET GROUP, LLC trimmed | 28,483 | $1M | 0.7% | 2026-Q1 |
| Paladin Wealth, LLC added | 28,127 | $1M | 0.7% | 2026-Q1 |
| CWM, LLC added | 27,529 | $1M | 0.7% | 2026-Q1 |
| Prime Capital Investment Advisors, LLC trimmed | 26,575 | $1M | 0.7% | 2026-Q1 |
| Sanctuary Advisors, LLC added | 24,833 | $1M | 0.6% | 2026-Q1 |
| Savvy Advisors, Inc. trimmed | 24,022 | $1M | 0.6% | 2026-Q1 |
| CITADEL ADVISORS LLC added | 23,730 | $1M | 0.6% | 2026-Q1 |
| Brucke Financial, Inc. trimmed | 23,417 | $1M | 0.6% | 2026-Q1 |
| Vavra Capital Management, LLC added | 21,620 | $1M | 0.6% | 2026-Q1 |
| Cambridge Investment Research Advisors, Inc. trimmed | 21,527 | $1M | 0.6% | 2026-Q1 |
| FLOW TRADERS U.S. LLC new | 20,641 | $1M | 0.5% | 2026-Q1 |
| Chicago Partners Investment Group LLC trimmed | 18,101 | $895K | 0.5% | 2026-Q1 |
| WOLFF WIESE MAGANA LLC trimmed | 18,045 | $887K | 0.5% | 2026-Q1 |
| MGO ONE SEVEN LLC added | 17,006 | $836K | 0.4% | 2026-Q1 |
| Mutual Advisors, LLC trimmed | 16,692 | $821K | 0.4% | 2026-Q1 |
| COMMONWEALTH EQUITY SERVICES, LLC trimmed | 16,046 | $789K | 0.4% | 2026-Q1 |
| Harvest Investment Services, LLC trimmed | 15,970 | $785K | 0.4% | 2026-Q1 |
| Weaver Consulting Group added | 14,450 | $711K | 0.4% | 2026-Q1 |
| Patriot Financial Group Insurance Agency, LLC new | 14,440 | $710K | 0.4% | 2026-Q1 |
| LAKE STREET PRIVATE WEALTH, LLC trimmed | 13,977 | $687K | 0.4% | 2026-Q1 |
| Stratos Investment Management, LLC added | 12,620 | $621K | 0.3% | 2026-Q1 |
| Financial Partners Group, Inc trimmed | 10,872 | $535K | 0.3% | 2026-Q1 |
| Concurrent Investment Advisors, LLC new | 10,799 | $531K | 0.3% | 2026-Q1 |
| Green Ridge Wealth Planning LLC new | 9,812 | $482K | 0.3% | 2026-Q1 |
| FOCUSED ALPHA, LLC added | 7,572 | $372K | 0.2% | 2026-Q1 |
| Steward Partners Investment Advisory, LLC trimmed | 7,417 | $365K | 0.2% | 2026-Q1 |
| KESTRA PRIVATE WEALTH SERVICES, LLC new | 6,612 | $325K | 0.2% | 2026-Q1 |
| Twelve Points Wealth Management LLC new | 6,329 | $311K | 0.2% | 2026-Q1 |
| HRT FINANCIAL LP new | 6,165 | $303K | 0.2% | 2026-Q1 |
| Heck Capital Advisors, LLC added | 6,150 | $302K | 0.2% | 2026-Q1 |
| Focus Partners Advisor Solutions, LLC new | 5,043 | $248K | 0.1% | 2026-Q1 |
| Brady Martz Wealth Solutions, LLC new | 4,989 | $245K | 0.1% | 2026-Q1 |
| Wealth Preservation Advisors, LLC added | 4,572 | $225K | 0.1% | 2026-Q1 |
| AVAII WEALTH MANAGEMENT, LLC trimmed | 4,568 | $225K | 0.1% | 2026-Q1 |
| Elm3 Financial Group, LLC new | 4,120 | $203K | 0.1% | 2026-Q1 |
| HARBOUR INVESTMENTS, INC. trimmed | 4,106 | $202K | 0.1% | 2026-Q1 |
| ROYAL BANK OF CANADA added | 1,668 | $82K | 0.0% | 2026-Q1 |
| Bulwark Capital Corp trimmed | 1,501 | $74K | 0.0% | 2026-Q1 |
| AE Wealth Management LLC added | 984 | $48K | 0.0% | 2026-Q1 |
| Nemes Rush Group LLC new | 893 | $44K | 0.0% | 2026-Q1 |
| Crews Bank & Trust | 800 | $39K | 0.0% | 2026-Q1 |
| UBS Group AG added | 573 | $28K | 0.0% | 2026-Q1 |
| Physician Wealth Advisors, Inc. trimmed | 530 | $26K | 0.0% | 2026-Q1 |
| OSAIC HOLDINGS, INC. | 105 | $5K | 0.0% | 2026-Q1 |
| MORGAN STANLEY added | 36 | $2K | 0.0% | 2026-Q1 |
| Northland Capital Management LLC added | 90,889 | $5M | 2.4% | 2025-Q4 stale |
| Orion Portfolio Solutions, LLC new | 66,205 | $3M | 1.8% | 2025-Q1 stale |
| Thrivent Financial for Lutherans added | 66,200 | $3M | 1.8% | 2025-Q4 stale |
| FULLCIRCLE WEALTH LLC added | 47,293 | $2M | 1.3% | 2025-Q3 stale |
| GOLDMAN SACHS GROUP INC trimmed | 31,233 | $2M | 0.8% | 2025-Q4 stale |
| RFG Advisory, LLC added | 26,095 | $1M | 0.7% | 2025-Q3 stale |
| Fortress Wealth Management, Inc. added | 26,086 | $1M | 0.7% | 2025-Q3 stale |
| Oregon Pacific Wealth Management, LLC trimmed | 25,405 | $1M | 0.7% | 2025-Q2 stale |
| CITIGROUP INC new | 25,017 | $1M | 0.7% | 2025-Q2 stale |
| Castleview Partners, LLC trimmed | 16,297 | $817K | 0.4% | 2025-Q4 stale |
| Coppell Advisory Solutions LLC new | 13,902 | $696K | 0.4% | 2025-Q4 stale |
| Safe Harbor Wealth Advisors, LLC new | 12,028 | $606K | 0.3% | 2025-Q4 stale |
| Magnus Financial Group LLC trimmed | 9,023 | $452K | 0.2% | 2025-Q4 stale |
| Independent Wealth Network Inc. trimmed | 8,930 | $452K | 0.2% | 2025-Q3 stale |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors added | 8,949 | $451K | 0.2% | 2025-Q2 stale |
| United Advisor Group, LLC new | 5,635 | $282K | 0.2% | 2025-Q4 stale |
| TWO SIGMA SECURITIES, LLC new | 5,344 | $270K | 0.1% | 2025-Q3 stale |
| SENTINEL PENSION ADVISORS, LLC new | 4,768 | $239K | 0.1% | 2025-Q4 stale |
| JPMORGAN CHASE & CO new | 2,000 | $102K | 0.1% | 2025-Q1 stale |
| Sound Income Strategies, LLC new | 393 | $20K | 0.0% | 2025-Q1 stale |
| Pineridge Advisors LLC | 350 | $18K | 0.0% | 2025-Q2 stale |
| Catherine Avery Investment Management LLC new | 295 | $15K | 0.0% | 2025-Q2 stale |
| RAYMOND JAMES FINANCIAL INC new | 60 | $3K | 0.0% | 2025-Q2 stale |
| Global Retirement Partners, LLC added | 48 | $2K | 0.0% | 2025-Q4 stale |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 0 | — | 0.0% | 2025-Q2 stale |
| JONES FINANCIAL COMPANIES LLLP new | 0 | — | 0.0% | 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.