PAYM

TS S&P Autocal DFNS Inc ETFETF
UnclassifiedUSCUSIP 210322574◍ Confluence graph
Tracked 13F Holders
27
-1 QoQ
13F Value (tracked)
$89.9M
13F Moves · latest Q
10 added
5 trimmed
Recent Filings
15

Who owns PAYM?

27 tracked 13F filers

27 tracked 13F filers disclose a position in PAYM as of the latest SEC 13F filings, a combined $89.9M in reported value. Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.

#FundPosition valueSharesLast moveAs ofHistory
1Mid-American Wealth Advisory Group, Inc.
$45.5M
1.8M
New
+1.8M sh
Q2 2026
2AE Wealth Management LLC
$21.3M
971K
New
+971K sh
Q1 2026
3Lloyd Advisory Services, LLC.
$5.4M
213K
17×
Added · +200K sh
Q2 2026
4Authentikos Wealth Advisory, LLC
$4.9M
193K
+5.2%
Added · +10K sh
Q2 2026
5B.O.S.S. Retirement Advisors, LLC
$1.5M
58K
−3.9%
Reduced · −2K sh
Q2 2026
6HOWARD BAILEY SECURITIES, LLC
$1.4M
55K
−3.1%
Reduced · −2K sh
Q2 2026
7Elevated Capital Advisors, LLC
$1.4M
54K
+14%
Added · +7K sh
Q2 2026
8Aegis Wealth Management, Inc.
$1.1M
43K
+121%
Added · +24K sh
Q2 2026
9FSA Advisors, Inc.
$1.0M
42K
+256%
Added · +30K sh
Q2 2026
10Great Lakes Retirement, Inc.
$984K
39K
−9.3%
Reduced · −4K sh
Q2 2026
11Csenge Advisory Group
$768K
31K
+157%
Added · +19K sh
Q2 2026
12MORGAN STANLEY
$651K
30K
New
+30K sh
Q1 2026
13TOUNJIAN ADVISORY PARTNERS, LLC
$651K
26K
New
+26K sh
Q2 2026
14EVOLUTION WEALTH MANAGEMENT INC.
$596K
24K
+34%
Added · +6K sh
Q2 2026
15SMART Wealth LLC
$488K
19K
−34%
Reduced · −10K sh
Q2 2026
16LifeWealth Investments, LLC
$484K
19K
−25%
Reduced · −6K sh
Q2 2026
17FWG Investments, LLC.
$356K
14K
+18%
Added · +2K sh
Q2 2026
18Outlook Wealth Advisors, LLC
$350K
14K
+1.0%
Added · +134 sh
Q2 2026
19Networth Advisors, LLC
$297K
12K
+12%
Added · +1K sh
Q2 2026
20Kingdom Financial Group LLC.
$292K
12K
−8.5%
Reduced · −1K sh
Q2 2026
21Montgomery Financial Services LLC
$173K
7K
New
+7K sh
Q2 2026
22Quest 10 Wealth Builders, Inc.
$123K
5K
−25%
Reduced · −2K sh
Q2 2026
23JPMORGAN CHASE & CO
$107K
5K
New
+5K sh
Q1 2026
24Decker Retirement Planning Inc.
$108K
4K
28×
Added · +4K sh
Q2 2026
25Key Capital Management, INC
$69K
3K
+882%
Added · +2K sh
Q2 2026

Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.

Is PAYM being bought or sold by institutions?

Last quarter, 2 funds opened a new position in PAYM and 8 added to an existing one, while 5 reduced and 0 exited entirely — based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).

Opened (NEW)
2
funds
Added
8
funds
Reduced
5
funds
Exited
0
funds

Funds that own PAYM also own

CompanyCo-held byCombined value
APPLE INCAAPL15 funds$124.9M
NVIDIA CORPNVDA15 funds$107.8M
VANGUARD S&P 500 ETFVOO15 funds$91.9M
ALPHABET INC-CL AGOOGL15 funds$72.7M
MICROSOFT CORPMSFT15 funds$71.0M
AMAZON.COM INCAMZN15 funds$66.8M
ALIANZIM US EQ BFR20 MAY-USDMAYW15 funds$62.9M
TRUESHR SEASONALITY LA B ETFONEZ15 funds$55.1M
ALLIAN US EQU 6 MON BU10-USDSIXD15 funds$55.0M
ALIANZIM US EQ BFR20 JUN-USDJUNW15 funds$46.3M
VANGUARD TOTAL STOCK MKT ETFVTI15 funds$39.9M
ALL US EQU BUF10 MAY ETF-USDMAYT15 funds$31.6M

Ranked by how many of PAYM's institutional holders also hold each name, a cross-fund conviction signal.

Institutional ownership over time

21 funds+20 since Q4 2025
01122Q4 2025Q1 2026Q2 2026
funds holding aggregate valuelatest $62.8M

Share classes

Class13F holdersValue held
QBERTRUESHARES QUART34 funds$62.8M
ONEZTRUESHARES SEASO32 funds$140.8M
SEPZTRUESHARES STRUC31 funds$93.3M
PAYMthis pageSP AU DE IN ETF27 funds$89.9M
CEFZRIVERNORTH ACTIV27 funds$13.5M
LRNZTRUESHS TECH AI26 funds$6.0M
SOVFSOVEREIGNS CAPIT23 funds$71.1M
DIVZPOLEN DIVIDEND I20 funds$84.2M

Same issuer, multiple share classes. The consensus leaderboards count this company once across all classes; this is the per-class detail.

Recent filings

15 shown

Keep exploring

Connected entities for PAYM

Browse more

Build

Ask your agent what changed in PAYM

This ETF page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.

Copy-paste
curl -H "Authorization: Bearer YOUR_API_KEY" \
  "https://arkolith.com/api/v1/stocks/PAYM/capital-change-brief"
Ask your agent
Use Arkolith's capital_change_brief for PAYM.
Tell me what changed, whether insider activity
corroborates it, and cite the SEC evidence.

13F holdings + quarter-over-quarter ownership changes + end-of-day price history + the live filing stream, joined for PAYM. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.