Institutional Holders (2026 Q2)
29 + investorsExplore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in PMMF. Verified SEC 13F-HR filings.
| # | Investor | % of Portfolio | Shares | Mkt Value |
|---|---|---|---|---|
| 1 | Sulzberger Capital Advisors, Inc. | 4.66% | 47,629 | $4.8M |
| 2 | 17 Capital Partners, LLC | 1.18% | 26,042 | $2.6M |
| 3 | Philadelphia Investment Partners, LLC | 1.12% | 17,915 | $1.8M |
| 4 | Stewardship Advisors, LLC | 1.06% | 50,867 | $5.1M |
| 5 | Hummer Financial Advisory Services Inc | 1.06% | 16,000 | $1.6M |
| 6 | Capital Square, LLC | 1.06% | 23,950 | $2.4M |
| 7 | Uptick Partners, LLC | 0.29% | 18,780 | $1.9M |
| 8 | Hudock, Inc. | 0.28% | 21,431 | $2.1M |
| 9 | Butensky & Cohen Financial Security, Inc | 0.19% | 7,671 | $769K |
| 10 | Money Concepts Capital Corp | 0.17% | 36,408 | $3.7M |
| 11 | Tower Research Capital LLC (TRC) | 0.14% | 56,591 | $5.7M |
| 12 | Independent Financial Group, LLC | 0.04% | 18,843 | $1.9M |
| 13 | TD Waterhouse Canada Inc. | 0.03% | 100,239 | $10.0M |
| 14 | VestGen Advisors, LLC | 0.03% | 8,587 | $861K |
| 15 | Two Sigma Securities, LLC | 0.02% | 2,448 | $246K |
| 16 | Cary Street Partners Financial LLC | 0.02% | 7,319 | $734K |
| 17 | Integrity Alliance, LLC. | 0.01% | 4,400 | $441K |
| 18 | StoneX Group Inc. | 0.01% | 2,536 | $254K |
| 19 | Sanctuary Advisors, LLC | 0.01% | 15,947 | $1.6M |
| 20 | Stephens Inc /Ar/ | 0.00% | 4,340 | $435K |
| 21 | Hrt Financial LP | 0.00% | 22,249 | $2.2M |
| 22 | Capital Investment Advisory Services, LLC | 0.00% | 491 | $49K |
| 23 | CIBC Asset Management Inc | 0.00% | 12,686 | $1.3M |
| 24 | NewEdge Advisors, LLC | 0.00% | 9,014 | $904K |
| 25 | Summit Financial, LLC | 0.00% | 2,252 | $226K |
| Investor | Ownership History |
% of Portfolio | Prev % | Rank | Conviction | Avg Buy Price | 13F Score™ 3Y / 7Y | Sell Timing | Shares | Mkt Value | Change | Change % | Source | Quarter | Filed |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|