Who owns PSLV (PSLV)
Which tracked institutional funds hold PSLV, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See PSLV 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
103 tracked funds added or opened PSLV while 124 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
PSLV’s largest tracked holder by dollar value, Federation des caisses Desjardins du Quebec, sizes it at 1.6% of its own reported 13F book, while the median holder sizes it at 0.5% of theirs — a 1.1pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in PSLV 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 501 tracked filers holding PSLV, 220 increased or opened the position and 252 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 PSLV 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 36
- Weiss Asset Management LP$200M
- Cable Car Capital, LP$24M
- CITADEL ADVISORS LLC$22M
- TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC$19M
- RK Capital Management, LLC/FL$12M
- Quarry LP$10M
Full exits 27
- Polar Asset Management Partners Inc.$81M
- TIAA TRUST, NATIONAL ASSOCIATION$19M
- HATCH COVE CAPITAL, LLC$19M
- COHEN & STEERS, INC.$15M
- PenderFund Capital Management Ltd.$13M
- Pictet Asset Management Holding SA$10M
Largest adds
- IMC-Chicago, LLC$308M
- GOLDMAN SACHS GROUP INC$102M
- JANE STREET GROUP, LLC$42M
- Federation des caisses Desjardins du Quebec$28M
- ALPS ADVISORS INC$23M
- AE Wealth Management LLC$12M
Largest trims
- BlackRock, Inc.$239M
- ROYAL BANK OF CANADA$17M
- Pekin Hardy Strauss, Inc.$13M
- Equinox Partners Investment Management LLC$12M
- Basepoint Wealth LLC$12M
- Cyndeo Wealth Partners, LLC$12M
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 |
|---|---|---|---|---|
| Federation des caisses Desjardins du Quebec added | 17,725,590 | $432M | 12.2% | 2026-Q1 |
| IMC-Chicago, LLC added | 12,853,471 | $313M | 8.9% | 2026-Q1 |
| JUPITER ASSET MANAGEMENT LTD added | 9,467,883 | $230M | 6.5% | 2026-Q1 |
| Weiss Asset Management LP new | 8,190,370 | $200M | 5.7% | 2026-Q1 |
| BlackRock, Inc. trimmed | 8,155,315 | $199M | 5.6% | 2026-Q1 |
| ALPS ADVISORS INC added | 6,152,759 | $150M | 4.3% | 2026-Q1 |
| MORGAN STANLEY trimmed | 4,696,226 | $115M | 3.2% | 2026-Q1 |
| GOLDMAN SACHS GROUP INC added | 4,557,838 | $111M | 3.2% | 2026-Q1 |
| LPL Financial LLC trimmed | 3,183,953 | $78M | 2.2% | 2026-Q1 |
| ROYAL BANK OF CANADA trimmed | 2,846,177 | $69M | 2.0% | 2026-Q1 |
| Capital Wealth Alliance, LLC trimmed | 2,219,794 | $54M | 1.5% | 2026-Q1 |
| JANE STREET GROUP, LLC added | 2,025,004 | $49M | 1.4% | 2026-Q1 |
| WELLS FARGO & COMPANY/MN trimmed | 1,844,288 | $45M | 1.3% | 2026-Q1 |
| Kestra Advisory Services, LLC added | 1,665,146 | $41M | 1.2% | 2026-Q1 |
| SPROTT INC. trimmed | 1,655,995 | $40M | 1.1% | 2026-Q1 |
| FIDELIS CAPITAL PARTNERS, LLC added | 1,650,820 | $40M | 1.1% | 2026-Q1 |
| Cambridge Investment Research Advisors, Inc. added | 1,595,772 | $39M | 1.1% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC trimmed | 1,594,770 | $39M | 1.1% | 2026-Q1 |
| Cetera Investment Advisers trimmed | 1,457,155 | $36M | 1.0% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC added | 1,379,528 | $34M | 1.0% | 2026-Q1 |
| HOLLENCREST CAPITAL MANAGEMENT trimmed | 1,377,394 | $34M | 1.0% | 2026-Q1 |
| Prospera Financial Services Inc trimmed | 1,342,573 | $33M | 0.9% | 2026-Q1 |
| OSAIC HOLDINGS, INC. trimmed | 1,340,153 | $33M | 0.9% | 2026-Q1 |
| Beacon Pointe Advisors, LLC added | 1,323,625 | $32M | 0.9% | 2026-Q1 |
| WEALTHCARE CAPITAL MANAGEMENT LLC trimmed | 1,059,965 | $26M | 0.7% | 2026-Q1 |
| HighTower Advisors, LLC added | 1,021,947 | $25M | 0.7% | 2026-Q1 |
| WIT Partners Advisory Pte. Ltd. added | 1,007,557 | $25M | 0.7% | 2026-Q1 |
| World Investment Advisors added | 1,003,630 | $24M | 0.7% | 2026-Q1 |
| Cable Car Capital, LP new | 1,000,000 | $24M | 0.7% | 2026-Q1 |
| Basepoint Wealth LLC trimmed | 973,831 | $24M | 0.7% | 2026-Q1 |
| Kingsview Wealth Management, LLC added | 942,093 | $23M | 0.7% | 2026-Q1 |
| CITADEL ADVISORS LLC added | 886,665 | $22M | 0.6% | 2026-Q1 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added | 874,917 | $21M | 0.6% | 2026-Q1 |
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC new | 799,390 | $19M | 0.6% | 2026-Q1 |
| Cedrus Wealth Group LLC trimmed | 754,153 | $18M | 0.5% | 2026-Q1 |
| Marex Group plc trimmed | 744,409 | $18M | 0.5% | 2026-Q1 |
| SCOTIA CAPITAL INC. added | 758,018 | $17M | 0.5% | 2026-Q1 |
| Asset One Wealth Management LLC added | 672,916 | $16M | 0.5% | 2026-Q1 |
| STIFEL FINANCIAL CORP trimmed | 650,221 | $16M | 0.4% | 2026-Q1 |
| Brookstone Capital Management added | 635,909 | $16M | 0.4% | 2026-Q1 |
| Summit Financial, LLC trimmed | 625,539 | $15M | 0.4% | 2026-Q1 |
| JPMORGAN CHASE & CO added | 669,175 | $15M | 0.4% | 2026-Q1 |
| MONEY CONCEPTS CAPITAL CORP added | 617,202 | $15M | 0.4% | 2026-Q1 |
| BANK OF MONTREAL /CAN/ added | 595,488 | $15M | 0.4% | 2026-Q1 |
| AE Wealth Management LLC added | 577,520 | $14M | 0.4% | 2026-Q1 |
| Geneos Wealth Management Inc. trimmed | 572,315 | $14M | 0.4% | 2026-Q1 |
| Proactive Wealth Strategies LLC added | 571,348 | $14M | 0.4% | 2026-Q1 |
| LEAVELL INVESTMENT MANAGEMENT, INC. added | 565,316 | $14M | 0.4% | 2026-Q1 |
| Abacus Planning Group, Inc. added | 565,265 | $14M | 0.4% | 2026-Q1 |
| Cyndeo Wealth Partners, LLC trimmed | 545,035 | $13M | 0.4% | 2026-Q1 |
| Kera Capital Partners, Inc. added | 523,989 | $13M | 0.4% | 2026-Q1 |
| Advisory Services Network, LLC added | 510,781 | $12M | 0.4% | 2026-Q1 |
| RK Capital Management, LLC/FL new | 509,906 | $12M | 0.4% | 2026-Q1 |
| CIBC WORLD MARKET INC. trimmed | 506,242 | $12M | 0.4% | 2026-Q1 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC added | 496,290 | $12M | 0.3% | 2026-Q1 |
| Financial Sense Advisors, Inc. added | 494,493 | $12M | 0.3% | 2026-Q1 |
| Bleakley Financial Group, LLC added | 488,606 | $12M | 0.3% | 2026-Q1 |
| COMMONWEALTH EQUITY SERVICES, LLC trimmed | 480,931 | $12M | 0.3% | 2026-Q1 |
| Hurley Capital, LLC trimmed | 466,909 | $11M | 0.3% | 2026-Q1 |
| Accordant Advisory Group Inc trimmed | 463,560 | $11M | 0.3% | 2026-Q1 |
| Pacific Sage Partners, LLC trimmed | 456,104 | $11M | 0.3% | 2026-Q1 |
| RIA Advisory Group LLC added | 454,482 | $11M | 0.3% | 2026-Q1 |
| Grand Central Investment Group trimmed | 452,087 | $11M | 0.3% | 2026-Q1 |
| Blueprint Investment Partners LLC trimmed | 424,667 | $10M | 0.3% | 2026-Q1 |
| Blueprint Financial Advisors LLC trimmed | 424,534 | $10M | 0.3% | 2026-Q1 |
| UBS Group AG added | 421,129 | $10M | 0.3% | 2026-Q1 |
| Nokomis Capital, L.L.C. | 419,082 | $10M | 0.3% | 2026-Q1 |
| Quarry LP new | 416,000 | $10M | 0.3% | 2026-Q1 |
| Anson Funds Management LP new | 406,900 | $10M | 0.3% | 2026-Q1 |
| Cannell & Spears LLC | 405,400 | $10M | 0.3% | 2026-Q1 |
| EVERGREEN CAPITAL MANAGEMENT LLC trimmed | 400,421 | $10M | 0.3% | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ trimmed | 394,541 | $10M | 0.3% | 2026-Q1 |
| Entruity Wealth, LLC trimmed | 392,663 | $10M | 0.3% | 2026-Q1 |
| Forest Hill Capital, LLC | 388,000 | $9M | 0.3% | 2026-Q1 |
| CENTRAL TRUST Co trimmed | 387,683 | $9M | 0.3% | 2026-Q1 |
| Equinox Partners Investment Management LLC trimmed | 384,500 | $9M | 0.3% | 2026-Q1 |
| Apella Capital, LLC trimmed | 353,319 | $9M | 0.3% | 2026-Q1 |
| NATIONAL BANK OF CANADA /FI/ added | 381,944 | $9M | 0.3% | 2026-Q1 |
| Pekin Hardy Strauss, Inc. trimmed | 373,409 | $9M | 0.3% | 2026-Q1 |
| Private Advisor Group, LLC added | 373,052 | $9M | 0.3% | 2026-Q1 |
| INSIGNEO ADVISORY SERVICES, LLC added | 360,967 | $9M | 0.2% | 2026-Q1 |
| Kovack Advisors, Inc. trimmed | 342,440 | $8M | 0.2% | 2026-Q1 |
| TD Waterhouse Canada Inc. added | 342,527 | $8M | 0.2% | 2026-Q1 |
| PARSONS CAPITAL MANAGEMENT INC/RI trimmed | 318,118 | $8M | 0.2% | 2026-Q1 |
| WADDELL & ASSOCIATES, LLC trimmed | 289,832 | $7M | 0.2% | 2026-Q1 |
| Euro Pacific Asset Management, LLC trimmed | 285,584 | $7M | 0.2% | 2026-Q1 |
| J.W. COLE ADVISORS, INC. trimmed | 265,800 | $6M | 0.2% | 2026-Q1 |
| HOHIMER WEALTH MANAGEMENT, LLC added | 262,554 | $6M | 0.2% | 2026-Q1 |
| Hunting Hill Global Capital, LLC new | 252,248 | $6M | 0.2% | 2026-Q1 |
| GREAT VALLEY ADVISOR GROUP, INC. trimmed | 228,424 | $6M | 0.2% | 2026-Q1 |
| SIG North Trading, ULC added | 226,976 | $6M | 0.2% | 2026-Q1 |
| Polar Asset Management Partners Inc. | 3,437,232 | $81M | 2.3% | 2025-Q4 stale |
| 3EDGE Asset Management, LP new | 2,185,269 | $34M | 1.0% | 2025-Q3 stale |
| TIAA TRUST, NATIONAL ASSOCIATION | 796,744 | $19M | 0.5% | 2025-Q4 stale |
| HATCH COVE CAPITAL, LLC new | 790,900 | $19M | 0.5% | 2025-Q4 stale |
| COHEN & STEERS, INC. added | 652,145 | $15M | 0.4% | 2025-Q4 stale |
| PenderFund Capital Management Ltd. trimmed | 565,000 | $13M | 0.4% | 2025-Q4 stale |
| Pictet Asset Management Holding SA added | 407,778 | $10M | 0.3% | 2025-Q4 stale |
| Pine Valley Investments Ltd Liability Co trimmed | 365,063 | $9M | 0.2% | 2025-Q4 stale |
| WINNOW WEALTH LLC new | 530,399 | $6M | 0.2% | 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.