Who owns PSP (PSP)
Which tracked institutional funds hold PSP, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See PSP 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
11 tracked funds added or opened PSP while 24 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
PSP’s largest tracked holder by dollar value, RAYMOND JAMES FINANCIAL INC, 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 PSP more heavily than its largest holder by dollar value does.
Book-share is each fund’s reported value in PSP 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 96 tracked filers holding PSP, 55 increased or opened the position and 41 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 PSP 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 3
- Aletheian Wealth Advisors LLC$7M
- Clark Capital Management Group, Inc.$4M
- HRT FINANCIAL LP$2M
Full exits 10
- Thrivent Financial for Lutherans$12M
- AXXCESS WEALTH MANAGEMENT, LLC$10M
- Beta Wealth Group, Inc.$7M
- SBE LLC DBA CEDAR COVE WEALTH PARTNERS$6M
- Traction Financial Partners, LLC$4M
- NewEdge Advisors, LLC$2M
Largest adds
- ENVESTNET ASSET MANAGEMENT INC$3M
- JANE STREET GROUP, LLC$1M
- Cetera Investment Advisers$548K
- Hyundai Investments Co., Ltd.$539K
- LPL Financial LLC$510K
- RAYMOND JAMES FINANCIAL INC$510K
Largest trims
- BANK OF AMERICA CORP /DE/$3M
- Apollon Wealth Management, LLC$3M
- SUSQUEHANNA INTERNATIONAL GROUP, LLP$2M
- Cordoba Advisory Partners LLC$1M
- Arax Advisory Partners$914K
- Endowment Wealth Management, Inc.$841K
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 |
|---|---|---|---|---|
| RAYMOND JAMES FINANCIAL INC added | 350,664 | $20M | 8.9% | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ added | 304,657 | $17M | 7.8% | 2026-Q1 |
| MORGAN STANLEY added | 238,611 | $13M | 6.1% | 2026-Q1 |
| Endowment Wealth Management, Inc. added | 226,685 | $13M | 5.8% | 2026-Q1 |
| WELLS FARGO & COMPANY/MN added | 140,611 | $8M | 3.6% | 2026-Q1 |
| LPL Financial LLC added | 134,828 | $8M | 3.4% | 2026-Q1 |
| Aletheian Wealth Advisors LLC added | 131,579 | $7M | 3.4% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC added | 121,442 | $7M | 3.1% | 2026-Q1 |
| Crestwood Advisors Group, LLC | 70,000 | $4M | 1.8% | 2026-Q1 |
| Clark Capital Management Group, Inc. trimmed | 67,215 | $4M | 1.7% | 2026-Q1 |
| Farther Finance Advisors, LLC added | 47,678 | $3M | 1.2% | 2026-Q1 |
| JANE STREET GROUP, LLC added | 33,203 | $2M | 0.8% | 2026-Q1 |
| HRT FINANCIAL LP added | 28,702 | $2M | 0.7% | 2026-Q1 |
| MML INVESTORS SERVICES, LLC trimmed | 28,629 | $2M | 0.7% | 2026-Q1 |
| UBS Group AG added | 26,827 | $2M | 0.7% | 2026-Q1 |
| BESSEMER GROUP INC added | 20,983 | $1M | 0.5% | 2026-Q1 |
| Darwin Wealth Management, LLC trimmed | 19,155 | $1M | 0.5% | 2026-Q1 |
| Hyundai Investments Co., Ltd. added | 17,629 | $972K | 0.4% | 2026-Q1 |
| LFA - Lugano Financial Advisors SA added | 16,144 | $912K | 0.4% | 2026-Q1 |
| NTV Asset Management LLC trimmed | 15,740 | $890K | 0.4% | 2026-Q1 |
| O'ROURKE & COMPANY, Inc added | 14,798 | $836K | 0.4% | 2026-Q1 |
| Brooklyn Investment Group added | 13,912 | $786K | 0.4% | 2026-Q1 |
| OSAIC HOLDINGS, INC. trimmed | 13,792 | $781K | 0.4% | 2026-Q1 |
| Cetera Investment Advisers added | 13,706 | $775K | 0.3% | 2026-Q1 |
| NATIONAL BANK OF CANADA /FI/ added | 12,921 | $730K | 0.3% | 2026-Q1 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP trimmed | 12,693 | $717K | 0.3% | 2026-Q1 |
| ROYAL BANK OF CANADA trimmed | 11,338 | $641K | 0.3% | 2026-Q1 |
| GTS SECURITIES LLC added | 10,834 | $612K | 0.3% | 2026-Q1 |
| ASHTON THOMAS SECURITIES, LLC added | 10,727 | $606K | 0.3% | 2026-Q1 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO added | 9,559 | $540K | 0.2% | 2026-Q1 |
| Betterment LLC added | 8,771 | $496K | 0.2% | 2026-Q1 |
| Cambridge Investment Research Advisors, Inc. trimmed | 8,758 | $495K | 0.2% | 2026-Q1 |
| Equitable Holdings, Inc. added | 6,698 | $449K | 0.2% | 2026-Q1 |
| Legacy Capital Wealth Partners, LLC trimmed | 7,909 | $447K | 0.2% | 2026-Q1 |
| Cordoba Advisory Partners LLC trimmed | 7,766 | $439K | 0.2% | 2026-Q1 |
| CreativeOne Wealth, LLC added | 7,399 | $418K | 0.2% | 2026-Q1 |
| Compound Planning, Inc. added | 6,948 | $393K | 0.2% | 2026-Q1 |
| Sidoxia Capital Management, LLC new | 6,776 | $383K | 0.2% | 2026-Q1 |
| Arax Advisory Partners trimmed | 6,053 | $342K | 0.2% | 2026-Q1 |
| PRINCIPAL SECURITIES, INC. added | 5,796 | $328K | 0.1% | 2026-Q1 |
| Joseph P. Lucia & Associates, LLC | 5,771 | $326K | 0.1% | 2026-Q1 |
| Advyzon Investment Management, LLC added | 5,481 | $310K | 0.1% | 2026-Q1 |
| Fort Point Capital Partners LLC trimmed | 5,338 | $302K | 0.1% | 2026-Q1 |
| Private Advisor Group, LLC trimmed | 5,252 | $297K | 0.1% | 2026-Q1 |
| MARINO, STRAM & ASSOCIATES LLC trimmed | 5,067 | $286K | 0.1% | 2026-Q1 |
| COMMONWEALTH EQUITY SERVICES, LLC trimmed | 5,012 | $283K | 0.1% | 2026-Q1 |
| Larson Financial Group LLC added | 4,925 | $278K | 0.1% | 2026-Q1 |
| Triumph Capital Management added | 4,752 | $269K | 0.1% | 2026-Q1 |
| Integrated Wealth Concepts LLC added | 4,427 | $250K | 0.1% | 2026-Q1 |
| &PARTNERS trimmed | 4,410 | $249K | 0.1% | 2026-Q1 |
| Apollon Wealth Management, LLC trimmed | 4,395 | $248K | 0.1% | 2026-Q1 |
| HighPoint Advisor Group LLC added | 4,225 | $239K | 0.1% | 2026-Q1 |
| FOUNDERS FINANCIAL SECURITIES LLC | 3,984 | $229K | 0.1% | 2026-Q1 |
| UPTICK PARTNERS, LLC trimmed | 3,915 | $221K | 0.1% | 2026-Q1 |
| Dynamic Advisor Solutions LLC added | 3,873 | $219K | 0.1% | 2026-Q1 |
| Ashton Thomas Private Wealth, LLC trimmed | 3,695 | $209K | 0.1% | 2026-Q1 |
| MAI Capital Management added | 3,670 | $207K | 0.1% | 2026-Q1 |
| Comprehensive Money Management Services LLC trimmed | 3,665 | $207K | 0.1% | 2026-Q1 |
| Advisory Services Network, LLC trimmed | 2,499 | $141K | 0.1% | 2026-Q1 |
| Federation des caisses Desjardins du Quebec | 2,327 | $131K | 0.1% | 2026-Q1 |
| Beacon Capital Management, Inc. added | 1,750 | $99K | 0.0% | 2026-Q1 |
| PRIVATE TRUST CO NA added | 1,396 | $79K | 0.0% | 2026-Q1 |
| Belvedere Trading LLC new | 1,038 | $59K | 0.0% | 2026-Q1 |
| ROTHSCHILD INVESTMENT LLC | 800 | $45K | 0.0% | 2026-Q1 |
| Private Wealth Asset Management, LLC | 800 | $45K | 0.0% | 2026-Q1 |
| Steward Partners Investment Advisory, LLC | 770 | $44K | 0.0% | 2026-Q1 |
| Touchstone Capital, Inc. new | 234,679 | $16M | 7.3% | 2025-Q3 stale |
| Thrivent Financial for Lutherans new | 181,371 | $12M | 5.5% | 2025-Q4 stale |
| AXXCESS WEALTH MANAGEMENT, LLC added | 149,212 | $10M | 4.5% | 2025-Q4 stale |
| CITADEL ADVISORS LLC added | 138,157 | $10M | 4.3% | 2025-Q3 stale |
| NEW YORK LIFE INVESTMENT MANAGEMENT LLC trimmed | 123,060 | $8M | 3.6% | 2025-Q1 stale |
| Beta Wealth Group, Inc. trimmed | 105,293 | $7M | 3.2% | 2025-Q4 stale |
| SBE LLC DBA CEDAR COVE WEALTH PARTNERS new | 94,357 | $6M | 2.9% | 2025-Q4 stale |
| Traction Financial Partners, LLC added | 55,791 | $4M | 1.7% | 2025-Q4 stale |
| NATIXIS ADVISORS, LLC added | 34,396 | $2M | 1.1% | 2025-Q3 stale |
| NewEdge Advisors, LLC added | 29,410 | $2M | 0.9% | 2025-Q4 stale |
| Global Retirement Partners, LLC added | 27,361 | $2M | 0.8% | 2025-Q4 stale |
| Cynosure Group, LLC added | 21,519 | $1M | 0.7% | 2025-Q4 stale |
| GOLDMAN SACHS GROUP INC new | 14,115 | $947K | 0.4% | 2025-Q4 stale |
| SeaCrest Wealth Management, LLC added | 13,981 | $896K | 0.4% | 2025-Q1 stale |
| Schechter Investment Advisors, LLC added | 13,500 | $865K | 0.4% | 2025-Q1 stale |
| Atria Investments, Inc trimmed | 11,320 | $781K | 0.4% | 2025-Q3 stale |
| VestGen Advisors, LLC trimmed | 10,453 | $701K | 0.3% | 2025-Q4 stale |
| Perigon Wealth Management, LLC added | 9,708 | $670K | 0.3% | 2025-Q3 stale |
| PARK AVENUE SECURITIES LLC added | 10,440 | $669K | 0.3% | 2025-Q1 stale |
| PCG Wealth Advisors, LLC new | 6,507 | $436K | 0.2% | 2025-Q4 stale |
| Janney Montgomery Scott LLC trimmed | 6,391 | $429K | 0.2% | 2025-Q4 stale |
| BRIGHTON JONES LLC | 6,000 | $414K | 0.2% | 2025-Q3 stale |
| Wealthcare Advisory Partners LLC added | 5,345 | $369K | 0.2% | 2025-Q3 stale |
| BURKE & HERBERT BANK & TRUST CO | 5,225 | $361K | 0.2% | 2025-Q3 stale |
| FLOW TRADERS U.S. LLC trimmed | 4,337 | $291K | 0.1% | 2025-Q4 stale |
| INDEPENDENT FINANCIAL GROUP, LLC trimmed | 3,972 | $274K | 0.1% | 2025-Q3 stale |
| Tidal Investments LLC new | 4,007 | $269K | 0.1% | 2025-Q4 stale |
| Kestra Advisory Services, LLC added | 3,514 | $236K | 0.1% | 2025-Q4 stale |
| Private Advisory Group LLC added | 3,361 | $225K | 0.1% | 2025-Q4 stale |
| Warther Private Wealth, LLC | 3,480 | $223K | 0.1% | 2025-Q1 stale |
| FLAGSHIP HARBOR ADVISORS, LLC trimmed | 3,011 | $208K | 0.1% | 2025-Q3 stale |
| Corundum Trust Company, INC trimmed | 2,031 | $140K | 0.1% | 2025-Q3 stale |
| Mirae Asset Global Investments Co., Ltd. | 1,200 | $83K | 0.0% | 2025-Q3 stale |
| Ameritas Advisory Services, LLC trimmed | 690 | $47K | 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.