Among active 13F managers last quarter, 3 opened and 1 reduced; the largest holder to move was Harbour Investments, Inc. (−5.9%).
14 tracked 13F filers disclose a position in PMIO as of the latest SEC 13F filings, a combined $35.2M 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.
| # | Fund | Shares | Position value | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | Prudential Financial Inc | 469K | $23.7M | —Held | Q1 2026 | |
| 2 | Mosaic Family Wealth Partners, LLC | 112K | $5.7M | ▲+107% Added · +58K sh | Q2 2026 | |
| 3 | First United Bank & Trust | 23K | $1.2M | ▲+11% Added · +2K sh | Q2 2026 | |
| 4 | Jane Street Group, LLC | 22K | $1.1M | ▲+80% Added · +10K sh | Q1 2026 | |
| 5 | Harbour Investments, Inc. | 15K | $748K | ▼−5.9% Reduced · −925 sh | Q1 2026 | |
| 6 | Elevation Point Wealth Partners, LLC | 12K | $612K | ▲New +12K sh | Q2 2026 | |
| 7 | Citadel Advisors LLC | 11K | $572K | ▲New +11K sh | Q2 2026 | |
| 8 | Landmark Wealth Management, LLC | 8K | $421K | ▲+2.3% Added · +183 sh | Q2 2026 | |
| 9 | Vestmark Advisory Solutions, Inc. | 7K | $361K | ▲New +7K sh | Q2 2026 | |
| 10 | WealthPLAN Partners, LLC | 6K | $300K | ▲New +6K sh | Q2 2026 | |
| 11 | Creative Planning | 5K | $246K | ▲New +5K sh | Q1 2026 | |
| 12 | Envestnet Asset Management Inc | 4K | $210K | ▲New +4K sh | Q1 2026 | |
| 13 | AE Wealth Management LLC | 2K | $116K | ▲New +2K sh | Q1 2026 | |
| 14 | DHJJ Financial Advisors, Ltd. | 20 | $1K | —Held | 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.
Last quarter, 3 funds opened a new position in PMIO, while 1 reduced. Based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).
| Company | Co-held by | Their position there |
|---|---|---|
| Ishares Core S&P 500 ETFIVV | 4 funds | $13.4B |
| Amazon.com IncAMZN | 4 funds | $2.7B |
| Nvidia CorpNVDA | 4 funds | $2.6B |
| Apple IncAAPL | 4 funds | $2.4B |
| Microsoft CorpMSFT | 4 funds | $1.6B |
| Eli Lilly & CoLLY | 4 funds | $1.2B |
| Alphabet Inc-CL AGOOGL | 4 funds | $1.2B |
| Broadcom IncAVGO | 4 funds | $1.2B |
| Advanced Micro DevicesAMD | 4 funds | $972.1M |
| Alphabet Inc-CL CGOOG | 4 funds | $957.4M |
| Abbvie IncABBV | 4 funds | $881.5M |
| JPMorgan Chase & CoJPM | 4 funds | $807.2M |
Ranked by how many of PMIO's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in PMIO.
| Class | 13F holders | Value held |
|---|---|---|
| PULSmc | 436 funds | $10.4B |
| PAAAmc | 253 funds | $6.4B |
| PHYLMF Closed and MF Open | 123 funds | $1.2B |
| PTRBmc | 82 funds | $763.7M |
| PSHSHRT DUR HGH YLD | 34 funds | $101.4M |
| PFRLFLOATING RT INC | 29 funds | $75.8M |
| PJFGJENNISON FOC GWT | 27 funds | $107.3M |
| PUSHULTRA SHORT MUNI | 27 funds | $54.3M |
Same issuer, multiple share classes. The consensus leaderboards count this company once across all classes; this is the per-class detail.
No filings captured for this ticker in the live stream yet.
Connected entities for PMIO
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.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/stocks/PMIO/capital-change-brief"
Use Arkolith's capital_change_brief for PMIO. 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 PMIO. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.