8 institutions reported holding $312,876 of PENNYMAC MTG INVT TR COM (PMT) in SEC 13F filings for 2026-06-30. Largest institutional holders: Mallini Complete Financial Planning LLC ($214,264), GAMMA Investing LLC ($78,610), KERR FINANCIAL PLANNING Corp ($16,749), Versant Capital Management, Inc ($1,794), Retirement Wealth Solutions LLC ($982). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Mallini Complete Financial Planning LLC | $214,264 | 18,995 | Added |
| 2 | GAMMA Investing LLC | $78,610 | 6,969 | Added |
| 3 | KERR FINANCIAL PLANNING Corp | $16,749 | 1,485 | Hold |
| 4 | Versant Capital Management, Inc | $1,794 | 159 | Trimmed |
| 5 | Retirement Wealth Solutions LLC | $982 | 87 | Added |
| 6 | West Financial Advisors, LLC | $477 | 42 | Added |
| 7 | Longboard Asset Management, LP | $0 | 0 | Exited |
| 8 | MassMutual Private Wealth & Trust, FSB | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-06-30