Skip to main content
Institutional Ownership · SEC Form 13F

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-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.

120
Institutional holders
2M
Shares held (tracked funds)

How the tape is positioned

The tracked-fund tape on PSCT is one-sided between 2026-Q1 and 2026-Q2: 53 added or opened and 3 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, MORGAN STANLEY, 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 2026-Q1 and 2026-Q2, across 120 tracked filers holding PSCT, 57 increased or opened the position and 44 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 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 9

  • K.J. Harrison & Partners Inc$6M
  • SYON CAPITAL LLC$4M
  • TWO SIGMA INVESTMENTS, LP$3M
  • Prospera Financial Services Inc$2M
  • Summit Financial, LLC$1M
  • Kestra Advisory Services, LLC$664K

Full exits 3

  • Cambridge Investment Research Advisors, Inc.$2M
  • Jaffetilchin Investment Partners, LLC$812K
  • IMC-Chicago, LLC$691K

Largest adds

  • MORGAN STANLEY$12M
  • BANK OF AMERICA CORP /DE/$10M
  • LPL Financial LLC$6M
  • NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$5M
  • Cetera Investment Advisers$4M
  • GOLDMAN SACHS GROUP INC$4M

Institutional holders

One row per tracked fund, most shares held first (every row is from one quarter; reported value breaks ties). “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding.

FundSharesReported value% of valueQuarter
MORGAN STANLEY added287,301$27M12.1%2026-Q2
BANK OF AMERICA CORP /DE/ added280,245$26M11.8%2026-Q2
LPL Financial LLC added137,157$13M5.8%2026-Q2
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO added131,429$12M5.5%2026-Q2
Cetera Investment Advisers added125,322$12M5.3%2026-Q2
GOLDMAN SACHS GROUP INC trimmed120,380$11M5.1%2026-Q2
Texas Yale Capital Corp. added97,110$9M4.1%2026-Q2
WELLS FARGO & COMPANY/MN trimmed90,446$8M3.8%2026-Q2
Narus Financial Partners, LLC trimmed60,542$6M2.5%2026-Q2
K.J. Harrison & Partners Inc new60,000$6M2.5%2026-Q2
UBS Group AG trimmed53,566$5M2.3%2026-Q2
Cordoba Advisory Partners LLC trimmed51,743$5M2.2%2026-Q2
AMERIPRISE FINANCIAL INC trimmed47,435$4M2.0%2026-Q2
SYON CAPITAL LLC new45,165$4M1.9%2026-Q2
RAYMOND JAMES FINANCIAL INC trimmed40,328$4M1.7%2026-Q2
TWO SIGMA INVESTMENTS, LP added27,900$3M1.2%2026-Q2
LFG Wealth Partners, LLC trimmed27,527$3M1.2%2026-Q2
HARBOUR INVESTMENT MANAGEMENT LLC trimmed27,020$2M1.1%2026-Q2
SPINNAKER TRUST25,300$2M1.1%2026-Q2
ENVESTNET ASSET MANAGEMENT INC added24,684$2M1.0%2026-Q2
Wealthcare Advisory Partners LLC trimmed24,614$2M1.0%2026-Q2
ROYAL BANK OF CANADA trimmed22,823$2M1.0%2026-Q2
Pacific Sun Financial Corp trimmed21,911$2M0.9%2026-Q2
Prospera Financial Services Inc new21,633$2M0.9%2026-Q2
Mariner, LLC added21,565$2M0.9%2026-Q2
Columbus Macro, LLC added21,138$2M0.9%2026-Q2
Baltimore-Washington Financial Advisors, Inc.20,569$2M0.9%2026-Q2
ICON ADVISERS INC/CO18,000$2M0.8%2026-Q2
STIFEL FINANCIAL CORP added17,986$2M0.8%2026-Q2
PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC trimmed17,393$2M0.7%2026-Q2
HARBOUR INVESTMENTS, INC. added17,323$2M0.7%2026-Q2
Beacon Pointe Advisors, LLC added17,207$2M0.7%2026-Q2
McGuire Investment Group, LLC added13,899$1M0.6%2026-Q2
PATRIOT INVESTMENT MANAGEMENT GROUP, INC.13,368$1M0.6%2026-Q2
Summit Financial, LLC new13,200$1M0.6%2026-Q2
Cascade Financial Partners, LLC trimmed12,558$1M0.5%2026-Q2
JBR Co Financial Management Inc trimmed12,423$1M0.5%2026-Q2
OneDigital Investment Advisors LLC12,270$1M0.5%2026-Q2
Rockefeller Capital Management L.P. added11,440$1M0.5%2026-Q2
Eagle Strategies LLC trimmed11,001$1M0.5%2026-Q2
Private Advisor Group, LLC added10,627$982K0.4%2026-Q2
First Growth Capital LLC trimmed9,986$923K0.4%2026-Q2
Apollon Wealth Management, LLC trimmed9,870$912K0.4%2026-Q2
COOKSON PEIRCE & CO INC added9,815$907K0.4%2026-Q2
OSAIC HOLDINGS, INC. added9,476$876K0.4%2026-Q2
LAUREL OAK WEALTH MANAGEMENT, LLC trimmed9,442$873K0.4%2026-Q2
Somerset Trust Co trimmed9,275$857K0.4%2026-Q2
Gladstone Institutional Advisory LLC added9,107$842K0.4%2026-Q2
Cresset Asset Management, LLC7,746$716K0.3%2026-Q2
Cassaday & Co Wealth Management LLC7,500$693K0.3%2026-Q2
Kestra Advisory Services, LLC added7,189$664K0.3%2026-Q2
SUSQUEHANNA INTERNATIONAL GROUP, LLP trimmed7,140$660K0.3%2026-Q2
Creative Planning trimmed6,653$615K0.3%2026-Q2
FMR LLC added6,648$614K0.3%2026-Q2
Plan Group Financial, LLC new6,500$601K0.3%2026-Q2
Harbour Capital Advisors, LLC added6,230$523K0.2%2026-Q2
Bluespring Wealth Management, LLC new6,221$575K0.3%2026-Q2
Chicago Partners Investment Group LLC6,128$492K0.2%2026-Q2
COMMONWEALTH EQUITY SERVICES, LLC trimmed6,090$563K0.3%2026-Q2
Corient Private Wealth LP added5,937$549K0.2%2026-Q2
FIFTH THIRD BANCORP added5,727$529K0.2%2026-Q2
Yoder Wealth Management, Inc.5,418$501K0.2%2026-Q2
Wharton Business Group, LLC5,230$483K0.2%2026-Q2
Steward Partners Investment Advisory, LLC trimmed5,005$462K0.2%2026-Q2
Fulcrum Equity Management added4,706$435K0.2%2026-Q2
Worth Asset Management, LLC new4,699$434K0.2%2026-Q2
CARLSON FINANCIAL, INC. added4,673$432K0.2%2026-Q2
JONES FINANCIAL COMPANIES LLLP added4,452$382K0.2%2026-Q2
CAPTRUST FINANCIAL ADVISORS added4,269$395K0.2%2026-Q2
MML INVESTORS SERVICES, LLC trimmed4,026$372K0.2%2026-Q2
Bawa N Mallick Trust4,000$370K0.2%2026-Q2
Wealthcare Capital Partners, LLC trimmed3,624$335K0.2%2026-Q2
Arkadios Wealth Advisors trimmed3,624$335K0.2%2026-Q2
PFG Investments, LLC trimmed3,565$329K0.1%2026-Q2
Northstar Group, Inc. new3,270$302K0.1%2026-Q2
Ritter Daniher Financial Advisory LLC / DE3,111$287K0.1%2026-Q2
Walkner Condon Financial Advisors LLC new3,060$283K0.1%2026-Q2
Spire Wealth Management trimmed2,938$271K0.1%2026-Q2
Bond & Devick Financial Network, Inc. new2,913$269K0.1%2026-Q2
Wealthspire Advisors, LLC added2,773$256K0.1%2026-Q2
DAVENPORT & Co LLC new2,686$248K0.1%2026-Q2
Ocean Park Asset Management, LLC new2,632$243K0.1%2026-Q2
INDEPENDENT FINANCIAL GROUP, LLC new2,618$242K0.1%2026-Q2
OLD NATIONAL BANCORP /IN/ new2,529$234K0.1%2026-Q2
HighPoint Advisor Group LLC new2,490$230K0.1%2026-Q2
STEEL GROVE CAPITAL ADVISORS, LLC new2,400$222K0.1%2026-Q2
Sandy Cove Advisors, LLC new2,400$222K0.1%2026-Q2
Private Advisory Group LLC new2,304$213K0.1%2026-Q2
Kessler Investment Group, LLC trimmed2,295$212K0.1%2026-Q2
Sigma Planning Corp new2,250$208K0.1%2026-Q2
Cornerstone Wealth Management, LLC new2,241$207K0.1%2026-Q2
MAI Capital Management2,184$202K0.1%2026-Q2
Tower Research Capital LLC (TRC) trimmed1,892$175K0.1%2026-Q2
Greykasell Wealth Strategies, Inc.1,450$134K0.1%2026-Q2
Farther Finance Advisors, LLC added1,354$122K0.1%2026-Q2
ARMSTRONG ADVISORY GROUP, INC1,305$121K0.1%2026-Q2
TOTH FINANCIAL ADVISORY CORP1,170$108K0.0%2026-Q2
IFG Advisory, LLC new980$91K0.0%2026-Q2
Wilmington Savings Fund Society, FSB780$72K0.0%2026-Q2
CVA Family Office, LLC750$69K0.0%2026-Q2

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.

HoldersTotal shares

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.

Learn how to read institutional ownership