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.
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).
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| ALLIANCEBERNSTEIN L.P. trimmed | 3,280,367 | $130M | 27.3% | 2026-Q1 |
| Penserra Capital Management LLC added | 1,661,674 | $66M | 13.9% | 2026-Q1 |
| OSAIC HOLDINGS, INC. trimmed | 505,052 | $20M | 4.2% | 2026-Q1 |
| Focus Partners Wealth trimmed | 348,571 | $14M | 2.9% | 2026-Q1 |
| COMMONWEALTH EQUITY SERVICES, LLC trimmed | 299,561 | $12M | 2.5% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC trimmed | 281,348 | $11M | 2.4% | 2026-Q1 |
| LPL Financial LLC trimmed | 278,231 | $11M | 2.3% | 2026-Q1 |
| Cetera Investment Advisers trimmed | 232,615 | $9M | 2.0% | 2026-Q1 |
| Southland Equity Partners LLC trimmed | 229,831 | $9M | 1.9% | 2026-Q1 |
| Kestra Advisory Services, LLC added | 202,460 | $8M | 1.7% | 2026-Q1 |
| Heck Capital Advisors, LLC trimmed | 181,011 | $7M | 1.5% | 2026-Q1 |
| Beacon Pointe Advisors, LLC added | 164,384 | $7M | 1.4% | 2026-Q1 |
| Brookstone Capital Management trimmed | 151,634 | $6M | 1.3% | 2026-Q1 |
| TRUIST FINANCIAL CORP trimmed | 139,020 | $6M | 1.2% | 2026-Q1 |
| McAlister, Sweet & Associates, Inc. trimmed | 124,388 | $5M | 1.0% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC added | 104,106 | $4M | 0.9% | 2026-Q1 |
| HighTower Advisors, LLC trimmed | 103,635 | $4M | 0.9% | 2026-Q1 |
| WPWealth LLP trimmed | 92,376 | $4M | 0.8% | 2026-Q1 |
| ATTICUS WEALTH MANAGEMENT, LLC trimmed | 90,861 | $4M | 0.8% | 2026-Q1 |
| ARS Wealth Advisors Group, LLC trimmed | 89,327 | $4M | 0.7% | 2026-Q1 |
| Keating Financial Advisory Services, Inc. trimmed | 88,744 | $4M | 0.7% | 2026-Q1 |
| INDEPENDENT FINANCIAL GROUP, LLC trimmed | 84,785 | $3M | 0.7% | 2026-Q1 |
| Cassady Wealth & Retirement Planning, LLC | 83,194 | $3M | 0.7% | 2026-Q1 |
| Castle Rock Wealth Management, LLC | 82,427 | $3M | 0.7% | 2026-Q1 |
| Cambridge Investment Research Advisors, Inc. trimmed | 76,017 | $3M | 0.6% | 2026-Q1 |
| CoreCap Advisors, LLC trimmed | 74,959 | $3M | 0.6% | 2026-Q1 |
| Chris Bulman Inc added | 70,594 | $3M | 0.6% | 2026-Q1 |
| OneDigital Investment Advisors LLC trimmed | 67,289 | $3M | 0.6% | 2026-Q1 |
| Janney Montgomery Scott LLC trimmed | 66,983 | $3M | 0.6% | 2026-Q1 |
| IFP Advisors, Inc trimmed | 66,434 | $3M | 0.6% | 2026-Q1 |
| Patriot Financial Group Insurance Agency, LLC added | 65,462 | $3M | 0.5% | 2026-Q1 |
| CORRADO ADVISORS, LLC trimmed | 65,367 | $3M | 0.5% | 2026-Q1 |
| Merit Financial Group, LLC added | 62,533 | $2M | 0.5% | 2026-Q1 |
| KFG WEALTH MANAGEMENT, LLC trimmed | 62,457 | $2M | 0.5% | 2026-Q1 |
| WEALTH ALLIANCE, LLC trimmed | 61,991 | $2M | 0.5% | 2026-Q1 |
| YARGER WEALTH STRATEGIES, LLC trimmed | 61,468 | $2M | 0.5% | 2026-Q1 |
| Wood Tarver Financial Group, LLC trimmed | 60,919 | $2M | 0.5% | 2026-Q1 |
| AE Wealth Management LLC trimmed | 56,568 | $2M | 0.5% | 2026-Q1 |
| CAPTRUST FINANCIAL ADVISORS | 55,038 | $2M | 0.5% | 2026-Q1 |
| MAI Capital Management trimmed | 54,671 | $2M | 0.5% | 2026-Q1 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP added | 52,994 | $2M | 0.4% | 2026-Q1 |
| Lineweaver Wealth Advisors, LLC | 48,087 | $2M | 0.4% | 2026-Q1 |
| Phoenix Financial Ltd. trimmed | 47,775 | $2M | 0.4% | 2026-Q1 |
| EP Wealth Advisors, LLC trimmed | 46,992 | $2M | 0.4% | 2026-Q1 |
| Element Squared LLC | 45,945 | $2M | 0.4% | 2026-Q1 |
| CreativeOne Wealth, LLC trimmed | 41,413 | $2M | 0.3% | 2026-Q1 |
| BLAIR WILLIAM & CO/IL trimmed | 40,327 | $2M | 0.3% | 2026-Q1 |
| Weaver Capital Management LLC trimmed | 37,997 | $2M | 0.3% | 2026-Q1 |
| DHJJ Financial Advisors, Ltd. | 37,501 | $1M | 0.3% | 2026-Q1 |
| Advisory Alpha, LLC trimmed | 36,932 | $1M | 0.3% | 2026-Q1 |
| Wealthquest Corp | 35,645 | $1M | 0.3% | 2026-Q1 |
| COFG Advisors, LLC | 35,262 | $1M | 0.3% | 2026-Q1 |
| First Commonwealth Financial Corp /PA/ trimmed | 34,441 | $1M | 0.3% | 2026-Q1 |
| MERCER GLOBAL ADVISORS INC /ADV trimmed | 32,468 | $1M | 0.3% | 2026-Q1 |
| Pinnacle Wealth Management Group, Inc. trimmed | 31,985 | $1M | 0.3% | 2026-Q1 |
| BCGM Wealth Management, LLC | 31,982 | $1M | 0.3% | 2026-Q1 |
| Weaver Consulting Group trimmed | 31,038 | $1M | 0.3% | 2026-Q1 |
| Global Assets Advisory, LLC | 30,014 | $1M | 0.3% | 2026-Q1 |
| GILL CAPITAL PARTNERS, LLC | 29,756 | $1M | 0.2% | 2026-Q1 |
| Forvis Mazars Wealth Advisors, LLC trimmed | 29,200 | $1M | 0.2% | 2026-Q1 |
| Stratos Wealth Advisors, LLC trimmed | 29,023 | $1M | 0.2% | 2026-Q1 |
| EVERMAY WEALTH MANAGEMENT LLC trimmed | 29,000 | $1M | 0.2% | 2026-Q1 |
| BFI Wealth Solutions, LLC added | 28,371 | $1M | 0.2% | 2026-Q1 |
| GenTrust, LLC | 27,762 | $1M | 0.2% | 2026-Q1 |
| Visionary Wealth Advisors trimmed | 27,588 | $1M | 0.2% | 2026-Q1 |
| Quest 10 Wealth Builders, Inc. | 27,412 | $1M | 0.2% | 2026-Q1 |
| Allegiance Financial Group Advisory Services LLC | 26,681 | $1M | 0.2% | 2026-Q1 |
| Cape Investment Advisory, Inc. trimmed | 25,136 | $1M | 0.2% | 2026-Q1 |
| Valmark Advisers, Inc. trimmed | 25,069 | $1M | 0.2% | 2026-Q1 |
| Spire Wealth Management trimmed | 24,039 | $960K | 0.2% | 2026-Q1 |
| Lakeridge Wealth Management LLC | 23,992 | $958K | 0.2% | 2026-Q1 |
| Palumbo Wealth Management LLC added | 22,880 | $915K | 0.2% | 2026-Q1 |
| BECK CAPITAL MANAGEMENT, LLC trimmed | 21,885 | $874K | 0.2% | 2026-Q1 |
| MML INVESTORS SERVICES, LLC trimmed | 21,839 | $872K | 0.2% | 2026-Q1 |
| Chicago Partners Investment Group LLC | 21,260 | $861K | 0.2% | 2026-Q1 |
| Lido Advisors, LLC | 21,480 | $858K | 0.2% | 2026-Q1 |
| Diligent Investors, LLC | 21,008 | $839K | 0.2% | 2026-Q1 |
| BENJAMIN EDWARDS INC trimmed | 20,934 | $836K | 0.2% | 2026-Q1 |
| Pathstone Holdings, LLC new | 20,910 | $835K | 0.2% | 2026-Q1 |
| Fragasso Financial Advisors Inc trimmed | 20,174 | $809K | 0.2% | 2026-Q1 |
| Bellwether Advisors, LLC trimmed | 19,062 | $761K | 0.2% | 2026-Q1 |
| Focus Financial Network, Inc. | 18,850 | $753K | 0.2% | 2026-Q1 |
| Steward Partners Investment Advisory, LLC | 18,203 | $727K | 0.2% | 2026-Q1 |
| Rothschild Wealth LLC | 16,677 | $666K | 0.1% | 2026-Q1 |
| BCS Wealth Management trimmed | 16,296 | $651K | 0.1% | 2026-Q1 |
| Kovitz Investment Group Partners, LLC trimmed | 297,415 | $12M | 2.4% | 2025-Q3 stale |
| Focus Partners Advisor Solutions, LLC added | 56,785 | $2M | 0.5% | 2025-Q3 stale |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC trimmed | 39,569 | $2M | 0.3% | 2025-Q4 stale |
| PRINCIPAL SECURITIES, INC. added | 32,837 | $1M | 0.3% | 2025-Q3 stale |
| Clear Point Advisors Inc. trimmed | 31,063 | $1M | 0.3% | 2025-Q4 stale |
| OLD MISSION CAPITAL LLC added | 30,276 | $1M | 0.3% | 2025-Q4 stale |
| Vishria Bird Financial Group, LLC | 30,411 | $1M | 0.2% | 2025-Q3 stale |
| TOWNSQUARE CAPITAL LLC trimmed | 31,214 | $1M | 0.2% | 2025-Q1 stale |
| LEIGH BALDWIN & CO., LLC | 27,900 | $1M | 0.2% | 2025-Q3 stale |
| Schulz Wealth, LTD. trimmed | 25,889 | $1M | 0.2% | 2025-Q4 stale |
| ROYAL BANK OF CANADA added | 26,175 | $1M | 0.2% | 2025-Q3 stale |
| Stuart Chaussee & Associates, Inc. | 22,000 | $856K | 0.2% | 2025-Q3 stale |
| Cerity Partners LLC added | 18,500 | $699K | 0.1% | 2025-Q2 stale |
| Main Street Financial Solutions, LLC trimmed | 16,108 | $638K | 0.1% | 2025-Q4 stale |
| Siligmueller & Norvid Wealth Advisors LLC | 16,677 | $632K | 0.1% | 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.
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.