Who owns PIM
Which tracked institutional funds hold PIM, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See PIM company fundamentals →
Ownership as of the 2026-Q2 13F filings (latest filed 2026-08-20). 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
2 tracked funds added or opened PIM while 3 trimmed or exited it between 2026-Q1 and 2026-Q2 — 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
PIM’s largest tracked holder by dollar value, SIT INVESTMENT ASSOCIATES INC, sizes it at 1.5% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 1.5pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in PIM 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 55 tracked filers holding PIM, 24 increased or opened the position and 32 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 PIM 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 2
- Summit Financial, LLC$3M
- Shaker Financial Services, LLC$710K
Full exits 1
- SIT INVESTMENT ASSOCIATES INC$74M
Largest trims
- ENVESTNET ASSET MANAGEMENT INC$418K
- 1607 Capital Partners, LLC$405K
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 |
|---|---|---|---|---|
| PVG ASSET MANAGEMENT CORP added | 1,235,001 | $4M | 4.0% | 2026-Q2 |
| Summit Financial, LLC added | 879,729 | $3M | 2.9% | 2026-Q2 |
| SHEETS SMITH WEALTH MANAGEMENT trimmed | 224,014 | $724K | 0.7% | 2026-Q2 |
| 1607 Capital Partners, LLC trimmed | 221,893 | $717K | 0.7% | 2026-Q2 |
| Shaker Financial Services, LLC added | 219,756 | $710K | 0.7% | 2026-Q2 |
| Focus Partners Wealth | 189,725 | $613K | 0.6% | 2026-Q2 |
| MORGAN STANLEY trimmed | 165,353 | $534K | 0.5% | 2026-Q2 |
| Penbrook Management LLC | 147,063 | $475K | 0.5% | 2026-Q2 |
| GILL CAPITAL PARTNERS, LLC added | 141,560 | $457K | 0.5% | 2026-Q2 |
| WealthTrust Axiom LLC added | 136,500 | $441K | 0.4% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC trimmed | 128,858 | $416K | 0.4% | 2026-Q2 |
| LPL Financial LLC added | 86,454 | $279K | 0.3% | 2026-Q2 |
| MELFA WEALTH MANAGEMENT, INC. | 80,925 | $261K | 0.3% | 2026-Q2 |
| ROYAL BANK OF CANADA | 68,749 | $222K | 0.2% | 2026-Q2 |
| ECLECTIC ASSOCIATES INC /ADV trimmed | 67,441 | $218K | 0.2% | 2026-Q2 |
| Baird Financial Group, Inc. added | 66,500 | $215K | 0.2% | 2026-Q2 |
| Allworth Financial LP | 66,272 | $214K | 0.2% | 2026-Q2 |
| Fortitude Advisory Group L.L.C. added | 62,135 | $201K | 0.2% | 2026-Q2 |
| Mezzasalma Advisors, LLC added | 55,840 | $180K | 0.2% | 2026-Q2 |
| Cetera Investment Advisers added | 53,070 | $171K | 0.2% | 2026-Q2 |
| NewEdge Advisors, LLC trimmed | 52,620 | $170K | 0.2% | 2026-Q2 |
| COMMONWEALTH EQUITY SERVICES, LLC trimmed | 52,173 | $169K | 0.2% | 2026-Q2 |
| Ethos Financial Group, LLC trimmed | 44,826 | $145K | 0.1% | 2026-Q2 |
| HUB Investment Partners, LLC trimmed | 39,580 | $128K | 0.1% | 2026-Q2 |
| FIFTH THIRD BANCORP trimmed | 35,392 | $114K | 0.1% | 2026-Q2 |
| Weaver Consulting Group | 32,000 | $103K | 0.1% | 2026-Q2 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP added | 30,054 | $97K | 0.1% | 2026-Q2 |
| OSAIC HOLDINGS, INC. trimmed | 28,644 | $93K | 0.1% | 2026-Q2 |
| Stratos Wealth Partners, LTD. added | 28,159 | $91K | 0.1% | 2026-Q2 |
| Balefire, LLC added | 23,783 | $77K | 0.1% | 2026-Q2 |
| STIFEL FINANCIAL CORP trimmed | 20,363 | $66K | 0.1% | 2026-Q2 |
| UBS Group AG trimmed | 17,904 | $58K | 0.1% | 2026-Q2 |
| Vestmark Advisory Solutions, Inc. trimmed | 16,700 | $54K | 0.1% | 2026-Q2 |
| ELEVATION POINT WEALTH PARTNERS, LLC trimmed | 16,700 | $54K | 0.1% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ added | 16,647 | $54K | 0.1% | 2026-Q2 |
| Perigon Wealth Management, LLC added | 14,500 | $47K | 0.0% | 2026-Q2 |
| Graves Light Lenhart Wealth, Inc. | 14,300 | $46K | 0.0% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC added | 14,073 | $45K | 0.0% | 2026-Q2 |
| JANE STREET GROUP, LLC added | 13,694 | $44K | 0.0% | 2026-Q2 |
| Northstar Financial Companies, Inc. trimmed | 11,811 | $38K | 0.0% | 2026-Q2 |
| Closed-End Fund Advisors, Inc. new | 11,649 | $38K | 0.0% | 2026-Q2 |
| SHUFRO ROSE & CO LLC | 11,000 | $36K | 0.0% | 2026-Q2 |
| IFG Advisory, LLC | 8,500 | $27K | 0.0% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN trimmed | 5,312 | $17K | 0.0% | 2026-Q2 |
| ROTHSCHILD INVESTMENT LLC | 4,885 | $16K | 0.0% | 2026-Q2 |
| Measured Wealth Private Client Group, LLC | 2,500 | $8K | 0.0% | 2026-Q2 |
| TOUNJIAN ADVISORY PARTNERS, LLC new | 1,162 | $4K | 0.0% | 2026-Q2 |
| Oakmont Advisory Group, LLC new | 1,101 | $4K | 0.0% | 2026-Q2 |
| Concord Wealth Partners new | 700 | $2K | 0.0% | 2026-Q2 |
| Global Retirement Partners, LLC | 649 | $2K | 0.0% | 2026-Q2 |
| HIGHLINE WEALTH PARTNERS LLC | 600 | $2K | 0.0% | 2026-Q2 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO new | 502 | $2K | 0.0% | 2026-Q2 |
| Steward Partners Investment Advisory, LLC | 400 | $1K | 0.0% | 2026-Q2 |
| FINANCIAL CONSULATE, INC | 200 | $646 | 0.0% | 2026-Q2 |
| CoreCap Advisors, LLC | 130 | $420 | 0.0% | 2026-Q2 |
| SIT INVESTMENT ASSOCIATES INC trimmed | 22,711,260 | $74M | 75.2% | 2026-Q1 stale (1 quarter behind) |
| Janney Montgomery Scott LLC added | 132,145 | $432K | 0.4% | 2026-Q1 stale (1 quarter behind) |
| INVICTUS PRIVATE WEALTH, LLC added | 42,845 | $140K | 0.1% | 2026-Q1 stale (1 quarter behind) |
| Integrity Advisory Solutions, LLC added | 26,532 | $87K | 0.1% | 2026-Q1 stale (1 quarter behind) |
| Blue Trust, Inc. | 25,260 | $83K | 0.1% | 2026-Q1 stale (1 quarter behind) |
| Atria Investments, Inc added | 20,179 | $66K | 0.1% | 2026-Q1 stale (1 quarter behind) |
| CITADEL ADVISORS LLC trimmed | 18,710 | $61K | 0.1% | 2026-Q1 stale (1 quarter behind) |
| Cambridge Investment Research Advisors, Inc. | 17,008 | $56K | 0.1% | 2026-Q1 stale (1 quarter behind) |
| WealthShield Partners, LLC | 13,000 | $43K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| Key Financial Inc | 9,500 | $31K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| Global Wealth Strategies & Associates | 9,220 | $30K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| MAI Capital Management | 6,000 | $20K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| JONES FINANCIAL COMPANIES LLLP new | 3,000 | $9K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| MOTCO new | 547 | $2K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| HARBOUR INVESTMENTS, INC. | 339 | $1K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| Hilton Head Capital Partners, LLC | 2 | $7 | 0.0% | 2026-Q1 stale (1 quarter behind) |
| COMERICA BANK | 35,092 | $117K | 0.1% | 2025-Q4 stale (2 quarters behind) |
| M3 Wealth Management, LLC new | 20,245 | $68K | 0.1% | 2025-Q4 stale (2 quarters behind) |
| Koshinski Asset Management, Inc. | 14,000 | $47K | 0.0% | 2025-Q4 stale (2 quarters behind) |
| LANDSCAPE CAPITAL MANAGEMENT, L.L.C. trimmed | 13,615 | $45K | 0.0% | 2025-Q4 stale (2 quarters behind) |
| Gridiron Partners, LLC | 10,507 | $35K | 0.0% | 2025-Q4 stale (2 quarters behind) |
| Chicago Partners Investment Group LLC | 10,600 | $35K | 0.0% | 2025-Q4 stale (2 quarters behind) |
| Karpus Management, Inc. new | 5,000 | $17K | 0.0% | 2025-Q4 stale (2 quarters behind) |
| Greenline Wealth Management LLC new | 0 | — | 0.0% | 2025-Q4 stale (2 quarters behind) |
| Sheets Smith Investment Management new | 1,102,294 | $4M | 3.8% | 2025-Q3 stale (3 quarters behind) |
| Consolidated Portfolio Review Corp added | 367,187 | $1M | 1.3% | 2025-Q3 stale (3 quarters behind) |
| Kovitz Investment Group Partners, LLC added | 189,725 | $653K | 0.7% | 2025-Q3 stale (3 quarters behind) |
| Thrivent Financial for Lutherans new | 32,813 | $113K | 0.1% | 2025-Q3 stale (3 quarters behind) |
| COLDSTREAM CAPITAL MANAGEMENT INC added | 22,222 | $76K | 0.1% | 2025-Q3 stale (3 quarters behind) |
| Bard Financial Services, Inc. | 21,540 | $74K | 0.1% | 2025-Q3 stale (3 quarters behind) |
| HOLLENCREST CAPITAL MANAGEMENT | 3,067 | $11K | 0.0% | 2025-Q3 stale (3 quarters behind) |
| GPS Wealth Strategies Group, LLC added | 840 | $3K | 0.0% | 2025-Q3 stale (3 quarters behind) |
| Allspring Global Investments Holdings, LLC trimmed | 332,510 | $1M | 1.1% | 2025-Q2 stale (4 quarters behind) |
| Avantax Planning Partners, Inc. new | 16,969 | $57K | 0.1% | 2025-Q2 stale (4 quarters behind) |
| WMG Financial Advisors, LLC trimmed | 16,700 | $56K | 0.1% | 2025-Q2 stale (4 quarters behind) |
| AVANTAX ADVISORY SERVICES, INC. added | 16,674 | $56K | 0.1% | 2025-Q2 stale (4 quarters behind) |
| HRT FINANCIAL LP new | 11,988 | $40K | 0.0% | 2025-Q2 stale (4 quarters behind) |
| Concurrent Investment Advisors, LLC | 10,620 | $36K | 0.0% | 2025-Q2 stale (4 quarters behind) |
| CALDWELL SUTTER CAPITAL, INC. | 1,796 | $6K | 0.0% | 2025-Q2 stale (4 quarters behind) |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 0 | — | 0.0% | 2025-Q2 stale (4 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.