Who owns PSEP (PSEP)
Which tracked institutional funds hold PSEP, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See PSEP 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
16 tracked funds added or opened PSEP while 34 trimmed or exited it between 2025-Q4 and 2026-Q1 — 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
PSEP’s largest tracked holder by dollar value, ALLIANCEBERNSTEIN L.P., sizes it at 0.0% of its own reported 13F book, while the median holder sizes it at 0.1% of theirs — a 0.1pp gap the other way — the median holder sizes PSEP more heavily than its largest holder by dollar value does.
Book-share is each fund’s reported value in PSEP 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 219 tracked filers holding PSEP, 32 increased or opened the position and 130 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 PSEP 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 5
- SUSQUEHANNA INTERNATIONAL GROUP, LLP$2M
- Keystone Wealth Services, LLC$2M
- Cornerstone Wealth, LLC/TN$1M
- Ascentis Independent Advisors$1M
- Envision Financial Transparency, LLC$900K
Full exits 7
- NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$41M
- SageView Advisory Group, LLC$10M
- ORG Partners LLC$1M
- STEPHENS INC /AR/$892K
- WEST MICHIGAN ADVISORS, LLC$606K
- Avestar Capital, LLC$586K
Largest adds
- Creative Planning$10M
- Penserra Capital Management LLC$3M
- ENVESTNET ASSET MANAGEMENT INC$3M
- Beacon Pointe Advisors, LLC$2M
- Kestra Advisory Services, LLC$1M
- OLD MISSION CAPITAL LLC$1M
Largest trims
- Brookstone Capital Management$30M
- OSAIC HOLDINGS, INC.$6M
- WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$3M
- ALLIANCEBERNSTEIN L.P.$3M
- COMMONWEALTH EQUITY SERVICES, LLC$3M
- Lido Advisors, LLC$2M
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 |
|---|---|---|---|---|
| ALLIANCEBERNSTEIN L.P. trimmed | 3,229,817 | $141M | 20.1% | 2026-Q1 |
| Penserra Capital Management LLC added | 1,506,712 | $65M | 9.2% | 2026-Q1 |
| COMMONWEALTH EQUITY SERVICES, LLC trimmed | 1,025,505 | $44M | 6.3% | 2026-Q1 |
| Lido Advisors, LLC trimmed | 509,845 | $22M | 3.1% | 2026-Q1 |
| OSAIC HOLDINGS, INC. trimmed | 468,457 | $20M | 2.9% | 2026-Q1 |
| LPL Financial LLC trimmed | 384,881 | $17M | 2.4% | 2026-Q1 |
| Focus Partners Wealth trimmed | 380,949 | $16M | 2.3% | 2026-Q1 |
| Cresset Asset Management, LLC | 362,081 | $16M | 2.2% | 2026-Q1 |
| Kestra Advisory Services, LLC added | 354,994 | $15M | 2.2% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC trimmed | 305,814 | $13M | 1.9% | 2026-Q1 |
| HighTower Advisors, LLC trimmed | 291,969 | $13M | 1.8% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC added | 273,528 | $12M | 1.7% | 2026-Q1 |
| Cetera Investment Advisers trimmed | 259,255 | $11M | 1.6% | 2026-Q1 |
| Creative Planning added | 238,276 | $10M | 1.5% | 2026-Q1 |
| MBL Wealth, LLC added | 229,345 | $10M | 1.4% | 2026-Q1 |
| Beacon Pointe Advisors, LLC added | 226,037 | $10M | 1.4% | 2026-Q1 |
| Bellwether Advisors, LLC trimmed | 126,367 | $5M | 0.8% | 2026-Q1 |
| TRUIST FINANCIAL CORP trimmed | 125,515 | $5M | 0.8% | 2026-Q1 |
| CoreCap Advisors, LLC trimmed | 118,959 | $5M | 0.7% | 2026-Q1 |
| MAI Capital Management trimmed | 111,461 | $5M | 0.7% | 2026-Q1 |
| Brookstone Capital Management trimmed | 111,281 | $5M | 0.7% | 2026-Q1 |
| YARGER WEALTH STRATEGIES, LLC trimmed | 103,949 | $4M | 0.6% | 2026-Q1 |
| Cambridge Investment Research Advisors, Inc. added | 100,816 | $4M | 0.6% | 2026-Q1 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC trimmed | 99,738 | $4M | 0.6% | 2026-Q1 |
| BLAIR WILLIAM & CO/IL trimmed | 93,788 | $4M | 0.6% | 2026-Q1 |
| OneDigital Investment Advisors LLC trimmed | 88,281 | $4M | 0.5% | 2026-Q1 |
| Keating Financial Advisory Services, Inc. trimmed | 81,100 | $3M | 0.5% | 2026-Q1 |
| First Commonwealth Financial Corp /PA/ added | 80,054 | $3M | 0.5% | 2026-Q1 |
| Weaver Capital Management LLC trimmed | 76,074 | $3M | 0.5% | 2026-Q1 |
| KFG WEALTH MANAGEMENT, LLC trimmed | 75,016 | $3M | 0.5% | 2026-Q1 |
| Jacobi Capital Management LLC | 72,842 | $3M | 0.4% | 2026-Q1 |
| Chris Bulman Inc trimmed | 67,523 | $3M | 0.4% | 2026-Q1 |
| Frisch Financial Group, Inc. trimmed | 65,357 | $3M | 0.4% | 2026-Q1 |
| Janney Montgomery Scott LLC trimmed | 61,488 | $3M | 0.4% | 2026-Q1 |
| Forvis Mazars Wealth Advisors, LLC trimmed | 61,283 | $3M | 0.4% | 2026-Q1 |
| CORRADO ADVISORS, LLC trimmed | 58,282 | $3M | 0.4% | 2026-Q1 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV added | 53,726 | $2M | 0.3% | 2026-Q1 |
| Global Assets Advisory, LLC | 53,451 | $2M | 0.3% | 2026-Q1 |
| MML INVESTORS SERVICES, LLC trimmed | 52,621 | $2M | 0.3% | 2026-Q1 |
| ALTFEST L J & CO INC trimmed | 51,692 | $2M | 0.3% | 2026-Q1 |
| Diligent Investors, LLC trimmed | 51,517 | $2M | 0.3% | 2026-Q1 |
| Patriot Financial Group Insurance Agency, LLC added | 51,454 | $2M | 0.3% | 2026-Q1 |
| BECK CAPITAL MANAGEMENT, LLC trimmed | 50,942 | $2M | 0.3% | 2026-Q1 |
| OLD MISSION CAPITAL LLC added | 49,418 | $2M | 0.3% | 2026-Q1 |
| Valtinson Bruner Financial Planning LLC | 49,222 | $2M | 0.3% | 2026-Q1 |
| Advisory Alpha, LLC added | 48,526 | $2M | 0.3% | 2026-Q1 |
| COFG Advisors, LLC | 44,578 | $2M | 0.3% | 2026-Q1 |
| Cassady Wealth & Retirement Planning, LLC trimmed | 41,838 | $2M | 0.3% | 2026-Q1 |
| Pinnacle Wealth Management Group, Inc. trimmed | 43,065 | $2M | 0.3% | 2026-Q1 |
| AE Wealth Management LLC trimmed | 42,974 | $2M | 0.3% | 2026-Q1 |
| Michels Family Financial, LLC trimmed | 42,695 | $2M | 0.3% | 2026-Q1 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP trimmed | 41,704 | $2M | 0.3% | 2026-Q1 |
| Visionary Wealth Advisors trimmed | 41,468 | $2M | 0.3% | 2026-Q1 |
| CITADEL ADVISORS LLC added | 39,605 | $2M | 0.2% | 2026-Q1 |
| Advisory Services Network, LLC trimmed | 38,968 | $2M | 0.2% | 2026-Q1 |
| Keystone Wealth Services, LLC trimmed | 38,680 | $2M | 0.2% | 2026-Q1 |
| CAPTRUST FINANCIAL ADVISORS trimmed | 38,319 | $2M | 0.2% | 2026-Q1 |
| Garden State Investment Advisory Services LLC trimmed | 37,728 | $2M | 0.2% | 2026-Q1 |
| Cape Investment Advisory, Inc. trimmed | 36,661 | $2M | 0.2% | 2026-Q1 |
| O'Connor Financial Group LLC | 36,067 | $2M | 0.2% | 2026-Q1 |
| BFI Wealth Solutions, LLC added | 34,963 | $2M | 0.2% | 2026-Q1 |
| Pathway Financial Advisors LLC | 34,430 | $1M | 0.2% | 2026-Q1 |
| Sovran Advisors, LLC | 32,857 | $1M | 0.2% | 2026-Q1 |
| Cornerstone Wealth, LLC/TN new | 32,954 | $1M | 0.2% | 2026-Q1 |
| MERCER GLOBAL ADVISORS INC /ADV trimmed | 34,212 | $1M | 0.2% | 2026-Q1 |
| BCGM Wealth Management, LLC | 33,480 | $1M | 0.2% | 2026-Q1 |
| Cerity Partners LLC trimmed | 33,432 | $1M | 0.2% | 2026-Q1 |
| Apollon Wealth Management, LLC | 33,000 | $1M | 0.2% | 2026-Q1 |
| Rockefeller Capital Management L.P. added | 31,885 | $1M | 0.2% | 2026-Q1 |
| Southland Equity Partners LLC | 31,611 | $1M | 0.2% | 2026-Q1 |
| Ascentis Independent Advisors new | 30,883 | $1M | 0.2% | 2026-Q1 |
| AdvisorNet Financial, Inc trimmed | 30,144 | $1M | 0.2% | 2026-Q1 |
| Camelot Portfolios, LLC trimmed | 29,993 | $1M | 0.2% | 2026-Q1 |
| Continuum Advisory, LLC trimmed | 27,579 | $1M | 0.2% | 2026-Q1 |
| Foundations Investment Advisors, LLC trimmed | 27,498 | $1M | 0.2% | 2026-Q1 |
| Farther Finance Advisors, LLC added | 26,875 | $1M | 0.2% | 2026-Q1 |
| Concurrent Investment Advisors, LLC | 26,613 | $1M | 0.2% | 2026-Q1 |
| Steward Partners Investment Advisory, LLC trimmed | 26,449 | $1M | 0.2% | 2026-Q1 |
| Soltis Investment Advisors LLC trimmed | 26,046 | $1M | 0.2% | 2026-Q1 |
| FSA Advisors, Inc. trimmed | 25,817 | $1M | 0.2% | 2026-Q1 |
| Outlook Wealth Advisors, LLC trimmed | 25,348 | $1M | 0.2% | 2026-Q1 |
| WEALTH ALLIANCE, LLC | 25,288 | $1M | 0.2% | 2026-Q1 |
| Accredited Investors Inc. | 24,500 | $1M | 0.1% | 2026-Q1 |
| BCS Wealth Management trimmed | 24,261 | $1M | 0.1% | 2026-Q1 |
| Bedel Financial Consulting, Inc. | 23,831 | $1M | 0.1% | 2026-Q1 |
| Pacific Park Financial, Inc. trimmed | 23,764 | $1M | 0.1% | 2026-Q1 |
| CreativeOne Wealth, LLC trimmed | 22,973 | $989K | 0.1% | 2026-Q1 |
| Straight Path Wealth Management | 21,460 | $924K | 0.1% | 2026-Q1 |
| Envision Financial Transparency, LLC new | 20,901 | $900K | 0.1% | 2026-Q1 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO added | 1,070,212 | $41M | 5.8% | 2025-Q4 stale |
| Stuart Chaussee & Associates, Inc. trimmed | 588,586 | $25M | 3.6% | 2025-Q3 stale |
| Kovitz Investment Group Partners, LLC added | 349,585 | $15M | 2.1% | 2025-Q3 stale |
| JANE STREET GROUP, LLC added | 227,803 | $10M | 1.4% | 2025-Q3 stale |
| SageView Advisory Group, LLC added | 220,145 | $10M | 1.4% | 2025-Q4 stale |
| TOWNSQUARE CAPITAL LLC trimmed | 61,972 | $2M | 0.3% | 2025-Q1 stale |
| AVANTAX ADVISORY SERVICES, INC. added | 49,467 | $2M | 0.3% | 2025-Q2 stale |
| Catalina Capital Group, LLC new | 44,673 | $2M | 0.3% | 2025-Q3 stale |
| Atria Wealth Solutions, Inc. trimmed | 33,417 | $1M | 0.2% | 2025-Q2 stale |
| ORG Partners LLC added | 29,333 | $1M | 0.2% | 2025-Q4 stale |
| STEPHENS INC /AR/ trimmed | 20,410 | $892K | 0.1% | 2025-Q4 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.