Who owns PSK
Which tracked institutional funds hold PSK, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See PSK company fundamentals →
Ownership as of the 2026-Q2 13F filings (latest filed 2026-08-25). 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
15 tracked funds added or opened PSK while 16 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
PSK’s largest tracked holder by dollar value, WELLS FARGO & COMPANY/MN, 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 gap the other way — the median holder sizes PSK more heavily than its largest holder by dollar value does.
Book-share is each fund’s reported value in PSK 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 148 tracked filers holding PSK, 70 increased or opened the position and 78 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 PSK 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 2
- United Asset Strategies, Inc.$8M
- Walser Wealth Management Company, A Ltd Liability Co$809K
Full exits 6
- PARK AVENUE SECURITIES LLC$7M
- FDx Advisors, Inc.$2M
- Betterment LLC$764K
- Cambridge Investment Research Advisors, Inc.$703K
- Euro Pacific Asset Management, LLC$604K
- CWM, LLC$525K
Largest adds
- ROYAL BANK OF CANADA$3M
- Ameritas Advisory Services, LLC$2M
- MORGAN STANLEY$1M
- WELLS FARGO & COMPANY/MN$1M
- RAYMOND JAMES FINANCIAL INC$948K
- Twelve Points Wealth Management LLC$897K
Largest trims
- Cetera Investment Advisers$2M
- SUSQUEHANNA INTERNATIONAL GROUP, LLP$2M
- Bank of New York Mellon Corp$2M
- LPL Financial LLC$986K
- GREENLEAF TRUST$519K
- Bath Savings Trust Co$359K
Institutional holders
One row per tracked fund, most shares held first (every row is from one quarter; reported value breaks ties). “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding.
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| WELLS FARGO & COMPANY/MN added | 1,430,073 | $44M | 11.7% | 2026-Q2 |
| MORGAN STANLEY added | 1,120,402 | $34M | 9.2% | 2026-Q2 |
| ROYAL BANK OF CANADA added | 997,077 | $30M | 8.1% | 2026-Q2 |
| Bank of New York Mellon Corp trimmed | 803,593 | $25M | 6.6% | 2026-Q2 |
| State of Wisconsin - Board of Commissioners of Public Lands | 780,643 | $24M | 6.4% | 2026-Q2 |
| CNO Financial Group, Inc. | 700,000 | $21M | 5.7% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC added | 624,490 | $19M | 5.1% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC added | 433,914 | $13M | 3.5% | 2026-Q2 |
| LPL Financial LLC trimmed | 416,658 | $13M | 3.4% | 2026-Q2 |
| Sage Advisory Services, Ltd.Co. added | 372,859 | $11M | 3.0% | 2026-Q2 |
| Lido Advisors, LLC trimmed | 266,836 | $8M | 2.2% | 2026-Q2 |
| UBS Group AG added | 265,320 | $8M | 2.2% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ trimmed | 257,022 | $8M | 2.1% | 2026-Q2 |
| United Asset Strategies, Inc. new | 250,574 | $8M | 2.0% | 2026-Q2 |
| TRUIST FINANCIAL CORP added | 176,067 | $5M | 1.4% | 2026-Q2 |
| Checchi Capital Advisers, LLC trimmed | 174,253 | $5M | 1.4% | 2026-Q2 |
| Twelve Points Wealth Management LLC added | 164,235 | $5M | 1.3% | 2026-Q2 |
| Cetera Investment Advisers trimmed | 141,343 | $4M | 1.2% | 2026-Q2 |
| Crews Bank & Trust added | 138,140 | $4M | 1.1% | 2026-Q2 |
| Sound Income Strategies, LLC trimmed | 134,336 | $4M | 1.1% | 2026-Q2 |
| &PARTNERS added | 131,391 | $4M | 1.1% | 2026-Q2 |
| Ameritas Advisory Services, LLC added | 122,711 | $4M | 1.0% | 2026-Q2 |
| PNC Financial Services Group, Inc. added | 116,605 | $4M | 1.0% | 2026-Q2 |
| Rosenberg Matthew Hamilton added | 114,610 | $3M | 0.9% | 2026-Q2 |
| Allworth Financial LP trimmed | 111,472 | $3M | 0.9% | 2026-Q2 |
| Midwest Trust Co trimmed | 110,380 | $3M | 0.9% | 2026-Q2 |
| Shulman DeMeo Asset Management LLC trimmed | 105,421 | $3M | 0.9% | 2026-Q2 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC trimmed | 93,171 | $3M | 0.8% | 2026-Q2 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added | 86,975 | $3M | 0.7% | 2026-Q2 |
| Investors Research Corp trimmed | 84,470 | $3M | 0.7% | 2026-Q2 |
| AMERIPRISE FINANCIAL INC trimmed | 79,494 | $2M | 0.6% | 2026-Q2 |
| ST GERMAIN D J CO INC trimmed | 78,175 | $2M | 0.6% | 2026-Q2 |
| Voya Financial Advisors, Inc. added | 67,137 | $2M | 0.5% | 2026-Q2 |
| Aspetuck Financial Management LLC trimmed | 55,905 | $2M | 0.5% | 2026-Q2 |
| Orion Porfolio Solutions, LLC trimmed | 53,187 | $2M | 0.4% | 2026-Q2 |
| Crestwood Advisors Group, LLC | 50,729 | $2M | 0.4% | 2026-Q2 |
| DEUTSCHE BANK AG\ | 48,275 | $1M | 0.4% | 2026-Q2 |
| JPMORGAN CHASE & CO added | 48,155 | $1M | 0.4% | 2026-Q2 |
| Rockefeller Capital Management L.P. trimmed | 44,396 | $1M | 0.4% | 2026-Q2 |
| OSAIC HOLDINGS, INC. added | 41,597 | $1M | 0.3% | 2026-Q2 |
| Wealthspire Retirement, LLC added | 41,389 | $1M | 0.3% | 2026-Q2 |
| Private Advisor Group, LLC trimmed | 38,473 | $1M | 0.3% | 2026-Q2 |
| Wealthcare Advisory Partners LLC trimmed | 37,743 | $1M | 0.3% | 2026-Q2 |
| BANK OF MONTREAL /CAN/ trimmed | 36,789 | $1M | 0.3% | 2026-Q2 |
| Financial Insights, Inc. added | 34,845 | $1M | 0.3% | 2026-Q2 |
| EAGLE HARBOR ASSET MANAGEMENT INC /ADV trimmed | 33,027 | $1M | 0.3% | 2026-Q2 |
| Provenance Wealth Advisors, LLC | 31,535 | $963K | 0.3% | 2026-Q2 |
| Strategic Financial Concepts, LLC added | 28,368 | $866K | 0.2% | 2026-Q2 |
| Breachway Investments LLC added | 27,975 | $854K | 0.2% | 2026-Q2 |
| Foundations Investment Advisors, LLC added | 27,962 | $854K | 0.2% | 2026-Q2 |
| XML Financial, LLC trimmed | 26,939 | $822K | 0.2% | 2026-Q2 |
| Walser Wealth Management Company, A Ltd Liability Co new | 26,493 | $809K | 0.2% | 2026-Q2 |
| NewEdge Advisors, LLC added | 26,441 | $807K | 0.2% | 2026-Q2 |
| Fifth Third Securities, Inc. added | 22,722 | $694K | 0.2% | 2026-Q2 |
| FULTON BREAKEFIELD BROENNIMAN LLC trimmed | 22,593 | $690K | 0.2% | 2026-Q2 |
| NBT BANK, N.A. | 21,916 | $669K | 0.2% | 2026-Q2 |
| Cornerstone Financial Group, LLC /NE/ added | 20,731 | $633K | 0.2% | 2026-Q2 |
| MML INVESTORS SERVICES, LLC added | 18,751 | $572K | 0.2% | 2026-Q2 |
| Pure Financial Advisors, LLC trimmed | 17,376 | $530K | 0.1% | 2026-Q2 |
| LAUREL OAK WEALTH MANAGEMENT, LLC trimmed | 16,669 | $509K | 0.1% | 2026-Q2 |
| Atlas Private Wealth Advisors trimmed | 15,532 | $474K | 0.1% | 2026-Q2 |
| US BANCORP \DE\ added | 14,983 | $457K | 0.1% | 2026-Q2 |
| Camarda Financial Advisors, LLC added | 14,704 | $449K | 0.1% | 2026-Q2 |
| CGN Advisors LLC trimmed | 14,469 | $442K | 0.1% | 2026-Q2 |
| Hilton Capital Management, LLC trimmed | 13,860 | $423K | 0.1% | 2026-Q2 |
| Sequent Planning LLC added | 13,848 | $423K | 0.1% | 2026-Q2 |
| FIFTH THIRD BANCORP trimmed | 13,793 | $421K | 0.1% | 2026-Q2 |
| JONES FINANCIAL COMPANIES LLLP added | 12,842 | $391K | 0.1% | 2026-Q2 |
| Wedmont Private Capital added | 12,604 | $383K | 0.1% | 2026-Q2 |
| Inscription Capital, LLC trimmed | 12,595 | $385K | 0.1% | 2026-Q2 |
| Mariner, LLC trimmed | 12,535 | $383K | 0.1% | 2026-Q2 |
| WealthPoint Financial, LLC added | 12,504 | $382K | 0.1% | 2026-Q2 |
| GREENLEAF TRUST trimmed | 12,044 | $368K | 0.1% | 2026-Q2 |
| ALEXANDER LABRUNERIE & CO., INC. trimmed | 11,895 | $363K | 0.1% | 2026-Q2 |
| ECLECTIC ASSOCIATES INC /ADV added | 11,794 | $360K | 0.1% | 2026-Q2 |
| PRIVATE TRUST CO NA | 11,448 | $350K | 0.1% | 2026-Q2 |
| Artemis Wealth Advisors, LLC added | 11,041 | $337K | 0.1% | 2026-Q2 |
| Plan Group Financial, LLC new | 10,996 | $336K | 0.1% | 2026-Q2 |
| JANE STREET GROUP, LLC added | 10,993 | $336K | 0.1% | 2026-Q2 |
| PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC | 10,000 | $305K | 0.1% | 2026-Q2 |
| Cerity Partners LLC added | 9,404 | $287K | 0.1% | 2026-Q2 |
| Gotham Asset Management, LLC added | 9,177 | $280K | 0.1% | 2026-Q2 |
| TD Capital Management LLC added | 9,159 | $280K | 0.1% | 2026-Q2 |
| Creative Planning added | 8,664 | $265K | 0.1% | 2026-Q2 |
| Bath Savings Trust Co trimmed | 8,422 | $257K | 0.1% | 2026-Q2 |
| FORM Wealth Advisors, LLC added | 8,319 | $254K | 0.1% | 2026-Q2 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP trimmed | 8,166 | $249K | 0.1% | 2026-Q2 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO added | 8,136 | $248K | 0.1% | 2026-Q2 |
| KEYBANK NATIONAL ASSOCIATION/OH | 8,100 | $247K | 0.1% | 2026-Q2 |
| Stratos Wealth Partners, LTD. added | 7,918 | $242K | 0.1% | 2026-Q2 |
| Sharper & Granite LLC | 7,310 | $223K | 0.1% | 2026-Q2 |
| Equitable Holdings, Inc. added | 7,280 | $222K | 0.1% | 2026-Q2 |
| FLPUTNAM INVESTMENT MANAGEMENT CO trimmed | 6,975 | $213K | 0.1% | 2026-Q2 |
| Farther Finance Advisors, LLC added | 6,074 | $185K | 0.0% | 2026-Q2 |
| Geneos Wealth Management Inc. trimmed | 5,660 | $173K | 0.0% | 2026-Q2 |
| Tradewinds Capital Management, LLC trimmed | 4,710 | $144K | 0.0% | 2026-Q2 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC added | 4,159 | $127K | 0.0% | 2026-Q2 |
| Medallion Wealth Advisors, LLC trimmed | 3,735 | $114K | 0.0% | 2026-Q2 |
| Napier Financial, LLC | 2,780 | $85K | 0.0% | 2026-Q2 |
| IFP Advisors, Inc added | 2,766 | $84K | 0.0% | 2026-Q2 |
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.