PAYM Institutional Ownership & Shareholders
TS S&P AUTOCAL DFNS INC ETF (PAYM) is currently held by 33 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $93.15M based on the latest available SEC Form 13F filings for the quarter ended September 30, 2026.
Mid-American Wealth Advisory Group, Inc. is currently the largest disclosed institutional shareholder of PAYM tracked by InsiderSet, reporting ownership valued at approximately $48.59M in its September 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $47.81M, representing an estimated loss of -1.61% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 90% of the total disclosed PAYM value among the investors covered in this analysis. Major shareholders include Mid-American Wealth Advisory Group, Inc., Pom Investment Strategies, Llc, Lloyd Advisory Services, Llc., and several other long-term asset managers with concentrated positions in TS S&P AUTOCAL DFNS INC ETF (PAYM).
This page ranks the largest institutional PAYM shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
33
Total Reported Value
$93.15M
Largest Holder
Mid-American Wealth Advisory Group, Inc.
Largest Position
$48.59M
Insider Transactions (90d)
0
Latest Filing Quarter
Q3 2026
New Institutional Positions
36
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Mid-American Wealth Advisory Group, Inc. | 16.96% | 1,913,849 | $48,592,618 | $47,807,948 | -$784,670 | -1.61% | |
| Pom Investment Strategies, Llc | 9.72% | 474,474 | $12,046,882 | $11,852,361 | -$194,521 | -1.61% | |
| Lloyd Advisory Services, Llc. | 2.07% | 212,996 | $5,350,448 | $5,320,640 | -$29,808 | -0.56% | |
| Aegis Wealth Management, Inc. | 2.89% | 192,946 | $4,898,899 | $4,819,791 | -$79,108 | -1.61% | |
| Authentikos Wealth Advisory, Llc | 3.10% | 193,152 | $4,851,988 | $4,824,937 | -$27,051 | -0.56% | |
| Beacon Capital Management, Llc | 0.39% | 109,927 | $2,791,053 | $2,745,976 | -$45,077 | -1.62% | |
| B.O.S.S. Retirement Advisors, Llc | 0.39% | 53,785 | $1,365,589 | $1,343,549 | -$22,040 | -1.61% | |
| Elevated Capital Advisors, Llc | 0.37% | 54,234 | $1,362,366 | $1,354,765 | -$7,601 | -0.56% | |
| Howard Bailey Securities, Llc | 0.51% | 52,241 | $1,326,392 | $1,304,980 | -$21,412 | -1.61% | |
| Fsa Advisors, Inc. | 0.48% | 41,737 | $1,048,440 | $1,042,590 | -$5,850 | -0.56% | |
| Integrated Wealth Management | 0.92% | 36,850 | $935,617 | $920,513 | -$15,104 | -1.61% | |
| Great Lakes Retirement, Inc. | 0.08% | 35,606 | $904,041 | $889,438 | -$14,603 | -1.62% | |
| Wellment Financial | 0.94% | 34,485 | $875,562 | $861,435 | -$14,127 | -1.61% | |
| Csenge Advisory Group | 0.03% | 30,582 | $768,225 | $763,938 | -$4,287 | -0.56% | |
| Tounjian Advisory Partners, Llc | 0.28% | 25,899 | $650,583 | $646,957 | -$3,626 | -0.56% | |
| Envestnet Asset Management Inc | 0.00% | 23,910 | $600,619 | $597,272 | -$3,347 | -0.56% | |
| Evolution Wealth Management Inc. | 0.33% | 22,483 | $570,843 | $561,625 | -$9,218 | -1.61% | |
| Integrated Advisors Network Llc | 0.02% | 21,350 | $542,077 | $533,323 | -$8,754 | -1.61% | |
| Centennial Advisors, Llc | 0.63% | 20,742 | $526,639 | $518,135 | -$8,504 | -1.61% | |
| Smart Wealth Llc | 0.11% | 19,419 | $487,807 | $485,087 | -$2,720 | -0.56% | |
| Fwg Investments, Llc. | 0.19% | 14,191 | $356,480 | $354,491 | -$1,989 | -0.56% | |
| Lifewealth Investments, Llc | 0.10% | 13,713 | $348,166 | $342,551 | -$5,615 | -1.61% | |
| Outlook Wealth Advisors, Llc | 0.07% | 13,681 | $347,361 | $341,751 | -$5,610 | -1.61% | |
| Networth Advisors, Llc | 0.17% | 11,822 | $296,978 | $295,314 | -$1,664 | -0.56% | |
| Kingdom Financial Group Llc. | 0.07% | 11,633 | $292,214 | $290,592 | -$1,622 | -0.55% | |
| Morgan Stanley | 0.00% | 11,521 | $289,408 | $287,795 | -$1,613 | -0.56% | |
| Ifg Advisory, Llc | 0.01% | 11,043 | $277,402 | $275,854 | -$1,548 | -0.56% | |
| Quest 10 Wealth Builders, Inc. | 0.10% | 4,879 | $122,572 | $121,877 | -$695 | -0.57% | |
| Decker Retirement Planning Inc. | 0.04% | 4,493 | $114,077 | $112,235 | -$1,842 | -1.61% | |
| Mosley Wealth Management | 0.02% | 2,966 | $74,676 | $74,091 | -$585 | -0.78% | |
| Key Capital Management, Inc | 0.04% | 2,730 | $68,578 | $68,195 | -$383 | -0.56% | |
| Ubs Group Ag | 0.00% | 594 | $14,921 | $14,838 | -$83 | -0.56% | |
| Jpmorgan Chase & Co | 0.00% | 96 | $2,397 | $2,398 | +$1 | +0.05% |
Frequently asked questions about PAYM
Who are the largest institutional holders of PAYM?
The largest institutional holders of PAYM reported in the latest SEC Form 13F filings include Mid-American Wealth Advisory Group, Inc., Pom Investment Strategies, Llc, Lloyd Advisory Services, Llc., Aegis Wealth Management, Inc., and Authentikos Wealth Advisory, Llc. InsiderSet ranks institutional holders by their latest reported PAYM position.
What is PAYM institutional ownership?
This page tracks PAYM positions reported by institutional investment managers through SEC Form 13F. TS S&P AUTOCAL DFNS INC ETF (PAYM) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own PAYM?
InsiderSet currently tracks 33 institutional managers reporting PAYM holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of PAYM shareholders.
How much PAYM stock do institutions own?
Institutional investment managers disclosed approximately $93.15M in PAYM holdings for Q3 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was PAYM institutional ownership last updated?
The latest PAYM institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended September 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional PAYM holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its PAYM position after the reporting date.
Are institutions buying or selling PAYM?
Institutional buying and selling can be analyzed by comparing PAYM positions across consecutive 13F reporting periods. InsiderSet's PAYM Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View PAYM ownership changes.
How has PAYM institutional ownership changed over time?
InsiderSet tracks PAYM institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.