Who owns 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-Q2 13F filings (latest filed 2026-08-20). 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
23 tracked funds added or opened PML while 10 trimmed or exited it between 2026-Q1 and 2026-Q2 — 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 4.5% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 4.5pp 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 2026-Q1 and 2026-Q2, across 141 tracked filers holding PML, 79 increased or opened the position and 60 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 PML 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 3
- Rareview Capital LLC$2M
- Thomas J. Herzfeld Advisors, Inc.$559K
- NewEdge Advisors, LLC$531K
Full exits 5
- Arkadios Wealth Advisors$8M
- Cambridge Investment Research Advisors, Inc.$2M
- Allen Mooney & Barnes Investment Advisors LLC$789K
- SEI INVESTMENTS CO$663K
- COHEN & STEERS, INC.$530K
Largest adds
- ROBINSON CAPITAL MANAGEMENT, LLC$3M
- Wagner Wealth Management, LLC$2M
- Allspring Global Investments Holdings, LLC$2M
- BANK OF AMERICA CORP /DE/$2M
- RIVERNORTH CAPITAL MANAGEMENT, LLC$2M
- Bramshill Investments, LLC$2M
Largest trims
- Hennion & Walsh Asset Management, Inc.$7M
- OSAIC HOLDINGS, INC.$2M
- UBS Group AG$617K
- GILL CAPITAL PARTNERS, LLC$440K
- TORONTO DOMINION BANK$430K
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 |
|---|---|---|---|---|
| Bramshill Investments, LLC added | 7,767,525 | $59M | 19.3% | 2026-Q2 |
| RIVERNORTH CAPITAL MANAGEMENT, LLC added | 4,482,914 | $34M | 11.1% | 2026-Q2 |
| GUGGENHEIM CAPITAL LLC added | 2,724,581 | $21M | 6.8% | 2026-Q2 |
| MORGAN STANLEY added | 1,863,909 | $14M | 4.6% | 2026-Q2 |
| Hennion & Walsh Asset Management, Inc. trimmed | 1,673,808 | $13M | 4.2% | 2026-Q2 |
| TORONTO DOMINION BANK trimmed | 1,611,583 | $12M | 4.0% | 2026-Q2 |
| Wagner Wealth Management, LLC added | 1,379,218 | $10M | 3.4% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN trimmed | 1,374,493 | $10M | 3.4% | 2026-Q2 |
| Allspring Global Investments Holdings, LLC added | 1,142,125 | $9M | 2.8% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ added | 1,083,313 | $8M | 2.7% | 2026-Q2 |
| VAN ECK ASSOCIATES CORP added | 1,077,922 | $8M | 2.7% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC added | 924,063 | $7M | 2.3% | 2026-Q2 |
| ROBINSON CAPITAL MANAGEMENT, LLC added | 856,682 | $7M | 2.1% | 2026-Q2 |
| Gridiron Partners, LLC added | 830,828 | $6M | 2.1% | 2026-Q2 |
| Advisors Asset Management, Inc. added | 827,378 | $6M | 2.1% | 2026-Q2 |
| Cetera Investment Advisers added | 620,021 | $5M | 1.5% | 2026-Q2 |
| GenTrust, LLC added | 606,631 | $5M | 1.5% | 2026-Q2 |
| STIFEL FINANCIAL CORP added | 558,895 | $4M | 1.4% | 2026-Q2 |
| LPL Financial LLC added | 552,378 | $4M | 1.4% | 2026-Q2 |
| UBS Group AG trimmed | 492,004 | $4M | 1.2% | 2026-Q2 |
| CITY OF LONDON INVESTMENT MANAGEMENT CO LTD | 461,349 | $4M | 1.1% | 2026-Q2 |
| Williams & Novak, LLC trimmed | 338,525 | $3M | 0.8% | 2026-Q2 |
| TRUIST FINANCIAL CORP added | 337,948 | $3M | 0.8% | 2026-Q2 |
| OSAIC HOLDINGS, INC. trimmed | 336,267 | $3M | 0.8% | 2026-Q2 |
| Fiera Capital Corp trimmed | 326,075 | $2M | 0.8% | 2026-Q2 |
| CAPTRUST FINANCIAL ADVISORS added | 311,408 | $2M | 0.8% | 2026-Q2 |
| Wakefield Asset Management LLLP added | 272,029 | $2M | 0.7% | 2026-Q2 |
| Bank of New York Mellon Corp added | 260,826 | $2M | 0.6% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC added | 254,969 | $2M | 0.6% | 2026-Q2 |
| Lido Advisors, LLC added | 235,787 | $2M | 0.6% | 2026-Q2 |
| Rareview Capital LLC new | 232,046 | $2M | 0.6% | 2026-Q2 |
| Ellis Investment Partners, LLC added | 221,938 | $2M | 0.6% | 2026-Q2 |
| ROYAL BANK OF CANADA trimmed | 214,400 | $2M | 0.5% | 2026-Q2 |
| GILL CAPITAL PARTNERS, LLC trimmed | 204,956 | $2M | 0.5% | 2026-Q2 |
| Worthington Financial Partners, LLC trimmed | 185,833 | $1M | 0.5% | 2026-Q2 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added | 169,476 | $1M | 0.4% | 2026-Q2 |
| MELFA WEALTH MANAGEMENT, INC. added | 161,692 | $1M | 0.4% | 2026-Q2 |
| COMMONWEALTH EQUITY SERVICES, LLC trimmed | 152,420 | $1M | 0.4% | 2026-Q2 |
| Cove Private Wealth, LLC | 148,388 | $1M | 0.4% | 2026-Q2 |
| Summit Trail Advisors, LLC trimmed | 141,436 | $1M | 0.4% | 2026-Q2 |
| GeoWealth Management, LLC added | 130,241 | $991K | 0.3% | 2026-Q2 |
| Focus Partners Wealth added | 119,928 | $913K | 0.3% | 2026-Q2 |
| Cypress Capital Group | 102,720 | $782K | 0.3% | 2026-Q2 |
| Koshinski Asset Management, Inc. trimmed | 97,765 | $744K | 0.2% | 2026-Q2 |
| JANE STREET GROUP, LLC added | 95,105 | $724K | 0.2% | 2026-Q2 |
| Noble Wealth Management PBC added | 87,991 | $670K | 0.2% | 2026-Q2 |
| Rockefeller Capital Management L.P. trimmed | 81,622 | $621K | 0.2% | 2026-Q2 |
| BTG Pactual Asset Management US LLC added | 78,631 | $598K | 0.2% | 2026-Q2 |
| Whipplewood Advisors, LLC added | 76,724 | $584K | 0.2% | 2026-Q2 |
| SMITH, MOORE & CO. added | 76,406 | $581K | 0.2% | 2026-Q2 |
| DUNCKER STREETT & CO INC | 74,774 | $569K | 0.2% | 2026-Q2 |
| Thomas J. Herzfeld Advisors, Inc. new | 73,493 | $559K | 0.2% | 2026-Q2 |
| NewEdge Advisors, LLC added | 69,769 | $531K | 0.2% | 2026-Q2 |
| Mariner, LLC added | 68,623 | $522K | 0.2% | 2026-Q2 |
| Cornerstone Advisory, LLC added | 67,463 | $513K | 0.2% | 2026-Q2 |
| Integrated Wealth Concepts LLC added | 66,863 | $509K | 0.2% | 2026-Q2 |
| AMERIPRISE FINANCIAL INC added | 66,242 | $504K | 0.2% | 2026-Q2 |
| J.W. COLE ADVISORS, INC. trimmed | 64,849 | $494K | 0.2% | 2026-Q2 |
| Global Endowment Management, LP | 64,352 | $490K | 0.2% | 2026-Q2 |
| Baird Financial Group, Inc. added | 60,175 | $458K | 0.1% | 2026-Q2 |
| INTEGRATED CAPITAL MANAGEMENT, INC. trimmed | 57,841 | $440K | 0.1% | 2026-Q2 |
| Nuveen, LLC | 57,063 | $434K | 0.1% | 2026-Q2 |
| Stratos Wealth Partners, LTD. added | 55,406 | $422K | 0.1% | 2026-Q2 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP added | 46,481 | $354K | 0.1% | 2026-Q2 |
| Ackerman Capital Advisors, LLC trimmed | 45,017 | $343K | 0.1% | 2026-Q2 |
| HARBOUR INVESTMENTS, INC. added | 42,026 | $320K | 0.1% | 2026-Q2 |
| Calamos Advisors LLC added | 41,656 | $317K | 0.1% | 2026-Q2 |
| Venture Visionary Partners LLC added | 38,973 | $297K | 0.1% | 2026-Q2 |
| &PARTNERS added | 38,541 | $293K | 0.1% | 2026-Q2 |
| Allworth Financial LP added | 37,503 | $285K | 0.1% | 2026-Q2 |
| Moors & Cabot, Inc. added | 36,346 | $277K | 0.1% | 2026-Q2 |
| MML INVESTORS SERVICES, LLC added | 36,023 | $274K | 0.1% | 2026-Q2 |
| Sanctuary Advisors, LLC added | 34,378 | $262K | 0.1% | 2026-Q2 |
| Prospera Financial Services Inc | 34,321 | $261K | 0.1% | 2026-Q2 |
| Joel Isaacson & Co., LLC added | 31,830 | $242K | 0.1% | 2026-Q2 |
| Wealth Alliance Advisory Group, LLC | 31,400 | $239K | 0.1% | 2026-Q2 |
| Traynor Capital Management, Inc. trimmed | 29,696 | $226K | 0.1% | 2026-Q2 |
| River Street Advisors LLC trimmed | 29,237 | $222K | 0.1% | 2026-Q2 |
| StoneX Group Inc. added | 29,192 | $220K | 0.1% | 2026-Q2 |
| COLDSTREAM CAPITAL MANAGEMENT INC | 27,084 | $206K | 0.1% | 2026-Q2 |
| Kercheville Advisors, LLC | 26,022 | $198K | 0.1% | 2026-Q2 |
| CITADEL ADVISORS LLC added | 25,535 | $194K | 0.1% | 2026-Q2 |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC added | 25,172 | $192K | 0.1% | 2026-Q2 |
| GRIMES & Co WEALTH MANAGEMENT, LLC added | 23,214 | $177K | 0.1% | 2026-Q2 |
| MAI Capital Management | 21,990 | $167K | 0.1% | 2026-Q2 |
| Capital Investment Advisors, LLC trimmed | 21,353 | $162K | 0.1% | 2026-Q2 |
| FIFTH THIRD BANCORP added | 20,921 | $159K | 0.1% | 2026-Q2 |
| NOMURA HOLDINGS INC trimmed | 20,000 | $152K | 0.0% | 2026-Q2 |
| Concurrent Investment Advisors, LLC trimmed | 19,960 | $152K | 0.0% | 2026-Q2 |
| MONETA GROUP INVESTMENT ADVISORS LLC trimmed | 19,779 | $151K | 0.0% | 2026-Q2 |
| Spire Wealth Management | 19,500 | $148K | 0.0% | 2026-Q2 |
| Hudock, Inc. added | 19,274 | $147K | 0.0% | 2026-Q2 |
| BOOTHBAY FUND MANAGEMENT, LLC new | 18,411 | $140K | 0.0% | 2026-Q2 |
| B. Riley Wealth Advisors, Inc. | 18,167 | $139K | 0.0% | 2026-Q2 |
| Savvy Advisors, Inc. | 16,553 | $126K | 0.0% | 2026-Q2 |
| HOLLENCREST CAPITAL MANAGEMENT trimmed | 16,480 | $125K | 0.0% | 2026-Q2 |
| BANK OF MONTREAL /CAN/ trimmed | 16,149 | $123K | 0.0% | 2026-Q2 |
| Canal Capital Management, LLC trimmed | 15,873 | $121K | 0.0% | 2026-Q2 |
| Smartleaf Asset Management LLC | 15,831 | $121K | 0.0% | 2026-Q2 |
| XTX Topco Ltd trimmed | 15,570 | $118K | 0.0% | 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.