Who owns PMO (PMO)
Which tracked institutional funds hold PMO, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See PMO 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
7 tracked funds added or opened PMO while 9 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
PMO’s largest tracked holder by dollar value, Advisors Asset Management, Inc., sizes it at 0.1% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 0.1pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in PMO 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 88 tracked filers holding PMO, 40 increased or opened the position and 28 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 PMO 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.
Largest adds
- RIVERNORTH CAPITAL MANAGEMENT, LLC$2M
- Advisors Asset Management, Inc.$743K
- ROBINSON CAPITAL MANAGEMENT, LLC$694K
- VAN ECK ASSOCIATES CORP$366K
- COHEN & STEERS, INC.$307K
- Invesco Ltd.$305K
Largest trims
- Fiera Capital Corp$2M
- Pathstone Holdings, LLC$1M
- NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$1M
- Karpus Management, Inc.$1M
- WELLS FARGO & COMPANY/MN$966K
- GUGGENHEIM CAPITAL LLC$935K
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 |
|---|---|---|---|---|
| Advisors Asset Management, Inc. added | 693,736 | $7M | 7.5% | 2026-Q1 |
| RIVERNORTH CAPITAL MANAGEMENT, LLC added | 685,823 | $7M | 7.4% | 2026-Q1 |
| GUGGENHEIM CAPITAL LLC trimmed | 598,891 | $6M | 6.5% | 2026-Q1 |
| ROBINSON CAPITAL MANAGEMENT, LLC added | 578,271 | $6M | 6.3% | 2026-Q1 |
| Hennion & Walsh Asset Management, Inc. added | 561,941 | $6M | 6.1% | 2026-Q1 |
| MELFA WEALTH MANAGEMENT, INC. | 472,403 | $5M | 5.1% | 2026-Q1 |
| MORGAN STANLEY added | 434,514 | $4M | 4.7% | 2026-Q1 |
| 1607 Capital Partners, LLC | 311,109 | $3M | 3.4% | 2026-Q1 |
| COMMONWEALTH EQUITY SERVICES, LLC added | 307,913 | $3M | 3.3% | 2026-Q1 |
| WELLS FARGO & COMPANY/MN trimmed | 292,663 | $3M | 3.2% | 2026-Q1 |
| VAN ECK ASSOCIATES CORP added | 253,959 | $3M | 2.7% | 2026-Q1 |
| Pathstone Holdings, LLC trimmed | 245,806 | $3M | 2.7% | 2026-Q1 |
| AMERIPRISE FINANCIAL INC added | 214,829 | $2M | 2.3% | 2026-Q1 |
| Invesco Ltd. added | 195,019 | $2M | 2.1% | 2026-Q1 |
| LPL Financial LLC added | 183,902 | $2M | 2.0% | 2026-Q1 |
| COHEN & STEERS, INC. added | 169,200 | $2M | 1.8% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC trimmed | 162,789 | $2M | 1.8% | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ trimmed | 153,187 | $2M | 1.7% | 2026-Q1 |
| Allspring Global Investments Holdings, LLC added | 149,888 | $2M | 1.6% | 2026-Q1 |
| Worthington Financial Partners, LLC trimmed | 142,771 | $1M | 1.5% | 2026-Q1 |
| UBS Group AG trimmed | 126,188 | $1M | 1.4% | 2026-Q1 |
| PARK AVENUE SECURITIES LLC trimmed | 106,033 | $1M | 1.1% | 2026-Q1 |
| Fiera Capital Corp trimmed | 98,624 | $1M | 1.1% | 2026-Q1 |
| Intellus Advisors LLC trimmed | 95,885 | $988K | 1.0% | 2026-Q1 |
| Nova R Wealth, Inc. | 93,059 | $959K | 1.0% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC added | 91,054 | $938K | 1.0% | 2026-Q1 |
| STIFEL FINANCIAL CORP added | 81,104 | $835K | 0.9% | 2026-Q1 |
| Rockefeller Capital Management L.P. trimmed | 80,204 | $826K | 0.9% | 2026-Q1 |
| RIVERBRIDGE PARTNERS LLC trimmed | 76,842 | $791K | 0.8% | 2026-Q1 |
| SMITH, MOORE & CO. trimmed | 75,650 | $779K | 0.8% | 2026-Q1 |
| Capital Investment Advisors, LLC trimmed | 73,904 | $761K | 0.8% | 2026-Q1 |
| Karpus Management, Inc. trimmed | 63,644 | $656K | 0.7% | 2026-Q1 |
| Bank of New York Mellon Corp new | 48,497 | $500K | 0.5% | 2026-Q1 |
| Summit Trail Advisors, LLC added | 42,882 | $442K | 0.5% | 2026-Q1 |
| Noble Wealth Management PBC added | 42,750 | $440K | 0.5% | 2026-Q1 |
| Ackerman Capital Advisors, LLC added | 38,427 | $396K | 0.4% | 2026-Q1 |
| &PARTNERS added | 34,062 | $351K | 0.4% | 2026-Q1 |
| Cambridge Investment Research Advisors, Inc. added | 32,830 | $338K | 0.4% | 2026-Q1 |
| OSAIC HOLDINGS, INC. added | 32,191 | $332K | 0.3% | 2026-Q1 |
| ROYAL BANK OF CANADA trimmed | 31,423 | $324K | 0.3% | 2026-Q1 |
| TWIN FOCUS CAPITAL PARTNERS, LLC | 31,294 | $322K | 0.3% | 2026-Q1 |
| Cyndeo Wealth Partners, LLC added | 28,522 | $294K | 0.3% | 2026-Q1 |
| Stratos Wealth Partners, LTD. added | 25,930 | $267K | 0.3% | 2026-Q1 |
| Focus Partners Wealth trimmed | 24,809 | $256K | 0.3% | 2026-Q1 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP added | 24,229 | $250K | 0.3% | 2026-Q1 |
| Generation Capital Management LLC | 22,748 | $234K | 0.2% | 2026-Q1 |
| Closed-End Fund Advisors, Inc. | 21,640 | $223K | 0.2% | 2026-Q1 |
| Catalina Capital Group, LLC | 20,515 | $211K | 0.2% | 2026-Q1 |
| Cresset Asset Management, LLC | 20,300 | $209K | 0.2% | 2026-Q1 |
| OPPENHEIMER & CO INC added | 20,173 | $208K | 0.2% | 2026-Q1 |
| INTEGRATED CAPITAL MANAGEMENT, INC. trimmed | 20,076 | $207K | 0.2% | 2026-Q1 |
| Burford Brothers, Inc. | 19,900 | $205K | 0.2% | 2026-Q1 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO added | 19,778 | $204K | 0.2% | 2026-Q1 |
| Concurrent Investment Advisors, LLC | 18,340 | $189K | 0.2% | 2026-Q1 |
| HighTower Advisors, LLC trimmed | 15,708 | $162K | 0.2% | 2026-Q1 |
| Westview Management dba Westview Investment Advisors | 15,300 | $158K | 0.2% | 2026-Q1 |
| Spire Wealth Management | 14,000 | $144K | 0.2% | 2026-Q1 |
| Moors & Cabot, Inc. added | 13,980 | $144K | 0.2% | 2026-Q1 |
| Smith Asset Management Co., LLC new | 13,742 | $142K | 0.1% | 2026-Q1 |
| Collaborative Wealth Managment Inc. | 13,400 | $138K | 0.1% | 2026-Q1 |
| Successful Portfolios LLC | 13,428 | $138K | 0.1% | 2026-Q1 |
| GILL CAPITAL PARTNERS, LLC trimmed | 12,756 | $131K | 0.1% | 2026-Q1 |
| STALEY CAPITAL ADVISERS INC | 12,500 | $129K | 0.1% | 2026-Q1 |
| FOLGER NOLAN FLEMING DOUGLAS CAPITAL MANAGEMENT, INC | 12,262 | $126K | 0.1% | 2026-Q1 |
| Allworth Financial LP | 12,000 | $124K | 0.1% | 2026-Q1 |
| Tyche Wealth Partners LLC | 11,940 | $123K | 0.1% | 2026-Q1 |
| Aviance Capital Partners, LLC added | 11,016 | $113K | 0.1% | 2026-Q1 |
| Meridian Wealth Management, LLC | 10,108 | $104K | 0.1% | 2026-Q1 |
| FIFTH THIRD BANCORP added | 9,379 | $97K | 0.1% | 2026-Q1 |
| MAI Capital Management | 7,201 | $74K | 0.1% | 2026-Q1 |
| DUNCKER STREETT & CO INC | 4,900 | $50K | 0.1% | 2026-Q1 |
| Activest Wealth Management added | 4,150 | $43K | 0.0% | 2026-Q1 |
| CX Institutional added | 3,036 | $31K | 0.0% | 2026-Q1 |
| Matisse Capital | 166,367 | $2M | 1.8% | 2025-Q3 stale |
| Baird Financial Group, Inc. added | 45,532 | $464K | 0.5% | 2025-Q1 stale |
| TECTONIC ADVISORS LLC added | 36,290 | $359K | 0.4% | 2025-Q2 stale |
| Kovitz Investment Group Partners, LLC | 32,000 | $331K | 0.3% | 2025-Q3 stale |
| LEIGH BALDWIN & CO., LLC added | 25,814 | $267K | 0.3% | 2025-Q3 stale |
| BANK OF MONTREAL /CAN/ trimmed | 21,508 | $230K | 0.2% | 2025-Q4 stale |
| AMERICAN NATIONAL BANK & TRUST new | 20,000 | $198K | 0.2% | 2025-Q2 stale |
| Avior Wealth Management, LLC added | 16,035 | $163K | 0.2% | 2025-Q1 stale |
| Sunpointe, LLC trimmed | 15,360 | $159K | 0.2% | 2025-Q3 stale |
| JANE STREET GROUP, LLC added | 12,965 | $139K | 0.1% | 2025-Q4 stale |
| Fortitude Family Office, LLC | 12,309 | $125K | 0.1% | 2025-Q1 stale |
| Sheaff Brock Investment Advisors, LLC | 12,000 | $122K | 0.1% | 2025-Q1 stale |
| SIMON QUICK ADVISORS, LLC added | 11,302 | $115K | 0.1% | 2025-Q1 stale |
| Private Wealth Advisors, LLC trimmed | 11,093 | $115K | 0.1% | 2025-Q3 stale |
| Wellspring Financial Advisors, LLC | 10,500 | $112K | 0.1% | 2025-Q4 stale |
| DAVENPORT & Co LLC trimmed | 10,601 | $108K | 0.1% | 2025-Q1 stale |
| Prospera Financial Services Inc added | 10,432 | $108K | 0.1% | 2025-Q3 stale |
| Cetera Investment Advisers trimmed | 10,898 | $108K | 0.1% | 2025-Q2 stale |
| MML INVESTORS SERVICES, LLC trimmed | 10,014 | $107K | 0.1% | 2025-Q4 stale |
| CITADEL ADVISORS LLC trimmed | 10,257 | $106K | 0.1% | 2025-Q3 stale |
| Seelaus Asset Management LLC trimmed | 10,388 | $106K | 0.1% | 2025-Q1 stale |
| NOMURA HOLDINGS INC trimmed | 10,000 | $99K | 0.1% | 2025-Q2 stale |
| Olde Wealth Management, LLC trimmed | 9,440 | $96K | 0.1% | 2025-Q1 stale |
| COMERICA BANK | 5,038 | $54K | 0.1% | 2025-Q4 stale |
| Global Retirement Partners, LLC | 4,348 | $47K | 0.0% | 2025-Q4 stale |
| US BANCORP \DE\ added | 4,686 | $46K | 0.0% | 2025-Q2 stale |
| Elyxium Wealth, LLC new | 4,158 | $44K | 0.0% | 2025-Q4 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.