Who owns PSMR (PSMR)
Which tracked institutional funds hold PSMR, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See PSMR 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
The tracked-fund tape on PSMR is one-sided between 2025-Q4 and 2026-Q1: 0 added or opened and 3 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
PSMR’s largest tracked holder by dollar value, Pacer Advisors, Inc., sizes it at 0.2% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 0.2pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in PSMR 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 15 tracked filers holding PSMR, 3 increased or opened the position and 11 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 PSMR 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.
Largest trims
- Pacer Advisors, Inc.$2M
- Swan Global Investments, LLC$2M
- OSAIC HOLDINGS, INC.$408K
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 |
|---|---|---|---|---|
| Pacer Advisors, Inc. trimmed | 2,274,467 | $69M | 45.9% | 2026-Q1 |
| Swan Global Investments, LLC trimmed | 2,274,467 | $69M | 45.9% | 2026-Q1 |
| Anfield Capital Management, LLC trimmed | 86,208 | $3M | 1.7% | 2026-Q1 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP added | 69,052 | $2M | 1.4% | 2026-Q1 |
| Storen Legacy Partners, LLC trimmed | 43,827 | $1M | 0.9% | 2026-Q1 |
| LPL Financial LLC trimmed | 43,225 | $1M | 0.9% | 2026-Q1 |
| OLD MISSION CAPITAL LLC trimmed | 25,689 | $780K | 0.5% | 2026-Q1 |
| Cornerstone Wealth Group, LLC trimmed | 16,459 | $517K | 0.3% | 2026-Q1 |
| OSAIC HOLDINGS, INC. trimmed | 15,138 | $460K | 0.3% | 2026-Q1 |
| Advisory Services Network, LLC trimmed | 11,720 | $356K | 0.2% | 2026-Q1 |
| CITADEL ADVISORS LLC trimmed | 9,345 | $284K | 0.2% | 2026-Q1 |
| INTEGRITY ALLIANCE, LLC. | 7,855 | $239K | 0.2% | 2026-Q1 |
| UBS Group AG trimmed | 960 | $29K | 0.0% | 2026-Q1 |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC new | 100 | $3K | 0.0% | 2026-Q1 |
| DHJJ Financial Advisors, Ltd. | 5 | $152 | 0.0% | 2026-Q1 |
| BRASS TAX WEALTH MANAGEMENT, INC trimmed | 46,889 | $1M | 0.9% | 2025-Q3 stale |
| JANE STREET GROUP, LLC added | 19,664 | $575K | 0.4% | 2025-Q3 stale |
| INDEPENDENT FINANCIAL GROUP, LLC new | 7,519 | $204K | 0.1% | 2025-Q1 stale |
| Kestra Advisory Services, LLC trimmed | 3,671 | $109K | 0.1% | 2025-Q4 stale |
| PRINCIPAL SECURITIES, INC. | 400 | $11K | 0.0% | 2025-Q1 stale |
| JPMORGAN CHASE & CO trimmed | 91 | $2K | 0.0% | 2025-Q1 stale |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 0 | — | 0.0% | 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.