73 tracked 13F filers disclose a position in PMO as of the latest SEC 13F filings, a combined $73.0M 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 | Advisors Asset Management, Inc. | $7.1M | 694K | ▲+16% Added · +95K sh | Q1 2026 | |
| 2 | RIVERNORTH CAPITAL MANAGEMENT, LLC | $7.1M | 686K | ▲+60% Added · +258K sh | Q1 2026 | |
| 3 | GUGGENHEIM CAPITAL LLC | $6.2M | 599K | ▼−9.8% Reduced · −65K sh | Q1 2026 | |
| 4 | Hennion & Walsh Asset Management, Inc. | $5.8M | 551K | ▼−2.0% Reduced · −11K sh | Q2 2026 | |
| 5 | MELFA WEALTH MANAGEMENT, INC. | $4.8M | 460K | ▼−2.7% Reduced · −13K sh | Q2 2026 | |
| 6 | MORGAN STANLEY | $4.5M | 435K | ▲+8.3% Added · +33K sh | Q1 2026 | |
| 7 | 1607 Capital Partners, LLC | $3.2M | 311K | —Held | Q1 2026 | |
| 8 | COMMONWEALTH EQUITY SERVICES, LLC | $3.2M | 308K | ▲+1.3% Added · +4K sh | Q1 2026 | |
| 9 | WELLS FARGO & COMPANY/MN | $3.0M | 293K | ▼−21% Reduced · −79K sh | Q1 2026 | |
| 10 | VAN ECK ASSOCIATES CORP | Withheld | 254K | ▲+21% Added · +44K sh | Q1 2026 | |
| 11 | Pathstone Holdings, LLC | $2.5M | 246K | ▼−34% Reduced · −127K sh | Q1 2026 | |
| 12 | AMERIPRISE FINANCIAL INC | $2.2M | 215K | ▲+20% Added · +36K sh | Q1 2026 | |
| 13 | LPL Financial LLC | $1.9M | 184K | ▲+3.0% Added · +5K sh | Q1 2026 | |
| 14 | ENVESTNET ASSET MANAGEMENT INC | $1.7M | 163K | ▼−1.6% Reduced · −3K sh | Q1 2026 | |
| 15 | BANK OF AMERICA CORP /DE/ | $1.6M | 153K | ▼−1.3% Reduced · −2K sh | Q1 2026 | |
| 16 | Allspring Global Investments Holdings, LLC | $1.5M | 150K | ▲+0.1% Added · +173 sh | Q1 2026 | |
| 17 | Worthington Financial Partners, LLC | $1.4M | 135K | ▼−5.2% Reduced · −7K sh | Q2 2026 | |
| 18 | UBS Group AG | $1.3M | 126K | ▼−8.6% Reduced · −12K sh | Q1 2026 | |
| 19 | Fiera Capital Corp | $988K | 94K | ▼−4.9% Reduced · −5K sh | Q2 2026 | |
| 20 | Nova R Wealth, Inc. | $981K | 93K | —Held | Q2 2026 | |
| 21 | RAYMOND JAMES FINANCIAL INC | $938K | 91K | ▲+37% Added · +25K sh | Q1 2026 | |
| 22 | Noble Wealth Management PBC | $869K | 82K | ▲+93% Added · +40K sh | Q2 2026 | |
| 23 | STIFEL FINANCIAL CORP | $835K | 81K | ▲+3.2% Added · +3K sh | Q1 2026 | |
| 24 | Rockefeller Capital Management L.P. | $826K | 80K | ▼−10% Reduced · −9K sh | Q1 2026 | |
| 25 | Karpus Management, Inc. | $656K | 64K | ▼−61% Reduced · −98K 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, 2 funds opened a new position in PMO and 8 added to an existing one, while 9 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 |
|---|---|---|
| MICROSOFT CORPMSFT | 33 funds | $4.7B |
| APPLE INCAAPL | 31 funds | $3.9B |
| ALPHABET INC-CL AGOOGL | 30 funds | $4.0B |
| AMAZON.COM INCAMZN | 29 funds | $2.9B |
| ELI LILLY & COLLY | 29 funds | $903.8M |
| NVIDIA CORPNVDA | 28 funds | $4.0B |
| JPMORGAN CHASE & COJPM | 28 funds | $1.1B |
| INVESCO QQQ TRUST SERIES 1QQQ | 28 funds | $1.1B |
| BROADCOM INCAVGO | 27 funds | $2.1B |
| ALPHABET INC-CL CGOOG | 27 funds | $1.9B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 27 funds | $1.1B |
| WALMART INCWMT | 27 funds | $980.4M |
Ranked by how many of PMO's institutional holders also hold each name, a cross-fund conviction signal.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| Mar 19, 2026 | BANK OF AMERICA CORP /DE/ | 10% Owner | Sell (S) | 50 | $527 |
| Mar 19, 2026 | BANK OF AMERICA CORP /DE/ | 10% Owner | Buy (P) | 50 | $529 |
| Jul 11, 2023 | Cooper Aaron M | EVP & Chief Operating Officer | Buy (P) | 213 | $2K |
| Jul 10, 2023 | Cooper Aaron M | EVP & Chief Operating Officer | Buy (P) | 13K | $131K |
| Jul 7, 2023 | Cooper Aaron M | EVP & Chief Operating Officer | Buy (P) | 14K | $142K |
| Jul 6, 2023 | Cooper Aaron M | EVP & Chief Operating Officer | Buy (P) | 7K | $75K |
| Jun 5, 2023 | Singh Manoj P | Director | Buy (P) | 101 | $999 |
| Dec 1, 2022 | Sutphen Mona | Director | Buy (P) | 89 | $1K |
| Oct 10, 2022 | Pillai Marie | Director | Buy (P) | 100 | $1,000 |
Connected entities for PMO
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/PMO/capital-change-brief"
Use Arkolith's capital_change_brief for PMO. 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 PMO. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.