Who owns PSMJ
Which tracked institutional funds hold PSMJ, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See PSMJ company fundamentals →
Ownership as of the 2026-Q2 13F filings (latest filed 2026-08-14). 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
3 tracked funds added or opened PSMJ while 2 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
PSMJ’s largest tracked holder by dollar value, Swan Global Investments, LLC, sizes it at 3.6% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 3.6pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in PSMJ 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 15 tracked filers holding PSMJ, 6 increased or opened the position and 14 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 PSMJ 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.
Full exits 1
- Pacer Advisors, Inc.$71M
Largest adds
- Swan Global Investments, LLC$8M
- LPL Financial LLC$716K
- OSAIC HOLDINGS, INC.$468K
Largest trims
- Kestra Advisory Services, 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 |
|---|---|---|---|---|
| Swan Global Investments, LLC added | 2,347,266 | $79M | 49.1% | 2026-Q2 |
| OSAIC HOLDINGS, INC. added | 61,607 | $2M | 1.3% | 2026-Q2 |
| LPL Financial LLC added | 46,066 | $2M | 1.0% | 2026-Q2 |
| Rockefeller Capital Management L.P. trimmed | 26,210 | $887K | 0.5% | 2026-Q2 |
| COMMONWEALTH EQUITY SERVICES, LLC trimmed | 21,711 | $734K | 0.5% | 2026-Q2 |
| Ameritas Advisory Services, LLC added | 13,300 | $450K | 0.3% | 2026-Q2 |
| Sovran Advisors, LLC added | 12,930 | $437K | 0.3% | 2026-Q2 |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC trimmed | 11,076 | $375K | 0.2% | 2026-Q2 |
| Premier Private Wealth Management LLC | 10,290 | $348K | 0.2% | 2026-Q2 |
| Kestra Advisory Services, LLC trimmed | 7,044 | $238K | 0.1% | 2026-Q2 |
| Copley Financial Group, Inc. trimmed | 7,003 | $237K | 0.1% | 2026-Q2 |
| Allworth Financial LP | 2,012 | $68K | 0.0% | 2026-Q2 |
| HARBOUR INVESTMENTS, INC. added | 1,959 | $66K | 0.0% | 2026-Q2 |
| Realta Investment Advisors | 1,150 | $39K | 0.0% | 2026-Q2 |
| DHJJ Financial Advisors, Ltd. | 50 | $2K | 0.0% | 2026-Q2 |
| Pacer Advisors, Inc. trimmed | 2,238,543 | $71M | 44.0% | 2026-Q1 stale (1 quarter behind) |
| Anfield Capital Management, LLC trimmed | 11,633 | $370K | 0.2% | 2026-Q1 stale (1 quarter behind) |
| OLD MISSION CAPITAL LLC added | 11,208 | $357K | 0.2% | 2026-Q1 stale (1 quarter behind) |
| CITADEL ADVISORS LLC trimmed | 10,279 | $327K | 0.2% | 2026-Q1 stale (1 quarter behind) |
| Cetera Investment Advisers trimmed | 6,639 | $211K | 0.1% | 2026-Q1 stale (1 quarter behind) |
| Advisory Services Network, LLC trimmed | 2,010 | $64K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| JPMORGAN CHASE & CO trimmed | 2,004 | $63K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| Sunbelt Securities, Inc. | 1,650 | $53K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| UBS Group AG trimmed | 328 | $10K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| Ausdal Financial Partners, Inc. | 6,405 | $206K | 0.1% | 2025-Q4 stale (2 quarters behind) |
| GTS SECURITIES LLC new | 6,278 | $202K | 0.1% | 2025-Q4 stale (2 quarters behind) |
| GOLDMAN SACHS GROUP INC new | 19,753 | $623K | 0.4% | 2025-Q3 stale (3 quarters behind) |
| INDEPENDENT FINANCIAL GROUP, LLC | 7,850 | $248K | 0.2% | 2025-Q3 stale (3 quarters behind) |
| BANK OF AMERICA CORP /DE/ new | 975 | $31K | 0.0% | 2025-Q3 stale (3 quarters behind) |
| PRINCIPAL SECURITIES, INC. | 50 | $2K | 0.0% | 2025-Q3 stale (3 quarters behind) |
| Cambridge Investment Research Advisors, Inc. trimmed | 27,932 | $847K | 0.5% | 2025-Q2 stale (4 quarters behind) |
| RAYMOND JAMES FINANCIAL INC new | 142 | $4K | 0.0% | 2025-Q2 stale (4 quarters behind) |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 0 | — | 0.0% | 2025-Q2 stale (4 quarters behind) |
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.