75 tracked 13F filers disclose a position in PMM as of the latest SEC 13F filings, a combined $53.9M 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.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | Hennion & Walsh Asset Management, Inc. | $7.8M | 1.2M | ▼−1.8% Reduced · −22K sh | Q2 2026 | |
| 2 | WELLS FARGO & COMPANY/MN | $6.6M | 1.1M | ▼−3.4% Reduced · −38K sh | Q1 2026 | |
| 3 | RAYMOND JAMES FINANCIAL INC | $6.3M | 1.0M | ▲+64% Added · +401K sh | Q1 2026 | |
| 4 | GUGGENHEIM CAPITAL LLC | $5.8M | 946K | ▲+0.8% Added · +8K sh | Q1 2026 | |
| 5 | Advisors Asset Management, Inc. | $5.2M | 845K | ▼−2.6% Reduced · −22K sh | Q1 2026 | |
| 6 | MORGAN STANLEY | $4.4M | 719K | ▼−8.3% Reduced · −65K sh | Q1 2026 | |
| 7 | ROBINSON CAPITAL MANAGEMENT, LLC | $2.8M | 423K | ▲+34% Added · +108K sh | Q2 2026 | |
| 8 | VAN ECK ASSOCIATES CORP | Withheld | 361K | ▲+13% Added · +43K sh | Q1 2026 | |
| 9 | AMERIPRISE FINANCIAL INC | $2.1M | 339K | ▲+16% Added · +48K sh | Q1 2026 | |
| 10 | LPL Financial LLC | $1.4M | 227K | ▲+20% Added · +39K sh | Q1 2026 | |
| 11 | &PARTNERS | $704K | 115K | ▼−4.2% Reduced · −5K sh | Q1 2026 | |
| 12 | ROYAL BANK OF CANADA | $674K | 110K | ▲+19% Added · +17K sh | Q1 2026 | |
| 13 | RIVERNORTH CAPITAL MANAGEMENT, LLC | $662K | 108K | ▼−61% Reduced · −167K sh | Q1 2026 | |
| 14 | MELFA WEALTH MANAGEMENT, INC. | $626K | 96K | ▼−0.2% Reduced · −177 sh | Q2 2026 | |
| 15 | BANK OF AMERICA CORP /DE/ | $543K | 88K | ▼−35% Reduced · −48K sh | Q1 2026 | |
| 16 | UBS Group AG | $481K | 78K | ▲+7.0% Added · +5K sh | Q1 2026 | |
| 17 | Bridgewater Advisors Inc. | $472K | 76K | —Held | Q2 2026 | |
| 18 | OSAIC HOLDINGS, INC. | $430K | 70K | ▲+46% Added · +22K sh | Q1 2026 | |
| 19 | Rockefeller Capital Management L.P. | $424K | 69K | ▼−4.9% Reduced · −4K sh | Q1 2026 | |
| 20 | Cetera Investment Advisers | $390K | 63K | ▼−51% Reduced · −67K sh | Q1 2026 | |
| 21 | OPPENHEIMER & CO INC | $384K | 59K | ▲+1.3% Added · +744 sh | Q2 2026 | |
| 22 | Keudell/Morrison Wealth Management | $377K | 58K | —Held | Q2 2026 | |
| 23 | COMMONWEALTH EQUITY SERVICES, LLC | $349K | 57K | ▲+5.7% Added · +3K sh | Q1 2026 | |
| 24 | Ackerman Capital Advisors, LLC | $355K | 54K | ▼−28% Reduced · −22K sh | Q2 2026 | |
| 25 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $256K | 42K | ▼−8.0% Reduced · −4K sh | Q1 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 PMM and 9 added to an existing one, while 6 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).
| Company | Co-held by | Combined value |
|---|---|---|
| APPLE INCAAPL | 32 funds | $2.7B |
| MICROSOFT CORPMSFT | 31 funds | $1.7B |
| ALPHABET INC-CL AGOOGL | 31 funds | $1.3B |
| JPMORGAN CHASE & COJPM | 31 funds | $851.4M |
| NVIDIA CORPNVDA | 30 funds | $2.1B |
| BROADCOM INCAVGO | 30 funds | $926.2M |
| TESLA INCTSLA | 30 funds | $450.3M |
| AMAZON.COM INCAMZN | 29 funds | $1.4B |
| ALPHABET INC-CL CGOOG | 29 funds | $984.8M |
| META PLATFORMS INC-CLASS AMETA | 29 funds | $696.1M |
| WALMART INCWMT | 29 funds | $630.8M |
| JOHNSON & JOHNSONJNJ | 29 funds | $452.4M |
Ranked by how many of PMM's institutional holders also hold each name, a cross-fund conviction signal.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| Jul 17, 2026 | BANK OF AMERICA CORP /DE/ | 10% Owner | Buy (P) | 437 | $3K |
| Jul 16, 2026 | BANK OF AMERICA CORP /DE/ | 10% Owner | Sell (S) | 437 | $3K |
| Jan 10, 2025 | BANK OF AMERICA CORP /DE/ | 10% Owner | Sell (S) | 100 | $600 |
| Jan 10, 2025 | BANK OF AMERICA CORP /DE/ | 10% Owner | Sell (S) | 100 | $600 |
| Jan 10, 2025 | BANK OF AMERICA CORP /DE/ | 10% Owner | Buy (P) | 17K | $100K |
| Jan 10, 2025 | BANK OF AMERICA CORP /DE/ | 10% Owner | Sell (S) | 3K | $16K |
| Jan 10, 2025 | BANK OF AMERICA CORP /DE/ | 10% Owner | Sell (S) | 3K | $16K |
| Jan 10, 2025 | BANK OF AMERICA CORP /DE/ | 10% Owner | Sell (S) | 2K | $11K |
| Jan 10, 2025 | BANK OF AMERICA CORP /DE/ | 10% Owner | Sell (S) | 2K | $10K |
| Jan 10, 2025 | BANK OF AMERICA CORP /DE/ | 10% Owner | Sell (S) | 1K | $7K |
| Jan 10, 2025 | BANK OF AMERICA CORP /DE/ | 10% Owner | Sell (S) | 1K | $6K |
| Jan 10, 2025 | BANK OF AMERICA CORP /DE/ | 10% Owner | Sell (S) | 1K | $6K |
Connected entities for PMM
This stock 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/PMM/capital-change-brief"
Use Arkolith's capital_change_brief for PMM. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
13F holdings + Form 4 insider transactions + end-of-day price history + the live filing stream, joined for PMM. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.