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-Q2 13F filings (latest filed 2026-08-19). 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
13 tracked funds added or opened PSDM while 5 trimmed or exited it between 2026-Q1 and 2026-Q2 — the tape is split. When large holders disagree on a name, the funds moving first are sometimes ahead of the story.
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 2026-Q1 and 2026-Q2, across 32 tracked filers holding PSDM, 24 increased or opened the position and 15 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 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 6
- ELEVATION POINT WEALTH PARTNERS, LLC$9M
- Vestmark Advisory Solutions, Inc.$9M
- LPL Financial LLC$3M
- PRAIRIE ADVISORY, LLC$834K
- Blue Line Capital, LLC / IL$831K
- JANE STREET GROUP, LLC$627K
Full exits 4
- Thrivent Financial for Lutherans$12M
- Wealthcare Advisory Partners LLC$836K
- THOROUGHBRED FINANCIAL SERVICES, LLC$721K
- Cambridge Investment Research Advisors, Inc.$536K
Largest adds
- JONES FINANCIAL COMPANIES LLLP$3M
- RAYMOND JAMES FINANCIAL INC$1M
- Team Financial Group, LLC$896K
- CITADEL ADVISORS LLC$798K
- Essex Financial Services, Inc.$362K
- Steward Partners Investment Advisory, LLC$353K
Largest trims
- FOUNDERS FINANCIAL SECURITIES LLC$489K
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 trimmed | 280,349 | $14M | 11.3% | 2026-Q2 |
| Rockefeller Capital Management L.P. added | 239,060 | $12M | 9.7% | 2026-Q2 |
| Team Financial Group, LLC added | 218,467 | $11M | 8.8% | 2026-Q2 |
| ELEVATION POINT WEALTH PARTNERS, LLC new | 175,262 | $9M | 7.1% | 2026-Q2 |
| Vestmark Advisory Solutions, Inc. new | 175,069 | $9M | 7.1% | 2026-Q2 |
| JONES FINANCIAL COMPANIES LLLP added | 138,075 | $7M | 5.6% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC added | 99,154 | $5M | 4.0% | 2026-Q2 |
| FOUNDERS FINANCIAL SECURITIES LLC trimmed | 96,726 | $5M | 3.9% | 2026-Q2 |
| Steward Partners Investment Advisory, LLC added | 89,779 | $5M | 3.6% | 2026-Q2 |
| LPL Financial LLC new | 63,581 | $3M | 2.6% | 2026-Q2 |
| Tidal Investments LLC added | 60,494 | $3M | 2.4% | 2026-Q2 |
| STEEL GROVE CAPITAL ADVISORS, LLC trimmed | 59,951 | $3M | 2.4% | 2026-Q2 |
| OSAIC HOLDINGS, INC. added | 59,646 | $3M | 2.4% | 2026-Q2 |
| CITADEL ADVISORS LLC added | 40,192 | $2M | 1.6% | 2026-Q2 |
| SAGESPRING WEALTH PARTNERS, LLC added | 39,771 | $2M | 1.6% | 2026-Q2 |
| JPMORGAN CHASE & CO added | 38,557 | $2M | 1.6% | 2026-Q2 |
| COMMONWEALTH EQUITY SERVICES, LLC trimmed | 35,429 | $2M | 1.4% | 2026-Q2 |
| MML INVESTORS SERVICES, LLC trimmed | 33,206 | $2M | 1.3% | 2026-Q2 |
| IFP Advisors, Inc added | 32,200 | $2M | 1.3% | 2026-Q2 |
| Essex Financial Services, Inc. added | 22,115 | $1M | 0.9% | 2026-Q2 |
| PRAIRIE ADVISORY, LLC new | 16,384 | $834K | 0.7% | 2026-Q2 |
| Blue Line Capital, LLC / IL new | 16,323 | $831K | 0.7% | 2026-Q2 |
| JANE STREET GROUP, LLC added | 12,321 | $627K | 0.5% | 2026-Q2 |
| GOLDMAN SACHS GROUP INC trimmed | 6,374 | $324K | 0.3% | 2026-Q2 |
| STIFEL FINANCIAL CORP new | 6,200 | $316K | 0.3% | 2026-Q2 |
| World Investment Advisors | 6,009 | $307K | 0.2% | 2026-Q2 |
| Cetera Investment Advisers new | 5,307 | $270K | 0.2% | 2026-Q2 |
| Kingsview Wealth Management, LLC trimmed | 4,397 | $224K | 0.2% | 2026-Q2 |
| MPWM ADVISORY SOLUTIONS, LLC new | 2,287 | $116K | 0.1% | 2026-Q2 |
| Register Financial Advisors LLC added | 1,673 | $85K | 0.1% | 2026-Q2 |
| Integrated Wealth Concepts LLC new | 292 | $15K | 0.0% | 2026-Q2 |
| HARBOUR INVESTMENTS, INC. | 250 | $13K | 0.0% | 2026-Q2 |
| Thrivent Financial for Lutherans trimmed | 239,180 | $12M | 9.7% | 2026-Q1 stale (1 quarter behind) |
| Wealthcare Advisory Partners LLC added | 16,403 | $836K | 0.7% | 2026-Q1 stale (1 quarter behind) |
| THOROUGHBRED FINANCIAL SERVICES, LLC added | 14,147 | $721K | 0.6% | 2026-Q1 stale (1 quarter behind) |
| Cambridge Investment Research Advisors, Inc. added | 10,520 | $536K | 0.4% | 2026-Q1 stale (1 quarter behind) |
| Mariner, LLC trimmed | 8,150 | $415K | 0.3% | 2026-Q1 stale (1 quarter behind) |
| Ascentis Independent Advisors new | 7,811 | $398K | 0.3% | 2026-Q1 stale (1 quarter behind) |
| KESTRA PRIVATE WEALTH SERVICES, LLC added | 5,888 | $300K | 0.2% | 2026-Q1 stale (1 quarter behind) |
| TRUIST FINANCIAL CORP new | 4,281 | $218K | 0.2% | 2026-Q1 stale (1 quarter behind) |
| Sound Income Strategies, LLC new | 1,631 | $83K | 0.1% | 2026-Q1 stale (1 quarter behind) |
| PRUDENTIAL FINANCIAL INC trimmed | 74,000 | $4M | 3.0% | 2025-Q3 stale (3 quarters behind) |
| AssuredPartners Investment Advisors, LLC trimmed | 13,673 | $705K | 0.6% | 2025-Q3 stale (3 quarters behind) |
| UBS Group AG trimmed | 199 | $10K | 0.0% | 2025-Q3 stale (3 quarters behind) |
| AlphaCore Capital LLC new | 150 | $8K | 0.0% | 2025-Q3 stale (3 quarters behind) |
| PRINCIPAL SECURITIES, INC. | 135 | $7K | 0.0% | 2025-Q3 stale (3 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.