Who owns PSO (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-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
19 tracked funds added or opened PSO while 27 trimmed or exited it between 2025-Q4 and 2026-Q1 — 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
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 2025-Q4 and 2026-Q1, across 198 tracked filers holding PSO, 105 increased or opened the position and 94 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 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.
New buyers 4
- Connor, Clark & Lunn Investment Management Ltd.$4M
- HRT FINANCIAL LP$2M
- Verition Fund Management LLC$534K
- Aaron Wealth Advisors LLC$517K
Full exits 6
- MARSHALL WACE, LLP$7M
- Balyasny Asset Management L.P.$2M
- SUSQUEHANNA INTERNATIONAL GROUP, LLP$2M
- BAROMETER CAPITAL MANAGEMENT INC.$766K
- Transmarket Holdings LP$720K
- Qube Research & Technologies Ltd$578K
Largest adds
- ARROWSTREET CAPITAL, LIMITED PARTNERSHIP$8M
- LMR Partners LLP$7M
- D. E. Shaw & Co., Inc.$6M
- JANE STREET GROUP, LLC$4M
- Aquatic Capital Management LLC$2M
- Campbell & CO Investment Adviser LLC$915K
Largest trims
- M&T Bank Corp$6M
- MORGAN STANLEY$3M
- Optiver Holding B.V.$3M
- Farringdon Capital, Ltd.$3M
- Schonfeld Strategic Advisors LLC$3M
- OLD MISSION CAPITAL LLC$2M
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 |
|---|---|---|---|---|
| MORGAN STANLEY added | 3,998,813 | $53M | 14.5% | 2026-Q1 |
| BlackRock, Inc. added | 2,683,235 | $35M | 9.7% | 2026-Q1 |
| GOLDMAN SACHS GROUP INC added | 2,412,147 | $32M | 8.8% | 2026-Q1 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP added | 1,645,461 | $22M | 6.0% | 2026-Q1 |
| LMR Partners LLP added | 1,373,260 | $18M | 5.0% | 2026-Q1 |
| Invesco Ltd. trimmed | 1,079,786 | $14M | 3.9% | 2026-Q1 |
| DIMENSIONAL FUND ADVISORS LP trimmed | 1,010,147 | $13M | 3.7% | 2026-Q1 |
| D. E. Shaw & Co., Inc. added | 828,931 | $11M | 3.0% | 2026-Q1 |
| NORTHERN TRUST CORP added | 794,460 | $10M | 2.9% | 2026-Q1 |
| Optiver Holding B.V. trimmed | 614,926 | $8M | 2.2% | 2026-Q1 |
| ALLIANCEBERNSTEIN L.P. added | 544,148 | $8M | 2.1% | 2026-Q1 |
| BNP PARIBAS FINANCIAL MARKETS added | 527,264 | $7M | 1.9% | 2026-Q1 |
| Quantinno Capital Management LP added | 512,854 | $7M | 1.9% | 2026-Q1 |
| JANE STREET GROUP, LLC added | 484,314 | $6M | 1.8% | 2026-Q1 |
| 13D Management LLC | 458,338 | $6M | 1.7% | 2026-Q1 |
| FMR LLC added | 434,185 | $6M | 1.6% | 2026-Q1 |
| RENAISSANCE GROUP LLC trimmed | 369,742 | $5M | 1.3% | 2026-Q1 |
| Connor, Clark & Lunn Investment Management Ltd. added | 342,317 | $4M | 1.2% | 2026-Q1 |
| Point72 Asset Management, L.P. added | 309,134 | $4M | 1.1% | 2026-Q1 |
| Creative Planning added | 265,650 | $3M | 1.0% | 2026-Q1 |
| ABC ARBITRAGE SA trimmed | 225,000 | $3M | 0.8% | 2026-Q1 |
| QRG CAPITAL MANAGEMENT, INC. added | 177,786 | $2M | 0.6% | 2026-Q1 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC trimmed | 174,883 | $2M | 0.6% | 2026-Q1 |
| BANK OF MONTREAL /CAN/ trimmed | 173,155 | $2M | 0.6% | 2026-Q1 |
| Aquatic Capital Management LLC added | 160,725 | $2M | 0.6% | 2026-Q1 |
| Tower Research Capital LLC (TRC) trimmed | 153,428 | $2M | 0.6% | 2026-Q1 |
| HRT FINANCIAL LP added | 148,686 | $2M | 0.5% | 2026-Q1 |
| Mariner, LLC trimmed | 142,332 | $2M | 0.5% | 2026-Q1 |
| Campbell & CO Investment Adviser LLC added | 142,066 | $2M | 0.5% | 2026-Q1 |
| Ethic Inc. added | 140,930 | $2M | 0.5% | 2026-Q1 |
| Schonfeld Strategic Advisors LLC trimmed | 140,211 | $2M | 0.5% | 2026-Q1 |
| Crossmark Global Holdings, Inc. trimmed | 139,310 | $2M | 0.5% | 2026-Q1 |
| Cerity Partners LLC trimmed | 136,698 | $2M | 0.5% | 2026-Q1 |
| Pathstone Holdings, LLC added | 128,636 | $2M | 0.5% | 2026-Q1 |
| AQR CAPITAL MANAGEMENT LLC added | 119,038 | $2M | 0.4% | 2026-Q1 |
| GEODE CAPITAL MANAGEMENT, LLC trimmed | 115,179 | $2M | 0.4% | 2026-Q1 |
| Vanguard Personalized Indexing Management, LLC added | 112,621 | $1M | 0.4% | 2026-Q1 |
| JPMORGAN CHASE & CO added | 108,803 | $1M | 0.4% | 2026-Q1 |
| NATIXIS ADVISORS, LLC added | 86,384 | $1M | 0.3% | 2026-Q1 |
| Laird Norton Wetherby Trust Company, LLC added | 83,816 | $1M | 0.3% | 2026-Q1 |
| UBS Group AG trimmed | 79,469 | $1M | 0.3% | 2026-Q1 |
| AMERICAN CENTURY COMPANIES INC added | 77,484 | $1M | 0.3% | 2026-Q1 |
| Engineers Gate Manager LP added | 73,899 | $970K | 0.3% | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ trimmed | 71,287 | $936K | 0.3% | 2026-Q1 |
| Abacus Wealth Partners, LLC trimmed | 69,346 | $911K | 0.3% | 2026-Q1 |
| CITADEL ADVISORS LLC added | 63,046 | $828K | 0.2% | 2026-Q1 |
| MILLENNIUM MANAGEMENT LLC trimmed | 62,378 | $819K | 0.2% | 2026-Q1 |
| MERCER GLOBAL ADVISORS INC /ADV added | 62,306 | $818K | 0.2% | 2026-Q1 |
| BARCLAYS PLC | 62,304 | $818K | 0.2% | 2026-Q1 |
| Brooklyn Investment Group trimmed | 60,332 | $792K | 0.2% | 2026-Q1 |
| LEUTHOLD GROUP, LLC added | 60,124 | $789K | 0.2% | 2026-Q1 |
| Vident Advisory, LLC trimmed | 58,038 | $762K | 0.2% | 2026-Q1 |
| US BANCORP \DE\ trimmed | 57,306 | $752K | 0.2% | 2026-Q1 |
| Bank of New York Mellon Corp added | 56,380 | $740K | 0.2% | 2026-Q1 |
| Corient Private Wealth LLC added | 51,614 | $676K | 0.2% | 2026-Q1 |
| HighTower Advisors, LLC trimmed | 47,243 | $620K | 0.2% | 2026-Q1 |
| IEQ CAPITAL, LLC added | 40,831 | $536K | 0.1% | 2026-Q1 |
| Verition Fund Management LLC trimmed | 40,653 | $534K | 0.1% | 2026-Q1 |
| Sequoia Financial Advisors, LLC added | 39,533 | $519K | 0.1% | 2026-Q1 |
| Aaron Wealth Advisors LLC new | 39,412 | $517K | 0.1% | 2026-Q1 |
| Farringdon Capital, Ltd. trimmed | 38,725 | $508K | 0.1% | 2026-Q1 |
| Orion Porfolio Solutions, LLC added | 38,227 | $502K | 0.1% | 2026-Q1 |
| Atria Investments, Inc added | 38,226 | $502K | 0.1% | 2026-Q1 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC trimmed | 36,470 | $479K | 0.1% | 2026-Q1 |
| Lester Murray Antman dba SimplyRich trimmed | 35,692 | $468K | 0.1% | 2026-Q1 |
| HANTZ FINANCIAL SERVICES, INC. trimmed | 33,946 | $446K | 0.1% | 2026-Q1 |
| Entropy Technologies, LP new | 31,351 | $412K | 0.1% | 2026-Q1 |
| EVERGREEN CAPITAL MANAGEMENT LLC added | 27,991 | $374K | 0.1% | 2026-Q1 |
| ATLAS CAPITAL ADVISORS INC. | 26,872 | $353K | 0.1% | 2026-Q1 |
| Tidal Investments LLC added | 26,482 | $348K | 0.1% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC added | 25,715 | $338K | 0.1% | 2026-Q1 |
| RENAISSANCE TECHNOLOGIES LLC trimmed | 25,400 | $334K | 0.1% | 2026-Q1 |
| SYON CAPITAL LLC trimmed | 24,668 | $324K | 0.1% | 2026-Q1 |
| FRANKLIN RESOURCES INC added | 23,998 | $315K | 0.1% | 2026-Q1 |
| PNC FINANCIAL SERVICES GROUP, INC. trimmed | 23,779 | $312K | 0.1% | 2026-Q1 |
| Ballentine Partners, LLC trimmed | 23,578 | $310K | 0.1% | 2026-Q1 |
| MARSHALL WACE, LLP added | 464,036 | $7M | 1.8% | 2025-Q4 stale |
| Henry James International Management Inc. trimmed | 199,011 | $3M | 0.9% | 2025-Q1 stale |
| Grantham, Mayo, Van Otterloo & Co. LLC trimmed | 181,651 | $3M | 0.7% | 2025-Q2 stale |
| Cubist Systematic Strategies, LLC trimmed | 156,067 | $2M | 0.6% | 2025-Q3 stale |
| Balyasny Asset Management L.P. added | 127,954 | $2M | 0.5% | 2025-Q4 stale |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP added | 124,020 | $2M | 0.5% | 2025-Q4 stale |
| Dorsey Wright & Associates trimmed | 78,634 | $1M | 0.3% | 2025-Q2 stale |
| Trexquant Investment LP added | 77,401 | $1M | 0.3% | 2025-Q3 stale |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC new | 75,980 | $1M | 0.3% | 2025-Q3 stale |
| Laird Norton Wetherby Wealth Management, LLC added | 73,194 | $1M | 0.3% | 2025-Q3 stale |
| DIVERSIFY WEALTH MANAGEMENT, LLC new | 53,848 | $851K | 0.2% | 2025-Q1 stale |
| AdvisorShares Investments LLC added | 54,740 | $817K | 0.2% | 2025-Q2 stale |
| TOWNSQUARE CAPITAL LLC added | 50,297 | $805K | 0.2% | 2025-Q1 stale |
| BAROMETER CAPITAL MANAGEMENT INC. added | 64,600 | $766K | 0.2% | 2025-Q4 stale |
| Orion Portfolio Solutions, LLC trimmed | 47,612 | $762K | 0.2% | 2025-Q1 stale |
| Transmarket Holdings LP new | 51,303 | $720K | 0.2% | 2025-Q4 stale |
| Graham Capital Management, L.P. new | 43,848 | $655K | 0.2% | 2025-Q2 stale |
| Qube Research & Technologies Ltd trimmed | 41,157 | $578K | 0.2% | 2025-Q4 stale |
| Genus Capital Management Inc. trimmed | 33,840 | $505K | 0.1% | 2025-Q2 stale |
| STIFEL FINANCIAL CORP added | 29,137 | $435K | 0.1% | 2025-Q2 stale |
| TWO SIGMA ADVISERS, LP added | 30,900 | $434K | 0.1% | 2025-Q4 stale |
| Alaska Permanent Fund Corp | 23,962 | $389K | 0.1% | 2025-Q1 stale |
| XTX Topco Ltd trimmed | 24,259 | $341K | 0.1% | 2025-Q4 stale |
| FOX RUN MANAGEMENT, L.L.C. new | 21,892 | $327K | 0.1% | 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.