Who owns PMFB?
Prices and market caps: Cboe delayed data, at least 15 minutes delayed. Not real-time. Fundamentals from company filings.
Institutional ownership of PMFB from SEC Form 13F filings across 9 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, 9 institutions disclosed 83,310 shares of PMFB worth $1.7M; the largest disclosed holder is JIM SAULNIER & ASSOCIATES, LLC. Source: SEC Form 13F filings, parsed by EvidInvest.
9
13F holders
$1.7M
value, 2026 filers
83,310
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 PMFB's shares outstanding
| # | Manager | Shares | Value | % of fund | % of co. | Δ shares QoQ |
|---|---|---|---|---|---|---|
| 1 | JIM SAULNIER & ASSOCIATES, LLC | 20,207 | $550,742 | 0.2% | — | 0.0% |
| 2 | Cambridge Investment Research Advisors, Inc. | 16,600 | $452 | 0.0% | — | +13.7% |
| 3 | COMMONWEALTH EQUITY SERVICES, LLCNEW | 12,598 | $343,360 | 0.0% | — | new |
| 4 | Kestra Advisory Services, LLC | 10,287 | $280,372 | 0.0% | — | 0.0% |
| 5 | Foguth Wealth Management, LLC.NEW | 10,121 | $276,556 | 0.0% | — | new |
| 6 | OLD MISSION CAPITAL LLC | 8,421 | $229,514 | 0.0% | — | -41.7% |
| 7 | CENTAURUS FINANCIAL, INC. | 3,925 | $107 | 0.0% | — | 0.0% |
| 8 | DHJJ Financial Advisors, Ltd. | 661 | $18,016 | 0.0% | — | 0.0% |
| 9 | UBS Group AGNEW | 490 | $13,355 | 0.0% | — | new |
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.