Who owns PSCI
Which tracked institutional funds hold PSCI, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See PSCI company fundamentals →
Ownership as of the 2026-Q2 13F filings (latest filed 2026-08-24). 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 PSCI is one-sided between 2026-Q1 and 2026-Q2: 22 added or opened and 7 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
PSCI’s largest tracked holder by dollar value, BANK OF AMERICA CORP /DE/, sizes it at 0.0% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 0.0pp gap the other way — the median holder sizes PSCI more heavily than its largest holder by dollar value does.
Book-share is each fund’s reported value in PSCI 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 2026-Q1 and 2026-Q2, across 55 tracked filers holding PSCI, 30 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 PSCI between the 2026-Q1 and 2026-Q2 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 8
- TOP Private Wealth LLC.$6M
- Modern Wealth Management, LLC$4M
- CITADEL ADVISORS LLC$1M
- Coppell Advisory Solutions LLC$1M
- Prospera Financial Services Inc$1M
- LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA$744K
Full exits 7
- Stratos Wealth Partners, LTD.$7M
- SUSQUEHANNA INTERNATIONAL GROUP, LLP$3M
- Mariner, LLC$2M
- BNP PARIBAS FINANCIAL MARKETS$2M
- Tower Research Capital LLC (TRC)$1M
- FLOW TRADERS U.S. LLC$1M
Largest adds
- LPL Financial LLC$5M
- BANK OF AMERICA CORP /DE/$3M
- Private Advisor Group, LLC$3M
- MORGAN STANLEY$1M
- UBS Group AG$1M
- OSAIC HOLDINGS, INC.$891K
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 |
|---|---|---|---|---|
| BANK OF AMERICA CORP /DE/ trimmed | 151,457 | $28M | 24.9% | 2026-Q2 |
| UBS Group AG trimmed | 49,869 | $9M | 8.2% | 2026-Q2 |
| LPL Financial LLC added | 47,200 | $9M | 7.8% | 2026-Q2 |
| TOP Private Wealth LLC. new | 29,935 | $6M | 4.9% | 2026-Q2 |
| SALEM INVESTMENT COUNSELORS INC | 24,793 | $5M | 4.1% | 2026-Q2 |
| OSAIC HOLDINGS, INC. added | 21,497 | $4M | 3.5% | 2026-Q2 |
| Private Advisor Group, LLC added | 20,233 | $4M | 3.3% | 2026-Q2 |
| Modern Wealth Management, LLC trimmed | 19,328 | $4M | 3.2% | 2026-Q2 |
| MORGAN STANLEY added | 18,279 | $3M | 3.0% | 2026-Q2 |
| PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC added | 10,712 | $2M | 1.8% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN added | 9,163 | $2M | 1.5% | 2026-Q2 |
| Independent Wealth Advisors LLC added | 9,120 | $2M | 1.5% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC added | 8,760 | $2M | 1.4% | 2026-Q2 |
| MML INVESTORS SERVICES, LLC added | 6,426 | $1M | 1.1% | 2026-Q2 |
| CITADEL ADVISORS LLC added | 6,215 | $1M | 1.0% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC added | 5,824 | $1M | 1.0% | 2026-Q2 |
| Coppell Advisory Solutions LLC | 11 | $1M | 0.9% | 2026-Q2 |
| Prospera Financial Services Inc new | 5,482 | $1M | 0.9% | 2026-Q2 |
| Independent Wealth Network Inc. trimmed | 4,401 | $819K | 0.7% | 2026-Q2 |
| LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA new | 4,000 | $744K | 0.7% | 2026-Q2 |
| BAROMETER CAPITAL MANAGEMENT INC. new | 3,200 | $595K | 0.5% | 2026-Q2 |
| Gladstone Institutional Advisory LLC added | 2,833 | $527K | 0.5% | 2026-Q2 |
| JONES FINANCIAL COMPANIES LLLP added | 2,818 | $521K | 0.5% | 2026-Q2 |
| Cetera Investment Advisers trimmed | 2,776 | $516K | 0.5% | 2026-Q2 |
| Rockefeller Capital Management L.P. | 2,749 | $511K | 0.5% | 2026-Q2 |
| Equitable Holdings, Inc. new | 2,694 | $501K | 0.4% | 2026-Q2 |
| CARLSON FINANCIAL, INC. added | 2,412 | $449K | 0.4% | 2026-Q2 |
| Global Retirement Partners, LLC trimmed | 2,250 | $419K | 0.4% | 2026-Q2 |
| US BANCORP \DE\ trimmed | 2,000 | $372K | 0.3% | 2026-Q2 |
| JPMORGAN CHASE & CO added | 1,959 | $362K | 0.3% | 2026-Q2 |
| ROYAL BANK OF CANADA trimmed | 1,905 | $354K | 0.3% | 2026-Q2 |
| Koshinski Asset Management, Inc. trimmed | 1,858 | $346K | 0.3% | 2026-Q2 |
| BANK OF MONTREAL /CAN/ trimmed | 1,795 | $334K | 0.3% | 2026-Q2 |
| Novak & Powell Financial Services, Inc. | 1,467 | $273K | 0.2% | 2026-Q2 |
| Baird Financial Group, Inc. new | 1,248 | $232K | 0.2% | 2026-Q2 |
| SONATA CAPITAL GROUP INC new | 1,166 | $217K | 0.2% | 2026-Q2 |
| Private Advisory Group LLC new | 1,096 | $204K | 0.2% | 2026-Q2 |
| PRIVATE TRUST CO NA | 1,057 | $197K | 0.2% | 2026-Q2 |
| HARBOUR INVESTMENTS, INC. | 972 | $181K | 0.2% | 2026-Q2 |
| VALLEY NATIONAL ADVISERS INC | 880 | $164K | 0.1% | 2026-Q2 |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC new | 563 | $105K | 0.1% | 2026-Q2 |
| Copia Wealth Management added | 326 | $61K | 0.1% | 2026-Q2 |
| FMR LLC trimmed | 215 | $40K | 0.0% | 2026-Q2 |
| Steward Partners Investment Advisory, LLC | 128 | $24K | 0.0% | 2026-Q2 |
| Harbor Asset Planning, Inc. | 108 | $20K | 0.0% | 2026-Q2 |
| Key Financial Inc | 106 | $20K | 0.0% | 2026-Q2 |
| GAMMA Investing LLC | 98 | $18K | 0.0% | 2026-Q2 |
| PURSUIT WEALTH STRATEGIES, LLC | 43 | $8K | 0.0% | 2026-Q2 |
| PNC Financial Services Group, Inc. | 37 | $7K | 0.0% | 2026-Q2 |
| Triumph Capital Management | 33 | $6K | 0.0% | 2026-Q2 |
| Russell Investments Group, Ltd. | 27 | $5K | 0.0% | 2026-Q2 |
| Lummis Asset Management, LP | 17 | $3K | 0.0% | 2026-Q2 |
| LAZARD ASSET MANAGEMENT LLC new | 16 | $3K | 0.0% | 2026-Q2 |
| Allspring Global Investments Holdings, LLC new | 11 | $2K | 0.0% | 2026-Q2 |
| Aptus Capital Advisors, LLC | 5 | $930 | 0.0% | 2026-Q2 |
| Stratos Wealth Partners, LTD. trimmed | 45,363 | $7M | 6.2% | 2026-Q1 stale (1 quarter behind) |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP added | 16,529 | $3M | 2.3% | 2026-Q1 stale (1 quarter behind) |
| Mariner, LLC new | 14,448 | $2M | 2.0% | 2026-Q1 stale (1 quarter behind) |
| BNP PARIBAS FINANCIAL MARKETS new | 10,000 | $2M | 1.4% | 2026-Q1 stale (1 quarter behind) |
| Tower Research Capital LLC (TRC) added | 7,062 | $1M | 1.0% | 2026-Q1 stale (1 quarter behind) |
| FLOW TRADERS U.S. LLC added | 6,792 | $1M | 0.9% | 2026-Q1 stale (1 quarter behind) |
| Virtu Financial LLC added | 6,729 | $1M | 0.9% | 2026-Q1 stale (1 quarter behind) |
| JANE STREET GROUP, LLC trimmed | 2,496 | $386K | 0.3% | 2026-Q1 stale (1 quarter behind) |
| HighTower Advisors, LLC | 2,054 | $318K | 0.3% | 2026-Q1 stale (1 quarter behind) |
| Cambridge Investment Research Advisors, Inc. trimmed | 1,809 | $280K | 0.2% | 2026-Q1 stale (1 quarter behind) |
| CX Institutional added | 1,260 | $195K | 0.2% | 2026-Q1 stale (1 quarter behind) |
| Advisory Services Network, LLC | 90 | $14K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| MAI Capital Management trimmed | 86 | $13K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| Western Wealth Management, LLC new | 64 | $10K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| AlphaCore Capital LLC | 25 | $4K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| HOHIMER WEALTH MANAGEMENT, LLC new | 7,314 | $1M | 1.0% | 2025-Q4 stale (2 quarters behind) |
| TWO SIGMA INVESTMENTS, LP new | 1,452 | $218K | 0.2% | 2025-Q4 stale (2 quarters behind) |
| Farther Finance Advisors, LLC added | 700 | $105K | 0.1% | 2025-Q4 stale (2 quarters behind) |
| Kestra Advisory Services, LLC new | 140 | $21K | 0.0% | 2025-Q4 stale (2 quarters behind) |
| Federation des caisses Desjardins du Quebec | 40 | $6K | 0.0% | 2025-Q4 stale (2 quarters behind) |
| FLAGSHIP HARBOR ADVISORS, LLC new | 8 | $1K | 0.0% | 2025-Q4 stale (2 quarters behind) |
| Root Financial Partners, LLC new | 60 | $9K | 0.0% | 2025-Q3 stale (3 quarters behind) |
| COMERICA BANK | 30 | $5K | 0.0% | 2025-Q3 stale (3 quarters behind) |
| Parkside Financial Bank & Trust new | 11 | $2K | 0.0% | 2025-Q3 stale (3 quarters behind) |
| Allworth Financial LP | 3 | $449 | 0.0% | 2025-Q3 stale (3 quarters behind) |
| Cassaday & Co Wealth Management LLC new | 7,500 | $347K | 0.3% | 2025-Q2 stale (4 quarters behind) |
| Financial Advocates Investment Management added | 2,538 | $340K | 0.3% | 2025-Q2 stale (4 quarters behind) |
| TFG Advisers LLC trimmed | 1,853 | $248K | 0.2% | 2025-Q2 stale (4 quarters behind) |
| Kessler Investment Group, LLC added | 608 | $82K | 0.1% | 2025-Q2 stale (4 quarters behind) |
| Avion Wealth | 500 | $67K | 0.1% | 2025-Q2 stale (4 quarters behind) |
| NewEdge Advisors, LLC | 6 | $804 | 0.0% | 2025-Q2 stale (4 quarters behind) |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 0 | — | 0.0% | 2025-Q2 stale (4 quarters behind) |
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.