Who owns PSFF (PSFF)
Which tracked institutional funds hold PSFF, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See PSFF 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
19 tracked funds added or opened PSFF while 17 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
PSFF’s largest tracked holder by dollar value, Allworth Financial LP, sizes it at 0.2% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 0.2pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in PSFF 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 92 tracked filers holding PSFF, 42 increased or opened the position and 48 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 PSFF 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 3
- GOLDMAN SACHS GROUP INC$1M
- Integrated Wealth Concepts LLC$1M
- CITADEL ADVISORS LLC$1M
Full exits 4
- SILVER OAK SECURITIES, INCORPORATED$2M
- Private Advisor Group, LLC$1M
- J.W. COLE ADVISORS, INC.$681K
- OLD MISSION CAPITAL LLC$502K
Largest adds
- World Investment Advisors$5M
- Cetera Investment Advisers$3M
- RFG Advisory, LLC$2M
- Ausdal Financial Partners, Inc.$2M
- KESTRA PRIVATE WEALTH SERVICES, LLC$1M
- Financial Strategies Group, Inc.$1M
Largest trims
- NewEdge Advisors, LLC$10M
- Storen Legacy Partners, LLC$7M
- Brookstone Capital Management$4M
- EVOLUTION WEALTH MANAGEMENT INC.$4M
- MML INVESTORS SERVICES, LLC$3M
- Kestra Advisory Services, 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 |
|---|---|---|---|---|
| Allworth Financial LP added | 1,844,109 | $59M | 12.0% | 2026-Q1 |
| Cetera Investment Advisers added | 1,801,393 | $58M | 11.7% | 2026-Q1 |
| OSAIC HOLDINGS, INC. trimmed | 1,463,974 | $47M | 9.5% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC added | 1,127,271 | $36M | 7.3% | 2026-Q1 |
| MARIPAU WEALTH MANAGEMENT LLC added | 596,870 | $19M | 3.9% | 2026-Q1 |
| Ausdal Financial Partners, Inc. added | 589,611 | $19M | 3.8% | 2026-Q1 |
| Signal Advisors Wealth, LLC trimmed | 576,470 | $18M | 3.8% | 2026-Q1 |
| Financial Strategies Group, Inc. added | 446,691 | $15M | 3.0% | 2026-Q1 |
| MML INVESTORS SERVICES, LLC trimmed | 404,537 | $13M | 2.6% | 2026-Q1 |
| Keystone Financial Services, LLC added | 360,316 | $12M | 2.3% | 2026-Q1 |
| Copley Financial Group, Inc. trimmed | 354,430 | $11M | 2.3% | 2026-Q1 |
| KESTRA PRIVATE WEALTH SERVICES, LLC added | 343,304 | $11M | 2.2% | 2026-Q1 |
| Bison Wealth, LLC trimmed | 267,128 | $9M | 1.8% | 2026-Q1 |
| LPL Financial LLC trimmed | 259,518 | $8M | 1.7% | 2026-Q1 |
| COMMONWEALTH EQUITY SERVICES, LLC trimmed | 256,789 | $8M | 1.7% | 2026-Q1 |
| EVOLUTION WEALTH MANAGEMENT INC. trimmed | 241,755 | $8M | 1.6% | 2026-Q1 |
| Sigma Planning Corp added | 238,294 | $8M | 1.6% | 2026-Q1 |
| VERUS CAPITAL PARTNERS, LLC added | 217,742 | $7M | 1.4% | 2026-Q1 |
| Kestra Advisory Services, LLC trimmed | 191,680 | $6M | 1.2% | 2026-Q1 |
| Cambridge Investment Research Advisors, Inc. trimmed | 177,398 | $6M | 1.2% | 2026-Q1 |
| Core Wealth Advisors, Inc. added | 171,712 | $6M | 1.1% | 2026-Q1 |
| World Investment Advisors added | 151,185 | $5M | 1.0% | 2026-Q1 |
| Merit Financial Group, LLC added | 136,008 | $4M | 0.9% | 2026-Q1 |
| Storen Legacy Partners, LLC trimmed | 132,697 | $4M | 0.9% | 2026-Q1 |
| JPMORGAN CHASE & CO added | 122,635 | $4M | 0.8% | 2026-Q1 |
| Advisory Services Network, LLC added | 114,239 | $4M | 0.7% | 2026-Q1 |
| HARBOUR INVESTMENTS, INC. trimmed | 98,933 | $3M | 0.6% | 2026-Q1 |
| ODonnell Financial Services, LLC trimmed | 95,514 | $3M | 0.6% | 2026-Q1 |
| Stratos Investment Management, LLC trimmed | 94,064 | $3M | 0.6% | 2026-Q1 |
| Waverly Advisors, LLC trimmed | 78,584 | $3M | 0.5% | 2026-Q1 |
| RFG Advisory, LLC added | 71,199 | $2M | 0.5% | 2026-Q1 |
| Independent Wealth Network Inc. trimmed | 69,111 | $2M | 0.5% | 2026-Q1 |
| Chicago Partners Investment Group LLC trimmed | 66,139 | $2M | 0.4% | 2026-Q1 |
| OPTIMA CAPITAL LLC trimmed | 62,110 | $2M | 0.4% | 2026-Q1 |
| Capital Analysts, LLC trimmed | 60,142 | $2M | 0.4% | 2026-Q1 |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC trimmed | 55,248 | $2M | 0.4% | 2026-Q1 |
| HighTower Advisors, LLC trimmed | 54,604 | $2M | 0.4% | 2026-Q1 |
| Glen Eagle Advisors, LLC trimmed | 50,271 | $2M | 0.3% | 2026-Q1 |
| INDEPENDENT FINANCIAL GROUP, LLC added | 46,742 | $1M | 0.3% | 2026-Q1 |
| GOLDMAN SACHS GROUP INC new | 44,451 | $1M | 0.3% | 2026-Q1 |
| Financial Network Wealth Advisors LLC added | 42,970 | $1M | 0.3% | 2026-Q1 |
| Ascension Capital Advisors, Inc. added | 41,859 | $1M | 0.3% | 2026-Q1 |
| Cascades Capital Asset Management, LLC trimmed | 41,590 | $1M | 0.3% | 2026-Q1 |
| Integrated Wealth Concepts LLC added | 40,711 | $1M | 0.3% | 2026-Q1 |
| FOUNDERS FINANCIAL SECURITIES LLC added | 38,066 | $1M | 0.3% | 2026-Q1 |
| Trinity Wealth Management, LLC added | 38,128 | $1M | 0.2% | 2026-Q1 |
| Comprehensive Financial Planning, Inc./PA added | 37,219 | $1M | 0.2% | 2026-Q1 |
| CITADEL ADVISORS LLC added | 37,008 | $1M | 0.2% | 2026-Q1 |
| Geneos Wealth Management Inc. added | 35,608 | $1M | 0.2% | 2026-Q1 |
| Diligent Investors, LLC trimmed | 34,247 | $1M | 0.2% | 2026-Q1 |
| GWN SECURITIES INC. trimmed | 24,987 | $801K | 0.2% | 2026-Q1 |
| Brookstone Capital Management trimmed | 21,783 | $698K | 0.1% | 2026-Q1 |
| Centric Wealth Management trimmed | 19,777 | $664K | 0.1% | 2026-Q1 |
| HBW ADVISORY SERVICES LLC trimmed | 19,697 | $631K | 0.1% | 2026-Q1 |
| Simplicity Wealth,LLC trimmed | 19,688 | $631K | 0.1% | 2026-Q1 |
| Prospera Financial Services Inc added | 18,730 | $600K | 0.1% | 2026-Q1 |
| Orion Porfolio Solutions, LLC trimmed | 15,829 | $507K | 0.1% | 2026-Q1 |
| NewEdge Wealth, LLC added | 15,435 | $495K | 0.1% | 2026-Q1 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added | 14,433 | $463K | 0.1% | 2026-Q1 |
| PFG Advisors trimmed | 14,390 | $461K | 0.1% | 2026-Q1 |
| Stratos Wealth Advisors, LLC added | 13,265 | $425K | 0.1% | 2026-Q1 |
| RETIREMENT GUYS FORMULA LLC trimmed | 13,214 | $423K | 0.1% | 2026-Q1 |
| Bank of New York Mellon Corp added | 12,347 | $396K | 0.1% | 2026-Q1 |
| Arete Wealth Advisors, LLC trimmed | 12,334 | $395K | 0.1% | 2026-Q1 |
| JANE STREET GROUP, LLC trimmed | 11,381 | $365K | 0.1% | 2026-Q1 |
| INTEGRITY ALLIANCE, LLC. trimmed | 11,341 | $363K | 0.1% | 2026-Q1 |
| NewEdge Advisors, LLC added | 322,269 | $322K | 0.1% | 2026-Q1 |
| Stratos Wealth Partners, LTD. | 9,853 | $316K | 0.1% | 2026-Q1 |
| Financial Gravity Asset Management, Inc. | 9,000 | $288K | 0.1% | 2026-Q1 |
| FIDUCIARY FINANCIAL GROUP, LLC | 7,612 | $244K | 0.0% | 2026-Q1 |
| CWM, LLC trimmed | 7,108 | $228K | 0.0% | 2026-Q1 |
| U.S. Capital Wealth Advisors, LLC new | 7,090 | $227K | 0.0% | 2026-Q1 |
| HRT FINANCIAL LP new | 7,039 | $225K | 0.0% | 2026-Q1 |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors trimmed | 6,310 | $202K | 0.0% | 2026-Q1 |
| Accurate Wealth Management, LLC new | 6,132 | $201K | 0.0% | 2026-Q1 |
| Signature Equity Partners, LLC trimmed | 5,270 | $169K | 0.0% | 2026-Q1 |
| Sunbelt Securities, Inc. | 4,195 | $134K | 0.0% | 2026-Q1 |
| AE Wealth Management LLC | 3,514 | $113K | 0.0% | 2026-Q1 |
| FIFTH THIRD BANCORP new | 2,491 | $80K | 0.0% | 2026-Q1 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 2,398 | $77K | 0.0% | 2026-Q1 |
| BRASS TAX WEALTH MANAGEMENT, INC trimmed | 441,868 | $14M | 2.8% | 2025-Q3 stale |
| Uniting Wealth Partners, LLC new | 166,585 | $5M | 1.1% | 2025-Q3 stale |
| AVANTAX ADVISORY SERVICES, INC. added | 134,683 | $4M | 0.8% | 2025-Q2 stale |
| SILVER OAK SECURITIES, INCORPORATED added | 56,390 | $2M | 0.4% | 2025-Q4 stale |
| Ergawealth Advisors, Inc. added | 40,967 | $1M | 0.3% | 2025-Q2 stale |
| Private Advisor Group, LLC trimmed | 31,889 | $1M | 0.2% | 2025-Q4 stale |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP added | 32,190 | $1M | 0.2% | 2025-Q3 stale |
| New Century Financial Group, LLC trimmed | 31,269 | $988K | 0.2% | 2025-Q3 stale |
| J.W. COLE ADVISORS, INC. trimmed | 21,070 | $681K | 0.1% | 2025-Q4 stale |
| OLD MISSION CAPITAL LLC trimmed | 15,539 | $502K | 0.1% | 2025-Q4 stale |
| NAPA WEALTH MANAGEMENT new | 17,409 | $497K | 0.1% | 2025-Q1 stale |
| Atria Wealth Solutions, Inc. | 13,124 | $400K | 0.1% | 2025-Q2 stale |
| Compound Planning, Inc. trimmed | 10,417 | $337K | 0.1% | 2025-Q4 stale |
| TOWNSQUARE CAPITAL LLC added | 11,599 | $331K | 0.1% | 2025-Q1 stale |
| Financial Gravity Companies, Inc. new | 9,000 | $274K | 0.1% | 2025-Q2 stale |
| Sugar Maple Asset Management, LLC trimmed | 8,394 | $271K | 0.1% | 2025-Q4 stale |
| Lion Street Advisors, LLC | 8,410 | $256K | 0.1% | 2025-Q2 stale |
| StoneX Group Inc. new | 8,430 | $241K | 0.0% | 2025-Q1 stale |
| NOVEM GROUP trimmed | 6,392 | $207K | 0.0% | 2025-Q4 stale |
| COMERICA BANK | 2,491 | $81K | 0.0% | 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.