Who owns PMAY
Which tracked institutional funds hold PMAY, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See PMAY company fundamentals →
Ownership as of the 2026-Q2 13F filings (latest filed 2026-08-26). 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 PMAY is one-sided between 2026-Q1 and 2026-Q2: 64 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
PMAY’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 0.0pp gap the other way — the median holder sizes PMAY more heavily than its largest holder by dollar value does.
Book-share is each fund’s reported value in PMAY 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 203 tracked filers holding PMAY, 118 increased or opened the position and 62 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 PMAY 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 20
- WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$19M
- Caprock Group, LLC$4M
- Cerity Partners LLC$2M
- Atlantic Private Wealth, LLC$2M
- HB Wealth Management, LLC$2M
- Arkadios Wealth Advisors$1M
Full exits 6
- Penserra Capital Management LLC$66M
- HighTower Advisors, LLC$4M
- Cambridge Investment Research Advisors, Inc.$3M
- Janney Montgomery Scott LLC$3M
- Wood Tarver Financial Group, LLC$2M
- Catalina Capital Group, LLC$574K
Largest adds
- Brookstone Capital Management$28M
- OSAIC HOLDINGS, INC.$17M
- RAYMOND JAMES FINANCIAL INC$10M
- ALLIANCEBERNSTEIN L.P.$6M
- Focus Partners Wealth$5M
- Advisory Alpha, LLC$4M
Largest trims
- Kestra Advisory Services, LLC$2M
- Patriot Financial Group Insurance Agency, LLC$1M
- WPWealth LLP$1M
- MERCER GLOBAL ADVISORS INC /ADV$385K
- Phoenix Financial Ltd.$355K
- Allworth Financial LP$285K
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.
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| ALLIANCEBERNSTEIN L.P. added | 3,390,275 | $135M | 25.7% | 2026-Q2 |
| OSAIC HOLDINGS, INC. added | 897,402 | $37M | 7.0% | 2026-Q2 |
| Brookstone Capital Management added | 832,368 | $34M | 6.5% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC added | 524,966 | $22M | 4.1% | 2026-Q2 |
| Focus Partners Wealth added | 450,873 | $19M | 3.5% | 2026-Q2 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added | 445,280 | $19M | 3.5% | 2026-Q2 |
| COMMONWEALTH EQUITY SERVICES, LLC added | 349,970 | $14M | 2.7% | 2026-Q2 |
| LPL Financial LLC added | 317,011 | $13M | 2.5% | 2026-Q2 |
| Cetera Investment Advisers added | 290,038 | $12M | 2.3% | 2026-Q2 |
| Beacon Pointe Advisors, LLC added | 239,097 | $10M | 1.9% | 2026-Q2 |
| Southland Equity Partners LLC trimmed | 228,425 | $9M | 1.8% | 2026-Q2 |
| Heck Capital Advisors, LLC trimmed | 178,110 | $7M | 1.4% | 2026-Q2 |
| TRUIST FINANCIAL CORP added | 171,121 | $7M | 1.3% | 2026-Q2 |
| LYNX CAPITAL GROUP LTD /ADV added | 162,261 | $7M | 1.3% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC added | 161,643 | $7M | 1.3% | 2026-Q2 |
| Kestra Advisory Services, LLC trimmed | 137,675 | $6M | 1.1% | 2026-Q2 |
| Advisory Alpha, LLC added | 137,093 | $6M | 1.1% | 2026-Q2 |
| McAlister, Sweet & Associates, Inc. added | 128,672 | $5M | 1.0% | 2026-Q2 |
| Cassady Wealth & Retirement Planning, LLC added | 128,436 | $5M | 1.0% | 2026-Q2 |
| Steward Partners Investment Advisory, LLC added | 113,069 | $5M | 0.9% | 2026-Q2 |
| MAI Capital Management added | 103,035 | $4M | 0.8% | 2026-Q2 |
| CORRADO ADVISORS, LLC added | 100,865 | $4M | 0.8% | 2026-Q2 |
| Caprock Group, LLC new | 95,612 | $4M | 0.7% | 2026-Q2 |
| Keating Financial Advisory Services, Inc. added | 92,385 | $4M | 0.7% | 2026-Q2 |
| INDEPENDENT FINANCIAL GROUP, LLC added | 89,387 | $4M | 0.7% | 2026-Q2 |
| CoreCap Advisors, LLC added | 89,165 | $4M | 0.7% | 2026-Q2 |
| MTM FINANCIAL GROUP, LLC added | 87,287 | $4M | 0.7% | 2026-Q2 |
| ARS Wealth Advisors Group, LLC trimmed | 86,122 | $4M | 0.7% | 2026-Q2 |
| Castle Rock Wealth Management, LLC added | 84,527 | $3M | 0.7% | 2026-Q2 |
| ATTICUS WEALTH MANAGEMENT, LLC trimmed | 84,473 | $3M | 0.7% | 2026-Q2 |
| KFG WEALTH MANAGEMENT, LLC added | 84,313 | $3M | 0.7% | 2026-Q2 |
| Chris Bulman Inc added | 78,200 | $3M | 0.6% | 2026-Q2 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP added | 76,724 | $3M | 0.6% | 2026-Q2 |
| IFP Advisors, Inc added | 68,892 | $3M | 0.5% | 2026-Q2 |
| Cresset Asset Management, LLC added | 68,589 | $3M | 0.5% | 2026-Q2 |
| OneDigital Investment Advisors LLC trimmed | 66,857 | $3M | 0.5% | 2026-Q2 |
| WPWealth LLP trimmed | 64,404 | $3M | 0.5% | 2026-Q2 |
| WEALTH ALLIANCE, LLC added | 63,706 | $3M | 0.5% | 2026-Q2 |
| Merit Financial Group, LLC added | 63,552 | $3M | 0.5% | 2026-Q2 |
| YARGER WEALTH STRATEGIES, LLC added | 63,165 | $3M | 0.5% | 2026-Q2 |
| BLAIR WILLIAM & CO/IL added | 63,147 | $3M | 0.5% | 2026-Q2 |
| JANE STREET GROUP, LLC added | 61,312 | $3M | 0.5% | 2026-Q2 |
| Bellwether Advisors, LLC added | 60,745 | $3M | 0.5% | 2026-Q2 |
| CreativeOne Wealth, LLC added | 60,251 | $2M | 0.5% | 2026-Q2 |
| AE Wealth Management LLC added | 56,783 | $2M | 0.4% | 2026-Q2 |
| Lineweaver Wealth Advisors, LLC added | 56,709 | $2M | 0.4% | 2026-Q2 |
| CAPTRUST FINANCIAL ADVISORS added | 56,199 | $2M | 0.4% | 2026-Q2 |
| Cerity Partners LLC added | 50,777 | $2M | 0.4% | 2026-Q2 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV added | 48,802 | $2M | 0.4% | 2026-Q2 |
| Atlantic Private Wealth, LLC new | 47,411 | $2M | 0.4% | 2026-Q2 |
| First Commonwealth Financial Corp /PA/ added | 46,160 | $2M | 0.4% | 2026-Q2 |
| Element Squared LLC | 45,945 | $2M | 0.4% | 2026-Q2 |
| MML INVESTORS SERVICES, LLC added | 44,992 | $2M | 0.4% | 2026-Q2 |
| Global Assets Advisory, LLC added | 42,690 | $2M | 0.3% | 2026-Q2 |
| EP Wealth Advisors, LLC trimmed | 41,675 | $2M | 0.3% | 2026-Q2 |
| Weaver Consulting Group added | 40,199 | $2M | 0.3% | 2026-Q2 |
| Weaver Capital Management LLC | 37,997 | $2M | 0.3% | 2026-Q2 |
| Phoenix Financial Ltd. trimmed | 37,680 | $2M | 0.3% | 2026-Q2 |
| HB Wealth Management, LLC new | 36,980 | $2M | 0.3% | 2026-Q2 |
| Wealthquest Corp | 35,645 | $1M | 0.3% | 2026-Q2 |
| Patriot Financial Group Insurance Agency, LLC trimmed | 35,229 | $1M | 0.3% | 2026-Q2 |
| DHJJ Financial Advisors, Ltd. trimmed | 35,138 | $1M | 0.3% | 2026-Q2 |
| Pinnacle Wealth Management Group, Inc. added | 34,255 | $1M | 0.3% | 2026-Q2 |
| GILL CAPITAL PARTNERS, LLC added | 33,599 | $1M | 0.3% | 2026-Q2 |
| BFI Wealth Solutions, LLC added | 33,518 | $1M | 0.3% | 2026-Q2 |
| Focus Financial Network, Inc. added | 32,611 | $1M | 0.3% | 2026-Q2 |
| BCGM Wealth Management, LLC | 31,982 | $1M | 0.3% | 2026-Q2 |
| Arkadios Wealth Advisors new | 31,377 | $1M | 0.2% | 2026-Q2 |
| Ponta Wealth Partners, LLC new | 30,280 | $1M | 0.2% | 2026-Q2 |
| Cape Investment Advisory, Inc. added | 30,261 | $1M | 0.2% | 2026-Q2 |
| Stratos Wealth Advisors, LLC added | 29,098 | $1M | 0.2% | 2026-Q2 |
| EVERMAY WEALTH MANAGEMENT LLC | 29,000 | $1M | 0.2% | 2026-Q2 |
| COFG Advisors, LLC trimmed | 28,977 | $1M | 0.2% | 2026-Q2 |
| Forvis Mazars Wealth Advisors, LLC trimmed | 28,795 | $1M | 0.2% | 2026-Q2 |
| Quest 10 Wealth Builders, Inc. added | 28,275 | $1M | 0.2% | 2026-Q2 |
| Integrity Advisory Solutions, LLC new | 28,082 | $1M | 0.2% | 2026-Q2 |
| GenTrust, LLC | 27,762 | $1M | 0.2% | 2026-Q2 |
| Diligent Investors, LLC added | 27,208 | $1M | 0.2% | 2026-Q2 |
| Allegiance Financial Group Advisory Services LLC | 26,681 | $1M | 0.2% | 2026-Q2 |
| Lakeridge Wealth Management LLC added | 25,957 | $1M | 0.2% | 2026-Q2 |
| Concurrent Investment Advisors, LLC added | 25,467 | $1M | 0.2% | 2026-Q2 |
| Schulz Wealth, LTD. trimmed | 24,634 | $1M | 0.2% | 2026-Q2 |
| Spire Wealth Management trimmed | 23,950 | $989K | 0.2% | 2026-Q2 |
| MERCER GLOBAL ADVISORS INC /ADV trimmed | 22,084 | $912K | 0.2% | 2026-Q2 |
| BECK CAPITAL MANAGEMENT, LLC trimmed | 21,747 | $898K | 0.2% | 2026-Q2 |
| Lido Advisors, LLC | 21,480 | $887K | 0.2% | 2026-Q2 |
| Arax Advisory Partners added | 21,314 | $880K | 0.2% | 2026-Q2 |
| Valmark Advisers, Inc. trimmed | 21,299 | $880K | 0.2% | 2026-Q2 |
| Visionary Wealth Advisors trimmed | 21,166 | $874K | 0.2% | 2026-Q2 |
| BENJAMIN EDWARDS INC | 20,934 | $865K | 0.2% | 2026-Q2 |
| Fragasso Financial Advisors Inc | 20,174 | $833K | 0.2% | 2026-Q2 |
| Trek Financial, LLC added | 20,101 | $830K | 0.2% | 2026-Q2 |
| CITADEL ADVISORS LLC added | 19,346 | $799K | 0.2% | 2026-Q2 |
| Cornerstone Wealth, LLC/TN new | 19,007 | $791K | 0.1% | 2026-Q2 |
| Advisory Services Network, LLC added | 18,780 | $776K | 0.1% | 2026-Q2 |
| Dakota Wealth Management new | 18,717 | $773K | 0.1% | 2026-Q2 |
| Chicago Partners Investment Group LLC trimmed | 18,655 | $769K | 0.1% | 2026-Q2 |
| Palumbo Wealth Management LLC trimmed | 18,354 | $758K | 0.1% | 2026-Q2 |
| SIGNATUREFD, LLC added | 18,274 | $755K | 0.1% | 2026-Q2 |
| Pathstone Holdings, LLC trimmed | 0 | $737K | 0.1% | 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.
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.