Skip to main content Skip to main content
Institutional Ownership · SEC Form 13F

Who owns PMAY (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-Q1 13F filings. 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.

176
Institutional holders
11,924,270
Shares held (tracked funds)

How the tape is positioned

10 tracked funds added or opened PMAY while 28 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

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 2025-Q4 and 2026-Q1, across 176 tracked filers holding PMAY, 25 increased or opened the position and 100 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 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

  • Pathstone Holdings, LLC$835K
  • JANE STREET GROUP, LLC$545K
  • AQR CAPITAL MANAGEMENT LLC$501K

Full exits 7

  • WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$2M
  • Clear Point Advisors Inc.$1M
  • OLD MISSION CAPITAL LLC$1M
  • Schulz Wealth, LTD.$1M
  • Main Street Financial Solutions, LLC$638K
  • Secure Asset Management, LLC$601K

Largest adds

  • Penserra Capital Management LLC$4M
  • Kestra Advisory Services, LLC$3M
  • Beacon Pointe Advisors, LLC$1M
  • SUSQUEHANNA INTERNATIONAL GROUP, LLP$1M
  • Patriot Financial Group Insurance Agency, LLC$1M
  • ENVESTNET ASSET MANAGEMENT INC$735K

Largest trims

  • Keystone Wealth Services, LLC$10M
  • ALLIANCEBERNSTEIN L.P.$7M
  • OSAIC HOLDINGS, INC.$4M
  • MERCER GLOBAL ADVISORS INC /ADV$1M
  • RAYMOND JAMES FINANCIAL INC$1M
  • MML INVESTORS SERVICES, LLC$690K

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).

FundSharesReported value% of valueQuarter
ALLIANCEBERNSTEIN L.P. trimmed3,280,367$130M27.3%2026-Q1
Penserra Capital Management LLC added1,661,674$66M13.9%2026-Q1
OSAIC HOLDINGS, INC. trimmed505,052$20M4.2%2026-Q1
Focus Partners Wealth trimmed348,571$14M2.9%2026-Q1
COMMONWEALTH EQUITY SERVICES, LLC trimmed299,561$12M2.5%2026-Q1
RAYMOND JAMES FINANCIAL INC trimmed281,348$11M2.4%2026-Q1
LPL Financial LLC trimmed278,231$11M2.3%2026-Q1
Cetera Investment Advisers trimmed232,615$9M2.0%2026-Q1
Southland Equity Partners LLC trimmed229,831$9M1.9%2026-Q1
Kestra Advisory Services, LLC added202,460$8M1.7%2026-Q1
Heck Capital Advisors, LLC trimmed181,011$7M1.5%2026-Q1
Beacon Pointe Advisors, LLC added164,384$7M1.4%2026-Q1
Brookstone Capital Management trimmed151,634$6M1.3%2026-Q1
TRUIST FINANCIAL CORP trimmed139,020$6M1.2%2026-Q1
McAlister, Sweet & Associates, Inc. trimmed124,388$5M1.0%2026-Q1
ENVESTNET ASSET MANAGEMENT INC added104,106$4M0.9%2026-Q1
HighTower Advisors, LLC trimmed103,635$4M0.9%2026-Q1
WPWealth LLP trimmed92,376$4M0.8%2026-Q1
ATTICUS WEALTH MANAGEMENT, LLC trimmed90,861$4M0.8%2026-Q1
ARS Wealth Advisors Group, LLC trimmed89,327$4M0.7%2026-Q1
Keating Financial Advisory Services, Inc. trimmed88,744$4M0.7%2026-Q1
INDEPENDENT FINANCIAL GROUP, LLC trimmed84,785$3M0.7%2026-Q1
Cassady Wealth & Retirement Planning, LLC83,194$3M0.7%2026-Q1
Castle Rock Wealth Management, LLC82,427$3M0.7%2026-Q1
Cambridge Investment Research Advisors, Inc. trimmed76,017$3M0.6%2026-Q1
CoreCap Advisors, LLC trimmed74,959$3M0.6%2026-Q1
Chris Bulman Inc added70,594$3M0.6%2026-Q1
OneDigital Investment Advisors LLC trimmed67,289$3M0.6%2026-Q1
Janney Montgomery Scott LLC trimmed66,983$3M0.6%2026-Q1
IFP Advisors, Inc trimmed66,434$3M0.6%2026-Q1
Patriot Financial Group Insurance Agency, LLC added65,462$3M0.5%2026-Q1
CORRADO ADVISORS, LLC trimmed65,367$3M0.5%2026-Q1
Merit Financial Group, LLC added62,533$2M0.5%2026-Q1
KFG WEALTH MANAGEMENT, LLC trimmed62,457$2M0.5%2026-Q1
WEALTH ALLIANCE, LLC trimmed61,991$2M0.5%2026-Q1
YARGER WEALTH STRATEGIES, LLC trimmed61,468$2M0.5%2026-Q1
Wood Tarver Financial Group, LLC trimmed60,919$2M0.5%2026-Q1
AE Wealth Management LLC trimmed56,568$2M0.5%2026-Q1
CAPTRUST FINANCIAL ADVISORS55,038$2M0.5%2026-Q1
MAI Capital Management trimmed54,671$2M0.5%2026-Q1
SUSQUEHANNA INTERNATIONAL GROUP, LLP added52,994$2M0.4%2026-Q1
Lineweaver Wealth Advisors, LLC48,087$2M0.4%2026-Q1
Phoenix Financial Ltd. trimmed47,775$2M0.4%2026-Q1
EP Wealth Advisors, LLC trimmed46,992$2M0.4%2026-Q1
Element Squared LLC45,945$2M0.4%2026-Q1
CreativeOne Wealth, LLC trimmed41,413$2M0.3%2026-Q1
BLAIR WILLIAM & CO/IL trimmed40,327$2M0.3%2026-Q1
Weaver Capital Management LLC trimmed37,997$2M0.3%2026-Q1
DHJJ Financial Advisors, Ltd.37,501$1M0.3%2026-Q1
Advisory Alpha, LLC trimmed36,932$1M0.3%2026-Q1
Wealthquest Corp35,645$1M0.3%2026-Q1
COFG Advisors, LLC35,262$1M0.3%2026-Q1
First Commonwealth Financial Corp /PA/ trimmed34,441$1M0.3%2026-Q1
MERCER GLOBAL ADVISORS INC /ADV trimmed32,468$1M0.3%2026-Q1
Pinnacle Wealth Management Group, Inc. trimmed31,985$1M0.3%2026-Q1
BCGM Wealth Management, LLC31,982$1M0.3%2026-Q1
Weaver Consulting Group trimmed31,038$1M0.3%2026-Q1
Global Assets Advisory, LLC30,014$1M0.3%2026-Q1
GILL CAPITAL PARTNERS, LLC29,756$1M0.2%2026-Q1
Forvis Mazars Wealth Advisors, LLC trimmed29,200$1M0.2%2026-Q1
Stratos Wealth Advisors, LLC trimmed29,023$1M0.2%2026-Q1
EVERMAY WEALTH MANAGEMENT LLC trimmed29,000$1M0.2%2026-Q1
BFI Wealth Solutions, LLC added28,371$1M0.2%2026-Q1
GenTrust, LLC27,762$1M0.2%2026-Q1
Visionary Wealth Advisors trimmed27,588$1M0.2%2026-Q1
Quest 10 Wealth Builders, Inc.27,412$1M0.2%2026-Q1
Allegiance Financial Group Advisory Services LLC26,681$1M0.2%2026-Q1
Cape Investment Advisory, Inc. trimmed25,136$1M0.2%2026-Q1
Valmark Advisers, Inc. trimmed25,069$1M0.2%2026-Q1
Spire Wealth Management trimmed24,039$960K0.2%2026-Q1
Lakeridge Wealth Management LLC23,992$958K0.2%2026-Q1
Palumbo Wealth Management LLC added22,880$915K0.2%2026-Q1
BECK CAPITAL MANAGEMENT, LLC trimmed21,885$874K0.2%2026-Q1
MML INVESTORS SERVICES, LLC trimmed21,839$872K0.2%2026-Q1
Chicago Partners Investment Group LLC21,260$861K0.2%2026-Q1
Lido Advisors, LLC21,480$858K0.2%2026-Q1
Diligent Investors, LLC21,008$839K0.2%2026-Q1
BENJAMIN EDWARDS INC trimmed20,934$836K0.2%2026-Q1
Pathstone Holdings, LLC new20,910$835K0.2%2026-Q1
Fragasso Financial Advisors Inc trimmed20,174$809K0.2%2026-Q1
Bellwether Advisors, LLC trimmed19,062$761K0.2%2026-Q1
Focus Financial Network, Inc.18,850$753K0.2%2026-Q1
Steward Partners Investment Advisory, LLC18,203$727K0.2%2026-Q1
Rothschild Wealth LLC16,677$666K0.1%2026-Q1
BCS Wealth Management trimmed16,296$651K0.1%2026-Q1
Kovitz Investment Group Partners, LLC trimmed297,415$12M2.4%2025-Q3 stale
Focus Partners Advisor Solutions, LLC added56,785$2M0.5%2025-Q3 stale
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC trimmed39,569$2M0.3%2025-Q4 stale
PRINCIPAL SECURITIES, INC. added32,837$1M0.3%2025-Q3 stale
Clear Point Advisors Inc. trimmed31,063$1M0.3%2025-Q4 stale
OLD MISSION CAPITAL LLC added30,276$1M0.3%2025-Q4 stale
Vishria Bird Financial Group, LLC30,411$1M0.2%2025-Q3 stale
TOWNSQUARE CAPITAL LLC trimmed31,214$1M0.2%2025-Q1 stale
LEIGH BALDWIN & CO., LLC27,900$1M0.2%2025-Q3 stale
Schulz Wealth, LTD. trimmed25,889$1M0.2%2025-Q4 stale
ROYAL BANK OF CANADA added26,175$1M0.2%2025-Q3 stale
Stuart Chaussee & Associates, Inc.22,000$856K0.2%2025-Q3 stale
Cerity Partners LLC added18,500$699K0.1%2025-Q2 stale
Main Street Financial Solutions, LLC trimmed16,108$638K0.1%2025-Q4 stale
Siligmueller & Norvid Wealth Advisors LLC16,677$632K0.1%2025-Q2 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.

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