Who owns PSK (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-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
10 tracked funds added or opened PSK while 28 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
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 2025-Q4 and 2026-Q1, across 159 tracked filers holding PSK, 61 increased or opened the position and 93 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 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 2
- FDx Advisors, Inc.$2M
- Strategic Financial Concepts, LLC$870K
Full exits 5
- Long Run Wealth Advisors, LLC$7M
- ZACKS INVESTMENT MANAGEMENT$5M
- Envestnet Portfolio Solutions, Inc.$1M
- RFG Advisory, LLC$988K
- GREENBERG FINANCIAL GROUP$675K
Largest adds
- Cetera Investment Advisers$3M
- Crestwood Advisors Group, LLC$1M
- BANK OF AMERICA CORP /DE/$812K
- SUSQUEHANNA INTERNATIONAL GROUP, LLP$779K
- DEUTSCHE BANK AG\$509K
- Twelve Points Wealth Management LLC$411K
Largest trims
- UBS Group AG$13M
- PARK AVENUE SECURITIES LLC$9M
- Bank of New York Mellon Corp$7M
- RAYMOND JAMES FINANCIAL INC$7M
- LPL Financial LLC$1M
- CITADEL ADVISORS LLC$1M
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 |
|---|---|---|---|---|
| WELLS FARGO & COMPANY/MN added | 1,378,777 | $43M | 10.4% | 2026-Q1 |
| MORGAN STANLEY trimmed | 1,065,505 | $33M | 8.1% | 2026-Q1 |
| ROYAL BANK OF CANADA trimmed | 892,921 | $28M | 6.8% | 2026-Q1 |
| Bank of New York Mellon Corp trimmed | 853,020 | $26M | 6.5% | 2026-Q1 |
| State of Wisconsin - Board of Commissioners of Public Lands | 780,643 | $24M | 5.9% | 2026-Q1 |
| CNO Financial Group, Inc. | 700,000 | $22M | 5.3% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC added | 601,514 | $19M | 4.6% | 2026-Q1 |
| LPL Financial LLC trimmed | 444,457 | $14M | 3.4% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC trimmed | 398,819 | $12M | 3.0% | 2026-Q1 |
| Sage Advisory Services, Ltd.Co. trimmed | 345,497 | $11M | 2.6% | 2026-Q1 |
| Lido Advisors, LLC trimmed | 270,225 | $8M | 2.0% | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ added | 259,438 | $8M | 2.0% | 2026-Q1 |
| UBS Group AG trimmed | 256,723 | $8M | 1.9% | 2026-Q1 |
| Cetera Investment Advisers added | 214,758 | $7M | 1.6% | 2026-Q1 |
| PARK AVENUE SECURITIES LLC trimmed | 213,178 | $7M | 1.6% | 2026-Q1 |
| Checchi Capital Advisers, LLC trimmed | 174,827 | $5M | 1.3% | 2026-Q1 |
| TRUIST FINANCIAL CORP trimmed | 172,383 | $5M | 1.3% | 2026-Q1 |
| Crews Bank & Trust trimmed | 138,050 | $4M | 1.0% | 2026-Q1 |
| Sound Income Strategies, LLC trimmed | 136,899 | $4M | 1.0% | 2026-Q1 |
| Twelve Points Wealth Management LLC added | 133,511 | $4M | 1.0% | 2026-Q1 |
| &PARTNERS added | 130,181 | $4M | 1.0% | 2026-Q1 |
| Allworth Financial LP trimmed | 119,935 | $4M | 0.9% | 2026-Q1 |
| PNC FINANCIAL SERVICES GROUP, INC. added | 112,901 | $3M | 0.9% | 2026-Q1 |
| Midwest Trust Co trimmed | 110,928 | $3M | 0.8% | 2026-Q1 |
| Shulman DeMeo Asset Management LLC trimmed | 105,776 | $3M | 0.8% | 2026-Q1 |
| Rosenberg Matthew Hamilton added | 102,305 | $3M | 0.8% | 2026-Q1 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC trimmed | 98,275 | $3M | 0.7% | 2026-Q1 |
| Investors Research Corp trimmed | 88,842 | $3M | 0.7% | 2026-Q1 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC trimmed | 86,202 | $3M | 0.7% | 2026-Q1 |
| ST GERMAIN D J CO INC trimmed | 80,425 | $2M | 0.6% | 2026-Q1 |
| AMERIPRISE FINANCIAL INC trimmed | 80,322 | $2M | 0.6% | 2026-Q1 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP added | 70,127 | $2M | 0.5% | 2026-Q1 |
| Ameritas Advisory Services, LLC added | 61,425 | $2M | 0.5% | 2026-Q1 |
| Aspetuck Financial Management LLC added | 55,965 | $2M | 0.4% | 2026-Q1 |
| Voya Financial Advisors, Inc. trimmed | 55,830 | $2M | 0.4% | 2026-Q1 |
| Orion Porfolio Solutions, LLC trimmed | 53,574 | $2M | 0.4% | 2026-Q1 |
| FDx Advisors, Inc. trimmed | 51,991 | $2M | 0.4% | 2026-Q1 |
| Crestwood Advisors Group, LLC added | 50,729 | $2M | 0.4% | 2026-Q1 |
| DEUTSCHE BANK AG\ added | 48,275 | $1M | 0.4% | 2026-Q1 |
| Private Advisor Group, LLC added | 47,204 | $1M | 0.4% | 2026-Q1 |
| Rockefeller Capital Management L.P. trimmed | 45,310 | $1M | 0.3% | 2026-Q1 |
| Wealthspire Retirement, LLC added | 40,453 | $1M | 0.3% | 2026-Q1 |
| Wealthcare Advisory Partners LLC added | 40,263 | $1M | 0.3% | 2026-Q1 |
| OSAIC HOLDINGS, INC. trimmed | 40,094 | $1M | 0.3% | 2026-Q1 |
| BANK OF MONTREAL /CAN/ trimmed | 39,507 | $1M | 0.3% | 2026-Q1 |
| JPMORGAN CHASE & CO added | 37,064 | $1M | 0.3% | 2026-Q1 |
| Financial Insights, Inc. added | 32,095 | $990K | 0.2% | 2026-Q1 |
| Provenance Wealth Advisors, LLC | 31,535 | $973K | 0.2% | 2026-Q1 |
| GREENLEAF TRUST trimmed | 28,756 | $887K | 0.2% | 2026-Q1 |
| Strategic Financial Concepts, LLC trimmed | 28,210 | $870K | 0.2% | 2026-Q1 |
| XML Financial, LLC trimmed | 26,984 | $832K | 0.2% | 2026-Q1 |
| FULTON BREAKEFIELD BROENNIMAN LLC trimmed | 25,512 | $787K | 0.2% | 2026-Q1 |
| Betterment LLC added | 24,784 | $764K | 0.2% | 2026-Q1 |
| Breachway Investments LLC added | 23,741 | $730K | 0.2% | 2026-Q1 |
| Pure Financial Advisors, LLC trimmed | 23,669 | $730K | 0.2% | 2026-Q1 |
| Atlas Private Wealth Advisors trimmed | 23,604 | $728K | 0.2% | 2026-Q1 |
| Cambridge Investment Research Advisors, Inc. trimmed | 22,787 | $703K | 0.2% | 2026-Q1 |
| Mariner, LLC trimmed | 22,208 | $685K | 0.2% | 2026-Q1 |
| NBT BANK N A /NY | 21,916 | $676K | 0.2% | 2026-Q1 |
| Fifth Third Securities, Inc. added | 21,467 | $662K | 0.2% | 2026-Q1 |
| Cornerstone Financial Group, LLC /NE/ added | 20,524 | $644K | 0.2% | 2026-Q1 |
| Bath Savings Trust Co trimmed | 19,962 | $616K | 0.2% | 2026-Q1 |
| Euro Pacific Asset Management, LLC | 19,030 | $604K | 0.1% | 2026-Q1 |
| LAUREL OAK WEALTH MANAGEMENT, LLC trimmed | 18,806 | $580K | 0.1% | 2026-Q1 |
| CWM, LLC added | 17,039 | $525K | 0.1% | 2026-Q1 |
| MML INVESTORS SERVICES, LLC trimmed | 16,924 | $522K | 0.1% | 2026-Q1 |
| CGN Advisors LLC trimmed | 16,371 | $505K | 0.1% | 2026-Q1 |
| McAdam, LLC trimmed | 15,567 | $480K | 0.1% | 2026-Q1 |
| US BANCORP \DE\ added | 14,533 | $448K | 0.1% | 2026-Q1 |
| FIFTH THIRD BANCORP added | 14,424 | $445K | 0.1% | 2026-Q1 |
| Camarda Financial Advisors, LLC added | 13,621 | $420K | 0.1% | 2026-Q1 |
| Inscription Capital, LLC | 13,063 | $403K | 0.1% | 2026-Q1 |
| Wedmont Private Capital added | 12,386 | $387K | 0.1% | 2026-Q1 |
| ALEXANDER LABRUNERIE & CO., INC. trimmed | 12,359 | $381K | 0.1% | 2026-Q1 |
| Sequent Planning LLC added | 12,238 | $377K | 0.1% | 2026-Q1 |
| ECLECTIC ASSOCIATES INC /ADV added | 11,767 | $363K | 0.1% | 2026-Q1 |
| PRIVATE TRUST CO NA trimmed | 11,448 | $353K | 0.1% | 2026-Q1 |
| Artemis Wealth Advisors, LLC added | 10,865 | $335K | 0.1% | 2026-Q1 |
| Long Run Wealth Advisors, LLC added | 229,950 | $7M | 1.8% | 2025-Q4 stale |
| FINANCIAL COUNSELORS INC added | 198,909 | $6M | 1.6% | 2025-Q1 stale |
| ZACKS INVESTMENT MANAGEMENT added | 163,682 | $5M | 1.3% | 2025-Q4 stale |
| Shilanski & Associates, Inc. added | 146,118 | $5M | 1.1% | 2025-Q2 stale |
| Elevation Capital Advisory, LLC trimmed | 75,693 | $3M | 0.6% | 2025-Q3 stale |
| Orion Portfolio Solutions, LLC trimmed | 62,116 | $2M | 0.5% | 2025-Q1 stale |
| Barry Investment Advisors, LLC trimmed | 56,296 | $2M | 0.5% | 2025-Q3 stale |
| Envestnet Portfolio Solutions, Inc. added | 38,366 | $1M | 0.3% | 2025-Q4 stale |
| SK Wealth Management, LLC added | 37,393 | $1M | 0.3% | 2025-Q1 stale |
| RFG Advisory, LLC added | 31,180 | $988K | 0.2% | 2025-Q4 stale |
| Matrix Trust Co trimmed | 22,766 | $753K | 0.2% | 2025-Q3 stale |
| Diligent Investors, LLC added | 23,449 | $745K | 0.2% | 2025-Q2 stale |
| SYNOVUS FINANCIAL CORP trimmed | 21,889 | $724K | 0.2% | 2025-Q3 stale |
| GREENBERG FINANCIAL GROUP new | 21,300 | $675K | 0.2% | 2025-Q4 stale |
| CAPTRUST FINANCIAL ADVISORS trimmed | 14,717 | $467K | 0.1% | 2025-Q2 stale |
| Hilton Capital Management, LLC | 14,010 | $454K | 0.1% | 2025-Q1 stale |
| Belpointe Asset Management LLC added | 13,052 | $423K | 0.1% | 2025-Q1 stale |
| GLOBALT Investments LLC / GA trimmed | 13,083 | $415K | 0.1% | 2025-Q4 stale |
| COMERICA BANK added | 13,013 | $412K | 0.1% | 2025-Q4 stale |
| HRT FINANCIAL LP trimmed | 12,999 | $411K | 0.1% | 2025-Q4 stale |
| Apollon Wealth Management, LLC trimmed | 12,335 | $392K | 0.1% | 2025-Q2 stale |
| MMA ASSET MANAGEMENT LLC new | 9,912 | $314K | 0.1% | 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.