PRMR Institutional Ownership & Shareholders
PEAKSHARES RMR PRIME EQY ETF (PRMR) is currently held by 3 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $87.68M based on the latest available SEC Form 13F filings for the quarter ended September 30, 2026.
Rmr Wealth Builders is currently the largest disclosed institutional shareholder of PRMR tracked by InsiderSet, reporting ownership valued at approximately $70.88M 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 $69.77M, representing an estimated loss of -1.56% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 100% of the total disclosed PRMR value among the investors covered in this analysis. Major shareholders include Rmr Wealth Builders, Mosley Wealth Management, Calton & Associates, Inc., and several other long-term asset managers with concentrated positions in PEAKSHARES RMR PRIME EQY ETF (PRMR).
This page ranks the largest institutional PRMR 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
3
Total Reported Value
$87.68M
Largest Holder
Rmr Wealth Builders
Largest Position
$70.88M
Insider Transactions (90d)
0
Latest Filing Quarter
Q3 2026
New Institutional Positions
6
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Rmr Wealth Builders | 4.13% | 2,478,607 | $70,875,517 | $69,769,069 | -$1,106,448 | -1.56% | |
| Mosley Wealth Management | 4.03% | 483,385 | $13,839,323 | $13,606,563 | -$232,760 | -1.68% | |
| Calton & Associates, Inc. | 0.43% | 103,870 | $2,966,226 | $2,923,785 | -$42,441 | -1.43% |
Frequently asked questions about PRMR
Who are the largest institutional holders of PRMR?
The largest institutional holders of PRMR reported in the latest SEC Form 13F filings include Rmr Wealth Builders, Mosley Wealth Management, and Calton & Associates, Inc.. InsiderSet ranks institutional holders by their latest reported PRMR position.
What is PRMR institutional ownership?
This page tracks PRMR positions reported by institutional investment managers through SEC Form 13F. PEAKSHARES RMR PRIME EQY ETF (PRMR) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own PRMR?
InsiderSet currently tracks 3 institutional managers reporting PRMR 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 PRMR shareholders.
How much PRMR stock do institutions own?
Institutional investment managers disclosed approximately $87.68M in PRMR holdings for Q3 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was PRMR institutional ownership last updated?
The latest PRMR 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 PRMR 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 PRMR position after the reporting date.
Are institutions buying or selling PRMR?
Institutional buying and selling can be analyzed by comparing PRMR positions across consecutive 13F reporting periods. InsiderSet's PRMR Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View PRMR ownership changes.
How has PRMR institutional ownership changed over time?
InsiderSet tracks PRMR institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.