Who owns 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-Q2 13F filings (latest filed 2026-08-14). 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
The tracked-fund tape on PSFF is one-sided between 2026-Q1 and 2026-Q2: 30 added or opened and 8 trimmed or exited — on balance accumulating.
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, Cetera Investment Advisers, sizes it at 0.1% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 0.0pp 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 2026-Q1 and 2026-Q2, across 89 tracked filers holding PSFF, 49 increased or opened the position and 41 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 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 4
- COMPASS FINANCIAL MANAGEMENT LLC$3M
- FIDUCIARY FINANCIAL ADVISORS$1M
- QUANTUM FINANCIAL PARTNERS LLC$1M
- J.W. COLE ADVISORS, INC.$701K
Full exits 6
- Cambridge Investment Research Advisors, Inc.$6M
- Capital Analysts, LLC$2M
- HighTower Advisors, LLC$2M
- GOLDMAN SACHS GROUP INC$1M
- CITADEL ADVISORS LLC$1M
- Orion Porfolio Solutions, LLC$507K
Largest adds
- NewEdge Advisors, LLC$12M
- OSAIC HOLDINGS, INC.$9M
- Cetera Investment Advisers$6M
- MML INVESTORS SERVICES, LLC$5M
- Allworth Financial LP$3M
- Ausdal Financial Partners, Inc.$3M
Largest trims
- LPL Financial LLC$2M
- ENVESTNET ASSET MANAGEMENT INC$631K
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 |
|---|---|---|---|---|
| Cetera Investment Advisers added | 1,845,554 | $63M | 11.6% | 2026-Q2 |
| Allworth Financial LP trimmed | 1,823,692 | $63M | 11.4% | 2026-Q2 |
| OSAIC HOLDINGS, INC. added | 1,621,293 | $56M | 10.2% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC trimmed | 1,034,433 | $35M | 6.5% | 2026-Q2 |
| Ausdal Financial Partners, Inc. added | 630,748 | $22M | 4.0% | 2026-Q2 |
| MARIPAU WEALTH MANAGEMENT LLC added | 609,086 | $21M | 3.8% | 2026-Q2 |
| Signal Advisors Wealth, LLC added | 585,265 | $20M | 3.7% | 2026-Q2 |
| MML INVESTORS SERVICES, LLC added | 510,791 | $18M | 3.2% | 2026-Q2 |
| Financial Strategies Group, Inc. added | 456,621 | $16M | 2.9% | 2026-Q2 |
| KESTRA PRIVATE WEALTH SERVICES, LLC added | 373,482 | $13M | 2.3% | 2026-Q2 |
| Keystone Financial Services, LLC added | 369,114 | $13M | 2.3% | 2026-Q2 |
| NewEdge Advisors, LLC added | 365,172 | $13M | 2.3% | 2026-Q2 |
| Copley Financial Group, Inc. added | 358,334 | $12M | 2.2% | 2026-Q2 |
| COMMONWEALTH EQUITY SERVICES, LLC added | 271,131 | $9M | 1.7% | 2026-Q2 |
| Bison Wealth, LLC trimmed | 261,166 | $9M | 1.6% | 2026-Q2 |
| Sigma Planning Corp trimmed | 235,149 | $8M | 1.5% | 2026-Q2 |
| EVOLUTION WEALTH MANAGEMENT INC. trimmed | 234,797 | $8M | 1.5% | 2026-Q2 |
| VERUS CAPITAL PARTNERS, LLC added | 228,739 | $8M | 1.4% | 2026-Q2 |
| Kestra Advisory Services, LLC added | 228,576 | $8M | 1.4% | 2026-Q2 |
| LPL Financial LLC trimmed | 185,188 | $6M | 1.2% | 2026-Q2 |
| Core Wealth Advisors, Inc. added | 176,508 | $6M | 1.1% | 2026-Q2 |
| JPMORGAN CHASE & CO added | 155,785 | $5M | 1.0% | 2026-Q2 |
| World Investment Advisors trimmed | 150,119 | $5M | 0.9% | 2026-Q2 |
| Merit Financial Group, LLC added | 146,873 | $5M | 0.9% | 2026-Q2 |
| Storen Legacy Partners, LLC trimmed | 128,302 | $4M | 0.8% | 2026-Q2 |
| Advisory Services Network, LLC added | 118,433 | $4M | 0.7% | 2026-Q2 |
| HARBOUR INVESTMENTS, INC. added | 99,327 | $3M | 0.6% | 2026-Q2 |
| COMPASS FINANCIAL MANAGEMENT LLC new | 97,435 | $3M | 0.6% | 2026-Q2 |
| Stratos Investment Management, LLC added | 94,469 | $3M | 0.6% | 2026-Q2 |
| ODonnell Financial Services, LLC trimmed | 93,739 | $3M | 0.6% | 2026-Q2 |
| Waverly Advisors, LLC trimmed | 75,182 | $3M | 0.5% | 2026-Q2 |
| Independent Wealth Network Inc. trimmed | 68,887 | $2M | 0.4% | 2026-Q2 |
| Glen Eagle Advisors, LLC added | 63,309 | $2M | 0.4% | 2026-Q2 |
| Chicago Partners Investment Group LLC trimmed | 61,741 | $2M | 0.4% | 2026-Q2 |
| INDEPENDENT FINANCIAL GROUP, LLC added | 60,967 | $2M | 0.4% | 2026-Q2 |
| RFG Advisory, LLC trimmed | 60,139 | $2M | 0.4% | 2026-Q2 |
| OPTIMA CAPITAL LLC trimmed | 59,901 | $2M | 0.4% | 2026-Q2 |
| Brookstone Capital Management added | 56,132 | $2M | 0.4% | 2026-Q2 |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC added | 55,327 | $2M | 0.3% | 2026-Q2 |
| Integrated Wealth Concepts LLC added | 43,708 | $1M | 0.3% | 2026-Q2 |
| Ascension Capital Advisors, Inc. added | 42,714 | $1M | 0.3% | 2026-Q2 |
| FIDUCIARY FINANCIAL ADVISORS new | 41,922 | $1M | 0.3% | 2026-Q2 |
| Financial Network Wealth Advisors LLC trimmed | 41,369 | $1M | 0.3% | 2026-Q2 |
| Cascades Capital Asset Management, LLC trimmed | 39,815 | $1M | 0.2% | 2026-Q2 |
| FOUNDERS FINANCIAL SECURITIES LLC added | 38,237 | $1M | 0.2% | 2026-Q2 |
| Geneos Wealth Management Inc. added | 35,980 | $1M | 0.2% | 2026-Q2 |
| Comprehensive Financial Planning, Inc./PA trimmed | 35,628 | $1M | 0.2% | 2026-Q2 |
| Diligent Investors, LLC trimmed | 34,245 | $1M | 0.2% | 2026-Q2 |
| QUANTUM FINANCIAL PARTNERS LLC new | 30,066 | $1M | 0.2% | 2026-Q2 |
| Trinity Wealth Management, LLC trimmed | 28,403 | $975K | 0.2% | 2026-Q2 |
| GWN SECURITIES INC. trimmed | 24,613 | $844K | 0.2% | 2026-Q2 |
| Prospera Financial Services Inc added | 23,955 | $822K | 0.2% | 2026-Q2 |
| RETIREMENT GUYS FORMULA LLC added | 21,991 | $755K | 0.1% | 2026-Q2 |
| J.W. COLE ADVISORS, INC. trimmed | 20,445 | $701K | 0.1% | 2026-Q2 |
| HBW ADVISORY SERVICES LLC added | 19,815 | $680K | 0.1% | 2026-Q2 |
| Centric Wealth Management | 19,777 | $664K | 0.1% | 2026-Q2 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added | 15,618 | $538K | 0.1% | 2026-Q2 |
| Simplicity Wealth,LLC trimmed | 15,372 | $527K | 0.1% | 2026-Q2 |
| NewEdge Wealth, LLC trimmed | 15,280 | $524K | 0.1% | 2026-Q2 |
| Stratos Wealth Advisors, LLC added | 13,920 | $478K | 0.1% | 2026-Q2 |
| Bank of New York Mellon Corp added | 13,492 | $463K | 0.1% | 2026-Q2 |
| Arete Wealth Advisors, LLC | 12,334 | $423K | 0.1% | 2026-Q2 |
| INTEGRITY ALLIANCE, LLC. | 11,341 | $389K | 0.1% | 2026-Q2 |
| Stratos Wealth Partners, LTD. | 9,853 | $338K | 0.1% | 2026-Q2 |
| Financial Gravity Companies, Inc. | 9,000 | $309K | 0.1% | 2026-Q2 |
| CREATIVE FINANCIAL DESIGNS INC /ADV added | 7,439 | $255K | 0.0% | 2026-Q2 |
| FIDUCIARY FINANCIAL GROUP, LLC trimmed | 7,275 | $250K | 0.0% | 2026-Q2 |
| StoneX Group Inc. trimmed | 6,414 | $219K | 0.0% | 2026-Q2 |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors trimmed | 6,262 | $215K | 0.0% | 2026-Q2 |
| Accurate Wealth Management, LLC | 6,132 | $211K | 0.0% | 2026-Q2 |
| CORA CAPITAL ADVISORS LLC new | 5,931 | $203K | 0.0% | 2026-Q2 |
| Foundations Investment Advisors, LLC new | 5,903 | $203K | 0.0% | 2026-Q2 |
| Signature Equity Partners, LLC trimmed | 4,845 | $166K | 0.0% | 2026-Q2 |
| Murphy & Mullick Capital Management Corp new | 4,250 | $146K | 0.0% | 2026-Q2 |
| AE Wealth Management LLC | 3,514 | $121K | 0.0% | 2026-Q2 |
| FIFTH THIRD BANCORP added | 3,091 | $106K | 0.0% | 2026-Q2 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 2,398 | $82K | 0.0% | 2026-Q2 |
| Steward Partners Investment Advisory, LLC | 1,611 | $55K | 0.0% | 2026-Q2 |
| Capital Investment Advisory Services, LLC | 1,505 | $52K | 0.0% | 2026-Q2 |
| ASSETMARK, INC new | 1,200 | $41K | 0.0% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN added | 912 | $31K | 0.0% | 2026-Q2 |
| Pinnacle Wealth Planning Services, Inc. | 739 | $25K | 0.0% | 2026-Q2 |
| IFP Advisors, Inc added | 608 | $21K | 0.0% | 2026-Q2 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 508 | $17K | 0.0% | 2026-Q2 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO added | 440 | $15K | 0.0% | 2026-Q2 |
| Triumph Capital Management trimmed | 400 | $14K | 0.0% | 2026-Q2 |
| Benson Wealth Management INC | 373 | $13K | 0.0% | 2026-Q2 |
| MORGAN STANLEY trimmed | 180 | $6K | 0.0% | 2026-Q2 |
| DHJJ Financial Advisors, Ltd. | 55 | $2K | 0.0% | 2026-Q2 |
| Cambridge Investment Research Advisors, Inc. trimmed | 177,398 | $6M | 1.0% | 2026-Q1 stale (1 quarter behind) |
| Capital Analysts, LLC trimmed | 60,142 | $2M | 0.4% | 2026-Q1 stale (1 quarter behind) |
| HighTower Advisors, LLC trimmed | 54,604 | $2M | 0.3% | 2026-Q1 stale (1 quarter behind) |
| GOLDMAN SACHS GROUP INC new | 44,451 | $1M | 0.3% | 2026-Q1 stale (1 quarter behind) |
| CITADEL ADVISORS LLC new | 37,008 | $1M | 0.2% | 2026-Q1 stale (1 quarter behind) |
| SILVER OAK SECURITIES, INCORPORATED added | 56,390 | $2M | 0.3% | 2025-Q4 stale (2 quarters behind) |
| Private Advisor Group, LLC trimmed | 31,889 | $1M | 0.2% | 2025-Q4 stale (2 quarters behind) |
| BRASS TAX WEALTH MANAGEMENT, INC trimmed | 441,868 | $14M | 2.6% | 2025-Q3 stale (3 quarters behind) |
| Uniting Wealth Partners, LLC new | 166,585 | $5M | 1.0% | 2025-Q3 stale (3 quarters behind) |
| AVANTAX ADVISORY SERVICES, INC. added | 134,683 | $4M | 0.8% | 2025-Q2 stale (4 quarters behind) |
| Ergawealth Advisors, Inc. added | 40,967 | $1M | 0.2% | 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.