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Institutional Ownership · SEC Form 13F

Who owns PMAR


Which tracked institutional funds hold PMAR, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See PMAR 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.

204
Institutional holders
11M
Shares held (tracked funds)

How the tape is positioned

26 tracked funds added or opened PMAR while 21 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

PMAR’s largest tracked holder by dollar value, ALLIANCEBERNSTEIN L.P., sizes it at 0.0% of its own reported 13F book, while the median holder sizes it at 0.1% of theirs — a 0.1pp gap the other way — the median holder sizes PMAR more heavily than its largest holder by dollar value does.

Book-share is each fund’s reported value in PMAR 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 204 tracked filers holding PMAR, 47 increased or opened the position and 96 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 PMAR 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

  • Diversify Advisory Services, LLC$3M
  • CANANDAIGUA NATIONAL BANK & TRUST CO$1M
  • CITADEL ADVISORS LLC$1M

Full exits 12

  • Penserra Capital Management LLC$66M
  • HighTower Advisors, LLC$8M
  • Cambridge Investment Research Advisors, Inc.$5M
  • Janney Montgomery Scott LLC$2M
  • LeClair Wealth Partners LLC$2M
  • Mariner, LLC$1M

Largest adds

  • Brookstone Capital Management$27M
  • OSAIC HOLDINGS, INC.$6M
  • Cetera Investment Advisers$3M
  • NewEdge Advisors, LLC$2M
  • SUSQUEHANNA INTERNATIONAL GROUP, LLP$2M
  • Southland Equity Partners LLC$2M

Largest trims

  • Steward Partners Investment Advisory, LLC$4M
  • Bright Futures Wealth Management, LLC.$2M
  • Kestra Advisory Services, LLC$2M
  • COMMONWEALTH EQUITY SERVICES, LLC$2M
  • Focus Partners Wealth$1M
  • Patriot Financial Group Insurance Agency, LLC$1M

Institutional holders

One row per tracked fund, most shares held first (every row is from one quarter; reported value breaks ties). “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding.

FundSharesReported value% of valueQuarter
ALLIANCEBERNSTEIN L.P. trimmed1,732,025$77M16.3%2026-Q2
OSAIC HOLDINGS, INC. added751,815$36M7.6%2026-Q2
Brookstone Capital Management added706,660$34M7.1%2026-Q2
Southland Equity Partners LLC trimmed673,835$32M6.8%2026-Q2
Focus Partners Wealth trimmed579,545$28M5.8%2026-Q2
Cetera Investment Advisers added310,087$15M3.1%2026-Q2
COMMONWEALTH EQUITY SERVICES, LLC trimmed301,246$14M3.0%2026-Q2
LPL Financial LLC added263,206$13M2.6%2026-Q2
RAYMOND JAMES FINANCIAL INC trimmed215,899$10M2.2%2026-Q2
Kestra Advisory Services, LLC trimmed193,629$9M1.9%2026-Q2
CoreCap Advisors, LLC added149,462$7M1.5%2026-Q2
Bellwether Advisors, LLC trimmed129,657$6M1.3%2026-Q2
TRUIST FINANCIAL CORP trimmed126,283$6M1.3%2026-Q2
Beacon Pointe Advisors, LLC trimmed126,190$6M1.3%2026-Q2
Cassady Wealth & Retirement Planning, LLC trimmed122,750$6M1.2%2026-Q2
ENVESTNET ASSET MANAGEMENT INC trimmed113,908$5M1.1%2026-Q2
BLAIR WILLIAM & CO/IL added107,812$5M1.1%2026-Q2
Cornerstone Wealth, LLC/TN trimmed92,963$4M0.9%2026-Q2
Diligent Investors, LLC added91,646$4M0.9%2026-Q2
KFG WEALTH MANAGEMENT, LLC added91,510$4M0.9%2026-Q2
Cresset Asset Management, LLC trimmed87,341$4M0.9%2026-Q2
WEALTH ALLIANCE, LLC trimmed87,119$4M0.9%2026-Q2
Advisory Alpha, LLC added86,672$4M0.9%2026-Q2
Hardworking Capital Advisors, LLC trimmed82,385$4M0.8%2026-Q2
Keating Financial Advisory Services, Inc. trimmed79,385$4M0.8%2026-Q2
Cerity Partners LLC trimmed78,325$4M0.8%2026-Q2
MTM FINANCIAL GROUP, LLC trimmed77,628$4M0.8%2026-Q2
Diversify Advisory Services, LLC trimmed70,159$3M0.7%2026-Q2
DIVERSIFY WEALTH MANAGEMENT, LLC trimmed70,159$3M0.7%2026-Q2
SUSQUEHANNA INTERNATIONAL GROUP, LLP added69,142$3M0.7%2026-Q2
OneDigital Investment Advisors LLC trimmed69,129$3M0.7%2026-Q2
BFI Wealth Solutions, LLC trimmed64,995$3M0.7%2026-Q2
MAI Capital Management trimmed64,991$3M0.7%2026-Q2
Valmark Advisers, Inc. added64,559$3M0.6%2026-Q2
First Commonwealth Financial Corp /PA/ added62,544$3M0.6%2026-Q2
CRA Financial Services, LLC trimmed60,222$3M0.6%2026-Q2
MML INVESTORS SERVICES, LLC added59,764$3M0.6%2026-Q2
ATTICUS WEALTH MANAGEMENT, LLC trimmed59,533$3M0.6%2026-Q2
WPWealth LLP59,279$3M0.6%2026-Q2
GILL CAPITAL PARTNERS, LLC added58,218$3M0.6%2026-Q2
YARGER WEALTH STRATEGIES, LLC57,688$3M0.6%2026-Q2
Forvis Mazars Wealth Advisors, LLC trimmed56,772$3M0.6%2026-Q2
BCS Wealth Management trimmed56,372$3M0.6%2026-Q2
Global Assets Advisory, LLC trimmed55,931$3M0.6%2026-Q2
NewEdge Advisors, LLC trimmed50,449$2M0.5%2026-Q2
Spire Wealth Management trimmed49,024$2M0.5%2026-Q2
CORRADO ADVISORS, LLC trimmed43,200$2M0.4%2026-Q2
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC trimmed38,068$2M0.4%2026-Q2
Foundations Investment Advisors, LLC added37,976$2M0.4%2026-Q2
Chris Bulman Inc added36,275$2M0.4%2026-Q2
AE Wealth Management LLC trimmed36,134$2M0.4%2026-Q2
GenTrust, LLC35,815$2M0.4%2026-Q2
Bright Futures Wealth Management, LLC. trimmed35,729$2M0.4%2026-Q2
Weaver Capital Management LLC35,643$2M0.3%2026-Q2
Blue Water Asset Management added35,319$2M0.4%2026-Q2
Lido Advisors, LLC34,968$2M0.4%2026-Q2
Main Street Financial Solutions, LLC trimmed34,630$2M0.3%2026-Q2
Keystone Wealth Services, LLC trimmed34,187$2M0.3%2026-Q2
Arkadios Wealth Advisors added33,883$2M0.3%2026-Q2
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added33,467$2M0.3%2026-Q2
Patriot Financial Group Insurance Agency, LLC trimmed32,746$2M0.3%2026-Q2
Lakeridge Wealth Management LLC32,186$2M0.3%2026-Q2
CreativeOne Wealth, LLC trimmed31,972$2M0.3%2026-Q2
MACROVIEW INVESTMENT MANAGEMENT LLC30,285$1M0.3%2026-Q2
Belpointe Asset Management LLC added30,131$1M0.3%2026-Q2
Castle Rock Wealth Management, LLC trimmed29,857$1M0.3%2026-Q2
AQR CAPITAL MANAGEMENT LLC trimmed29,611$1M0.3%2026-Q2
Trek Financial, LLC trimmed29,079$1M0.3%2026-Q2
IFP Advisors, Inc trimmed29,013$1M0.3%2026-Q2
Vantage Point Financial LLC28,625$1M0.3%2026-Q2
Farther Finance Advisors, LLC trimmed28,581$1M0.3%2026-Q2
COFG Advisors, LLC28,561$1M0.3%2026-Q2
Americana Partners, LLC27,829$1M0.3%2026-Q2
Ballast Rock Private Wealth LLC26,937$1M0.3%2026-Q2
CITY HOLDING CO trimmed26,860$1M0.3%2026-Q2
Ascent Wealth Partners, LLC trimmed25,793$1M0.3%2026-Q2
LifeWealth Investments, LLC25,205$1M0.3%2026-Q2
TrustBank trimmed24,150$1M0.2%2026-Q2
CANANDAIGUA NATIONAL BANK & TRUST CO new23,825$1M0.2%2026-Q2
Lineweaver Wealth Advisors, LLC23,768$1M0.2%2026-Q2
CITADEL ADVISORS LLC added23,703$1M0.2%2026-Q2
Advisory Services Network, LLC22,528$1M0.2%2026-Q2
FSA Advisors, Inc. trimmed21,709$1M0.2%2026-Q2
Cornerstone Wealth Group, LLC trimmed20,189$964K0.2%2026-Q2
Jessup Wealth Management, Inc trimmed20,187$964K0.2%2026-Q2
Hidden Cove Wealth Management, LLC20,083$959K0.2%2026-Q2
Pacific Park Financial, Inc. trimmed19,185$916K0.2%2026-Q2
Retirement Planning Group, LLC18,877$902K0.2%2026-Q2
SAGESPRING WEALTH PARTNERS, LLC added18,636$890K0.2%2026-Q2
Cyndeo Wealth Partners, LLC17,523$837K0.2%2026-Q2
SIGNATUREFD, LLC17,277$825K0.2%2026-Q2
RFG Advisory, LLC16,615$794K0.2%2026-Q2
Merit Financial Group, LLC trimmed16,491$788K0.2%2026-Q2
Concurrent Investment Advisors, LLC16,409$784K0.2%2026-Q2
Straight Path Wealth Management trimmed16,374$782K0.2%2026-Q2
Orion Capital Management LLC16,261$777K0.2%2026-Q2
NATIONS FINANCIAL GROUP INC, /IA/ /ADV trimmed16,253$776K0.2%2026-Q2
MERCER GLOBAL ADVISORS INC /ADV trimmed15,762$753K0.2%2026-Q2
Stratos Wealth Advisors, LLC15,230$728K0.2%2026-Q2
Capital Square, LLC14,997$721K0.2%2026-Q2

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.

HoldersTotal shares

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.

Learn how to read institutional ownership