Who owns PSBD (PSBD)
Which tracked institutional funds hold PSBD, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See PSBD company fundamentals →
Ownership as of the 2026-Q1 13F filings. 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.
How the tape is positioned
The tracked-fund tape on PSBD is one-sided between 2025-Q4 and 2026-Q1: 5 added or opened and 22 trimmed or exited — on balance reducing.
A prompt to read the filings, not a verdict. 13F is a quarter-end snapshot disclosed up to 45 days late; a fund adds or exits for mandate, benchmark, and timing reasons that have nothing to do with a view on the stock. This is a starting question, not a signal to trade.
Conviction spread
PSBD’s largest tracked holder by dollar value, OV Management LLC, sizes it at 74.3% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 74.3pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in PSBD divided by its whole reported 13F book, so it is comparable across funds of different sizes and is unaffected by stock splits. A higher share means a fund has committed more of its book to the name — a starting question about conviction, not a verdict or a signal to trade.
Institutional & insider positioning
Between 2025-Q4 and 2026-Q1, across 46 tracked filers holding PSBD, 21 increased or opened the position and 23 reduced or closed it; over the same quarter, there were no open-market insider Form 4s.
This fuses two public signals for the same quarter — how tracked institutions changed their positions and whether insiders bought or sold in the open market. It describes what was filed; it is a starting question, not a verdict or a signal to trade.
New buyers & exits
Funds opening or closing a position in PSBD between the 2025-Q4 and 2026-Q1 13F filings, and the largest changes among funds holding it in both. New buyers and exits are counted on fund presence (split-invariant); adds and trims are measured on reported value.
New buyers 2
- NewGen Asset Management Ltd$720K
- Curi Capital, LLC$586K
Full exits 5
- Closed-End Fund Advisors, Inc.$3M
- TWO SIGMA ADVISERS, LP$2M
- UMB Bank, n.a.$994K
- FMR LLC$903K
- Caprock Group, LLC$787K
Largest adds
- RIVERNORTH CAPITAL MANAGEMENT, LLC$1M
- MORGAN STANLEY$456K
- Opal Wealth Advisors, LLC$269K
Largest trims
- OV Management LLC$9M
- 1248 Management, LLC$7M
- First Trust Capital Management L.P.$3M
- Mariner, LLC$2M
- Pandi, LLC$2M
- Bienville Capital Management, LLC$2M
Institutional holders
One row per tracked fund, largest reported value first. “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding. Rows marked stale are from an earlier filing than the security’s latest quarter — that fund is absent from the newest snapshot (position exited, or reported under a different name).
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| OV Management LLC | 3,730,065 | $36M | 21.0% | 2026-Q1 |
| Mariner, LLC added | 3,080,105 | $30M | 17.3% | 2026-Q1 |
| 1248 Management, LLC | 2,954,713 | $30M | 17.2% | 2026-Q1 |
| First Trust Capital Management L.P. | 1,288,337 | $13M | 7.2% | 2026-Q1 |
| Pandi, LLC | 911,854 | $9M | 5.1% | 2026-Q1 |
| RIVERNORTH CAPITAL MANAGEMENT, LLC added | 834,603 | $8M | 4.7% | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ added | 576,931 | $6M | 3.2% | 2026-Q1 |
| Bienville Capital Management, LLC trimmed | 525,222 | $5M | 3.1% | 2026-Q1 |
| Arlington Partners LLC added | 510,344 | $5M | 2.9% | 2026-Q1 |
| TWO SIGMA INVESTMENTS, LP added | 310,952 | $3M | 1.7% | 2026-Q1 |
| Sunesis Advisors, LLC | 298,959 | $3M | 1.7% | 2026-Q1 |
| Hennion & Walsh Asset Management, Inc. trimmed | 213,940 | $2M | 1.2% | 2026-Q1 |
| Vivaldi Capital Management LP trimmed | 167,776 | $2M | 0.9% | 2026-Q1 |
| RENAISSANCE TECHNOLOGIES LLC trimmed | 155,700 | $2M | 0.9% | 2026-Q1 |
| Opal Wealth Advisors, LLC added | 122,809 | $1M | 0.7% | 2026-Q1 |
| NewGen Asset Management Ltd new | 73,684 | $720K | 0.4% | 2026-Q1 |
| MORGAN STANLEY added | 71,344 | $697K | 0.4% | 2026-Q1 |
| Mid-American Wealth Advisory Group, Inc. | 54,528 | $665K | 0.4% | 2026-Q1 |
| Trexquant Investment LP added | 64,974 | $635K | 0.4% | 2026-Q1 |
| Advisor OS, LLC added | 63,370 | $619K | 0.4% | 2026-Q1 |
| Curi Capital, LLC new | 60,000 | $586K | 0.3% | 2026-Q1 |
| BlackRock, Inc. trimmed | 55,343 | $541K | 0.3% | 2026-Q1 |
| StoryOne LLC | 0 | $423K | 0.2% | 2026-Q1 |
| Waterfront Wealth Inc. new | 42,313 | $413K | 0.2% | 2026-Q1 |
| Clear Harbor Asset Management, LLC added | 36,692 | $358K | 0.2% | 2026-Q1 |
| NOTTINGHAM ADVISORS, INC. new | 31,220 | $305K | 0.2% | 2026-Q1 |
| XTX Topco Ltd trimmed | 24,686 | $241K | 0.1% | 2026-Q1 |
| CONFLUENCE INVESTMENT MANAGEMENT LLC trimmed | 20,681 | $202K | 0.1% | 2026-Q1 |
| Creative Planning trimmed | 20,287 | $198K | 0.1% | 2026-Q1 |
| CITADEL ADVISORS LLC trimmed | 19,515 | $191K | 0.1% | 2026-Q1 |
| TrueMark Investments, LLC new | 19,228 | $188K | 0.1% | 2026-Q1 |
| JANE STREET GROUP, LLC trimmed | 15,859 | $155K | 0.1% | 2026-Q1 |
| MILLENNIUM MANAGEMENT LLC trimmed | 13,171 | $129K | 0.1% | 2026-Q1 |
| Waverly Advisors, LLC added | 12,688 | $124K | 0.1% | 2026-Q1 |
| ROYAL BANK OF CANADA trimmed | 11,709 | $114K | 0.1% | 2026-Q1 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP trimmed | 10,944 | $107K | 0.1% | 2026-Q1 |
| Dorsey & Whitney Trust CO LLC | 10,452 | $102K | 0.1% | 2026-Q1 |
| HARBOUR INVESTMENTS, INC. | 7,000 | $68K | 0.0% | 2026-Q1 |
| UBS Group AG added | 5,337 | $52K | 0.0% | 2026-Q1 |
| Arlington Trust Co LLC | 5,198 | $51K | 0.0% | 2026-Q1 |
| Catalyst Capital Advisors LLC new | 3,363 | $33K | 0.0% | 2026-Q1 |
| BNP PARIBAS FINANCIAL MARKETS trimmed | 2,524 | $25K | 0.0% | 2026-Q1 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 400 | $4K | 0.0% | 2026-Q1 |
| JPMORGAN CHASE & CO trimmed | 40 | $387 | 0.0% | 2026-Q1 |
| CITIGROUP INC trimmed | 1 | $10 | 0.0% | 2026-Q1 |
| WELLS FARGO & COMPANY/MN trimmed | 0 | $3 | 0.0% | 2026-Q1 |
| Closed-End Fund Advisors, Inc. new | 220,334 | $3M | 1.5% | 2025-Q4 stale |
| TWO SIGMA ADVISERS, LP added | 193,600 | $2M | 1.4% | 2025-Q4 stale |
| UMB Bank, n.a. | 81,522 | $994K | 0.6% | 2025-Q4 stale |
| FRANKLIN RESOURCES INC added | 69,311 | $923K | 0.5% | 2025-Q1 stale |
| FMR LLC trimmed | 74,067 | $903K | 0.5% | 2025-Q4 stale |
| Caprock Group, LLC trimmed | 62,395 | $787K | 0.5% | 2025-Q4 stale |
| RAYMOND JAMES FINANCIAL INC new | 51,504 | $686K | 0.4% | 2025-Q1 stale |
| ATWOOD & PALMER INC | 34,010 | $417K | 0.2% | 2025-Q3 stale |
| MARSHALL WACE, LLP trimmed | 31,590 | $385K | 0.2% | 2025-Q4 stale |
| Prime Capital Investment Advisors, LLC added | 26,000 | $317K | 0.2% | 2025-Q4 stale |
| Marble Harbor Investment Counsel, LLC trimmed | 17,900 | $250K | 0.1% | 2025-Q2 stale |
| Point72 Asset Management, L.P. new | 14,035 | $171K | 0.1% | 2025-Q4 stale |
| HRT FINANCIAL LP trimmed | 11,966 | $167K | 0.1% | 2025-Q2 stale |
| Gibson Capital, LLC | 12,490 | $153K | 0.1% | 2025-Q3 stale |
| TWO SIGMA SECURITIES, LLC new | 10,139 | $124K | 0.1% | 2025-Q4 stale |
| EVOLUTION WEALTH MANAGEMENT INC. new | 5,756 | $71K | 0.0% | 2025-Q3 stale |
| NewEdge Advisors, LLC | 1,587 | $22K | 0.0% | 2025-Q2 stale |
| Tower Research Capital LLC (TRC) | 100 | $1K | 0.0% | 2025-Q3 stale |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 0 | — | 0.0% | 2025-Q2 stale |
Ownership over time
Tracked institutional holder count and total shares held by filing quarter (independent scales). The curated-era tail and any mid-ingest latest quarter are handled honestly — a partial quarter is not drawn as a collapse.
Reading this table
Funds hold the same stock for different reasons — an index fund “holds” almost everything, an active manager sizes a name to a mandate and a benchmark, and each fund entered at its own price and time. Because 13F is filed up to 45 days after quarter-end, every row is a backward-looking snapshot; a manager may have traded since. Share-class siblings (a company’s A and C shares) are rolled up to one line so a dual-class name is never double-counted. Compare like-for-like. A large holder is not an endorsement, and a fund exiting is not a warning — this is a starting question, not a verdict.
About 13F filings
A Form 13F is a quarterly disclosure that institutional investment managers with over $100 million in US-listed equities must file with the SEC. In plain English: it is a snapshot of the long stock positions a fund held at the end of a quarter. It covers long US-listed equities only — not short positions, options, cash, or private holdings — and the funds shown are the large sample we track, not the complete 13F universe.