Who owns PSC (PSC)
Which tracked institutional funds hold PSC, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See PSC 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 PSC is one-sided between 2025-Q4 and 2026-Q1: 39 added or opened and 13 trimmed or exited — on balance accumulating.
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
PSC’s largest tracked holder by dollar value, PRINCIPAL FINANCIAL GROUP INC, sizes it at 0.4% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 0.4pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in PSC 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 90 tracked filers holding PSC, 70 increased or opened the position and 28 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 PSC 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 9
- Henderson Brothers Financial Partners, LLC$10M
- SAGESPRING WEALTH PARTNERS, LLC$6M
- JPMORGAN CHASE & CO$6M
- FLYNN ZITO CAPITAL MANAGEMENT, LLC$3M
- GTS FINANCIAL, LLC$2M
- Spartan Wealth Advisory Services LLC$1M
Full exits 7
- HRT FINANCIAL LP$5M
- SUSQUEHANNA INTERNATIONAL GROUP, LLP$5M
- Thrivent Financial for Lutherans$4M
- Kraft, Davis & Associates, LLC$2M
- NewEdge Advisors, LLC$2M
- JANE STREET GROUP, LLC$2M
Largest adds
- PRINCIPAL FINANCIAL GROUP INC$43M
- RAYMOND JAMES FINANCIAL INC$26M
- ENVESTNET ASSET MANAGEMENT INC$25M
- MORGAN STANLEY$25M
- AMERIPRISE FINANCIAL INC$23M
- WELLS FARGO & COMPANY/MN$18M
Largest trims
- WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$22M
- &PARTNERS$3M
- Veracity Capital LLC$2M
- Turning Point Benefit Group, Inc.$1M
- CREATIVE FINANCIAL DESIGNS INC /ADV$345K
- Steward Partners Investment Advisory, LLC$322K
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 |
|---|---|---|---|---|
| PRINCIPAL FINANCIAL GROUP INC added | 12,549,404 | $719M | 40.7% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC added | 2,734,313 | $157M | 8.9% | 2026-Q1 |
| PRINCIPAL SECURITIES, INC. added | 2,536,322 | $145M | 8.2% | 2026-Q1 |
| AMERIPRISE FINANCIAL INC added | 2,212,182 | $127M | 7.2% | 2026-Q1 |
| MORGAN STANLEY added | 1,691,249 | $97M | 5.5% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC added | 1,401,136 | $80M | 4.5% | 2026-Q1 |
| WELLS FARGO & COMPANY/MN added | 1,351,032 | $77M | 4.4% | 2026-Q1 |
| LPL Financial LLC added | 1,076,319 | $62M | 3.5% | 2026-Q1 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC trimmed | 433,869 | $25M | 1.4% | 2026-Q1 |
| ROYAL BANK OF CANADA added | 406,744 | $23M | 1.3% | 2026-Q1 |
| TRUIST FINANCIAL CORP added | 338,542 | $19M | 1.1% | 2026-Q1 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO added | 252,845 | $14M | 0.8% | 2026-Q1 |
| Veracity Capital LLC trimmed | 238,497 | $14M | 0.8% | 2026-Q1 |
| Hudson Capital Management LLC added | 196,714 | $11M | 0.6% | 2026-Q1 |
| COMMONWEALTH EQUITY SERVICES, LLC added | 194,189 | $11M | 0.6% | 2026-Q1 |
| STIFEL FINANCIAL CORP added | 179,376 | $10M | 0.6% | 2026-Q1 |
| Henderson Brothers Financial Partners, LLC added | 170,472 | $10M | 0.6% | 2026-Q1 |
| PSI Advisors, LLC added | 150,561 | $9M | 0.5% | 2026-Q1 |
| &PARTNERS trimmed | 143,327 | $8M | 0.5% | 2026-Q1 |
| RFG - Bristol Wealth Advisors, LLC added | 139,728 | $8M | 0.5% | 2026-Q1 |
| Rockefeller Capital Management L.P. added | 129,907 | $7M | 0.4% | 2026-Q1 |
| OSAIC HOLDINGS, INC. trimmed | 122,268 | $7M | 0.4% | 2026-Q1 |
| SAGESPRING WEALTH PARTNERS, LLC new | 102,054 | $6M | 0.3% | 2026-Q1 |
| JPMORGAN CHASE & CO added | 99,474 | $6M | 0.3% | 2026-Q1 |
| GREAT VALLEY ADVISOR GROUP, INC. added | 79,739 | $5M | 0.3% | 2026-Q1 |
| Wealth Advisors of Tampa Bay, LLC trimmed | 74,284 | $4M | 0.2% | 2026-Q1 |
| Advisory Services Network, LLC added | 68,045 | $4M | 0.2% | 2026-Q1 |
| Kestra Advisory Services, LLC added | 67,575 | $4M | 0.2% | 2026-Q1 |
| Greenwich Wealth Management LLC added | 66,484 | $4M | 0.2% | 2026-Q1 |
| Arete Wealth Advisors, LLC added | 65,093 | $4M | 0.2% | 2026-Q1 |
| 360 Financial, Inc. trimmed | 52,871 | $3M | 0.2% | 2026-Q1 |
| FLYNN ZITO CAPITAL MANAGEMENT, LLC new | 48,333 | $3M | 0.2% | 2026-Q1 |
| CITADEL ADVISORS LLC added | 43,862 | $3M | 0.1% | 2026-Q1 |
| Northwest Wealth Advisors, LLC added | 37,661 | $2M | 0.1% | 2026-Q1 |
| Private Advisor Group, LLC added | 36,705 | $2M | 0.1% | 2026-Q1 |
| CREATIVE FINANCIAL DESIGNS INC /ADV trimmed | 35,256 | $2M | 0.1% | 2026-Q1 |
| Integrity Financial Corp /WA added | 32,845 | $2M | 0.1% | 2026-Q1 |
| GOLDMAN SACHS GROUP INC added | 31,783 | $2M | 0.1% | 2026-Q1 |
| WealthCare Investment Partners, LLC added | 28,029 | $2M | 0.1% | 2026-Q1 |
| Capital Investment Advisory Services, LLC added | 27,954 | $2M | 0.1% | 2026-Q1 |
| GTS FINANCIAL, LLC new | 31,511 | $2M | 0.1% | 2026-Q1 |
| Brookwood Investment Group LLC added | 24,069 | $1M | 0.1% | 2026-Q1 |
| Sigma Planning Corp added | 22,519 | $1M | 0.1% | 2026-Q1 |
| MML INVESTORS SERVICES, LLC added | 22,308 | $1M | 0.1% | 2026-Q1 |
| Round Rock Advisors LLC added | 21,492 | $1M | 0.1% | 2026-Q1 |
| Cambridge Investment Research Advisors, Inc. added | 20,732 | $1M | 0.1% | 2026-Q1 |
| Spartan Wealth Advisory Services LLC new | 20,585 | $1M | 0.1% | 2026-Q1 |
| Walleye Partners, LLC new | 20,367 | $1M | 0.1% | 2026-Q1 |
| Smartleaf Asset Management LLC added | 20,632 | $1M | 0.1% | 2026-Q1 |
| Steward Partners Investment Advisory, LLC trimmed | 19,983 | $1M | 0.1% | 2026-Q1 |
| Venture Visionary Partners LLC added | 17,866 | $1M | 0.1% | 2026-Q1 |
| Ameritas Investment Partners, Inc. new | 16,995 | $974K | 0.1% | 2026-Q1 |
| Janney Montgomery Scott LLC new | 16,697 | $957K | 0.1% | 2026-Q1 |
| Cornerstone Wealth Management, LLC added | 16,355 | $938K | 0.1% | 2026-Q1 |
| SHEETS SMITH WEALTH MANAGEMENT added | 12,819 | $735K | 0.0% | 2026-Q1 |
| Turning Point Benefit Group, Inc. trimmed | 12,516 | $729K | 0.0% | 2026-Q1 |
| COZAD ASSET MANAGEMENT INC added | 11,751 | $674K | 0.0% | 2026-Q1 |
| KPP Advisory Services LLC added | 11,234 | $644K | 0.0% | 2026-Q1 |
| Stonebridge Financial Group, LLC / MO | 10,482 | $601K | 0.0% | 2026-Q1 |
| Gilliland Jeter Wealth Management LLC added | 9,278 | $532K | 0.0% | 2026-Q1 |
| SeaCrest Wealth Management, LLC trimmed | 6,946 | $398K | 0.0% | 2026-Q1 |
| Farther Finance Advisors, LLC added | 6,633 | $383K | 0.0% | 2026-Q1 |
| D. E. Shaw & Co., Inc. new | 6,398 | $367K | 0.0% | 2026-Q1 |
| PRIVATE TRUST CO NA trimmed | 6,051 | $347K | 0.0% | 2026-Q1 |
| truNorth Financial Services, Inc. added | 5,434 | $312K | 0.0% | 2026-Q1 |
| Redwood Financial Network Corp added | 5,423 | $311K | 0.0% | 2026-Q1 |
| Mariner, LLC trimmed | 4,677 | $268K | 0.0% | 2026-Q1 |
| Perennial Investment Advisors, LLC | 4,399 | $252K | 0.0% | 2026-Q1 |
| FIFTH THIRD BANCORP added | 3,123 | $179K | 0.0% | 2026-Q1 |
| PNC FINANCIAL SERVICES GROUP, INC. trimmed | 1,940 | $111K | 0.0% | 2026-Q1 |
| CWM, LLC added | 1,939 | $111K | 0.0% | 2026-Q1 |
| Capital Analysts, LLC | 1,235 | $71K | 0.0% | 2026-Q1 |
| HARBOUR INVESTMENTS, INC. new | 612 | $35K | 0.0% | 2026-Q1 |
| US BANCORP \DE\ new | 504 | $29K | 0.0% | 2026-Q1 |
| FMR LLC added | 273 | $16K | 0.0% | 2026-Q1 |
| ASSETMARK, INC added | 254 | $15K | 0.0% | 2026-Q1 |
| Parallel Advisors, LLC new | 225 | $13K | 0.0% | 2026-Q1 |
| CoreCap Advisors, LLC | 213 | $12K | 0.0% | 2026-Q1 |
| Pinnacle Bancorp, Inc. added | 124 | $7K | 0.0% | 2026-Q1 |
| Legacy CG, LLC added | 316,839 | $15M | 0.9% | 2025-Q1 stale |
| HRT FINANCIAL LP new | 90,809 | $5M | 0.3% | 2025-Q4 stale |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP added | 87,836 | $5M | 0.3% | 2025-Q4 stale |
| SUMMIT WEALTH GROUP LLC / CO new | 20,289 | $5M | 0.3% | 2025-Q3 stale |
| Thrivent Financial for Lutherans new | 63,432 | $4M | 0.2% | 2025-Q4 stale |
| TWO SIGMA INVESTMENTS, LP new | 52,300 | $3M | 0.2% | 2025-Q2 stale |
| Kraft, Davis & Associates, LLC trimmed | 36,007 | $2M | 0.1% | 2025-Q4 stale |
| NewEdge Advisors, LLC trimmed | 37,277 | $2M | 0.1% | 2025-Q4 stale |
| JANE STREET GROUP, LLC added | 35,130 | $2M | 0.1% | 2025-Q4 stale |
| Global Retirement Partners, LLC added | 21,299 | $1M | 0.1% | 2025-Q4 stale |
| COMERICA BANK | 7,251 | $419K | 0.0% | 2025-Q4 stale |
| Gotham Asset Management, LLC new | 5,566 | $317K | 0.0% | 2025-Q3 stale |
| AMERIFLEX GROUP, INC. added | 4,681 | $248K | 0.0% | 2025-Q2 stale |
| AVAII WEALTH MANAGEMENT, LLC trimmed | 3,997 | $213K | 0.0% | 2025-Q2 stale |
| Ameritas Advisory Services, LLC new | 1,484 | $79K | 0.0% | 2025-Q2 stale |
| First Horizon Advisors, Inc. added | 1,361 | $73K | 0.0% | 2025-Q2 stale |
| Cape Investment Advisory, Inc. added | 812 | $47K | 0.0% | 2025-Q4 stale |
| Clearstead Trust, LLC | 342 | $19K | 0.0% | 2025-Q3 stale |
| BANK OF AMERICA CORP /DE/ added | 164 | $9K | 0.0% | 2025-Q4 stale |
| Russell Investments Group, Ltd. trimmed | 114 | $7K | 0.0% | 2025-Q4 stale |
| Arax Advisory Partners new | 101 | $6K | 0.0% | 2025-Q4 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.