Who owns PSMO
Which tracked institutional funds hold PSMO, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See PSMO company fundamentals →
Ownership as of the 2026-Q2 13F filings (latest filed 2026-08-18). 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
2 tracked funds added or opened PSMO while 3 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
PSMO’s largest tracked holder by dollar value, Swan Global Investments, LLC, sizes it at 3.9% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 3.9pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in PSMO 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 14 tracked filers holding PSMO, 6 increased or opened the position and 9 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 PSMO 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 1
- OLD MISSION CAPITAL LLC$508K
Full exits 2
- Pacer Advisors, Inc.$81M
- Anfield Capital Management, LLC$3M
Largest adds
- Swan Global Investments, LLC$5M
Largest trims
- CITADEL ADVISORS LLC$515K
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 trimmed | 2,633,439 | $86M | 41.4% | 2026-Q2 |
| Cetera Investment Advisers trimmed | 38,121 | $1M | 0.6% | 2026-Q2 |
| COMMONWEALTH EQUITY SERVICES, LLC | 36,694 | $1M | 0.6% | 2026-Q2 |
| OSAIC HOLDINGS, INC. added | 35,082 | $1M | 0.6% | 2026-Q2 |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC trimmed | 18,667 | $607K | 0.3% | 2026-Q2 |
| INDEPENDENT FINANCIAL GROUP, LLC | 18,180 | $591K | 0.3% | 2026-Q2 |
| Sovran Advisors, LLC added | 16,544 | $540K | 0.3% | 2026-Q2 |
| OLD MISSION CAPITAL LLC trimmed | 15,627 | $508K | 0.2% | 2026-Q2 |
| CITADEL ADVISORS LLC trimmed | 11,923 | $388K | 0.2% | 2026-Q2 |
| Storen Legacy Partners, LLC trimmed | 11,325 | $368K | 0.2% | 2026-Q2 |
| LPL Financial LLC added | 9,602 | $312K | 0.2% | 2026-Q2 |
| Socha Financial Group, LLC added | 7,634 | $248K | 0.1% | 2026-Q2 |
| UBS Group AG added | 1,645 | $54K | 0.0% | 2026-Q2 |
| Orion Capital Management LLC | 1,200 | $39K | 0.0% | 2026-Q2 |
| Pacer Advisors, Inc. trimmed | 2,684,376 | $81M | 39.1% | 2026-Q1 stale (1 quarter behind) |
| Anfield Capital Management, LLC trimmed | 99,422 | $3M | 1.4% | 2026-Q1 stale (1 quarter behind) |
| Kestra Advisory Services, LLC | 7,142 | $216K | 0.1% | 2026-Q1 stale (1 quarter behind) |
| Advisory Services Network, LLC trimmed | 2,855 | $86K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| Allie Family Office LLC new | 11,972 | $368K | 0.2% | 2025-Q4 stale (2 quarters behind) |
| HARBOUR INVESTMENTS, INC. trimmed | 1,677 | $52K | 0.0% | 2025-Q4 stale (2 quarters behind) |
| Rockefeller Capital Management L.P. | 18 | $554 | 0.0% | 2025-Q4 stale (2 quarters behind) |
| GOLDMAN SACHS GROUP INC new | 19,970 | $602K | 0.3% | 2025-Q3 stale (3 quarters behind) |
| BRASS TAX WEALTH MANAGEMENT, INC trimmed | 13,491 | $407K | 0.2% | 2025-Q3 stale (3 quarters behind) |
| MML INVESTORS SERVICES, LLC added | 982,454 | $28M | 13.7% | 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.