Who owns 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-Q2 13F filings (latest filed 2026-08-19). 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 PSLV is one-sided between 2026-Q1 and 2026-Q2: 32 added or opened and 205 trimmed or exited — on balance reducing.
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 1.3% of its own reported 13F book, while the median holder sizes it at 0.2% 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 2026-Q1 and 2026-Q2, across 458 tracked filers holding PSLV, 182 increased or opened the position and 233 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 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 13
- AlTi Global, Inc.$13M
- 49 WEALTH MANAGEMENT, LLC$2M
- ALONGSIDE, LLC$2M
- Empirical Asset Management, LLC$2M
- Mirae Asset Global Investments Co., Ltd.$2M
- CSS LLC/IL$2M
Full exits 34
- Cambridge Investment Research Advisors, Inc.$39M
- HighTower Advisors, LLC$25M
- RK Capital Management, LLC/FL$12M
- Quarry LP$10M
- Euro Pacific Asset Management, LLC$7M
- Hunting Hill Global Capital, LLC$6M
Largest adds
- BlackRock, Inc.$87M
- GOLDMAN SACHS GROUP INC$30M
- Kovack Advisors, Inc.$16M
- IMC-Chicago, LLC$12M
- SUSQUEHANNA INTERNATIONAL GROUP, LLP$8M
- EverSource Wealth Advisors, LLC$3M
Largest trims
- Weiss Asset Management LP$147M
- JUPITER ASSET MANAGEMENT LTD$46M
- ALPS ADVISORS INC$41M
- MORGAN STANLEY$24M
- LPL Financial LLC$20M
- CITADEL ADVISORS LLC$20M
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 |
|---|---|---|---|---|
| Federation des caisses Desjardins du Quebec added | 22,711,159 | $428M | 15.3% | 2026-Q2 |
| IMC-Chicago, LLC added | 17,254,071 | $326M | 11.7% | 2026-Q2 |
| BlackRock, Inc. added | 15,149,827 | $286M | 10.2% | 2026-Q2 |
| JUPITER ASSET MANAGEMENT LTD added | 9,666,763 | $184M | 6.6% | 2026-Q2 |
| GOLDMAN SACHS GROUP INC added | 7,485,156 | $141M | 5.1% | 2026-Q2 |
| ALPS ADVISORS INC trimmed | 5,777,206 | $109M | 3.9% | 2026-Q2 |
| MORGAN STANLEY added | 4,809,674 | $91M | 3.3% | 2026-Q2 |
| LPL Financial LLC trimmed | 3,033,769 | $57M | 2.1% | 2026-Q2 |
| Weiss Asset Management LP trimmed | 2,801,789 | $53M | 1.9% | 2026-Q2 |
| ROYAL BANK OF CANADA trimmed | 2,750,841 | $52M | 1.9% | 2026-Q2 |
| Capital Wealth Alliance, LLC added | 2,233,141 | $42M | 1.5% | 2026-Q2 |
| Kestra Advisory Services, LLC added | 1,891,228 | $36M | 1.3% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN trimmed | 1,791,676 | $34M | 1.2% | 2026-Q2 |
| SPROTT INC. added | 1,676,600 | $32M | 1.1% | 2026-Q2 |
| FIDELIS CAPITAL PARTNERS, LLC | 1,650,820 | $31M | 1.1% | 2026-Q2 |
| JANE STREET GROUP, LLC trimmed | 1,578,571 | $30M | 1.1% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC trimmed | 1,551,185 | $29M | 1.0% | 2026-Q2 |
| OSAIC HOLDINGS, INC. added | 1,506,034 | $28M | 1.0% | 2026-Q2 |
| Cetera Investment Advisers trimmed | 1,373,009 | $26M | 0.9% | 2026-Q2 |
| HOLLENCREST CAPITAL MANAGEMENT trimmed | 1,372,914 | $26M | 0.9% | 2026-Q2 |
| Prospera Financial Services Inc trimmed | 1,340,709 | $25M | 0.9% | 2026-Q2 |
| Beacon Pointe Advisors, LLC added | 1,332,949 | $25M | 0.9% | 2026-Q2 |
| Kovack Advisors, Inc. added | 1,270,887 | $24M | 0.9% | 2026-Q2 |
| WIT Partners Advisory Pte. Ltd. added | 1,258,030 | $24M | 0.9% | 2026-Q2 |
| WEALTHCARE CAPITAL MANAGEMENT LLC trimmed | 1,028,924 | $19M | 0.7% | 2026-Q2 |
| Cedrus Wealth Group LLC added | 1,008,358 | $19M | 0.7% | 2026-Q2 |
| Cable Car Capital, LP | 1,000,000 | $19M | 0.7% | 2026-Q2 |
| Kingsview Wealth Management, LLC added | 972,794 | $18M | 0.7% | 2026-Q2 |
| World Investment Advisors trimmed | 963,167 | $23M | 0.8% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC trimmed | 936,022 | $18M | 0.6% | 2026-Q2 |
| Basepoint Wealth LLC trimmed | 865,438 | $16M | 0.6% | 2026-Q2 |
| Marex Group Ltd trimmed | 717,611 | $14M | 0.5% | 2026-Q2 |
| Asset One Wealth Management LLC added | 700,769 | $13M | 0.5% | 2026-Q2 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC trimmed | 686,911 | $13M | 0.5% | 2026-Q2 |
| AlTi Global, Inc. new | 671,620 | $13M | 0.5% | 2026-Q2 |
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC trimmed | 669,971 | $13M | 0.5% | 2026-Q2 |
| STIFEL FINANCIAL CORP trimmed | 642,373 | $12M | 0.4% | 2026-Q2 |
| Brookstone Capital Management added | 636,397 | $12M | 0.4% | 2026-Q2 |
| MONEY CONCEPTS CAPITAL CORP trimmed | 613,780 | $12M | 0.4% | 2026-Q2 |
| LEAVELL INVESTMENT MANAGEMENT, INC. added | 613,245 | $12M | 0.4% | 2026-Q2 |
| CIBC WORLD MARKET INC. added | 603,594 | $11M | 0.4% | 2026-Q2 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP added | 588,016 | $11M | 0.4% | 2026-Q2 |
| Cyndeo Wealth Partners, LLC added | 576,722 | $11M | 0.4% | 2026-Q2 |
| Summit Financial, LLC trimmed | 572,407 | $11M | 0.4% | 2026-Q2 |
| Proactive Wealth Strategies LLC trimmed | 569,500 | $11M | 0.4% | 2026-Q2 |
| Abacus Planning Group, Inc. | 565,265 | $11M | 0.4% | 2026-Q2 |
| Kera Capital Partners, Inc. added | 550,964 | $10M | 0.4% | 2026-Q2 |
| Equinox Partners Investment Management LLC added | 550,500 | $10M | 0.4% | 2026-Q2 |
| COMMONWEALTH EQUITY SERVICES, LLC added | 550,289 | $10M | 0.4% | 2026-Q2 |
| Geneos Wealth Management Inc. trimmed | 548,031 | $10M | 0.4% | 2026-Q2 |
| BANK OF MONTREAL /CAN/ trimmed | 535,079 | $10M | 0.4% | 2026-Q2 |
| Advisory Services Network, LLC added | 519,432 | $10M | 0.4% | 2026-Q2 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC trimmed | 491,171 | $9M | 0.3% | 2026-Q2 |
| SCOTIA CAPITAL INC. trimmed | 477,190 | $9M | 0.3% | 2026-Q2 |
| Hurley Capital, LLC trimmed | 466,559 | $9M | 0.3% | 2026-Q2 |
| Accordant Advisory Group Inc trimmed | 461,338 | $9M | 0.3% | 2026-Q2 |
| RIA Advisory Group LLC added | 455,688 | $9M | 0.3% | 2026-Q2 |
| Pacific Sage Partners, LLC trimmed | 455,651 | $9M | 0.3% | 2026-Q2 |
| INSIGNEO ADVISORY SERVICES, LLC added | 449,742 | $8M | 0.3% | 2026-Q2 |
| K.J. Harrison & Partners Inc added | 445,981 | $8M | 0.3% | 2026-Q2 |
| AE Wealth Management LLC trimmed | 442,718 | $8M | 0.3% | 2026-Q2 |
| Grand Central Investment Group trimmed | 427,947 | $8M | 0.3% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ added | 417,670 | $8M | 0.3% | 2026-Q2 |
| Cannell & Spears LLC added | 405,850 | $8M | 0.3% | 2026-Q2 |
| Pekin Hardy Strauss, Inc. added | 390,969 | $7M | 0.3% | 2026-Q2 |
| EVERGREEN CAPITAL MANAGEMENT LLC trimmed | 389,517 | $7M | 0.3% | 2026-Q2 |
| Forest Hill Capital, LLC | 388,000 | $7M | 0.3% | 2026-Q2 |
| Bleakley Financial Group, LLC trimmed | 383,541 | $7M | 0.3% | 2026-Q2 |
| NATIONAL BANK OF CANADA /FI/ trimmed | 365,114 | $7M | 0.2% | 2026-Q2 |
| TD Waterhouse Canada Inc. added | 362,737 | $7M | 0.2% | 2026-Q2 |
| Entruity Wealth, LLC trimmed | 361,456 | $7M | 0.2% | 2026-Q2 |
| Private Advisor Group, LLC trimmed | 356,362 | $7M | 0.2% | 2026-Q2 |
| Apella Capital, LLC trimmed | 351,326 | $7M | 0.2% | 2026-Q2 |
| CENTRAL TRUST Co trimmed | 330,978 | $6M | 0.2% | 2026-Q2 |
| JPMORGAN CHASE & CO trimmed | 328,652 | $6M | 0.2% | 2026-Q2 |
| Pine Valley Investments Ltd Liability Co added | 302,878 | $6M | 0.2% | 2026-Q2 |
| PARSONS CAPITAL MANAGEMENT INC/RI trimmed | 292,323 | $6M | 0.2% | 2026-Q2 |
| WADDELL & ASSOCIATES, LLC trimmed | 288,061 | $5M | 0.2% | 2026-Q2 |
| HOHIMER WEALTH MANAGEMENT, LLC trimmed | 258,804 | $5M | 0.2% | 2026-Q2 |
| New Harbor Financial Group, LLC added | 236,272 | $4M | 0.2% | 2026-Q2 |
| J.W. COLE ADVISORS, INC. trimmed | 233,631 | $4M | 0.2% | 2026-Q2 |
| GREAT VALLEY ADVISOR GROUP, INC. trimmed | 224,359 | $4M | 0.2% | 2026-Q2 |
| Fielder Capital Group LLC trimmed | 222,956 | $4M | 0.2% | 2026-Q2 |
| Regency Capital Management Inc.\DE trimmed | 222,527 | $4M | 0.2% | 2026-Q2 |
| Knoll Capital Management, LLC | 222,160 | $4M | 0.2% | 2026-Q2 |
| Anson Funds Management LP trimmed | 215,327 | $4M | 0.1% | 2026-Q2 |
| NewEdge Wealth, LLC | 211,665 | $4M | 0.1% | 2026-Q2 |
| Wealthcare Advisory Partners LLC trimmed | 205,537 | $4M | 0.1% | 2026-Q2 |
| UBS Group AG trimmed | 202,421 | $4M | 0.1% | 2026-Q2 |
| SeaCrest Wealth Management, LLC trimmed | 201,835 | $4M | 0.1% | 2026-Q2 |
| Belpointe Asset Management LLC trimmed | 196,824 | $4M | 0.1% | 2026-Q2 |
| HARBOUR INVESTMENTS, INC. added | 195,246 | $4M | 0.1% | 2026-Q2 |
| Rossby Financial, LCC trimmed | 194,160 | $4M | 0.1% | 2026-Q2 |
| Manatuck Hill Partners, LLC | 192,200 | $4M | 0.1% | 2026-Q2 |
| D.A. DAVIDSON & CO. added | 189,429 | $4M | 0.1% | 2026-Q2 |
| Financial Sense Advisors, Inc. trimmed | 183,168 | $3M | 0.1% | 2026-Q2 |
| OneDigital Investment Advisors LLC added | 177,149 | $3M | 0.1% | 2026-Q2 |
| Rathbones Group PLC trimmed | 174,744 | $3M | 0.1% | 2026-Q2 |
| Ancora Advisors LLC added | 172,938 | $3M | 0.1% | 2026-Q2 |
| ABBINGTON INVESTMENT GROUP trimmed | 171,210 | $3M | 0.1% | 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.