Who owns PML (PML)
Which tracked institutional funds hold PML, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See PML 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
15 tracked funds added or opened PML while 20 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
PML’s largest tracked holder by dollar value, Bramshill Investments, LLC, sizes it at 4.9% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 4.9pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in PML 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 154 tracked filers holding PML, 79 increased or opened the position and 76 reduced or closed it; over the same quarter, open-market insider Form 4s were net purchases.
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 PML 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 2
- TORONTO DOMINION BANK$13M
- Arkadios Wealth Advisors$8M
Full exits 5
- Balyasny Asset Management L.P.$4M
- Logan Stone Capital, LLC$1M
- GC Wealth Management RIA, LLC$667K
- J.W. COLE ADVISORS, INC.$505K
- NewEdge Advisors, LLC$503K
Largest adds
- Bramshill Investments, LLC$10M
- BANK OF AMERICA CORP /DE/$4M
- VAN ECK ASSOCIATES CORP$2M
- GUGGENHEIM CAPITAL LLC$2M
- ROBINSON CAPITAL MANAGEMENT, LLC$2M
- UBS Group AG$996K
Largest trims
- RIVERNORTH CAPITAL MANAGEMENT, LLC$6M
- Fiera Capital Corp$2M
- JANE STREET GROUP, LLC$2M
- Hennion & Walsh Asset Management, Inc.$2M
- NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$1M
- StoneX Group Inc.$1M
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 |
|---|---|---|---|---|
| Bramshill Investments, LLC added | 7,577,061 | $57M | 18.2% | 2026-Q1 |
| RIVERNORTH CAPITAL MANAGEMENT, LLC trimmed | 4,251,528 | $32M | 10.2% | 2026-Q1 |
| Hennion & Walsh Asset Management, Inc. trimmed | 2,602,156 | $20M | 6.2% | 2026-Q1 |
| GUGGENHEIM CAPITAL LLC added | 2,582,043 | $20M | 6.2% | 2026-Q1 |
| MORGAN STANLEY trimmed | 1,702,574 | $13M | 4.1% | 2026-Q1 |
| TORONTO DOMINION BANK added | 1,676,943 | $13M | 4.0% | 2026-Q1 |
| WELLS FARGO & COMPANY/MN trimmed | 1,395,252 | $11M | 3.3% | 2026-Q1 |
| Arkadios Wealth Advisors new | 1,088,510 | $8M | 2.6% | 2026-Q1 |
| Wagner Wealth Management, LLC added | 1,082,412 | $8M | 2.6% | 2026-Q1 |
| VAN ECK ASSOCIATES CORP added | 1,036,811 | $8M | 2.5% | 2026-Q1 |
| Allspring Global Investments Holdings, LLC | 880,651 | $7M | 2.1% | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ added | 830,277 | $6M | 2.0% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC added | 789,358 | $6M | 1.9% | 2026-Q1 |
| Advisors Asset Management, Inc. added | 750,161 | $6M | 1.8% | 2026-Q1 |
| Gridiron Partners, LLC trimmed | 637,270 | $5M | 1.5% | 2026-Q1 |
| Cetera Investment Advisers added | 597,586 | $5M | 1.4% | 2026-Q1 |
| UBS Group AG added | 576,055 | $4M | 1.4% | 2026-Q1 |
| OSAIC HOLDINGS, INC. added | 563,269 | $4M | 1.4% | 2026-Q1 |
| STIFEL FINANCIAL CORP added | 541,290 | $4M | 1.3% | 2026-Q1 |
| GenTrust, LLC added | 507,761 | $4M | 1.2% | 2026-Q1 |
| ROBINSON CAPITAL MANAGEMENT, LLC added | 510,050 | $4M | 1.2% | 2026-Q1 |
| LPL Financial LLC added | 470,765 | $4M | 1.1% | 2026-Q1 |
| CITY OF LONDON INVESTMENT MANAGEMENT CO LTD | 461,349 | $3M | 1.1% | 2026-Q1 |
| Williams & Novak, LLC added | 371,143 | $3M | 0.9% | 2026-Q1 |
| Fiera Capital Corp trimmed | 334,671 | $3M | 0.8% | 2026-Q1 |
| CAPTRUST FINANCIAL ADVISORS added | 308,095 | $2M | 0.7% | 2026-Q1 |
| GILL CAPITAL PARTNERS, LLC added | 264,164 | $2M | 0.6% | 2026-Q1 |
| Cambridge Investment Research Advisors, Inc. added | 244,918 | $2M | 0.6% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC trimmed | 244,666 | $2M | 0.6% | 2026-Q1 |
| Lido Advisors, LLC added | 235,786 | $2M | 0.6% | 2026-Q1 |
| Wakefield Asset Management LLLP added | 233,500 | $2M | 0.6% | 2026-Q1 |
| Bank of New York Mellon Corp trimmed | 230,269 | $2M | 0.6% | 2026-Q1 |
| Ellis Investment Partners, LLC added | 218,539 | $2M | 0.5% | 2026-Q1 |
| ROYAL BANK OF CANADA added | 215,850 | $2M | 0.5% | 2026-Q1 |
| Worthington Financial Partners, LLC trimmed | 199,149 | $2M | 0.5% | 2026-Q1 |
| TRUIST FINANCIAL CORP added | 182,824 | $1M | 0.4% | 2026-Q1 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC trimmed | 168,936 | $1M | 0.4% | 2026-Q1 |
| COMMONWEALTH EQUITY SERVICES, LLC added | 155,257 | $1M | 0.4% | 2026-Q1 |
| MELFA WEALTH MANAGEMENT, INC. | 153,692 | $1M | 0.4% | 2026-Q1 |
| Cove Private Wealth, LLC | 148,388 | $1M | 0.4% | 2026-Q1 |
| Summit Trail Advisors, LLC added | 144,819 | $1M | 0.3% | 2026-Q1 |
| GeoWealth Management, LLC added | 110,379 | $836K | 0.3% | 2026-Q1 |
| Allen Mooney & Barnes Investment Advisors LLC trimmed | 104,224 | $789K | 0.2% | 2026-Q1 |
| Koshinski Asset Management, Inc. | 102,815 | $778K | 0.2% | 2026-Q1 |
| Cypress Capital Group added | 102,720 | $778K | 0.2% | 2026-Q1 |
| SEI INVESTMENTS CO added | 87,554 | $663K | 0.2% | 2026-Q1 |
| Rockefeller Capital Management L.P. added | 85,903 | $650K | 0.2% | 2026-Q1 |
| JANE STREET GROUP, LLC trimmed | 84,621 | $641K | 0.2% | 2026-Q1 |
| INTEGRATED CAPITAL MANAGEMENT, INC. added | 79,086 | $599K | 0.2% | 2026-Q1 |
| DUNCKER STREETT & CO INC | 74,774 | $566K | 0.2% | 2026-Q1 |
| SMITH, MOORE & CO. trimmed | 74,167 | $561K | 0.2% | 2026-Q1 |
| Whipplewood Advisors, LLC trimmed | 73,133 | $554K | 0.2% | 2026-Q1 |
| COHEN & STEERS, INC. | 70,000 | $530K | 0.2% | 2026-Q1 |
| Cornerstone Advisory, LLC trimmed | 67,382 | $510K | 0.2% | 2026-Q1 |
| Global Endowment Management, LP | 64,352 | $487K | 0.2% | 2026-Q1 |
| Integrated Wealth Concepts LLC added | 61,713 | $467K | 0.1% | 2026-Q1 |
| AMERIPRISE FINANCIAL INC trimmed | 57,352 | $434K | 0.1% | 2026-Q1 |
| Nuveen, LLC added | 57,063 | $432K | 0.1% | 2026-Q1 |
| Focus Partners Wealth added | 56,120 | $425K | 0.1% | 2026-Q1 |
| Noble Wealth Management PBC added | 55,128 | $417K | 0.1% | 2026-Q1 |
| HighTower Advisors, LLC trimmed | 52,075 | $394K | 0.1% | 2026-Q1 |
| Ackerman Capital Advisors, LLC trimmed | 50,258 | $380K | 0.1% | 2026-Q1 |
| Clear Point Advisors Inc. new | 8,015 | $362K | 0.1% | 2026-Q1 |
| Ceeto Capital Group, LLC | 43,804 | $333K | 0.1% | 2026-Q1 |
| Traynor Capital Management, Inc. trimmed | 44,787 | $331K | 0.1% | 2026-Q1 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP trimmed | 43,017 | $326K | 0.1% | 2026-Q1 |
| Baird Financial Group, Inc. added | 43,014 | $326K | 0.1% | 2026-Q1 |
| HARBOUR INVESTMENTS, INC. added | 41,833 | $317K | 0.1% | 2026-Q1 |
| Stratos Wealth Partners, LTD. added | 40,006 | $303K | 0.1% | 2026-Q1 |
| Calamos Advisors LLC trimmed | 38,878 | $294K | 0.1% | 2026-Q1 |
| Arlington Capital Management, Inc. added | 37,383 | $283K | 0.1% | 2026-Q1 |
| BTG Pactual Asset Management US LLC new | 37,342 | $283K | 0.1% | 2026-Q1 |
| Allworth Financial LP added | 36,917 | $279K | 0.1% | 2026-Q1 |
| NOVEM GROUP added | 34,704 | $263K | 0.1% | 2026-Q1 |
| Prospera Financial Services Inc | 34,321 | $260K | 0.1% | 2026-Q1 |
| Moors & Cabot, Inc. added | 32,546 | $246K | 0.1% | 2026-Q1 |
| Wealth Alliance Advisory Group, LLC | 31,400 | $238K | 0.1% | 2026-Q1 |
| Joel Isaacson & Co., LLC added | 31,334 | $237K | 0.1% | 2026-Q1 |
| MML INVESTORS SERVICES, LLC trimmed | 30,019 | $227K | 0.1% | 2026-Q1 |
| River Street Advisors LLC added | 29,243 | $221K | 0.1% | 2026-Q1 |
| COLDSTREAM CAPITAL MANAGEMENT INC new | 27,084 | $205K | 0.1% | 2026-Q1 |
| Hunter Perkins Capital Management, LLC | 26,640 | $202K | 0.1% | 2026-Q1 |
| Balyasny Asset Management L.P. added | 478,016 | $4M | 1.1% | 2025-Q4 stale |
| AVANTAX ADVISORY SERVICES, INC. added | 368,498 | $3M | 0.9% | 2025-Q2 stale |
| PARK AVENUE SECURITIES LLC added | 243,514 | $2M | 0.6% | 2025-Q3 stale |
| Parallel Advisors, LLC trimmed | 196,093 | $1M | 0.5% | 2025-Q2 stale |
| Logan Stone Capital, LLC new | 159,011 | $1M | 0.4% | 2025-Q4 stale |
| CLIFTONLARSONALLEN WEALTH ADVISORS, LLC added | 120,000 | $949K | 0.3% | 2025-Q3 stale |
| GC Wealth Management RIA, LLC added | 88,492 | $667K | 0.2% | 2025-Q4 stale |
| Atria Wealth Solutions, Inc. added | 81,160 | $658K | 0.2% | 2025-Q1 stale |
| Apollon Wealth Management, LLC | 64,930 | $526K | 0.2% | 2025-Q1 stale |
| J.W. COLE ADVISORS, INC. trimmed | 66,920 | $505K | 0.2% | 2025-Q4 stale |
| NewEdge Advisors, LLC trimmed | 66,699 | $503K | 0.2% | 2025-Q4 stale |
| Selway Asset Management added | 60,000 | $486K | 0.2% | 2025-Q1 stale |
| READYSTATE ASSET MANAGEMENT LP trimmed | 60,224 | $454K | 0.1% | 2025-Q4 stale |
| Centurion Wealth Management LLC new | 36,308 | $287K | 0.1% | 2025-Q3 stale |
| MGO Private Wealth, LLC trimmed | 31,025 | $234K | 0.1% | 2025-Q4 stale |
| Alpha Cubed Investments, LLC added | 29,201 | $220K | 0.1% | 2025-Q4 stale |
| Janney Montgomery Scott LLC added | 28,740 | $217K | 0.1% | 2025-Q4 stale |
| AMERICAN NATIONAL BANK & TRUST new | 28,700 | $214K | 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.