Who owns PMAR (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-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
The tracked-fund tape on PMAR is one-sided between 2025-Q4 and 2026-Q1: 59 added or opened and 12 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
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 2025-Q4 and 2026-Q1, across 205 tracked filers holding PMAR, 118 increased or opened the position and 64 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 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 16
- Cornerstone Wealth, LLC/TN$4M
- Bright Futures Wealth Management, LLC.$4M
- DIVERSIFY WEALTH MANAGEMENT, LLC$3M
- LeClair Wealth Partners LLC$2M
- Keystone Wealth Services, LLC$2M
- Vantage Point Financial LLC$1M
Full exits 5
- Diversify Advisory Services, LLC$3M
- Main Street Financial Solutions, LLC$2M
- MBL Wealth, LLC$1M
- WorthPointe, LLC$1M
- Orion Porfolio Solutions, LLC$735K
Largest adds
- ALLIANCEBERNSTEIN L.P.$8M
- Steward Partners Investment Advisory, LLC$4M
- Penserra Capital Management LLC$3M
- Kestra Advisory Services, LLC$3M
- Focus Partners Wealth$3M
- Beacon Pointe Advisors, LLC$3M
Largest trims
- BCS Wealth Management$3M
- NewEdge Advisors, LLC$2M
- MERCER GLOBAL ADVISORS INC /ADV$2M
- Southland Equity Partners LLC$2M
- OSAIC HOLDINGS, INC.$2M
- IFP Advisors, Inc$575K
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 |
|---|---|---|---|---|
| ALLIANCEBERNSTEIN L.P. added | 1,741,858 | $78M | 14.8% | 2026-Q1 |
| Penserra Capital Management LLC added | 1,471,190 | $66M | 12.4% | 2026-Q1 |
| Southland Equity Partners LLC trimmed | 681,790 | $30M | 5.8% | 2026-Q1 |
| OSAIC HOLDINGS, INC. trimmed | 681,376 | $30M | 5.8% | 2026-Q1 |
| Focus Partners Wealth added | 648,208 | $29M | 5.5% | 2026-Q1 |
| COMMONWEALTH EQUITY SERVICES, LLC added | 365,511 | $16M | 3.1% | 2026-Q1 |
| Cetera Investment Advisers added | 259,671 | $12M | 2.2% | 2026-Q1 |
| LPL Financial LLC added | 259,478 | $12M | 2.2% | 2026-Q1 |
| Kestra Advisory Services, LLC added | 255,499 | $11M | 2.2% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC added | 223,608 | $10M | 1.9% | 2026-Q1 |
| HighTower Advisors, LLC added | 169,902 | $8M | 1.4% | 2026-Q1 |
| Brookstone Capital Management added | 143,551 | $6M | 1.2% | 2026-Q1 |
| CoreCap Advisors, LLC added | 141,487 | $6M | 1.2% | 2026-Q1 |
| Bellwether Advisors, LLC added | 129,828 | $6M | 1.1% | 2026-Q1 |
| Cassady Wealth & Retirement Planning, LLC added | 122,807 | $6M | 1.1% | 2026-Q1 |
| TRUIST FINANCIAL CORP added | 127,654 | $6M | 1.1% | 2026-Q1 |
| Beacon Pointe Advisors, LLC added | 127,205 | $6M | 1.1% | 2026-Q1 |
| Cambridge Investment Research Advisors, Inc. added | 122,946 | $5M | 1.0% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC added | 117,855 | $5M | 1.0% | 2026-Q1 |
| Cornerstone Wealth, LLC/TN new | 93,238 | $4M | 0.8% | 2026-Q1 |
| Cresset Asset Management, LLC added | 95,237 | $4M | 0.8% | 2026-Q1 |
| KFG WEALTH MANAGEMENT, LLC added | 91,102 | $4M | 0.8% | 2026-Q1 |
| Diligent Investors, LLC added | 90,776 | $4M | 0.8% | 2026-Q1 |
| Bright Futures Wealth Management, LLC. new | 89,642 | $4M | 0.8% | 2026-Q1 |
| WEALTH ALLIANCE, LLC added | 87,241 | $4M | 0.7% | 2026-Q1 |
| Hardworking Capital Advisors, LLC trimmed | 86,720 | $4M | 0.7% | 2026-Q1 |
| Steward Partners Investment Advisory, LLC added | 85,791 | $4M | 0.7% | 2026-Q1 |
| Keating Financial Advisory Services, Inc. trimmed | 80,588 | $4M | 0.7% | 2026-Q1 |
| BLAIR WILLIAM & CO/IL added | 79,433 | $4M | 0.7% | 2026-Q1 |
| Cerity Partners LLC added | 79,424 | $4M | 0.7% | 2026-Q1 |
| DIVERSIFY WEALTH MANAGEMENT, LLC new | 71,127 | $3M | 0.6% | 2026-Q1 |
| OneDigital Investment Advisors LLC added | 73,086 | $3M | 0.6% | 2026-Q1 |
| BFI Wealth Solutions, LLC added | 65,711 | $3M | 0.6% | 2026-Q1 |
| MAI Capital Management trimmed | 65,640 | $3M | 0.6% | 2026-Q1 |
| Valmark Advisers, Inc. added | 64,525 | $3M | 0.5% | 2026-Q1 |
| ATTICUS WEALTH MANAGEMENT, LLC trimmed | 62,633 | $3M | 0.5% | 2026-Q1 |
| Patriot Financial Group Insurance Agency, LLC added | 62,566 | $3M | 0.5% | 2026-Q1 |
| Forvis Mazars Wealth Advisors, LLC trimmed | 61,162 | $3M | 0.5% | 2026-Q1 |
| Advisory Alpha, LLC added | 60,568 | $3M | 0.5% | 2026-Q1 |
| CRA Financial Services, LLC added | 60,452 | $3M | 0.5% | 2026-Q1 |
| WPWealth LLP added | 59,279 | $3M | 0.5% | 2026-Q1 |
| GILL CAPITAL PARTNERS, LLC added | 58,103 | $3M | 0.5% | 2026-Q1 |
| YARGER WEALTH STRATEGIES, LLC trimmed | 57,688 | $3M | 0.5% | 2026-Q1 |
| First Commonwealth Financial Corp /PA/ added | 57,163 | $3M | 0.5% | 2026-Q1 |
| BCS Wealth Management trimmed | 56,777 | $3M | 0.5% | 2026-Q1 |
| Global Assets Advisory, LLC added | 55,936 | $2M | 0.5% | 2026-Q1 |
| Spire Wealth Management added | 50,535 | $2M | 0.4% | 2026-Q1 |
| MML INVESTORS SERVICES, LLC trimmed | 49,705 | $2M | 0.4% | 2026-Q1 |
| Janney Montgomery Scott LLC added | 49,419 | $2M | 0.4% | 2026-Q1 |
| CORRADO ADVISORS, LLC added | 43,907 | $2M | 0.4% | 2026-Q1 |
| AE Wealth Management LLC added | 43,075 | $2M | 0.4% | 2026-Q1 |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC added | 38,444 | $2M | 0.3% | 2026-Q1 |
| Foundations Investment Advisors, LLC added | 36,971 | $2M | 0.3% | 2026-Q1 |
| Ascent Wealth Partners, LLC added | 35,852 | $2M | 0.3% | 2026-Q1 |
| GenTrust, LLC | 35,815 | $2M | 0.3% | 2026-Q1 |
| Weaver Capital Management LLC added | 35,643 | $2M | 0.3% | 2026-Q1 |
| LeClair Wealth Partners LLC new | 35,052 | $2M | 0.3% | 2026-Q1 |
| Blue Water Asset Management added | 35,052 | $2M | 0.3% | 2026-Q1 |
| Lido Advisors, LLC | 34,968 | $2M | 0.3% | 2026-Q1 |
| Keystone Wealth Services, LLC trimmed | 34,287 | $2M | 0.3% | 2026-Q1 |
| Castle Rock Wealth Management, LLC trimmed | 33,057 | $1M | 0.3% | 2026-Q1 |
| CreativeOne Wealth, LLC added | 32,187 | $1M | 0.3% | 2026-Q1 |
| Lakeridge Wealth Management LLC trimmed | 32,186 | $1M | 0.3% | 2026-Q1 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC trimmed | 31,435 | $1M | 0.3% | 2026-Q1 |
| Chris Bulman Inc added | 31,313 | $1M | 0.3% | 2026-Q1 |
| AQR CAPITAL MANAGEMENT LLC added | 30,602 | $1M | 0.3% | 2026-Q1 |
| MACROVIEW INVESTMENT MANAGEMENT LLC | 30,285 | $1M | 0.3% | 2026-Q1 |
| IFP Advisors, Inc trimmed | 30,088 | $1M | 0.3% | 2026-Q1 |
| Trek Financial, LLC trimmed | 29,751 | $1M | 0.3% | 2026-Q1 |
| Farther Finance Advisors, LLC added | 28,747 | $1M | 0.2% | 2026-Q1 |
| Vantage Point Financial LLC added | 28,625 | $1M | 0.2% | 2026-Q1 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP added | 28,570 | $1M | 0.2% | 2026-Q1 |
| COFG Advisors, LLC added | 28,561 | $1M | 0.2% | 2026-Q1 |
| Americana Partners, LLC new | 27,829 | $1M | 0.2% | 2026-Q1 |
| CITY HOLDING CO trimmed | 27,160 | $1M | 0.2% | 2026-Q1 |
| Mariner, LLC added | 27,115 | $1M | 0.2% | 2026-Q1 |
| Ballast Rock Private Wealth LLC added | 26,937 | $1M | 0.2% | 2026-Q1 |
| Cornerstone Wealth Group, LLC trimmed | 25,583 | $1M | 0.2% | 2026-Q1 |
| LifeWealth Investments, LLC | 25,205 | $1M | 0.2% | 2026-Q1 |
| Belpointe Asset Management LLC added | 24,691 | $1M | 0.2% | 2026-Q1 |
| TrustBank | 24,475 | $1M | 0.2% | 2026-Q1 |
| CANANDAIGUA NATIONAL CORP new | 23,825 | $1M | 0.2% | 2026-Q1 |
| Lineweaver Wealth Advisors, LLC added | 23,768 | $1M | 0.2% | 2026-Q1 |
| OLD MISSION CAPITAL LLC added | 23,707 | $1M | 0.2% | 2026-Q1 |
| Advisory Services Network, LLC added | 22,528 | $1M | 0.2% | 2026-Q1 |
| FSA Advisors, Inc. added | 22,408 | $1,000K | 0.2% | 2026-Q1 |
| Jessup Wealth Management, Inc added | 22,248 | $993K | 0.2% | 2026-Q1 |
| Pacific Park Financial, Inc. trimmed | 20,373 | $909K | 0.2% | 2026-Q1 |
| Kovitz Investment Group Partners, LLC trimmed | 291,828 | $13M | 2.4% | 2025-Q3 stale |
| TOWNSQUARE CAPITAL LLC trimmed | 88,174 | $4M | 0.7% | 2025-Q1 stale |
| Diversify Advisory Services, LLC trimmed | 75,629 | $3M | 0.6% | 2025-Q4 stale |
| Talon Private Wealth, LLC new | 45,654 | $2M | 0.4% | 2025-Q2 stale |
| Kingsview Wealth Management, LLC added | 42,227 | $2M | 0.3% | 2025-Q2 stale |
| Main Street Financial Solutions, LLC | 37,396 | $2M | 0.3% | 2025-Q4 stale |
| Stuart Chaussee & Associates, Inc. trimmed | 35,690 | $2M | 0.3% | 2025-Q3 stale |
| Atria Wealth Solutions, Inc. added | 35,971 | $2M | 0.3% | 2025-Q2 stale |
| MBL Wealth, LLC trimmed | 30,835 | $1M | 0.3% | 2025-Q4 stale |
| WorthPointe, LLC trimmed | 30,564 | $1M | 0.3% | 2025-Q4 stale |
| BROWN WEALTH MANAGEMENT, LLC | 28,157 | $1M | 0.2% | 2025-Q3 stale |
| Bullseye Investment Management, LLC | 23,600 | $942K | 0.2% | 2025-Q3 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.