Who owns PSFD
Which tracked institutional funds hold PSFD, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See PSFD company fundamentals →
Ownership as of the 2026-Q2 13F filings (latest filed 2026-08-17). 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
3 tracked funds added or opened PSFD while 2 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
PSFD’s largest tracked holder by dollar value, Swan Global Investments, LLC, sizes it at 1.5% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 1.5pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in PSFD 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 15 tracked filers holding PSFD, 4 increased or opened the position and 11 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 PSFD 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.
Full exits 2
- Pacer Advisors, Inc.$30M
- OLD MISSION CAPITAL LLC$1M
Largest adds
- Swan Global Investments, LLC$3M
- Camarda Financial Advisors, LLC$362K
- WORLD EQUITY GROUP, INC.$341K
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 |
|---|---|---|---|---|
| Swan Global Investments, LLC trimmed | 824,213 | $33M | 42.0% | 2026-Q2 |
| Camarda Financial Advisors, LLC added | 73,671 | $3M | 3.8% | 2026-Q2 |
| OSAIC HOLDINGS, INC. trimmed | 56,713 | $2M | 2.9% | 2026-Q2 |
| Rockefeller Capital Management L.P. trimmed | 25,530 | $1M | 1.3% | 2026-Q2 |
| WORLD EQUITY GROUP, INC. added | 20,440 | $814K | 1.0% | 2026-Q2 |
| Financial Network Wealth Advisors LLC trimmed | 15,494 | $617K | 0.8% | 2026-Q2 |
| LPL Financial LLC trimmed | 14,955 | $596K | 0.8% | 2026-Q2 |
| Signature Equity Partners, LLC trimmed | 12,915 | $515K | 0.7% | 2026-Q2 |
| CITADEL ADVISORS LLC trimmed | 11,595 | $462K | 0.6% | 2026-Q2 |
| Gladstone Institutional Advisory LLC | 8,616 | $343K | 0.4% | 2026-Q2 |
| Cetera Investment Advisers | 7,510 | $299K | 0.4% | 2026-Q2 |
| CALTON & ASSOCIATES, INC. new | 6,682 | $266K | 0.3% | 2026-Q2 |
| Patriot Financial Group Insurance Agency, LLC trimmed | 5,400 | $215K | 0.3% | 2026-Q2 |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 1,658 | $66K | 0.1% | 2026-Q2 |
| Parallel Advisors, LLC trimmed | 300 | $12K | 0.0% | 2026-Q2 |
| Pacer Advisors, Inc. added | 828,431 | $30M | 38.7% | 2026-Q1 stale (1 quarter behind) |
| OLD MISSION CAPITAL LLC added | 28,356 | $1M | 1.3% | 2026-Q1 stale (1 quarter behind) |
| UBS Group AG trimmed | 453 | $17K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| ENVESTNET ASSET MANAGEMENT INC added | 78,578 | $3M | 3.8% | 2025-Q4 stale (2 quarters behind) |
| JPMORGAN CHASE & CO trimmed | 80 | $3K | 0.0% | 2025-Q4 stale (2 quarters behind) |
| HARBOUR INVESTMENTS, INC. trimmed | 836 | $30K | 0.0% | 2025-Q3 stale (3 quarters behind) |
| WOLVERINE TRADING, LLC added | 17,234 | $596K | 0.8% | 2025-Q2 stale (4 quarters behind) |
| RAYMOND JAMES FINANCIAL INC new | 159 | $6K | 0.0% | 2025-Q2 stale (4 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.