Who owns PSCT
Which tracked institutional funds hold PSCT, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See PSCT company fundamentals →
Ownership as of the 2026-Q1 13F filings (latest filed 2026-05-18). 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 PSCT is one-sided between 2025-Q4 and 2026-Q1: 17 added or opened and 5 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
PSCT’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 PSCT more heavily than its largest holder by dollar value does.
Book-share is each fund’s reported value in PSCT 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 101 tracked filers holding PSCT, 42 increased or opened the position and 36 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 PSCT 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
- PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC$1M
- Columbus Macro, LLC$1M
Full exits 2
- LFG Wealth Partners, LLC$2M
- MGB Wealth Management, LLC$847K
Largest adds
- Cetera Investment Advisers$5M
- MORGAN STANLEY$3M
- Cambridge Investment Research Advisors, Inc.$2M
- AMERIPRISE FINANCIAL INC$2M
- LPL Financial LLC$1M
- RAYMOND JAMES FINANCIAL INC$604K
Largest trims
- NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$12M
- ROYAL BANK OF CANADA$1M
- BANK OF AMERICA CORP /DE/$783K
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 | 261,071 | $16M | 11.6% | 2026-Q1 |
| MORGAN STANLEY added | 245,791 | $15M | 10.9% | 2026-Q1 |
| Cetera Investment Advisers added | 124,215 | $7M | 5.5% | 2026-Q1 |
| GOLDMAN SACHS GROUP INC trimmed | 120,856 | $7M | 5.4% | 2026-Q1 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO trimmed | 111,650 | $7M | 4.9% | 2026-Q1 |
| LPL Financial LLC added | 103,763 | $6M | 4.6% | 2026-Q1 |
| Texas Yale Capital Corp. trimmed | 96,460 | $6M | 4.3% | 2026-Q1 |
| WELLS FARGO & COMPANY/MN added | 91,231 | $5M | 4.0% | 2026-Q1 |
| AMERIPRISE FINANCIAL INC added | 62,785 | $4M | 2.8% | 2026-Q1 |
| Narus Financial Partners, LLC added | 61,860 | $4M | 2.7% | 2026-Q1 |
| UBS Group AG trimmed | 56,663 | $3M | 2.5% | 2026-Q1 |
| Cordoba Advisory Partners LLC trimmed | 54,840 | $3M | 2.4% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC added | 41,906 | $3M | 1.9% | 2026-Q1 |
| Cambridge Investment Research Advisors, Inc. added | 41,467 | $2M | 1.8% | 2026-Q1 |
| HARBOUR INVESTMENT MANAGEMENT LLC trimmed | 29,529 | $2M | 1.3% | 2026-Q1 |
| ROYAL BANK OF CANADA trimmed | 28,752 | $2M | 1.3% | 2026-Q1 |
| SPINNAKER TRUST | 25,300 | $2M | 1.1% | 2026-Q1 |
| Wealthcare Advisory Partners LLC added | 24,754 | $1M | 1.1% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC added | 24,075 | $1M | 1.1% | 2026-Q1 |
| PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC new | 22,626 | $1M | 1.0% | 2026-Q1 |
| Pacific Sun Financial Corp trimmed | 21,981 | $1M | 1.0% | 2026-Q1 |
| Mariner, LLC trimmed | 21,521 | $1M | 1.0% | 2026-Q1 |
| Columbus Macro, LLC new | 21,069 | $1M | 0.9% | 2026-Q1 |
| Baltimore-Washington Financial Advisors, Inc. | 20,569 | $1M | 0.9% | 2026-Q1 |
| ICON ADVISERS INC/CO | 18,000 | $1M | 0.8% | 2026-Q1 |
| Cascade Financial Partners, LLC trimmed | 14,158 | $851K | 0.6% | 2026-Q1 |
| McGuire Investment Group, LLC added | 13,642 | $820K | 0.6% | 2026-Q1 |
| Jaffetilchin Investment Partners, LLC added | 13,516 | $812K | 0.6% | 2026-Q1 |
| PATRIOT INVESTMENT MANAGEMENT GROUP, INC. | 13,368 | $803K | 0.6% | 2026-Q1 |
| OneDigital Investment Advisors LLC | 12,270 | $737K | 0.5% | 2026-Q1 |
| JBR Co Financial Management Inc | 12,718 | $720K | 0.5% | 2026-Q1 |
| IMC-Chicago, LLC | 11,501 | $691K | 0.5% | 2026-Q1 |
| Eagle Strategies LLC added | 11,328 | $681K | 0.5% | 2026-Q1 |
| Apollon Wealth Management, LLC added | 10,965 | $659K | 0.5% | 2026-Q1 |
| LAUREL OAK WEALTH MANAGEMENT, LLC | 10,225 | $614K | 0.5% | 2026-Q1 |
| First Growth Capital LLC added | 10,038 | $611K | 0.5% | 2026-Q1 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP added | 9,732 | $585K | 0.4% | 2026-Q1 |
| Somerset Trust Co trimmed | 9,475 | $569K | 0.4% | 2026-Q1 |
| Creative Planning trimmed | 9,460 | $568K | 0.4% | 2026-Q1 |
| STIFEL FINANCIAL CORP trimmed | 9,139 | $549K | 0.4% | 2026-Q1 |
| Gladstone Institutional Advisory LLC added | 8,793 | $528K | 0.4% | 2026-Q1 |
| OSAIC HOLDINGS, INC. trimmed | 8,296 | $498K | 0.4% | 2026-Q1 |
| Cresset Asset Management, LLC added | 7,746 | $465K | 0.3% | 2026-Q1 |
| COOKSON PEIRCE & CO INC new | 7,503 | $451K | 0.3% | 2026-Q1 |
| Cassaday & Co Wealth Management LLC | 7,500 | $451K | 0.3% | 2026-Q1 |
| Harbour Capital Advisors, LLC added | 6,170 | $444K | 0.3% | 2026-Q1 |
| Chicago Partners Investment Group LLC | 6,128 | $441K | 0.3% | 2026-Q1 |
| Private Advisor Group, LLC added | 7,272 | $437K | 0.3% | 2026-Q1 |
| CITADEL ADVISORS LLC added | 6,861 | $412K | 0.3% | 2026-Q1 |
| HARBOUR INVESTMENTS, INC. trimmed | 6,406 | $385K | 0.3% | 2026-Q1 |
| COMMONWEALTH EQUITY SERVICES, LLC added | 6,197 | $372K | 0.3% | 2026-Q1 |
| Steward Partners Investment Advisory, LLC added | 5,972 | $359K | 0.3% | 2026-Q1 |
| FMR LLC added | 5,792 | $348K | 0.3% | 2026-Q1 |
| FIFTH THIRD BANCORP added | 5,635 | $339K | 0.2% | 2026-Q1 |
| Beacon Pointe Advisors, LLC | 5,455 | $328K | 0.2% | 2026-Q1 |
| Yoder Wealth Management, Inc. | 5,418 | $325K | 0.2% | 2026-Q1 |
| Wharton Business Group, LLC | 5,230 | $314K | 0.2% | 2026-Q1 |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors new | 4,911 | $295K | 0.2% | 2026-Q1 |
| MML INVESTORS SERVICES, LLC trimmed | 4,548 | $273K | 0.2% | 2026-Q1 |
| FLOW TRADERS U.S. LLC trimmed | 4,344 | $261K | 0.2% | 2026-Q1 |
| Wealthcare Capital Partners, LLC trimmed | 4,319 | $259K | 0.2% | 2026-Q1 |
| Arkadios Wealth Advisors added | 4,319 | $259K | 0.2% | 2026-Q1 |
| Rockefeller Capital Management L.P. added | 4,301 | $258K | 0.2% | 2026-Q1 |
| CAPTRUST FINANCIAL ADVISORS trimmed | 4,125 | $248K | 0.2% | 2026-Q1 |
| Bawa N Mallick Trust | 4,000 | $240K | 0.2% | 2026-Q1 |
| JONES FINANCIAL COMPANIES LLLP added | 3,827 | $227K | 0.2% | 2026-Q1 |
| PFG Investments, LLC added | 3,665 | $220K | 0.2% | 2026-Q1 |
| Fulcrum Equity Management trimmed | 3,608 | $217K | 0.2% | 2026-Q1 |
| Spire Wealth Management | 3,150 | $189K | 0.1% | 2026-Q1 |
| Ritter Daniher Financial Advisory LLC / DE | 3,111 | $187K | 0.1% | 2026-Q1 |
| Tower Research Capital LLC (TRC) added | 2,439 | $147K | 0.1% | 2026-Q1 |
| MAI Capital Management | 2,184 | $131K | 0.1% | 2026-Q1 |
| Greykasell Wealth Strategies, Inc. | 1,450 | $87K | 0.1% | 2026-Q1 |
| ARMSTRONG ADVISORY GROUP, INC | 1,305 | $78K | 0.1% | 2026-Q1 |
| Farther Finance Advisors, LLC added | 1,216 | $74K | 0.1% | 2026-Q1 |
| TOTH FINANCIAL ADVISORY CORP | 1,170 | $70K | 0.1% | 2026-Q1 |
| Addison Advisors LLC | 876 | $53K | 0.0% | 2026-Q1 |
| LFG Wealth Partners, LLC new | 27,569 | $2M | 1.2% | 2025-Q4 stale |
| AVANTAX ADVISORY SERVICES, INC. added | 29,043 | $1M | 1.0% | 2025-Q2 stale |
| Atria Investments, Inc trimmed | 28,320 | $1M | 1.0% | 2025-Q2 stale |
| TWO SIGMA INVESTMENTS, LP new | 19,800 | $1M | 0.8% | 2025-Q3 stale |
| MGB Wealth Management, LLC added | 14,102 | $847K | 0.6% | 2025-Q4 stale |
| BNP PARIBAS FINANCIAL MARKETS new | 10,000 | $531K | 0.4% | 2025-Q3 stale |
| COMPASS CAPITAL CORP /MA/ /ADV trimmed | 6,279 | $395K | 0.3% | 2025-Q4 stale |
| HOHIMER WEALTH MANAGEMENT, LLC new | 6,528 | $370K | 0.3% | 2025-Q4 stale |
| Kessler Investment Group, LLC trimmed | 6,042 | $342K | 0.3% | 2025-Q4 stale |
| COMERICA BANK | 5,518 | $312K | 0.2% | 2025-Q4 stale |
| Orion Porfolio Solutions, LLC added | 4,860 | $275K | 0.2% | 2025-Q4 stale |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC new | 4,136 | $247K | 0.2% | 2025-Q4 stale |
| Ashton Thomas Private Wealth, LLC trimmed | 6,000 | $240K | 0.2% | 2025-Q1 stale |
| Compound Planning, Inc. new | 6,537 | $222K | 0.2% | 2025-Q4 stale |
| Virtu Financial LLC trimmed | 4,524 | $209K | 0.2% | 2025-Q2 stale |
| Corient Private Wealth LLC | 4,500 | $208K | 0.2% | 2025-Q2 stale |
| OLD MISSION CAPITAL LLC trimmed | 4,471 | $207K | 0.2% | 2025-Q2 stale |
| Empower Advisory Group, LLC new | 3,600 | $204K | 0.2% | 2025-Q4 stale |
| US BANCORP \DE\ | 4,239 | $170K | 0.1% | 2025-Q1 stale |
| Global Retirement Partners, LLC trimmed | 2,840 | $151K | 0.1% | 2025-Q3 stale |
| Kestra Advisory Services, LLC new | 2,649 | $150K | 0.1% | 2025-Q4 stale |
| Wealthspire Advisors, LLC added | 2,323 | $123K | 0.1% | 2025-Q3 stale |
| Geneos Wealth Management Inc. | 2,163 | $87K | 0.1% | 2025-Q1 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.