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Institutional Ownership · SEC Form 13F

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.

219
Institutional holders
14,799,056
Shares held (tracked funds)

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).

FundSharesReported value% of valueQuarter
ALLIANCEBERNSTEIN L.P. trimmed3,229,817$141M20.1%2026-Q1
Penserra Capital Management LLC added1,506,712$65M9.2%2026-Q1
COMMONWEALTH EQUITY SERVICES, LLC trimmed1,025,505$44M6.3%2026-Q1
Lido Advisors, LLC trimmed509,845$22M3.1%2026-Q1
OSAIC HOLDINGS, INC. trimmed468,457$20M2.9%2026-Q1
LPL Financial LLC trimmed384,881$17M2.4%2026-Q1
Focus Partners Wealth trimmed380,949$16M2.3%2026-Q1
Cresset Asset Management, LLC362,081$16M2.2%2026-Q1
Kestra Advisory Services, LLC added354,994$15M2.2%2026-Q1
RAYMOND JAMES FINANCIAL INC trimmed305,814$13M1.9%2026-Q1
HighTower Advisors, LLC trimmed291,969$13M1.8%2026-Q1
ENVESTNET ASSET MANAGEMENT INC added273,528$12M1.7%2026-Q1
Cetera Investment Advisers trimmed259,255$11M1.6%2026-Q1
Creative Planning added238,276$10M1.5%2026-Q1
MBL Wealth, LLC added229,345$10M1.4%2026-Q1
Beacon Pointe Advisors, LLC added226,037$10M1.4%2026-Q1
Bellwether Advisors, LLC trimmed126,367$5M0.8%2026-Q1
TRUIST FINANCIAL CORP trimmed125,515$5M0.8%2026-Q1
CoreCap Advisors, LLC trimmed118,959$5M0.7%2026-Q1
MAI Capital Management trimmed111,461$5M0.7%2026-Q1
Brookstone Capital Management trimmed111,281$5M0.7%2026-Q1
YARGER WEALTH STRATEGIES, LLC trimmed103,949$4M0.6%2026-Q1
Cambridge Investment Research Advisors, Inc. added100,816$4M0.6%2026-Q1
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC trimmed99,738$4M0.6%2026-Q1
BLAIR WILLIAM & CO/IL trimmed93,788$4M0.6%2026-Q1
OneDigital Investment Advisors LLC trimmed88,281$4M0.5%2026-Q1
Keating Financial Advisory Services, Inc. trimmed81,100$3M0.5%2026-Q1
First Commonwealth Financial Corp /PA/ added80,054$3M0.5%2026-Q1
Weaver Capital Management LLC trimmed76,074$3M0.5%2026-Q1
KFG WEALTH MANAGEMENT, LLC trimmed75,016$3M0.5%2026-Q1
Jacobi Capital Management LLC72,842$3M0.4%2026-Q1
Chris Bulman Inc trimmed67,523$3M0.4%2026-Q1
Frisch Financial Group, Inc. trimmed65,357$3M0.4%2026-Q1
Janney Montgomery Scott LLC trimmed61,488$3M0.4%2026-Q1
Forvis Mazars Wealth Advisors, LLC trimmed61,283$3M0.4%2026-Q1
CORRADO ADVISORS, LLC trimmed58,282$3M0.4%2026-Q1
NATIONS FINANCIAL GROUP INC, /IA/ /ADV added53,726$2M0.3%2026-Q1
Global Assets Advisory, LLC53,451$2M0.3%2026-Q1
MML INVESTORS SERVICES, LLC trimmed52,621$2M0.3%2026-Q1
ALTFEST L J & CO INC trimmed51,692$2M0.3%2026-Q1
Diligent Investors, LLC trimmed51,517$2M0.3%2026-Q1
Patriot Financial Group Insurance Agency, LLC added51,454$2M0.3%2026-Q1
BECK CAPITAL MANAGEMENT, LLC trimmed50,942$2M0.3%2026-Q1
OLD MISSION CAPITAL LLC added49,418$2M0.3%2026-Q1
Valtinson Bruner Financial Planning LLC49,222$2M0.3%2026-Q1
Advisory Alpha, LLC added48,526$2M0.3%2026-Q1
COFG Advisors, LLC44,578$2M0.3%2026-Q1
Cassady Wealth & Retirement Planning, LLC trimmed41,838$2M0.3%2026-Q1
Pinnacle Wealth Management Group, Inc. trimmed43,065$2M0.3%2026-Q1
AE Wealth Management LLC trimmed42,974$2M0.3%2026-Q1
Michels Family Financial, LLC trimmed42,695$2M0.3%2026-Q1
SUSQUEHANNA INTERNATIONAL GROUP, LLP trimmed41,704$2M0.3%2026-Q1
Visionary Wealth Advisors trimmed41,468$2M0.3%2026-Q1
CITADEL ADVISORS LLC added39,605$2M0.2%2026-Q1
Advisory Services Network, LLC trimmed38,968$2M0.2%2026-Q1
Keystone Wealth Services, LLC trimmed38,680$2M0.2%2026-Q1
CAPTRUST FINANCIAL ADVISORS trimmed38,319$2M0.2%2026-Q1
Garden State Investment Advisory Services LLC trimmed37,728$2M0.2%2026-Q1
Cape Investment Advisory, Inc. trimmed36,661$2M0.2%2026-Q1
O'Connor Financial Group LLC36,067$2M0.2%2026-Q1
BFI Wealth Solutions, LLC added34,963$2M0.2%2026-Q1
Pathway Financial Advisors LLC34,430$1M0.2%2026-Q1
Sovran Advisors, LLC32,857$1M0.2%2026-Q1
Cornerstone Wealth, LLC/TN new32,954$1M0.2%2026-Q1
MERCER GLOBAL ADVISORS INC /ADV trimmed34,212$1M0.2%2026-Q1
BCGM Wealth Management, LLC33,480$1M0.2%2026-Q1
Cerity Partners LLC trimmed33,432$1M0.2%2026-Q1
Apollon Wealth Management, LLC33,000$1M0.2%2026-Q1
Rockefeller Capital Management L.P. added31,885$1M0.2%2026-Q1
Southland Equity Partners LLC31,611$1M0.2%2026-Q1
Ascentis Independent Advisors new30,883$1M0.2%2026-Q1
AdvisorNet Financial, Inc trimmed30,144$1M0.2%2026-Q1
Camelot Portfolios, LLC trimmed29,993$1M0.2%2026-Q1
Continuum Advisory, LLC trimmed27,579$1M0.2%2026-Q1
Foundations Investment Advisors, LLC trimmed27,498$1M0.2%2026-Q1
Farther Finance Advisors, LLC added26,875$1M0.2%2026-Q1
Concurrent Investment Advisors, LLC26,613$1M0.2%2026-Q1
Steward Partners Investment Advisory, LLC trimmed26,449$1M0.2%2026-Q1
Soltis Investment Advisors LLC trimmed26,046$1M0.2%2026-Q1
FSA Advisors, Inc. trimmed25,817$1M0.2%2026-Q1
Outlook Wealth Advisors, LLC trimmed25,348$1M0.2%2026-Q1
WEALTH ALLIANCE, LLC25,288$1M0.2%2026-Q1
Accredited Investors Inc.24,500$1M0.1%2026-Q1
BCS Wealth Management trimmed24,261$1M0.1%2026-Q1
Bedel Financial Consulting, Inc.23,831$1M0.1%2026-Q1
Pacific Park Financial, Inc. trimmed23,764$1M0.1%2026-Q1
CreativeOne Wealth, LLC trimmed22,973$989K0.1%2026-Q1
Straight Path Wealth Management21,460$924K0.1%2026-Q1
Envision Financial Transparency, LLC new20,901$900K0.1%2026-Q1
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO added1,070,212$41M5.8%2025-Q4 stale
Stuart Chaussee & Associates, Inc. trimmed588,586$25M3.6%2025-Q3 stale
Kovitz Investment Group Partners, LLC added349,585$15M2.1%2025-Q3 stale
JANE STREET GROUP, LLC added227,803$10M1.4%2025-Q3 stale
SageView Advisory Group, LLC added220,145$10M1.4%2025-Q4 stale
TOWNSQUARE CAPITAL LLC trimmed61,972$2M0.3%2025-Q1 stale
AVANTAX ADVISORY SERVICES, INC. added49,467$2M0.3%2025-Q2 stale
Catalina Capital Group, LLC new44,673$2M0.3%2025-Q3 stale
Atria Wealth Solutions, Inc. trimmed33,417$1M0.2%2025-Q2 stale
ORG Partners LLC added29,333$1M0.2%2025-Q4 stale
STEPHENS INC /AR/ trimmed20,410$892K0.1%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.

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