Who owns PCMMWhat PCMM owns — n/a

Who owns PCMM?

Prices and market caps: Cboe delayed data, at least 15 minutes delayed. Not real-time. Fundamentals from SEC filings.

Institutional ownership of PCMM from SEC Form 13F filings across 52 reporting managers. All positions are from one synchronized reporting period — 2026-06-30 books, filed up to 45 days after quarter end — so every row is comparable.

As of the 2026-06-30 reporting period, 52 institutions disclosed 1.8M shares of PCMM worth $80.9M; the largest disclosed holder is ENVESTNET ASSET MANAGEMENT INC. Source: SEC Form 13F filings, parsed by EvidInvest.

13F holders

$80.9M

value, 2026 filers

1.8M

shares disclosed

new positions (2026 filers)

Top institutional holders

ordered by shares owned · positions as of 2026-06-30· % of fund = share of the manager's own book · % of co. = share of PCMM's shares outstanding

#	Manager	Shares	Value	% of fund	% of co.	Δ shares QoQ
1	ENVESTNET ASSET MANAGEMENT INC	237,363	$11.8M	0.0%	—	+19.9%
2	&PARTNERS	117,379	$5.8M	0.0%	—	-29.9%
3	Cambridge Investment Research Advisors, Inc.	98,280	$4,902	0.0%	—	+356.5%
4	NewEdge Wealth, LLC	92,818	$4.6M	0.0%	—	-3.8%
5	MML INVESTORS SERVICES, LLC	84,469	$4.2M	0.0%	—	+66.8%
6	Impact Partnership Wealth, LLC	79,552	$4.0M	0.4%	—	+42.4%
7	Foundations Investment Advisors, LLC	78,573	$3.9M	0.0%	—	+7.8%
8	STIFEL FINANCIAL CORP	75,923	$3.8M	0.0%	—	+8.6%
9	WT Wealth Management	71,075	$3.5M	1.0%	—	-16.5%
10	WEALTH ENHANCEMENT ADVISORY SERVICES, LLCNEW	66,013	$3.3M	0.0%	—	new
11	Compound Planning, Inc.	64,799	$3.2M	0.1%	—	-3.7%
12	Balance Wealth Partners LLC	60,122	$3.0M	0.8%	—	+2.3%
13	Janney Montgomery Scott LLC	54,467	$2,717	0.0%	—	+65.4%
14	Inspire Advisors, LLC	52,627	$2.6M	0.2%	—	+8.5%
15	Signal Advisors Wealth, LLC	45,875	$2.3M	0.1%	—	-1.2%
16	Lord & Richards Wealth Management, LLC	45,298	$2.3M	1.8%	—	-2.5%
17	CITADEL ADVISORS LLC	43,545	$2.2M	0.0%	—	+83.5%
18	COMPASS FINANCIAL MANAGEMENT LLCNEW	40,446	$2.0M	0.2%	—	new
19	LPL Financial LLCNEW	37,271	$1.9M	0.0%	—	new
20	Capital Investment Advisory Services, LLC	34,680	$1.7M	0.1%	—	+7.9%
21	JANE STREET GROUP, LLC	28,374	$1.4M	0.0%	—	-0.4%
22	Prime Capital Investment Advisors, LLC	25,709	$1.3M	0.0%	—	-3.3%
23	Mutual Advisors, LLC	23,804	$1.2M	0.0%	—	+42.6%
24	ROYAL BANK OF CANADA	21,389	$1.1M	0.0%	—	+1182.3%
25	Savvy Advisors, Inc.	20,322	$1.0M	0.0%	—	-15.4%

Source: SEC Form 13F-HR filings (institutional managers over $100M in US-listed positions). 13Fs disclose long positions only, up to 45 days after quarter end; each manager's latest filed quarter is shown per row and dollar values are the manager's filed marks. Aggregates labeled "2026 filers" count only managers whose latest book is a 2026 quarter. Related: valuation · options positioning · supply chain. Research, not investment advice.