Who owns PSO
Which tracked institutional funds hold PSO, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See PSO 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 PSO is one-sided between 2026-Q1 and 2026-Q2: 42 added or opened and 14 trimmed or exited — on balance accumulating.
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
PSO’s largest tracked holder by dollar value, MORGAN STANLEY, sizes it at 0.0% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 0.0pp gap the other way — the median holder sizes PSO more heavily than its largest holder by dollar value does.
Book-share is each fund’s reported value in PSO 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 204 tracked filers holding PSO, 132 increased or opened the position and 60 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 PSO 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 3
- Nuveen, LLC$2M
- CAPITAL FUND MANAGEMENT S.A.$1M
- BALYASNY ASSET MANAGEMENT L.P.$595K
Full exits 7
- Aquatic Capital Management LLC$2M
- HRT FINANCIAL LP$2M
- GEODE CAPITAL MANAGEMENT, LLC$2M
- NATIXIS ADVISORS, LLC$1M
- Brooklyn Investment Group$792K
- HighTower Advisors, LLC$620K
Largest adds
- MORGAN STANLEY$24M
- BlackRock, Inc.$10M
- GOLDMAN SACHS GROUP INC$8M
- Connor, Clark & Lunn Investment Management Ltd.$6M
- LMR Partners LLP$4M
- UBS Group AG$4M
Largest trims
- ARROWSTREET CAPITAL, LIMITED PARTNERSHIP$13M
- D. E. Shaw & Co., Inc.$7M
- Optiver Holding B.V.$3M
- Invesco Ltd.$919K
- ALLIANCEBERNSTEIN L.P.$523K
- CITADEL ADVISORS LLC$377K
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 |
|---|---|---|---|---|
| MORGAN STANLEY added | 4,832,707 | $77M | 18.7% | 2026-Q2 |
| BlackRock, Inc. added | 2,831,013 | $45M | 10.9% | 2026-Q2 |
| GOLDMAN SACHS GROUP INC added | 2,516,608 | $40M | 9.7% | 2026-Q2 |
| LMR Partners LLP | 1,373,260 | $22M | 5.3% | 2026-Q2 |
| DIMENSIONAL FUND ADVISORS LP added | 1,012,867 | $16M | 3.9% | 2026-Q2 |
| Invesco Ltd. trimmed | 834,389 | $13M | 3.2% | 2026-Q2 |
| NORTHERN TRUST CORP added | 816,368 | $13M | 3.2% | 2026-Q2 |
| Connor, Clark & Lunn Investment Management Ltd. added | 675,775 | $11M | 2.6% | 2026-Q2 |
| BNP PARIBAS FINANCIAL MARKETS added | 663,777 | $11M | 2.6% | 2026-Q2 |
| Quantinno Capital Management LP added | 644,378 | $10M | 2.5% | 2026-Q2 |
| JANE STREET GROUP, LLC added | 587,977 | $9M | 2.3% | 2026-Q2 |
| ALLIANCEBERNSTEIN L.P. trimmed | 542,055 | $7M | 1.7% | 2026-Q2 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP trimmed | 513,204 | $8M | 2.0% | 2026-Q2 |
| FMR LLC added | 490,355 | $8M | 1.9% | 2026-Q2 |
| Point72 Asset Management, L.P. added | 467,571 | $7M | 1.8% | 2026-Q2 |
| 13D Management LLC | 458,338 | $7M | 1.8% | 2026-Q2 |
| RENAISSANCE GROUP LLC added | 454,127 | $7M | 1.8% | 2026-Q2 |
| Creative Planning added | 384,989 | $6M | 1.5% | 2026-Q2 |
| Optiver Holding B.V. trimmed | 308,966 | $5M | 1.2% | 2026-Q2 |
| UBS Group AG added | 295,130 | $5M | 1.1% | 2026-Q2 |
| ABC ARBITRAGE SA added | 281,169 | $4M | 1.1% | 2026-Q2 |
| Schonfeld Strategic Advisors LLC added | 226,746 | $4M | 0.9% | 2026-Q2 |
| QRG CAPITAL MANAGEMENT, INC. added | 224,809 | $4M | 0.9% | 2026-Q2 |
| Tower Research Capital LLC (TRC) added | 219,863 | $3M | 0.8% | 2026-Q2 |
| D. E. Shaw & Co., Inc. trimmed | 214,774 | $3M | 0.8% | 2026-Q2 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC added | 197,219 | $3M | 0.8% | 2026-Q2 |
| BANK OF MONTREAL /CAN/ trimmed | 168,254 | $3M | 0.7% | 2026-Q2 |
| Pathstone Holdings, LLC added | 158,721 | $3M | 0.6% | 2026-Q2 |
| Mariner, LLC added | 158,202 | $3M | 0.6% | 2026-Q2 |
| AQR CAPITAL MANAGEMENT LLC added | 151,566 | $2M | 0.6% | 2026-Q2 |
| Campbell & CO Investment Adviser LLC added | 148,238 | $2M | 0.6% | 2026-Q2 |
| MILLENNIUM MANAGEMENT LLC added | 147,482 | $2M | 0.6% | 2026-Q2 |
| Cerity Partners LLC added | 140,339 | $2M | 0.5% | 2026-Q2 |
| Crossmark Global Holdings, Inc. trimmed | 139,170 | $2M | 0.5% | 2026-Q2 |
| Vanguard Personalized Indexing Management, LLC added | 132,856 | $2M | 0.5% | 2026-Q2 |
| BARCLAYS PLC added | 124,608 | $2M | 0.5% | 2026-Q2 |
| Ethic Inc. trimmed | 112,721 | $2M | 0.4% | 2026-Q2 |
| Nuveen, LLC new | 107,879 | $2M | 0.4% | 2026-Q2 |
| JPMORGAN CHASE & CO trimmed | 91,642 | $1M | 0.3% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ added | 80,281 | $1M | 0.3% | 2026-Q2 |
| AMERICAN CENTURY COMPANIES INC added | 79,604 | $1M | 0.3% | 2026-Q2 |
| Laird Norton Wetherby Trust Company, LLC trimmed | 75,835 | $1M | 0.3% | 2026-Q2 |
| MERCER GLOBAL ADVISORS INC /ADV added | 73,671 | $1M | 0.3% | 2026-Q2 |
| CAPITAL FUND MANAGEMENT S.A. new | 71,671 | $1M | 0.3% | 2026-Q2 |
| OLD MISSION CAPITAL LLC added | 69,610 | $1M | 0.3% | 2026-Q2 |
| Bank of New York Mellon Corp added | 62,075 | $986K | 0.2% | 2026-Q2 |
| Quantbot Technologies LP added | 59,204 | $941K | 0.2% | 2026-Q2 |
| US BANCORP \DE\ trimmed | 56,277 | $894K | 0.2% | 2026-Q2 |
| Vident Advisory, LLC trimmed | 54,046 | $859K | 0.2% | 2026-Q2 |
| Corient Private Wealth LP added | 52,365 | $832K | 0.2% | 2026-Q2 |
| QUADRANT CAPITAL GROUP LLC added | 49,462 | $786K | 0.2% | 2026-Q2 |
| Abacus Wealth Partners, LLC trimmed | 48,853 | $776K | 0.2% | 2026-Q2 |
| LEUTHOLD GROUP, LLC trimmed | 46,222 | $734K | 0.2% | 2026-Q2 |
| Farringdon Capital, Ltd. added | 45,260 | $719K | 0.2% | 2026-Q2 |
| Orion Porfolio Solutions, LLC added | 43,329 | $689K | 0.2% | 2026-Q2 |
| Engineers Gate Manager LP trimmed | 42,133 | $669K | 0.2% | 2026-Q2 |
| IEQ CAPITAL, LLC added | 41,459 | $659K | 0.2% | 2026-Q2 |
| Sequoia Financial Advisors, LLC added | 40,867 | $649K | 0.2% | 2026-Q2 |
| Aaron Wealth Advisors LLC added | 40,355 | $641K | 0.2% | 2026-Q2 |
| BALYASNY ASSET MANAGEMENT L.P. trimmed | 37,437 | $595K | 0.1% | 2026-Q2 |
| Atria Investments, Inc trimmed | 35,504 | $564K | 0.1% | 2026-Q2 |
| MML INVESTORS SERVICES, LLC added | 34,700 | $551K | 0.1% | 2026-Q2 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC trimmed | 32,849 | $522K | 0.1% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC added | 31,909 | $507K | 0.1% | 2026-Q2 |
| Focus Partners Wealth added | 30,521 | $485K | 0.1% | 2026-Q2 |
| EVERGREEN CAPITAL MANAGEMENT LLC added | 30,087 | $478K | 0.1% | 2026-Q2 |
| CITADEL ADVISORS LLC trimmed | 28,349 | $450K | 0.1% | 2026-Q2 |
| SYON CAPITAL LLC added | 28,322 | $450K | 0.1% | 2026-Q2 |
| Cordatus Wealth Management LLC new | 27,482 | $437K | 0.1% | 2026-Q2 |
| Prospera Financial Services Inc new | 27,482 | $437K | 0.1% | 2026-Q2 |
| GLENMEDE TRUST CO NA added | 27,251 | $433K | 0.1% | 2026-Q2 |
| Tidal Investments LLC added | 27,102 | $431K | 0.1% | 2026-Q2 |
| Russell Investments Group, Ltd. added | 26,922 | $428K | 0.1% | 2026-Q2 |
| ATLAS CAPITAL ADVISORS INC. | 26,872 | $353K | 0.1% | 2026-Q2 |
| Ballentine Partners, LLC added | 26,819 | $426K | 0.1% | 2026-Q2 |
| Vise Technologies, Inc. added | 26,544 | $422K | 0.1% | 2026-Q2 |
| Savant Capital, LLC added | 25,507 | $388K | 0.1% | 2026-Q2 |
| Entropy Technologies, LP trimmed | 24,784 | $394K | 0.1% | 2026-Q2 |
| WINTON GROUP Ltd added | 24,200 | $385K | 0.1% | 2026-Q2 |
| XTX Topco Ltd trimmed | 23,898 | $380K | 0.1% | 2026-Q2 |
| FIRST TRUST ADVISORS LP added | 23,346 | $371K | 0.1% | 2026-Q2 |
| AMERIPRISE FINANCIAL INC added | 22,540 | $358K | 0.1% | 2026-Q2 |
| JNBA Financial Advisors | 21,252 | $338K | 0.1% | 2026-Q2 |
| Keebeck Wealth Management added | 21,205 | $337K | 0.1% | 2026-Q2 |
| Versant Capital Management, Inc added | 21,176 | $336K | 0.1% | 2026-Q2 |
| Formidable Asset Management, LLC trimmed | 20,929 | $333K | 0.1% | 2026-Q2 |
| SIGNATUREFD, LLC added | 20,809 | $331K | 0.1% | 2026-Q2 |
| PNC Financial Services Group, Inc. trimmed | 20,654 | $328K | 0.1% | 2026-Q2 |
| TRUIST FINANCIAL CORP added | 20,037 | $318K | 0.1% | 2026-Q2 |
| FCA CORP /TX | 20,000 | $318K | 0.1% | 2026-Q2 |
| Johnson Financial Group, LLC added | 19,903 | $316K | 0.1% | 2026-Q2 |
| NEUBERGER BERMAN GROUP LLC added | 19,618 | $312K | 0.1% | 2026-Q2 |
| TWO SIGMA INVESTMENTS, LP added | 19,400 | $308K | 0.1% | 2026-Q2 |
| KEYBANK NATIONAL ASSOCIATION/OH added | 19,015 | $302K | 0.1% | 2026-Q2 |
| Joel Isaacson & Co., LLC new | 18,979 | $302K | 0.1% | 2026-Q2 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC added | 17,617 | $280K | 0.1% | 2026-Q2 |
| Perigon Wealth Management, LLC trimmed | 17,379 | $276K | 0.1% | 2026-Q2 |
| Caprock Group, LLC added | 17,234 | $274K | 0.1% | 2026-Q2 |
| Great Waters Wealth Management | 16,800 | $267K | 0.1% | 2026-Q2 |
| RHUMBLINE ADVISERS added | 16,700 | $265K | 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.