PMBS

—

not in universe+ Compare Tear sheet →

$48.67

-0.17 (-0.35%)

USD · as of 2026-07-29 · marketstack

Switch Ticker

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

98 holders

% of shares outstanding held

—

Shares held (13F)

21,617,962

Reporting holders

Top holders

largest 98 of 98 · Δ vs 2025-Q4

#	Holder	Shares	Value	% of shares out	Δ QoQ
1	Allianz Asset Management GmbH	8,332,7368.3M	$413M	—	ADD 18%
2	Orgel Wealth Management, LLC	4,819,4904.8M	$239M	—	—
3	CWM, LLC	1,265,8281.3M	$63M	—	ADD 140%
4	Advocacy Wealth Management, LLC	1,058,7361.1M	$53M	—	TRIM -17%
5	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	898,129898,129	$45M	—	TRIM -44%
6	OneDigital Investment Advisors LLC	605,723605,723	$30M	—	ADD 43%
7	McNamara Financial Services, Inc.	444,488444,488	$22M	—	ADD 2%
8	LPL Financial LLC	424,707424,707	$21M	—	ADD 44%
9	ENVESTNET ASSET MANAGEMENT INC	337,095337,095	$17M	—	ADD 343%
10	Horizon Investments, LLC	302,415302,415	$15M	—	NEW
11	Alliance Private Wealth, LLC	288,729288,729	$14M	—	—
12	Focus Partners Wealth	268,498268,498	$13M	—	ADD 31%
13	Integrated Wealth Concepts LLC	218,941218,941	$11M	—	TRIM -8%
14	RAYMOND JAMES FINANCIAL INC	166,074166,074	$8M	—	TRIM -4%
15	Cresta Advisors, Ltd.	161,628161,628	$8M	—	ADD 2%
16	CreativeOne Wealth, LLC	120,373120,373	$6M	—	ADD 34%
17	Essex Financial Services, Inc.	110,218110,218	$5M	—	ADD 39%
18	COMMONWEALTH EQUITY SERVICES, LLC	103,661103,661	$5M	—	ADD 143%
19	Econ Financial Services Corp	99,33499,334	$5M	—	ADD 78%
20	Cetera Investment Advisers	87,98187,981	$4M	—	ADD 683%
21	BNP PARIBAS FINANCIAL MARKETS	78,90978,909	$4M	—	NEW
22	Wayfinding Financial, LLC	78,74678,746	$4M	—	ADD 44%
23	PAX Financial Group, LLC	73,61173,611	$4M	—	ADD 18%
24	HOLLENCREST CAPITAL MANAGEMENT	73,01373,013	$4M	—	—
25	Krilogy Financial LLC	72,41072,410	$4M	—	NEW
26	NewEdge Advisors, LLC	225,159225,159	$3M	—	ADD 102%
27	Cambridge Investment Research Advisors, Inc.	59,53159,531	$3M	—	ADD 8%
28	GeoWealth Management, LLC	59,36559,365	$3M	—	ADD 23%
29	PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC	59,04759,047	$3M	—	ADD 113%
30	RFG Advisory, LLC	50,59450,594	$3M	—	ADD 247%
31	Trek Financial, LLC	36,34536,345	$2M	—	ADD 90%
32	AVITY INVESTMENT MANAGEMENT INC.	33,40033,400	$2M	—	NEW
33	BAM Wealth Management, LLC	30,19330,193	$1M	—	ADD 11%
34	Security Financial Services, INC.	28,00928,009	$1M	—	ADD 41%
35	Smith Partners Wealth Management, LLC	27,34027,340	$1M	—	ADD 62%
36	Wealthspire Advisors, LLC	27,15127,151	$1M	—	TRIM -58%
37	FOSTER & MOTLEY INC	26,82526,825	$1M	—	NEW
38	Financial Synergies Wealth Advisors, Inc.	25,33825,338	$1M	—	ADD 37%
39	True Wealth Design, LLC	24,13524,135	$1M	—	NEW
40	DAVENPORT & Co LLC	23,24523,245	$1M	—	ADD 162%
41	&PARTNERS	23,02923,029	$1M	—	NEW
42	Barnes Wealth Management Group, Inc	19,41419,414	$962,934	—	ADD 41%
43	Kestra Advisory Services, LLC	19,29619,296	$957,097	—	ADD 422%
44	Envestnet Portfolio Solutions, Inc.	18,61318,613	$923,205	—	ADD 275%
45	Composition Wealth, LLC	17,00317,003	$843,334	—	ADD 18%
46	Wealth Advisors of Iowa, LLC	16,83316,833	$834,917	—	NEW
47	UNITED CAPITAL FINANCIAL ADVISORS, LLC	16,18516,185	$802,312	—	NEW
48	WCG Wealth Advisors LLC	14,04214,042	$696,499	—	—
49	Tranquilli Financial Advisor LLC	13,43913,439	$666,574	—	NEW
50	Weaver Consulting Group	12,91212,912	$640,435	—	—
51	TBH Global Asset Management, LLC	11,97911,979	$620,791	—	NEW
52	MILESTONE ASSET MANAGEMENT, LLC	12,35012,350	$612,560	—	ADD 27%
53	SUSQUEHANNA INTERNATIONAL GROUP, LLP	11,66211,662	$578,435	—	NEW
54	Mutual Advisors, LLC	10,90710,907	$540,994	—	—
55	TRUIST FINANCIAL CORP	10,64810,648	$528,141	—	TRIM -6%
56	Fortis Group Advisors, LLC	9,3029,302	$461,228	—	TRIM -14%
57	OSAIC HOLDINGS, INC.	8,9938,993	$446,040	—	ADD 932%
58	WealthCare Investment Partners, LLC	7,8457,845	$388,587	—	NEW
59	Vickerman Investment Advisors, Inc.	7,7797,779	$385,838	—	NEW
60	GOLDMAN SACHS GROUP INC	7,5727,572	$375,571	—	NEW
61	Crown Wealth Group, LLC	7,5307,530	$373,494	—	NEW
62	Signal Advisors Wealth, LLC	7,0087,008	$347,582	—	NEW
63	CITADEL ADVISORS LLC	6,6646,664	$330,534	—	NEW
64	Gateway Wealth Partners, LLC	6,5776,577	$326,174	—	NEW
65	Emissary Wealth LLC	6,3566,356	$315,258	—	NEW
66	Retirement Planning Group, LLC	6,1646,164	$305,734	—	NEW
67	WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV	6,0006,000	$297,600	—	NEW
68	FOUNDERS FINANCIAL SECURITIES LLC	5,9845,984	$297,437	—	NEW
69	SCHMIDT P J INVESTMENT MANAGEMENT INC	5,9265,926	$293,905	—	NEW
70	Advyzon Investment Management, LLC	5,5035,503	$272,949	—	NEW
71	LiftPoint Family Wealth Advisors LLC	5,5035,503	$272,949	—	—
72	STUDIO INVESTMENT MANAGEMENT LLC	5,2465,246	$260,202	—	ADD 29%
73	Williams & Novak, LLC	4,8004,800	$237,384	—	NEW
74	Bison Wealth, LLC	4,6634,663	$230,072	—	NEW
75	DONALDSON CAPITAL MANAGEMENT, LLC	4,5574,557	$226,027	—	TRIM -21%
76	MOSAIC FINANCIAL GROUP, LLC	4,5074,507	$224,000	—	NEW
77	Essex Bank	4,2014,201	$208,325	—	—
78	TD Capital Management LLC	2,3092,309	$114,540	—	ADD 24%
79	FIFTH THIRD BANCORP	2,2832,283	$113,237	—	NEW
80	Ritter Daniher Financial Advisory LLC / DE	2,2502,250	$111,600	—	—
81	ADVISORTRUST PARTNERS, LLC	2,0422,042	$101,283	—	NEW
82	Farther Finance Advisors, LLC	1,7111,711	$84,618	—	ADD 719%
83	MORGAN STANLEY	1,0731,073	$53,252	—	—
84	Cornerstone Planning Group LLC	572572	$28,229	—	NEW
85	IFP Advisors, Inc	550550	$27,280	—	—
86	PRIVATE TRUST CO NA	495495	$24,552	—	NEW
87	Capital Investment Advisory Services, LLC	420420	$20,832	—	—
88	US BANCORP \DE\	369369	$18,303	—	NEW
89	Strategic Wealth Partners, Ltd.	295295	$14,632	—	ADD 6%
90	ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/	260260	$12,896	—	NEW
91	JPMORGAN CHASE & CO	207207	$10,234	—	TRIM -52%
92	MAI Capital Management	164164	$8,135	—	—
93	Register Financial Advisors LLC	8484	$4,166	—	—
94	UBS Group AG	6969	$3,422	—	—
95	AE Wealth Management LLC	5353	$2,629	—	ADD 212%
96	WELLS FARGO & COMPANY/MN	4141	$2,034	—	NEW
97	CITIGROUP INC	1010	$496	—	—
98	Sierra Capital LLC	8,5638,563	$425	—	—

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

Allianz Asset Management GmbH

—

2.9M

3.4M

5.4M

7.0M

8.3M

$413M

Orgel Wealth Management, LLC

2.9M

4.3M

4.4M

4.5M

4.7M

4.8M

$239M

CWM, LLC

553

560

78K

503K

527K

1.3M

$63M

Advocacy Wealth Management, LLC

—

1.2M

1.3M

1.1M

$53M

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

—

1.6M

898K

$45M

OneDigital Investment Advisors LLC

134K

215K

423K

606K

$30M

McNamara Financial Services, Inc.

—

435K

444K

$22M

LPL Financial LLC

142K

279K

234K

239K

296K

425K

$21M

ENVESTNET ASSET MANAGEMENT INC

29K

53K

76K

337K

$17M

Horizon Investments, LLC

—

302K

$15M

Alliance Private Wealth, LLC

—

284K

289K

$14M

Focus Partners Wealth

—

205K

268K

$13M

Integrated Wealth Concepts LLC

—

225K

239K

219K

$11M

RAYMOND JAMES FINANCIAL INC

344K

50K

156K

162K

174K

166K

$8M

Cresta Advisors, Ltd.

157K

138K

136K

153K

158K

162K

$8M

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	98	21,617,962	—	$1.1B
2025-Q4	71	18,627,746	—	$925M
2025-Q3	50	15,064,674	—	$748M
2025-Q2	40	10,600,198	—	$519M
2025-Q1	34	9,734,192	—	$478M
2024-Q4	28	4,208,612	—	$201M
2024-Q3	26	772,839	—	$39M

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 PMBS · 2026-Q1 methodology → sources →

98 holders

% of shares outstanding held

—

Shares held (13F)

21,617,962

Reporting holders

Top holders

largest 98 of 98 · Δ vs 2025-Q4

#	Holder	Shares	Value	% of shares out	Δ QoQ
1	Allianz Asset Management GmbH	8,332,7368.3M	$413M	—	ADD 18%
2	Orgel Wealth Management, LLC	4,819,4904.8M	$239M	—	—
3	CWM, LLC	1,265,8281.3M	$63M	—	ADD 140%
4	Advocacy Wealth Management, LLC	1,058,7361.1M	$53M	—	TRIM -17%
5	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	898,129898,129	$45M	—	TRIM -44%
6	OneDigital Investment Advisors LLC	605,723605,723	$30M	—	ADD 43%
7	McNamara Financial Services, Inc.	444,488444,488	$22M	—	ADD 2%
8	LPL Financial LLC	424,707424,707	$21M	—	ADD 44%
9	ENVESTNET ASSET MANAGEMENT INC	337,095337,095	$17M	—	ADD 343%
10	Horizon Investments, LLC	302,415302,415	$15M	—	NEW
11	Alliance Private Wealth, LLC	288,729288,729	$14M	—	—
12	Focus Partners Wealth	268,498268,498	$13M	—	ADD 31%
13	Integrated Wealth Concepts LLC	218,941218,941	$11M	—	TRIM -8%
14	RAYMOND JAMES FINANCIAL INC	166,074166,074	$8M	—	TRIM -4%
15	Cresta Advisors, Ltd.	161,628161,628	$8M	—	ADD 2%
16	CreativeOne Wealth, LLC	120,373120,373	$6M	—	ADD 34%
17	Essex Financial Services, Inc.	110,218110,218	$5M	—	ADD 39%
18	COMMONWEALTH EQUITY SERVICES, LLC	103,661103,661	$5M	—	ADD 143%
19	Econ Financial Services Corp	99,33499,334	$5M	—	ADD 78%
20	Cetera Investment Advisers	87,98187,981	$4M	—	ADD 683%
21	BNP PARIBAS FINANCIAL MARKETS	78,90978,909	$4M	—	NEW
22	Wayfinding Financial, LLC	78,74678,746	$4M	—	ADD 44%
23	PAX Financial Group, LLC	73,61173,611	$4M	—	ADD 18%
24	HOLLENCREST CAPITAL MANAGEMENT	73,01373,013	$4M	—	—
25	Krilogy Financial LLC	72,41072,410	$4M	—	NEW
26	NewEdge Advisors, LLC	225,159225,159	$3M	—	ADD 102%
27	Cambridge Investment Research Advisors, Inc.	59,53159,531	$3M	—	ADD 8%
28	GeoWealth Management, LLC	59,36559,365	$3M	—	ADD 23%
29	PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC	59,04759,047	$3M	—	ADD 113%
30	RFG Advisory, LLC	50,59450,594	$3M	—	ADD 247%
31	Trek Financial, LLC	36,34536,345	$2M	—	ADD 90%
32	AVITY INVESTMENT MANAGEMENT INC.	33,40033,400	$2M	—	NEW
33	BAM Wealth Management, LLC	30,19330,193	$1M	—	ADD 11%
34	Security Financial Services, INC.	28,00928,009	$1M	—	ADD 41%
35	Smith Partners Wealth Management, LLC	27,34027,340	$1M	—	ADD 62%
36	Wealthspire Advisors, LLC	27,15127,151	$1M	—	TRIM -58%
37	FOSTER & MOTLEY INC	26,82526,825	$1M	—	NEW
38	Financial Synergies Wealth Advisors, Inc.	25,33825,338	$1M	—	ADD 37%
39	True Wealth Design, LLC	24,13524,135	$1M	—	NEW
40	DAVENPORT & Co LLC	23,24523,245	$1M	—	ADD 162%
41	&PARTNERS	23,02923,029	$1M	—	NEW
42	Barnes Wealth Management Group, Inc	19,41419,414	$962,934	—	ADD 41%
43	Kestra Advisory Services, LLC	19,29619,296	$957,097	—	ADD 422%
44	Envestnet Portfolio Solutions, Inc.	18,61318,613	$923,205	—	ADD 275%
45	Composition Wealth, LLC	17,00317,003	$843,334	—	ADD 18%
46	Wealth Advisors of Iowa, LLC	16,83316,833	$834,917	—	NEW
47	UNITED CAPITAL FINANCIAL ADVISORS, LLC	16,18516,185	$802,312	—	NEW
48	WCG Wealth Advisors LLC	14,04214,042	$696,499	—	—
49	Tranquilli Financial Advisor LLC	13,43913,439	$666,574	—	NEW
50	Weaver Consulting Group	12,91212,912	$640,435	—	—
51	TBH Global Asset Management, LLC	11,97911,979	$620,791	—	NEW
52	MILESTONE ASSET MANAGEMENT, LLC	12,35012,350	$612,560	—	ADD 27%
53	SUSQUEHANNA INTERNATIONAL GROUP, LLP	11,66211,662	$578,435	—	NEW
54	Mutual Advisors, LLC	10,90710,907	$540,994	—	—
55	TRUIST FINANCIAL CORP	10,64810,648	$528,141	—	TRIM -6%
56	Fortis Group Advisors, LLC	9,3029,302	$461,228	—	TRIM -14%
57	OSAIC HOLDINGS, INC.	8,9938,993	$446,040	—	ADD 932%
58	WealthCare Investment Partners, LLC	7,8457,845	$388,587	—	NEW
59	Vickerman Investment Advisors, Inc.	7,7797,779	$385,838	—	NEW
60	GOLDMAN SACHS GROUP INC	7,5727,572	$375,571	—	NEW
61	Crown Wealth Group, LLC	7,5307,530	$373,494	—	NEW
62	Signal Advisors Wealth, LLC	7,0087,008	$347,582	—	NEW
63	CITADEL ADVISORS LLC	6,6646,664	$330,534	—	NEW
64	Gateway Wealth Partners, LLC	6,5776,577	$326,174	—	NEW
65	Emissary Wealth LLC	6,3566,356	$315,258	—	NEW
66	Retirement Planning Group, LLC	6,1646,164	$305,734	—	NEW
67	WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV	6,0006,000	$297,600	—	NEW
68	FOUNDERS FINANCIAL SECURITIES LLC	5,9845,984	$297,437	—	NEW
69	SCHMIDT P J INVESTMENT MANAGEMENT INC	5,9265,926	$293,905	—	NEW
70	Advyzon Investment Management, LLC	5,5035,503	$272,949	—	NEW
71	LiftPoint Family Wealth Advisors LLC	5,5035,503	$272,949	—	—
72	STUDIO INVESTMENT MANAGEMENT LLC	5,2465,246	$260,202	—	ADD 29%
73	Williams & Novak, LLC	4,8004,800	$237,384	—	NEW
74	Bison Wealth, LLC	4,6634,663	$230,072	—	NEW
75	DONALDSON CAPITAL MANAGEMENT, LLC	4,5574,557	$226,027	—	TRIM -21%
76	MOSAIC FINANCIAL GROUP, LLC	4,5074,507	$224,000	—	NEW
77	Essex Bank	4,2014,201	$208,325	—	—
78	TD Capital Management LLC	2,3092,309	$114,540	—	ADD 24%
79	FIFTH THIRD BANCORP	2,2832,283	$113,237	—	NEW
80	Ritter Daniher Financial Advisory LLC / DE	2,2502,250	$111,600	—	—
81	ADVISORTRUST PARTNERS, LLC	2,0422,042	$101,283	—	NEW
82	Farther Finance Advisors, LLC	1,7111,711	$84,618	—	ADD 719%
83	MORGAN STANLEY	1,0731,073	$53,252	—	—
84	Cornerstone Planning Group LLC	572572	$28,229	—	NEW
85	IFP Advisors, Inc	550550	$27,280	—	—
86	PRIVATE TRUST CO NA	495495	$24,552	—	NEW
87	Capital Investment Advisory Services, LLC	420420	$20,832	—	—
88	US BANCORP \DE\	369369	$18,303	—	NEW
89	Strategic Wealth Partners, Ltd.	295295	$14,632	—	ADD 6%
90	ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/	260260	$12,896	—	NEW
91	JPMORGAN CHASE & CO	207207	$10,234	—	TRIM -52%
92	MAI Capital Management	164164	$8,135	—	—
93	Register Financial Advisors LLC	8484	$4,166	—	—
94	UBS Group AG	6969	$3,422	—	—
95	AE Wealth Management LLC	5353	$2,629	—	ADD 212%
96	WELLS FARGO & COMPANY/MN	4141	$2,034	—	NEW
97	CITIGROUP INC	1010	$496	—	—
98	Sierra Capital LLC	8,5638,563	$425	—	—

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

Allianz Asset Management GmbH

—

2.9M

3.4M

5.4M

7.0M

8.3M

$413M

Orgel Wealth Management, LLC

2.9M

4.3M

4.4M

4.5M

4.7M

4.8M

$239M

CWM, LLC

553

560

78K

503K

527K

1.3M

$63M

Advocacy Wealth Management, LLC

—

1.2M

1.3M

1.1M

$53M

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

—

1.6M

898K

$45M

OneDigital Investment Advisors LLC

134K

215K

423K

606K

$30M

McNamara Financial Services, Inc.

—

435K

444K

$22M

LPL Financial LLC

142K

279K

234K

239K

296K

425K

$21M

ENVESTNET ASSET MANAGEMENT INC

29K

53K

76K

337K

$17M

Horizon Investments, LLC

—

302K

$15M

Alliance Private Wealth, LLC

—

284K

289K

$14M

Focus Partners Wealth

—

205K

268K

$13M

Integrated Wealth Concepts LLC

—

225K

239K

219K

$11M

RAYMOND JAMES FINANCIAL INC

344K

50K

156K

162K

174K

166K

$8M

Cresta Advisors, Ltd.

157K

138K

136K

153K

158K

162K

$8M

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	98	21,617,962	—	$1.1B
2025-Q4	71	18,627,746	—	$925M
2025-Q3	50	15,064,674	—	$748M
2025-Q2	40	10,600,198	—	$519M
2025-Q1	34	9,734,192	—	$478M
2024-Q4	28	4,208,612	—	$201M
2024-Q3	26	772,839	—	$39M

Short interest has its own tab now — open SI →

PMBS☆

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

Top holders

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

Institutional footprint by quarter

PMBS