Who owns PSI (PSI)
Which tracked institutional funds hold PSI, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See PSI 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 PSI is one-sided between 2025-Q4 and 2026-Q1: 49 added or opened and 6 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
PSI’s largest tracked holder by dollar value, HighTower Advisors, LLC, 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 PSI 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 180 tracked filers holding PSI, 82 increased or opened the position and 69 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 PSI 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 11
- Independent Advisor Alliance$18M
- GOLDMAN SACHS GROUP INC$5M
- Per Stirling Capital Management, LLC.$2M
- Members Advisory Group LLC$2M
- Financial Management Professionals, Inc.$1M
- Integrated Wealth Concepts LLC$1M
Full exits 3
- Trek Financial, LLC$5M
- Arete Wealth Advisors, LLC$3M
- DRW Securities, LLC$1M
Largest adds
- LPL Financial LLC$7M
- BNP PARIBAS FINANCIAL MARKETS$5M
- RAYMOND JAMES FINANCIAL INC$4M
- HighTower Advisors, LLC$4M
- Cetera Investment Advisers$3M
- BANK OF AMERICA CORP /DE/$3M
Largest trims
- NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$4M
- SFI Advisors, LLC$659K
- CAPTRUST FINANCIAL ADVISORS$537K
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 |
|---|---|---|---|---|
| HighTower Advisors, LLC trimmed | 491,790 | $46M | 10.5% | 2026-Q1 |
| MORGAN STANLEY trimmed | 443,388 | $42M | 9.5% | 2026-Q1 |
| LPL Financial LLC added | 409,599 | $39M | 8.7% | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ trimmed | 269,953 | $25M | 5.8% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC added | 204,267 | $19M | 4.4% | 2026-Q1 |
| Independent Advisor Alliance added | 193,485 | $18M | 4.1% | 2026-Q1 |
| Cetera Investment Advisers added | 185,677 | $18M | 4.0% | 2026-Q1 |
| Warner Group LLC trimmed | 184,291 | $17M | 3.9% | 2026-Q1 |
| CAPTRUST FINANCIAL ADVISORS trimmed | 142,350 | $13M | 3.0% | 2026-Q1 |
| ROYAL BANK OF CANADA added | 140,433 | $13M | 3.0% | 2026-Q1 |
| UBS Group AG trimmed | 112,024 | $11M | 2.4% | 2026-Q1 |
| MERCER GLOBAL ADVISORS INC /ADV trimmed | 101,373 | $10M | 2.2% | 2026-Q1 |
| BNP PARIBAS FINANCIAL MARKETS added | 90,000 | $8M | 1.9% | 2026-Q1 |
| NATIONAL BANK OF CANADA /FI/ trimmed | 83,103 | $8M | 1.8% | 2026-Q1 |
| Cambridge Investment Research Advisors, Inc. trimmed | 72,400 | $7M | 1.5% | 2026-Q1 |
| MML INVESTORS SERVICES, LLC trimmed | 69,751 | $7M | 1.5% | 2026-Q1 |
| OSAIC HOLDINGS, INC. added | 65,790 | $6M | 1.4% | 2026-Q1 |
| Artesa Financial Group, LLC added | 64,447 | $6M | 1.4% | 2026-Q1 |
| MEITAV INVESTMENT HOUSE LTD | 61,208 | $6M | 1.3% | 2026-Q1 |
| Private Advisor Group, LLC added | 54,508 | $5M | 1.2% | 2026-Q1 |
| GOLDMAN SACHS GROUP INC added | 52,482 | $5M | 1.1% | 2026-Q1 |
| Advisory Services Network, LLC trimmed | 52,358 | $5M | 1.1% | 2026-Q1 |
| COMMONWEALTH EQUITY SERVICES, LLC trimmed | 51,858 | $5M | 1.1% | 2026-Q1 |
| STIFEL FINANCIAL CORP trimmed | 45,554 | $4M | 1.0% | 2026-Q1 |
| JONES FINANCIAL COMPANIES LLLP added | 45,075 | $4M | 0.9% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC added | 44,048 | $4M | 0.9% | 2026-Q1 |
| TRUIST FINANCIAL CORP trimmed | 43,910 | $4M | 0.9% | 2026-Q1 |
| Summit Financial, LLC added | 39,089 | $4M | 0.8% | 2026-Q1 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO trimmed | 38,086 | $4M | 0.8% | 2026-Q1 |
| Triton Financial Group Inc added | 36,201 | $3M | 0.7% | 2026-Q1 |
| AMERIPRISE FINANCIAL INC added | 31,745 | $3M | 0.7% | 2026-Q1 |
| M Holdings Securities, Inc. added | 21,535 | $3M | 0.6% | 2026-Q1 |
| Nilsine Partners, LLC trimmed | 17,427 | $2M | 0.5% | 2026-Q1 |
| BIP Wealth, LLC trimmed | 24,127 | $2M | 0.5% | 2026-Q1 |
| Per Stirling Capital Management, LLC. new | 21,017 | $2M | 0.4% | 2026-Q1 |
| Bawa N Mallick Trust | 20,000 | $2M | 0.4% | 2026-Q1 |
| Prospera Financial Services Inc trimmed | 19,744 | $2M | 0.4% | 2026-Q1 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP added | 18,160 | $2M | 0.4% | 2026-Q1 |
| PRINCIPAL SECURITIES, INC. trimmed | 17,639 | $2M | 0.4% | 2026-Q1 |
| Members Advisory Group LLC new | 17,067 | $2M | 0.4% | 2026-Q1 |
| Financial Management Professionals, Inc. added | 15,375 | $1M | 0.3% | 2026-Q1 |
| Mission Hills Financial Advisory, LLC trimmed | 14,711 | $1M | 0.3% | 2026-Q1 |
| Tower Research Capital LLC (TRC) added | 13,468 | $1M | 0.3% | 2026-Q1 |
| Integrated Wealth Concepts LLC trimmed | 13,294 | $1M | 0.3% | 2026-Q1 |
| CITADEL ADVISORS LLC added | 11,341 | $1M | 0.2% | 2026-Q1 |
| Valley Brook Capital Group, Inc. added | 11,020 | $1M | 0.2% | 2026-Q1 |
| INDEPENDENT FINANCIAL GROUP, LLC trimmed | 11,005 | $1M | 0.2% | 2026-Q1 |
| PNC FINANCIAL SERVICES GROUP, INC. added | 10,893 | $1M | 0.2% | 2026-Q1 |
| Envision Financial Transparency, LLC new | 10,595 | $1M | 0.2% | 2026-Q1 |
| NATIXIS ADVISORS, LLC new | 10,503 | $991K | 0.2% | 2026-Q1 |
| B. Riley Wealth Advisors, Inc. | 11,075 | $980K | 0.2% | 2026-Q1 |
| Mariner, LLC trimmed | 9,694 | $915K | 0.2% | 2026-Q1 |
| CWM, LLC | 9,664 | $912K | 0.2% | 2026-Q1 |
| Capital Square, LLC added | 6,628 | $894K | 0.2% | 2026-Q1 |
| FSA WEALTH PARTNERS, INC. new | 9,205 | $869K | 0.2% | 2026-Q1 |
| Hennion & Walsh Asset Management, Inc. added | 8,855 | $836K | 0.2% | 2026-Q1 |
| PFG Investments, LLC trimmed | 8,647 | $816K | 0.2% | 2026-Q1 |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors trimmed | 8,080 | $763K | 0.2% | 2026-Q1 |
| Caprock Group, LLC | 7,975 | $753K | 0.2% | 2026-Q1 |
| EP Wealth Advisors, LLC | 7,694 | $726K | 0.2% | 2026-Q1 |
| Belpointe Asset Management LLC trimmed | 7,395 | $698K | 0.2% | 2026-Q1 |
| Koshinski Asset Management, Inc. | 7,385 | $697K | 0.2% | 2026-Q1 |
| BENJAMIN EDWARDS INC trimmed | 7,359 | $695K | 0.2% | 2026-Q1 |
| Simplicity Wealth,LLC new | 7,332 | $692K | 0.2% | 2026-Q1 |
| Millennium Capital Advisors, LLC | 6,850 | $647K | 0.1% | 2026-Q1 |
| FIRST FOUNDATION ADVISORS | 6,822 | $644K | 0.1% | 2026-Q1 |
| GRIMES & Co WEALTH MANAGEMENT, LLC trimmed | 6,440 | $608K | 0.1% | 2026-Q1 |
| Creative Planning trimmed | 6,104 | $576K | 0.1% | 2026-Q1 |
| HARBOUR INVESTMENTS, INC. added | 6,031 | $569K | 0.1% | 2026-Q1 |
| KKM Financial LLC | 7,145 | $563K | 0.1% | 2026-Q1 |
| Stratos Wealth Partners, LTD. added | 5,875 | $554K | 0.1% | 2026-Q1 |
| Focus Partners Wealth | 5,556 | $524K | 0.1% | 2026-Q1 |
| FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | 5,553 | $524K | 0.1% | 2026-Q1 |
| Secure Asset Management, LLC added | 5,459 | $515K | 0.1% | 2026-Q1 |
| Wellington Shields & Co., LLC | 5,142 | $485K | 0.1% | 2026-Q1 |
| FLAGSHIP HARBOR ADVISORS, LLC trimmed | 5,028 | $475K | 0.1% | 2026-Q1 |
| Keystone Wealth Services, LLC new | 4,769 | $450K | 0.1% | 2026-Q1 |
| McGuire Investment Group, LLC | 4,698 | $443K | 0.1% | 2026-Q1 |
| Quantinno Capital Management LP added | 4,658 | $440K | 0.1% | 2026-Q1 |
| KESTRA PRIVATE WEALTH SERVICES, LLC trimmed | 4,631 | $437K | 0.1% | 2026-Q1 |
| BlackRock, Inc. new | 4,560 | $430K | 0.1% | 2026-Q1 |
| Sound Income Strategies, LLC trimmed | 4,332 | $421K | 0.1% | 2026-Q1 |
| Perigon Wealth Management, LLC | 4,405 | $416K | 0.1% | 2026-Q1 |
| NEUBERGER BERMAN GROUP LLC | 4,323 | $408K | 0.1% | 2026-Q1 |
| Institute for Wealth Management, LLC. trimmed | 4,315 | $407K | 0.1% | 2026-Q1 |
| MinichMacGregor Wealth Management, LLC trimmed | 4,215 | $398K | 0.1% | 2026-Q1 |
| Focus Financial Network, Inc. added | 4,122 | $389K | 0.1% | 2026-Q1 |
| Sanctuary Advisors, LLC added | 4,071 | $384K | 0.1% | 2026-Q1 |
| PFG Advisors trimmed | 4,040 | $381K | 0.1% | 2026-Q1 |
| Carr Financial Group Corp added | 4,037 | $381K | 0.1% | 2026-Q1 |
| Trek Financial, LLC trimmed | 69,203 | $5M | 1.2% | 2025-Q4 stale |
| Millington Financial Advisors, LLC trimmed | 87,595 | $4M | 0.9% | 2025-Q1 stale |
| Arete Wealth Advisors, LLC trimmed | 39,496 | $3M | 0.7% | 2025-Q4 stale |
| Strategic Blueprint, LLC trimmed | 24,343 | $2M | 0.4% | 2025-Q3 stale |
| Optiver Holding B.V. new | 24,207 | $1M | 0.3% | 2025-Q2 stale |
| Yahav Achim Ve Achayot - Provident Funds Management Co Ltd. | 19,122 | $1M | 0.3% | 2025-Q3 stale |
| DRW Securities, LLC | 14,405 | $1M | 0.3% | 2025-Q4 stale |
| Sowell Financial Services LLC added | 18,200 | $862K | 0.2% | 2025-Q1 stale |
| Atria Wealth Solutions, Inc. trimmed | 9,591 | $575K | 0.1% | 2025-Q2 stale |
| FLOW TRADERS U.S. LLC added | 6,141 | $432K | 0.1% | 2025-Q3 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.