Who owns PSDM
Which tracked institutional funds hold PSDM, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See PSDM 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 PSDM is one-sided between 2025-Q4 and 2026-Q1: 12 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
PSDM’s largest tracked holder by dollar value, ENVESTNET ASSET MANAGEMENT INC, 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 PSDM more heavily than its largest holder by dollar value does.
Book-share is each fund’s reported value in PSDM 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 30 tracked filers holding PSDM, 24 increased or opened the position and 6 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 PSDM 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 4
- FOUNDERS FINANCIAL SECURITIES LLC$5M
- Steward Partners Investment Advisory, LLC$4M
- SAGESPRING WEALTH PARTNERS, LLC$2M
- JPMORGAN CHASE & CO$2M
Largest adds
- JONES FINANCIAL COMPANIES LLLP$2M
- RAYMOND JAMES FINANCIAL INC$1M
- OSAIC HOLDINGS, INC.$1M
- Tidal Investments LLC$891K
- CITADEL ADVISORS LLC$862K
- ENVESTNET ASSET MANAGEMENT INC$738K
Largest trims
- Thrivent Financial for Lutherans$6M
- STEEL GROVE CAPITAL ADVISORS, LLC$380K
- MML INVESTORS SERVICES, LLC$250K
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 |
|---|---|---|---|---|
| ENVESTNET ASSET MANAGEMENT INC added | 281,383 | $14M | 15.0% | 2026-Q1 |
| Thrivent Financial for Lutherans trimmed | 239,180 | $12M | 12.7% | 2026-Q1 |
| Rockefeller Capital Management L.P. added | 232,954 | $12M | 12.4% | 2026-Q1 |
| Team Financial Group, LLC added | 200,595 | $10M | 10.7% | 2026-Q1 |
| FOUNDERS FINANCIAL SECURITIES LLC new | 105,686 | $5M | 5.7% | 2026-Q1 |
| Steward Partners Investment Advisory, LLC new | 82,727 | $4M | 4.4% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC added | 79,349 | $4M | 4.2% | 2026-Q1 |
| JONES FINANCIAL COMPANIES LLLP added | 70,942 | $4M | 3.8% | 2026-Q1 |
| STEEL GROVE CAPITAL ADVISORS, LLC trimmed | 62,026 | $3M | 3.3% | 2026-Q1 |
| OSAIC HOLDINGS, INC. added | 58,911 | $3M | 3.1% | 2026-Q1 |
| Tidal Investments LLC added | 55,780 | $3M | 3.0% | 2026-Q1 |
| SAGESPRING WEALTH PARTNERS, LLC new | 38,855 | $2M | 2.1% | 2026-Q1 |
| JPMORGAN CHASE & CO added | 37,658 | $2M | 2.0% | 2026-Q1 |
| COMMONWEALTH EQUITY SERVICES, LLC added | 36,832 | $2M | 2.0% | 2026-Q1 |
| MML INVESTORS SERVICES, LLC trimmed | 36,627 | $2M | 1.9% | 2026-Q1 |
| IFP Advisors, Inc added | 31,307 | $2M | 1.7% | 2026-Q1 |
| CITADEL ADVISORS LLC added | 24,484 | $1M | 1.3% | 2026-Q1 |
| Wealthcare Advisory Partners LLC added | 16,403 | $836K | 0.9% | 2026-Q1 |
| Essex Financial Services, Inc. trimmed | 14,981 | $764K | 0.8% | 2026-Q1 |
| THOROUGHBRED FINANCIAL SERVICES, LLC added | 14,147 | $721K | 0.8% | 2026-Q1 |
| Cambridge Investment Research Advisors, Inc. added | 10,520 | $536K | 0.6% | 2026-Q1 |
| Mariner, LLC trimmed | 8,150 | $415K | 0.4% | 2026-Q1 |
| Ascentis Independent Advisors new | 7,811 | $398K | 0.4% | 2026-Q1 |
| World Investment Advisors added | 6,009 | $306K | 0.3% | 2026-Q1 |
| Kingsview Wealth Management, LLC new | 5,983 | $305K | 0.3% | 2026-Q1 |
| KESTRA PRIVATE WEALTH SERVICES, LLC added | 5,888 | $300K | 0.3% | 2026-Q1 |
| TRUIST FINANCIAL CORP new | 4,281 | $218K | 0.2% | 2026-Q1 |
| Sound Income Strategies, LLC new | 1,631 | $83K | 0.1% | 2026-Q1 |
| Register Financial Advisors LLC new | 1,529 | $78K | 0.1% | 2026-Q1 |
| HARBOUR INVESTMENTS, INC. | 250 | $13K | 0.0% | 2026-Q1 |
| PRUDENTIAL FINANCIAL INC trimmed | 74,000 | $4M | 4.0% | 2025-Q3 stale |
| AssuredPartners Investment Advisors, LLC trimmed | 13,673 | $705K | 0.7% | 2025-Q3 stale |
| GOLDMAN SACHS GROUP INC trimmed | 8,735 | $450K | 0.5% | 2025-Q4 stale |
| JANE STREET GROUP, LLC trimmed | 6,854 | $351K | 0.4% | 2025-Q1 stale |
| UBS Group AG trimmed | 199 | $10K | 0.0% | 2025-Q3 stale |
| AlphaCore Capital LLC new | 150 | $8K | 0.0% | 2025-Q3 stale |
| PRINCIPAL SECURITIES, INC. | 135 | $7K | 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.