Who owns PMAP?
Prices and market caps: Cboe delayed data, at least 15 minutes delayed. Not real-time. Fundamentals from company filings.
Institutional ownership of PMAP from SEC Form 13F filings across 5 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, 5 institutions disclosed 46,424 shares of PMAP worth $1.3M; the largest disclosed holder is JIM SAULNIER & ASSOCIATES, LLC. Source: SEC Form 13F filings, parsed by EvidInvest.
5
13F holders
$1.3M
value, 2026 filers
46,424
shares disclosed
3
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 PMAP's shares outstanding
| # | Manager | Shares | Value | % of fund | % of co. | Δ shares QoQ |
|---|---|---|---|---|---|---|
| 1 | JIM SAULNIER & ASSOCIATES, LLCNEW | 20,871 | $568,839 | 0.2% | — | new |
| 2 | SMITH, MOORE & CO.NEW | 16,007 | $436,271 | 0.0% | — | new |
| 3 | COMMONWEALTH EQUITY SERVICES, LLCNEW | 8,868 | $241,700 | 0.0% | — | new |
| 4 | DHJJ Financial Advisors, Ltd. | 598 | $16,299 | 0.0% | — | 0.0% |
| 5 | UBS Group AG | 80 | $2,180 | 0.0% | — | +3900.0% |
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.