Who owns 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-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
7 tracked funds added or opened PMO while 6 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
PMO’s largest tracked holder by dollar value, RIVERNORTH CAPITAL MANAGEMENT, LLC, sizes it at 0.5% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 0.5pp 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 2026-Q1 and 2026-Q2, across 80 tracked filers holding PMO, 23 increased or opened the position and 40 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 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 1
- Thomas J. Herzfeld Advisors, Inc.$745K
Full exits 2
- COHEN & STEERS, INC.$2M
- PARK AVENUE SECURITIES LLC$1M
Largest adds
- RIVERNORTH CAPITAL MANAGEMENT, LLC$3M
- Allspring Global Investments Holdings, LLC$2M
- ROBINSON CAPITAL MANAGEMENT, LLC$828K
- BANK OF AMERICA CORP /DE/$500K
- Invesco Ltd.$484K
- Noble Wealth Management PBC$429K
Largest trims
- GUGGENHEIM CAPITAL LLC$2M
- 1607 Capital Partners, LLC$974K
- Karpus Management, Inc.$477K
- Pathstone Holdings, LLC$390K
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 |
|---|---|---|---|---|
| RIVERNORTH CAPITAL MANAGEMENT, LLC added | 949,042 | $10M | 10.1% | 2026-Q2 |
| Advisors Asset Management, Inc. added | 701,629 | $7M | 7.5% | 2026-Q2 |
| ROBINSON CAPITAL MANAGEMENT, LLC added | 645,263 | $7M | 6.9% | 2026-Q2 |
| Hennion & Walsh Asset Management, Inc. trimmed | 550,516 | $6M | 5.9% | 2026-Q2 |
| MELFA WEALTH MANAGEMENT, INC. trimmed | 459,506 | $5M | 4.9% | 2026-Q2 |
| MORGAN STANLEY added | 443,299 | $5M | 4.7% | 2026-Q2 |
| GUGGENHEIM CAPITAL LLC trimmed | 430,744 | $5M | 4.6% | 2026-Q2 |
| Allspring Global Investments Holdings, LLC added | 307,431 | $3M | 3.3% | 2026-Q2 |
| COMMONWEALTH EQUITY SERVICES, LLC trimmed | 306,528 | $3M | 3.3% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN trimmed | 280,634 | $3M | 3.0% | 2026-Q2 |
| VAN ECK ASSOCIATES CORP added | 256,148 | $3M | 2.7% | 2026-Q2 |
| Invesco Ltd. added | 236,500 | $2M | 2.5% | 2026-Q2 |
| 1607 Capital Partners, LLC trimmed | 211,609 | $2M | 2.3% | 2026-Q2 |
| AMERIPRISE FINANCIAL INC trimmed | 209,998 | $2M | 2.2% | 2026-Q2 |
| Pathstone Holdings, LLC trimmed | 203,238 | $2M | 2.2% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ added | 197,113 | $2M | 2.1% | 2026-Q2 |
| LPL Financial LLC trimmed | 178,489 | $2M | 1.9% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC added | 165,602 | $2M | 1.8% | 2026-Q2 |
| Worthington Financial Partners, LLC trimmed | 135,343 | $1M | 1.4% | 2026-Q2 |
| UBS Group AG trimmed | 123,850 | $1M | 1.3% | 2026-Q2 |
| Fiera Capital Corp trimmed | 93,752 | $988K | 1.0% | 2026-Q2 |
| Nova R Wealth, Inc. | 93,059 | $981K | 1.0% | 2026-Q2 |
| Intellus Advisors LLC trimmed | 91,217 | $961K | 1.0% | 2026-Q2 |
| STIFEL FINANCIAL CORP added | 86,275 | $909K | 0.9% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC trimmed | 83,199 | $877K | 0.9% | 2026-Q2 |
| Noble Wealth Management PBC added | 82,471 | $869K | 0.9% | 2026-Q2 |
| SMITH, MOORE & CO. added | 79,749 | $841K | 0.8% | 2026-Q2 |
| Rockefeller Capital Management L.P. trimmed | 77,236 | $814K | 0.8% | 2026-Q2 |
| Capital Investment Advisors, LLC trimmed | 73,454 | $774K | 0.8% | 2026-Q2 |
| Thomas J. Herzfeld Advisors, Inc. new | 70,700 | $745K | 0.8% | 2026-Q2 |
| Bank of New York Mellon Corp added | 59,765 | $630K | 0.6% | 2026-Q2 |
| RIVERBRIDGE PARTNERS LLC trimmed | 57,807 | $609K | 0.6% | 2026-Q2 |
| OSAIC HOLDINGS, INC. added | 44,254 | $466K | 0.5% | 2026-Q2 |
| Summit Trail Advisors, LLC trimmed | 40,461 | $426K | 0.4% | 2026-Q2 |
| Cyndeo Wealth Partners, LLC added | 37,350 | $394K | 0.4% | 2026-Q2 |
| &PARTNERS trimmed | 31,844 | $336K | 0.3% | 2026-Q2 |
| TWIN FOCUS CAPITAL PARTNERS, LLC | 31,294 | $330K | 0.3% | 2026-Q2 |
| ROYAL BANK OF CANADA trimmed | 29,331 | $309K | 0.3% | 2026-Q2 |
| TORONTO DOMINION BANK new | 28,100 | $296K | 0.3% | 2026-Q2 |
| Stratos Wealth Partners, LTD. | 25,930 | $273K | 0.3% | 2026-Q2 |
| Generation Capital Management LLC | 22,748 | $240K | 0.2% | 2026-Q2 |
| Closed-End Fund Advisors, Inc. | 21,640 | $228K | 0.2% | 2026-Q2 |
| Ackerman Capital Advisors, LLC trimmed | 21,216 | $224K | 0.2% | 2026-Q2 |
| Focus Partners Wealth trimmed | 21,009 | $221K | 0.2% | 2026-Q2 |
| Cresset Asset Management, LLC | 20,300 | $214K | 0.2% | 2026-Q2 |
| OPPENHEIMER & CO INC added | 20,200 | $213K | 0.2% | 2026-Q2 |
| Burford Brothers, Inc. | 19,900 | $210K | 0.2% | 2026-Q2 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 19,778 | $208K | 0.2% | 2026-Q2 |
| Concurrent Investment Advisors, LLC | 18,340 | $193K | 0.2% | 2026-Q2 |
| INTEGRATED CAPITAL MANAGEMENT, INC. trimmed | 18,014 | $190K | 0.2% | 2026-Q2 |
| Karpus Management, Inc. trimmed | 16,955 | $179K | 0.2% | 2026-Q2 |
| Westview Management dba Westview Investment Advisors | 15,300 | $161K | 0.2% | 2026-Q2 |
| Moors & Cabot, Inc. added | 14,137 | $149K | 0.2% | 2026-Q2 |
| Spire Wealth Management | 14,000 | $148K | 0.1% | 2026-Q2 |
| Successful Portfolios LLC | 13,428 | $143K | 0.1% | 2026-Q2 |
| Collaborative Wealth Managment Inc. | 13,400 | $141K | 0.1% | 2026-Q2 |
| GILL CAPITAL PARTNERS, LLC | 12,756 | $134K | 0.1% | 2026-Q2 |
| Smith Asset Management Co., LLC trimmed | 12,549 | $132K | 0.1% | 2026-Q2 |
| STALEY CAPITAL ADVISERS INC | 12,500 | $132K | 0.1% | 2026-Q2 |
| FOLGER NOLAN FLEMING DOUGLAS CAPITAL MANAGEMENT, INC | 12,262 | $129K | 0.1% | 2026-Q2 |
| Allworth Financial LP | 12,000 | $126K | 0.1% | 2026-Q2 |
| Tyche Wealth Partners LLC | 11,940 | $126K | 0.1% | 2026-Q2 |
| LYELL WEALTH MANAGEMENT, LP new | 11,531 | $122K | 0.1% | 2026-Q2 |
| Meridian Wealth Management, LLC | 10,108 | $107K | 0.1% | 2026-Q2 |
| Oakmont Investment Advisors, Inc. | 10,000 | $105K | 0.1% | 2026-Q2 |
| FIFTH THIRD BANCORP trimmed | 9,353 | $99K | 0.1% | 2026-Q2 |
| Clear Street Group Inc. new | 5,050 | $53K | 0.1% | 2026-Q2 |
| DUNCKER STREETT & CO INC | 4,900 | $52K | 0.1% | 2026-Q2 |
| Global Retirement Partners, LLC | 4,348 | $46K | 0.0% | 2026-Q2 |
| ST GERMAIN D J CO INC | 3,000 | $32K | 0.0% | 2026-Q2 |
| HARBOUR INVESTMENTS, INC. | 2,908 | $31K | 0.0% | 2026-Q2 |
| ROTHSCHILD INVESTMENT LLC | 2,389 | $25K | 0.0% | 2026-Q2 |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 2,123 | $22K | 0.0% | 2026-Q2 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC added | 1,576 | $17K | 0.0% | 2026-Q2 |
| Geneos Wealth Management Inc. | 1,563 | $16K | 0.0% | 2026-Q2 |
| Cullen/Frost Bankers, Inc. | 1,266 | $13K | 0.0% | 2026-Q2 |
| Mascoma Wealth Management LLC | 1,191 | $13K | 0.0% | 2026-Q2 |
| Community Financial Services Group, LLC | 935 | $10K | 0.0% | 2026-Q2 |
| Hilltop National Bank | 780 | $8K | 0.0% | 2026-Q2 |
| Elevated Capital Advisors, LLC | 595 | $6K | 0.0% | 2026-Q2 |
| COHEN & STEERS, INC. added | 169,200 | $2M | 1.8% | 2026-Q1 stale (1 quarter behind) |
| PARK AVENUE SECURITIES LLC trimmed | 106,033 | $1M | 1.1% | 2026-Q1 stale (1 quarter behind) |
| Cambridge Investment Research Advisors, Inc. added | 32,830 | $338K | 0.3% | 2026-Q1 stale (1 quarter behind) |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP added | 24,229 | $250K | 0.3% | 2026-Q1 stale (1 quarter behind) |
| Catalina Capital Group, LLC | 20,515 | $211K | 0.2% | 2026-Q1 stale (1 quarter behind) |
| HighTower Advisors, LLC trimmed | 15,708 | $162K | 0.2% | 2026-Q1 stale (1 quarter behind) |
| Aviance Capital Partners, LLC added | 11,016 | $113K | 0.1% | 2026-Q1 stale (1 quarter behind) |
| BANK OF MONTREAL /CAN/ trimmed | 21,508 | $230K | 0.2% | 2025-Q4 stale (2 quarters behind) |
| JANE STREET GROUP, LLC added | 12,965 | $139K | 0.1% | 2025-Q4 stale (2 quarters behind) |
| Wellspring Financial Advisors, LLC | 10,500 | $112K | 0.1% | 2025-Q4 stale (2 quarters behind) |
| MML INVESTORS SERVICES, LLC new | 10,014 | $107K | 0.1% | 2025-Q4 stale (2 quarters behind) |
| Matisse Capital | 166,367 | $2M | 1.7% | 2025-Q3 stale (3 quarters behind) |
| Kovitz Investment Group Partners, LLC | 32,000 | $331K | 0.3% | 2025-Q3 stale (3 quarters behind) |
| LEIGH BALDWIN & CO., LLC added | 25,814 | $267K | 0.3% | 2025-Q3 stale (3 quarters behind) |
| Sunpointe, LLC trimmed | 15,360 | $159K | 0.2% | 2025-Q3 stale (3 quarters behind) |
| Private Wealth Advisors, LLC trimmed | 11,093 | $115K | 0.1% | 2025-Q3 stale (3 quarters behind) |
| Prospera Financial Services Inc added | 10,432 | $108K | 0.1% | 2025-Q3 stale (3 quarters behind) |
| TECTONIC ADVISORS LLC added | 36,290 | $359K | 0.4% | 2025-Q2 stale (4 quarters behind) |
| AMERICAN NATIONAL BANK & TRUST new | 20,000 | $198K | 0.2% | 2025-Q2 stale (4 quarters behind) |
| Cetera Investment Advisers trimmed | 10,898 | $108K | 0.1% | 2025-Q2 stale (4 quarters behind) |
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.