PMT — Pennymac Mtg Invt Tr Com Institutional Holders · Q3 2026
Who owns Pennymac Mtg Invt Tr Com (PMT)? 8 institutions reported holding $300,833 in SEC 13F filings for Q3 2026 (period ended 2026-09-30). Largest holders: Mallini Complete Financial Planning LLC ($145,262), GAMMA Investing LLC ($97,302), Farther Finance Advisors, LLC ($45,952).
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Mallini Complete Financial Planning LLC | $145,262 | 18,434 | Trimmed |
| 2 | GAMMA Investing LLC | $97,302 | 12,348 | Added |
| 3 | Farther Finance Advisors, LLC | $45,952 | 5,831 | Trimmed |
| 4 | Versant Capital Management, Inc | $6,816 | 865 | Added |
| 5 | MassMutual Private Wealth & Trust, FSB | $4,602 | 584 | New |
| 6 | Retirement Wealth Solutions LLC | $568 | 72 | Trimmed |
| 7 | Davis Capital Management | $252 | 32 | Added |
| 8 | GILPIN WEALTH MANAGEMENT, LLC | $79 | 10 | Trimmed |
Source: SEC Form 13F filings · as of 2026-09-30