PMAR

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$47.90

+0.07 (+0.14%)

USD · as of 2026-07-28 · marketstack

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Institutional ownership· 13F filers holding PMAR · 2026-Q1 methodology → sources →

205 holders

% of shares outstanding held

—

Shares held (13F)

12,062,237

Reporting holders

205

Top holders

largest 100 of 205 · Δ vs 2025-Q4

#	Holder	Shares	Value	% of shares out	Δ QoQ
1	ALLIANCEBERNSTEIN L.P.	1,741,8581.7M	$78M	—	ADD 11%
2	Penserra Capital Management LLC	1,471,1901.5M	$66M	—	ADD 6%
3	Southland Equity Partners LLC	681,790681,790	$30M	—	TRIM -5%
4	OSAIC HOLDINGS, INC.	681,376681,376	$30M	—	TRIM -4%
5	Focus Partners Wealth	648,208648,208	$29M	—	ADD 13%
6	COMMONWEALTH EQUITY SERVICES, LLC	365,511365,511	$16M	—	ADD 20%
7	Cetera Investment Advisers	259,671259,671	$12M	—	—
8	LPL Financial LLC	259,478259,478	$12M	—	ADD 24%
9	Kestra Advisory Services, LLC	255,499255,499	$11M	—	ADD 40%
10	RAYMOND JAMES FINANCIAL INC	223,608223,608	$10M	—	ADD 10%
11	HighTower Advisors, LLC	169,902169,902	$8M	—	ADD 22%
12	Brookstone Capital Management	143,551143,551	$6M	—	ADD 3%
13	CoreCap Advisors, LLC	141,487141,487	$6M	—	ADD 12%
14	Bellwether Advisors, LLC	129,828129,828	$6M	—	ADD 25%
15	Cassady Wealth & Retirement Planning, LLC	122,807122,807	$6M	—	ADD 36%
16	TRUIST FINANCIAL CORP	127,654127,654	$6M	—	ADD 10%
17	Beacon Pointe Advisors, LLC	127,205127,205	$6M	—	ADD 88%
18	Cambridge Investment Research Advisors, Inc.	122,946122,946	$5M	—	ADD 17%
19	ENVESTNET ASSET MANAGEMENT INC	117,855117,855	$5M	—	ADD 53%
20	Cornerstone Wealth, LLC/TN	93,23893,238	$4M	—	NEW
21	Cresset Asset Management, LLC	95,23795,237	$4M	—	ADD 16%
22	KFG WEALTH MANAGEMENT, LLC	91,10291,102	$4M	—	ADD 14%
23	Diligent Investors, LLC	90,77690,776	$4M	—	—
24	Bright Futures Wealth Management, LLC.	89,64289,642	$4M	—	NEW
25	WEALTH ALLIANCE, LLC	87,24187,241	$4M	—	ADD 4%
26	Hardworking Capital Advisors, LLC	86,72086,720	$4M	—	—
27	Steward Partners Investment Advisory, LLC	85,79185,791	$4M	—	ADD 1901%
28	Keating Financial Advisory Services, Inc.	80,58880,588	$4M	—	TRIM -9%
29	BLAIR WILLIAM & CO/IL	79,43379,433	$4M	—	ADD 121%
30	Cerity Partners LLC	79,42479,424	$4M	—	ADD 183%
31	DIVERSIFY WEALTH MANAGEMENT, LLC	71,12771,127	$3M	—	NEW
32	OneDigital Investment Advisors LLC	73,08673,086	$3M	—	ADD 13%
33	BFI Wealth Solutions, LLC	65,71165,711	$3M	—	ADD 57%
34	MAI Capital Management	65,64065,640	$3M	—	TRIM -4%
35	Valmark Advisers, Inc.	64,52564,525	$3M	—	ADD 15%
36	ATTICUS WEALTH MANAGEMENT, LLC	62,63362,633	$3M	—	TRIM -4%
37	Patriot Financial Group Insurance Agency, LLC	62,56662,566	$3M	—	ADD 109%
38	Forvis Mazars Wealth Advisors, LLC	61,16261,162	$3M	—	—
39	Advisory Alpha, LLC	60,56860,568	$3M	—	ADD 241%
40	CRA Financial Services, LLC	60,45260,452	$3M	—	ADD 15%
41	WPWealth LLP	59,27959,279	$3M	—	ADD 27%
42	GILL CAPITAL PARTNERS, LLC	58,10358,103	$3M	—	—
43	YARGER WEALTH STRATEGIES, LLC	57,68857,688	$3M	—	—
44	First Commonwealth Financial Corp /PA/	57,16357,163	$3M	—	ADD 27%
45	BCS Wealth Management	56,77756,777	$3M	—	TRIM -51%
46	Global Assets Advisory, LLC	55,93655,936	$2M	—	ADD 14%
47	Spire Wealth Management	50,53550,535	$2M	—	—
48	MML INVESTORS SERVICES, LLC	49,70549,705	$2M	—	TRIM -6%
49	Janney Montgomery Scott LLC	49,41949,419	$2M	—	—
50	CORRADO ADVISORS, LLC	43,90743,907	$2M	—	ADD 80%
51	AE Wealth Management LLC	43,07543,075	$2M	—	ADD 64%
52	BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC	38,44438,444	$2M	—	ADD 4%
53	Foundations Investment Advisors, LLC	36,97136,971	$2M	—	ADD 11%
54	Ascent Wealth Partners, LLC	35,85235,852	$2M	—	ADD 28%
55	GenTrust, LLC	35,81535,815	$2M	—	—
56	Weaver Capital Management LLC	35,64335,643	$2M	—	ADD 4%
57	Blue Water Asset Management	35,05235,052	$2M	—	ADD 220%
58	LeClair Wealth Partners LLC	35,05235,052	$2M	—	NEW
59	Lido Advisors, LLC	34,96834,968	$2M	—	—
60	Keystone Wealth Services, LLC	34,28734,287	$2M	—	NEW
61	Castle Rock Wealth Management, LLC	33,05733,057	$1M	—	—
62	CreativeOne Wealth, LLC	32,18732,187	$1M	—	ADD 3%
63	Lakeridge Wealth Management LLC	32,18632,186	$1M	—	TRIM -5%
64	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	31,43531,435	$1M	—	TRIM -10%
65	Chris Bulman Inc	31,31331,313	$1M	—	ADD 10%
66	AQR CAPITAL MANAGEMENT LLC	30,60230,602	$1M	—	ADD 85%
67	MACROVIEW INVESTMENT MANAGEMENT LLC	30,28530,285	$1M	—	—
68	IFP Advisors, Inc	30,08830,088	$1M	—	TRIM -29%
69	Trek Financial, LLC	29,75129,751	$1M	—	TRIM -10%
70	Farther Finance Advisors, LLC	28,74728,747	$1M	—	ADD 28%
71	Vantage Point Financial LLC	28,62528,625	$1M	—	NEW
72	SUSQUEHANNA INTERNATIONAL GROUP, LLP	28,57028,570	$1M	—	ADD 135%
73	COFG Advisors, LLC	28,56128,561	$1M	—	ADD 28%
74	Americana Partners, LLC	27,82927,829	$1M	—	NEW
75	CITY HOLDING CO	27,16027,160	$1M	—	—
76	Mariner, LLC	27,11527,115	$1M	—	ADD 80%
77	Ballast Rock Private Wealth LLC	26,93726,937	$1M	—	ADD 22%
78	Cornerstone Wealth Group, LLC	25,58325,583	$1M	—	TRIM -11%
79	LifeWealth Investments, LLC	25,20525,205	$1M	—	—
80	Belpointe Asset Management LLC	24,69124,691	$1M	—	ADD 40%
81	TrustBank	24,47524,475	$1M	—	—
82	CANANDAIGUA NATIONAL CORP	23,82523,825	$1M	—	NEW
83	Lineweaver Wealth Advisors, LLC	23,76823,768	$1M	—	ADD 30%
84	OLD MISSION CAPITAL LLC	23,70723,707	$1M	—	ADD 133%
85	Advisory Services Network, LLC	22,52822,528	$1M	—	ADD 26%
86	FSA Advisors, Inc.	22,40822,408	$999,845	—	ADD 2%
87	Jessup Wealth Management, Inc	22,24822,248	$992,706	—	ADD 20%
88	Pacific Park Financial, Inc.	20,37320,373	$909,043	—	TRIM -7%
89	Hidden Cove Wealth Management, LLC	20,08320,083	$896,103	—	NEW
90	Retirement Planning Group, LLC	18,87718,877	$842,292	—	—
91	JANE STREET GROUP, LLC	18,47018,470	$824,131	—	NEW
92	Merit Financial Group, LLC	17,53517,535	$782,412	—	ADD 10%
93	Cyndeo Wealth Partners, LLC	17,52317,523	$781,876	—	NEW
94	SIGNATUREFD, LLC	17,27717,277	$770,900	—	—
95	SILVER OAK SECURITIES, INCORPORATED	16,71716,717	$745,913	—	ADD 3%
96	RFG Advisory, LLC	16,61516,615	$741,361	—	TRIM -2%
97	MERCER GLOBAL ADVISORS INC /ADV	16,51516,515	$736,899	—	TRIM -73%
98	Concurrent Investment Advisors, LLC	16,40916,409	$732,170	—	—
99	Straight Path Wealth Management	16,37716,377	$730,742	—	TRIM -5%
100	NATIONS FINANCIAL GROUP INC, /IA/ /ADV	16,37016,370	$730,429	—	ADD 198%

Rows rank by the value each filer reported — 13F filers price their own positions, so a holder with fewer shares can rank just above one with more.

Holder trends· top 15 holders · shares held over 6 quarters

green added · red trimmed

Holder

2024-Q4

2025-Q1

2025-Q2

2025-Q3

2025-Q4

2026-Q1

Latest value

ALLIANCEBERNSTEIN L.P.

1.5M

1.7M

1.6M

1.7M

$78M

Penserra Capital Management LLC

1.2M

1.4M

1.5M

$66M

Southland Equity Partners LLC

754K

736K

731K

724K

718K

682K

$30M

OSAIC HOLDINGS, INC.

581K

656K

692K

798K

713K

681K

$30M

Focus Partners Wealth

228K

306K

311K

302K

575K

648K

$29M

COMMONWEALTH EQUITY SERVICES, LLC

277K

370K

381K

324K

306K

366K

$16M

Cetera Investment Advisers

244K

247K

272K

270K

256K

260K

$12M

LPL Financial LLC

45K

160K

171K

197K

210K

259K

$12M

Kestra Advisory Services, LLC

223K

186K

208K

176K

182K

255K

$11M

RAYMOND JAMES FINANCIAL INC

232K

283K

288K

199K

203K

224K

$10M

HighTower Advisors, LLC

125K

157K

138K

140K

139K

170K

$8M

Brookstone Capital Management

139K

184K

846K

147K

139K

144K

$6M

CoreCap Advisors, LLC

102K

125K

129K

127K

126K

141K

$6M

Bellwether Advisors, LLC

86K

104K

130K

$6M

Cassady Wealth & Retirement Planning, LLC

—

90K

123K

$6M

Shares reported each quarter by the largest current holders. Green = added vs the prior filing, red = trimmed, grey = roughly held; a dash is a quarter with no 13F on file (a gap is skipped, not read as an exit). 13F is filed up to 45 days after quarter-end. Up to 40 quarters (10 years) available — use the selector above.

Institutional footprint by quarter

Holder count only — too few computable %-of-shares-outstanding quarters for a % pane. Line breaks are quarters with no 13F record, never interpolated.

Quarter	Holders	Shares held	% shares out	Value held
2026-Q1	205	12,062,237	—	$537M
2025-Q4	194	10,559,483	—	$475M
2025-Q3	184	10,730,641	—	$471M
2025-Q2	187	12,031,206	—	$508M
2025-Q1	187	11,080,629	—	$442M
2024-Q4	186	10,006,919	—	$402M
2024-Q3	172	10,924,246	—	$420M
2024-Q2	181	12,478,892	—	$472M
2024-Q1	171	14,576,290	—	$536M
2023-Q4	129	8,185,865	—	$291M
2023-Q3	125	8,783,821	—	$294M
2023-Q2

Short interest has its own tab now — open SI →

Source: SEC Form 13F — every institution manager (≥ $100M in 13F securities) reporting a long US-listed position, across ~10,250 filers over 10 years of history. 13F is long-only, US-listed, filed up to 45 days after quarter-end.

Institutional ownership· 13F filers holding PMAR · 2026-Q1 methodology → sources →

205 holders

% of shares outstanding held

—

Shares held (13F)

12,062,237

Reporting holders

205

Top holders

largest 100 of 205 · Δ vs 2025-Q4

#	Holder	Shares	Value	% of shares out	Δ QoQ
1	ALLIANCEBERNSTEIN L.P.	1,741,8581.7M	$78M	—	ADD 11%
2	Penserra Capital Management LLC	1,471,1901.5M	$66M	—	ADD 6%
3	Southland Equity Partners LLC	681,790681,790	$30M	—	TRIM -5%
4	OSAIC HOLDINGS, INC.	681,376681,376	$30M	—	TRIM -4%
5	Focus Partners Wealth	648,208648,208	$29M	—	ADD 13%
6	COMMONWEALTH EQUITY SERVICES, LLC	365,511365,511	$16M	—	ADD 20%
7	Cetera Investment Advisers	259,671259,671	$12M	—	—
8	LPL Financial LLC	259,478259,478	$12M	—	ADD 24%
9	Kestra Advisory Services, LLC	255,499255,499	$11M	—	ADD 40%
10	RAYMOND JAMES FINANCIAL INC	223,608223,608	$10M	—	ADD 10%
11	HighTower Advisors, LLC	169,902169,902	$8M	—	ADD 22%
12	Brookstone Capital Management	143,551143,551	$6M	—	ADD 3%
13	CoreCap Advisors, LLC	141,487141,487	$6M	—	ADD 12%
14	Bellwether Advisors, LLC	129,828129,828	$6M	—	ADD 25%
15	Cassady Wealth & Retirement Planning, LLC	122,807122,807	$6M	—	ADD 36%
16	TRUIST FINANCIAL CORP	127,654127,654	$6M	—	ADD 10%
17	Beacon Pointe Advisors, LLC	127,205127,205	$6M	—	ADD 88%
18	Cambridge Investment Research Advisors, Inc.	122,946122,946	$5M	—	ADD 17%
19	ENVESTNET ASSET MANAGEMENT INC	117,855117,855	$5M	—	ADD 53%
20	Cornerstone Wealth, LLC/TN	93,23893,238	$4M	—	NEW
21	Cresset Asset Management, LLC	95,23795,237	$4M	—	ADD 16%
22	KFG WEALTH MANAGEMENT, LLC	91,10291,102	$4M	—	ADD 14%
23	Diligent Investors, LLC	90,77690,776	$4M	—	—
24	Bright Futures Wealth Management, LLC.	89,64289,642	$4M	—	NEW
25	WEALTH ALLIANCE, LLC	87,24187,241	$4M	—	ADD 4%
26	Hardworking Capital Advisors, LLC	86,72086,720	$4M	—	—
27	Steward Partners Investment Advisory, LLC	85,79185,791	$4M	—	ADD 1901%
28	Keating Financial Advisory Services, Inc.	80,58880,588	$4M	—	TRIM -9%
29	BLAIR WILLIAM & CO/IL	79,43379,433	$4M	—	ADD 121%
30	Cerity Partners LLC	79,42479,424	$4M	—	ADD 183%
31	DIVERSIFY WEALTH MANAGEMENT, LLC	71,12771,127	$3M	—	NEW
32	OneDigital Investment Advisors LLC	73,08673,086	$3M	—	ADD 13%
33	BFI Wealth Solutions, LLC	65,71165,711	$3M	—	ADD 57%
34	MAI Capital Management	65,64065,640	$3M	—	TRIM -4%
35	Valmark Advisers, Inc.	64,52564,525	$3M	—	ADD 15%
36	ATTICUS WEALTH MANAGEMENT, LLC	62,63362,633	$3M	—	TRIM -4%
37	Patriot Financial Group Insurance Agency, LLC	62,56662,566	$3M	—	ADD 109%
38	Forvis Mazars Wealth Advisors, LLC	61,16261,162	$3M	—	—
39	Advisory Alpha, LLC	60,56860,568	$3M	—	ADD 241%
40	CRA Financial Services, LLC	60,45260,452	$3M	—	ADD 15%
41	WPWealth LLP	59,27959,279	$3M	—	ADD 27%
42	GILL CAPITAL PARTNERS, LLC	58,10358,103	$3M	—	—
43	YARGER WEALTH STRATEGIES, LLC	57,68857,688	$3M	—	—
44	First Commonwealth Financial Corp /PA/	57,16357,163	$3M	—	ADD 27%
45	BCS Wealth Management	56,77756,777	$3M	—	TRIM -51%
46	Global Assets Advisory, LLC	55,93655,936	$2M	—	ADD 14%
47	Spire Wealth Management	50,53550,535	$2M	—	—
48	MML INVESTORS SERVICES, LLC	49,70549,705	$2M	—	TRIM -6%
49	Janney Montgomery Scott LLC	49,41949,419	$2M	—	—
50	CORRADO ADVISORS, LLC	43,90743,907	$2M	—	ADD 80%
51	AE Wealth Management LLC	43,07543,075	$2M	—	ADD 64%
52	BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC	38,44438,444	$2M	—	ADD 4%
53	Foundations Investment Advisors, LLC	36,97136,971	$2M	—	ADD 11%
54	Ascent Wealth Partners, LLC	35,85235,852	$2M	—	ADD 28%
55	GenTrust, LLC	35,81535,815	$2M	—	—
56	Weaver Capital Management LLC	35,64335,643	$2M	—	ADD 4%
57	Blue Water Asset Management	35,05235,052	$2M	—	ADD 220%
58	LeClair Wealth Partners LLC	35,05235,052	$2M	—	NEW
59	Lido Advisors, LLC	34,96834,968	$2M	—	—
60	Keystone Wealth Services, LLC	34,28734,287	$2M	—	NEW
61	Castle Rock Wealth Management, LLC	33,05733,057	$1M	—	—
62	CreativeOne Wealth, LLC	32,18732,187	$1M	—	ADD 3%
63	Lakeridge Wealth Management LLC	32,18632,186	$1M	—	TRIM -5%
64	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	31,43531,435	$1M	—	TRIM -10%
65	Chris Bulman Inc	31,31331,313	$1M	—	ADD 10%
66	AQR CAPITAL MANAGEMENT LLC	30,60230,602	$1M	—	ADD 85%
67	MACROVIEW INVESTMENT MANAGEMENT LLC	30,28530,285	$1M	—	—
68	IFP Advisors, Inc	30,08830,088	$1M	—	TRIM -29%
69	Trek Financial, LLC	29,75129,751	$1M	—	TRIM -10%
70	Farther Finance Advisors, LLC	28,74728,747	$1M	—	ADD 28%
71	Vantage Point Financial LLC	28,62528,625	$1M	—	NEW
72	SUSQUEHANNA INTERNATIONAL GROUP, LLP	28,57028,570	$1M	—	ADD 135%
73	COFG Advisors, LLC	28,56128,561	$1M	—	ADD 28%
74	Americana Partners, LLC	27,82927,829	$1M	—	NEW
75	CITY HOLDING CO	27,16027,160	$1M	—	—
76	Mariner, LLC	27,11527,115	$1M	—	ADD 80%
77	Ballast Rock Private Wealth LLC	26,93726,937	$1M	—	ADD 22%
78	Cornerstone Wealth Group, LLC	25,58325,583	$1M	—	TRIM -11%
79	LifeWealth Investments, LLC	25,20525,205	$1M	—	—
80	Belpointe Asset Management LLC	24,69124,691	$1M	—	ADD 40%
81	TrustBank	24,47524,475	$1M	—	—
82	CANANDAIGUA NATIONAL CORP	23,82523,825	$1M	—	NEW
83	Lineweaver Wealth Advisors, LLC	23,76823,768	$1M	—	ADD 30%
84	OLD MISSION CAPITAL LLC	23,70723,707	$1M	—	ADD 133%
85	Advisory Services Network, LLC	22,52822,528	$1M	—	ADD 26%
86	FSA Advisors, Inc.	22,40822,408	$999,845	—	ADD 2%
87	Jessup Wealth Management, Inc	22,24822,248	$992,706	—	ADD 20%
88	Pacific Park Financial, Inc.	20,37320,373	$909,043	—	TRIM -7%
89	Hidden Cove Wealth Management, LLC	20,08320,083	$896,103	—	NEW
90	Retirement Planning Group, LLC	18,87718,877	$842,292	—	—
91	JANE STREET GROUP, LLC	18,47018,470	$824,131	—	NEW
92	Merit Financial Group, LLC	17,53517,535	$782,412	—	ADD 10%
93	Cyndeo Wealth Partners, LLC	17,52317,523	$781,876	—	NEW
94	SIGNATUREFD, LLC	17,27717,277	$770,900	—	—
95	SILVER OAK SECURITIES, INCORPORATED	16,71716,717	$745,913	—	ADD 3%
96	RFG Advisory, LLC	16,61516,615	$741,361	—	TRIM -2%
97	MERCER GLOBAL ADVISORS INC /ADV	16,51516,515	$736,899	—	TRIM -73%
98	Concurrent Investment Advisors, LLC	16,40916,409	$732,170	—	—
99	Straight Path Wealth Management	16,37716,377	$730,742	—	TRIM -5%
100	NATIONS FINANCIAL GROUP INC, /IA/ /ADV	16,37016,370	$730,429	—	ADD 198%

Rows rank by the value each filer reported — 13F filers price their own positions, so a holder with fewer shares can rank just above one with more.

Holder trends· top 15 holders · shares held over 6 quarters

green added · red trimmed

Holder

2024-Q4

2025-Q1

2025-Q2

2025-Q3

2025-Q4

2026-Q1

Latest value

ALLIANCEBERNSTEIN L.P.

1.5M

1.7M

1.6M

1.7M

$78M

Penserra Capital Management LLC

1.2M

1.4M

1.5M

$66M

Southland Equity Partners LLC

754K

736K

731K

724K

718K

682K

$30M

OSAIC HOLDINGS, INC.

581K

656K

692K

798K

713K

681K

$30M

Focus Partners Wealth

228K

306K

311K

302K

575K

648K

$29M

COMMONWEALTH EQUITY SERVICES, LLC

277K

370K

381K

324K

306K

366K

$16M

Cetera Investment Advisers

244K

247K

272K

270K

256K

260K

$12M

LPL Financial LLC

45K

160K

171K

197K

210K

259K

$12M

Kestra Advisory Services, LLC

223K

186K

208K

176K

182K

255K

$11M

RAYMOND JAMES FINANCIAL INC

232K

283K

288K

199K

203K

224K

$10M

HighTower Advisors, LLC

125K

157K

138K

140K

139K

170K

$8M

Brookstone Capital Management

139K

184K

846K

147K

139K

144K

$6M

CoreCap Advisors, LLC

102K

125K

129K

127K

126K

141K

$6M

Bellwether Advisors, LLC

86K

104K

130K

$6M

Cassady Wealth & Retirement Planning, LLC

—

90K

123K

$6M

Institutional footprint by quarter

Holder count only — too few computable %-of-shares-outstanding quarters for a % pane. Line breaks are quarters with no 13F record, never interpolated.

Quarter	Holders	Shares held	% shares out	Value held
2026-Q1	205	12,062,237	—	$537M
2025-Q4	194	10,559,483	—	$475M
2025-Q3	184	10,730,641	—	$471M
2025-Q2	187	12,031,206	—	$508M
2025-Q1	187	11,080,629	—	$442M
2024-Q4	186	10,006,919	—	$402M
2024-Q3	172	10,924,246	—	$420M
2024-Q2	181	12,478,892	—	$472M
2024-Q1	171	14,576,290	—	$536M
2023-Q4	129	8,185,865	—	$291M
2023-Q3	125	8,783,821	—	$294M
2023-Q2

Short interest has its own tab now — open SI →

PMAR☆

Institutional ownership· 13F filers holding PMAR · 2026-Q1 methodology → sources →

Top holders

Holder trends· top 15 holders · shares held over 6 quarters

Institutional footprint by quarter

Institutional ownership· 13F filers holding PMAR · 2026-Q1 methodology → sources →

Top holders

Holder trends· top 15 holders · shares held over 6 quarters

Institutional footprint by quarter

PMAR