Who owns PSH (PSH)
Which tracked institutional funds hold PSH, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See PSH 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
The tracked-fund tape on PSH is one-sided between 2025-Q4 and 2026-Q1: 12 added or opened and 4 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
PSH’s largest tracked holder by dollar value, COMMONWEALTH EQUITY SERVICES, LLC, sizes it at 0.0% 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 PSH 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 38 tracked filers holding PSH, 29 increased or opened the position and 8 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 PSH 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
- First Heartland Consultants, Inc.$856K
- JANE STREET GROUP, LLC$737K
- CITADEL ADVISORS LLC$660K
Largest adds
- Crumly & Associates Inc.$8M
- LPL Financial LLC$5M
- Focus Partners Wealth$2M
- TRUIST FINANCIAL CORP$1M
- COMMONWEALTH EQUITY SERVICES, LLC$763K
- MGO ONE SEVEN LLC$606K
Largest trims
- EverSource Wealth Advisors, LLC$6M
- Sunrise Financial Services, LLC$4M
- Equitable Holdings, Inc.$2M
- OSAIC HOLDINGS, INC.$463K
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 |
|---|---|---|---|---|
| COMMONWEALTH EQUITY SERVICES, LLC added | 269,791 | $13M | 14.6% | 2026-Q1 |
| Crumly & Associates Inc. added | 265,647 | $13M | 14.4% | 2026-Q1 |
| LPL Financial LLC added | 227,422 | $11M | 12.3% | 2026-Q1 |
| HighTower Advisors, LLC added | 201,643 | $10M | 10.9% | 2026-Q1 |
| Focus Partners Wealth added | 119,653 | $6M | 6.5% | 2026-Q1 |
| MGO ONE SEVEN LLC added | 111,258 | $6M | 6.0% | 2026-Q1 |
| Sunrise Financial Services, LLC trimmed | 73,506 | $4M | 4.0% | 2026-Q1 |
| Fjell Capital, LLC added | 60,203 | $3M | 3.3% | 2026-Q1 |
| TRUIST FINANCIAL CORP added | 53,548 | $3M | 2.9% | 2026-Q1 |
| Janney Montgomery Scott LLC added | 46,536 | $2M | 2.5% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC added | 23,870 | $1M | 1.3% | 2026-Q1 |
| Corient Private Wealth LLC trimmed | 22,484 | $1M | 1.2% | 2026-Q1 |
| Lakeshore Financial Planning, Inc. added | 20,047 | $994K | 1.1% | 2026-Q1 |
| Mariner, LLC added | 19,137 | $949K | 1.0% | 2026-Q1 |
| First Heartland Consultants, Inc. new | 17,251 | $856K | 0.9% | 2026-Q1 |
| Equitable Holdings, Inc. trimmed | 14,675 | $739K | 0.8% | 2026-Q1 |
| Private Advisor Group, LLC added | 14,892 | $739K | 0.8% | 2026-Q1 |
| JANE STREET GROUP, LLC added | 14,857 | $737K | 0.8% | 2026-Q1 |
| CITADEL ADVISORS LLC trimmed | 13,301 | $660K | 0.7% | 2026-Q1 |
| Cambridge Investment Research Advisors, Inc. added | 8,760 | $434K | 0.5% | 2026-Q1 |
| OSAIC HOLDINGS, INC. trimmed | 7,143 | $354K | 0.4% | 2026-Q1 |
| Prosperity Financial Group, Inc. | 6,700 | $332K | 0.4% | 2026-Q1 |
| Moors & Cabot, Inc. new | 6,602 | $327K | 0.4% | 2026-Q1 |
| HARBOUR INVESTMENTS, INC. added | 6,184 | $307K | 0.3% | 2026-Q1 |
| XML Financial, LLC added | 5,579 | $277K | 0.3% | 2026-Q1 |
| Trilogy Capital Inc. | 4,775 | $237K | 0.3% | 2026-Q1 |
| HRT FINANCIAL LP new | 4,368 | $216K | 0.2% | 2026-Q1 |
| Parallel Advisors, LLC added | 4,027 | $200K | 0.2% | 2026-Q1 |
| Farther Finance Advisors, LLC | 2,728 | $136K | 0.1% | 2026-Q1 |
| IAG Wealth Partners, LLC new | 2,281 | $113K | 0.1% | 2026-Q1 |
| JONES FINANCIAL COMPANIES LLLP new | 1,351 | $67K | 0.1% | 2026-Q1 |
| Advisory Services Network, LLC added | 957 | $47K | 0.1% | 2026-Q1 |
| HAZLETT, BURT & WATSON, INC. added | 466 | $23K | 0.0% | 2026-Q1 |
| KERR FINANCIAL PLANNING Corp | 1,204 | $19K | 0.0% | 2026-Q1 |
| ROYAL BANK OF CANADA new | 210 | $10K | 0.0% | 2026-Q1 |
| WELLS FARGO & COMPANY/MN added | 110 | $5K | 0.0% | 2026-Q1 |
| MATHER GROUP, LLC. new | 43 | $2K | 0.0% | 2026-Q1 |
| EverSource Wealth Advisors, LLC trimmed | 21 | $1K | 0.0% | 2026-Q1 |
| PRUDENTIAL FINANCIAL INC trimmed | 135,500 | $7M | 7.5% | 2025-Q3 stale |
| AVANTAX ADVISORY SERVICES, INC. new | 37,196 | $2M | 2.0% | 2025-Q1 stale |
| GTS SECURITIES LLC new | 11,784 | $599K | 0.7% | 2025-Q3 stale |
| Andina Capital Management, LLC added | 4,712 | $239K | 0.3% | 2025-Q3 stale |
| FLAGSHIP HARBOR ADVISORS, LLC trimmed | 1,129 | $57K | 0.1% | 2025-Q4 stale |
| BANK OF AMERICA CORP /DE/ added | 277 | $14K | 0.0% | 2025-Q4 stale |
| UBS Group AG added | 134 | $7K | 0.0% | 2025-Q4 stale |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 0 | — | 0.0% | 2025-Q2 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.