Who owns 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-Q2 13F filings (latest filed 2026-08-17). 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
14 tracked funds added or opened PSP while 12 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
PSP’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 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 2026-Q1 and 2026-Q2, across 89 tracked filers holding PSP, 47 increased or opened the position and 44 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 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 5
- AXXCESS WEALTH MANAGEMENT, LLC$6M
- First Interstate Bank$6M
- CITADEL ADVISORS LLC$3M
- Global Retirement Partners, LLC$2M
- Nuveen, LLC$1M
Full exits 5
- Clark Capital Management Group, Inc.$4M
- HRT FINANCIAL LP$2M
- BESSEMER GROUP INC$1M
- Brooklyn Investment Group$786K
- GTS SECURITIES LLC$612K
Largest adds
- MORGAN STANLEY$6M
- SUSQUEHANNA INTERNATIONAL GROUP, LLP$2M
- JANE STREET GROUP, LLC$1M
- NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$1M
- Aletheian Wealth Advisors LLC$715K
- Arax Advisory Partners$631K
Largest trims
- RAYMOND JAMES FINANCIAL INC$18M
- ENVESTNET ASSET MANAGEMENT INC$4M
- MML INVESTORS SERVICES, LLC$873K
- Farther Finance Advisors, LLC$817K
- Cetera Investment Advisers$572K
- Hyundai Investments Co., Ltd.$416K
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 | 349,507 | $19M | 10.5% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ added | 305,543 | $17M | 9.2% | 2026-Q2 |
| Endowment Wealth Management, Inc. added | 232,282 | $13M | 7.0% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN added | 152,514 | $8M | 4.6% | 2026-Q2 |
| Aletheian Wealth Advisors LLC added | 146,352 | $8M | 4.4% | 2026-Q2 |
| LPL Financial LLC trimmed | 129,608 | $7M | 3.9% | 2026-Q2 |
| AXXCESS WEALTH MANAGEMENT, LLC trimmed | 104,906 | $6M | 3.2% | 2026-Q2 |
| First Interstate Bank new | 104,099 | $6M | 3.1% | 2026-Q2 |
| Crestwood Advisors Group, LLC | 70,000 | $4M | 2.1% | 2026-Q2 |
| JANE STREET GROUP, LLC added | 57,852 | $3M | 1.7% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC trimmed | 54,216 | $3M | 1.6% | 2026-Q2 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP added | 53,018 | $3M | 1.6% | 2026-Q2 |
| CITADEL ADVISORS LLC trimmed | 49,188 | $3M | 1.5% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC trimmed | 36,544 | $2M | 1.1% | 2026-Q2 |
| Farther Finance Advisors, LLC trimmed | 33,916 | $2M | 1.0% | 2026-Q2 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO added | 29,130 | $2M | 0.9% | 2026-Q2 |
| Global Retirement Partners, LLC added | 27,416 | $2M | 0.8% | 2026-Q2 |
| UBS Group AG added | 27,335 | $2M | 0.8% | 2026-Q2 |
| OSAIC HOLDINGS, INC. added | 22,299 | $1M | 0.7% | 2026-Q2 |
| Nuveen, LLC new | 21,062 | $1M | 0.6% | 2026-Q2 |
| Darwin Wealth Management, LLC added | 20,341 | $1M | 0.6% | 2026-Q2 |
| Arax Advisory Partners added | 17,466 | $973K | 0.5% | 2026-Q2 |
| O'ROURKE & COMPANY, Inc added | 16,467 | $917K | 0.5% | 2026-Q2 |
| ROYAL BANK OF CANADA added | 16,356 | $911K | 0.5% | 2026-Q2 |
| NTV Asset Management LLC trimmed | 15,270 | $851K | 0.5% | 2026-Q2 |
| NATIONAL BANK OF CANADA /FI/ added | 14,649 | $815K | 0.4% | 2026-Q2 |
| LFA - Lugano Financial Advisors SA trimmed | 15,304 | $811K | 0.4% | 2026-Q2 |
| MML INVESTORS SERVICES, LLC trimmed | 13,370 | $745K | 0.4% | 2026-Q2 |
| ASHTON THOMAS SECURITIES, LLC added | 10,739 | $598K | 0.3% | 2026-Q2 |
| Cordoba Advisory Partners LLC added | 10,542 | $587K | 0.3% | 2026-Q2 |
| Hyundai Investments Co., Ltd. trimmed | 10,112 | $556K | 0.3% | 2026-Q2 |
| CreativeOne Wealth, LLC added | 7,558 | $421K | 0.2% | 2026-Q2 |
| Compound Planning, Inc. | 6,948 | $387K | 0.2% | 2026-Q2 |
| Sidoxia Capital Management, LLC added | 6,926 | $386K | 0.2% | 2026-Q2 |
| Advyzon Investment Management, LLC added | 6,158 | $343K | 0.2% | 2026-Q2 |
| BRIGHTON JONES LLC | 6,000 | $334K | 0.2% | 2026-Q2 |
| Legacy Capital Wealth Partners, LLC trimmed | 5,813 | $324K | 0.2% | 2026-Q2 |
| Joseph P. Lucia & Associates, LLC | 5,771 | $321K | 0.2% | 2026-Q2 |
| GOLDMAN SACHS GROUP INC trimmed | 5,680 | $316K | 0.2% | 2026-Q2 |
| Fort Point Capital Partners LLC | 5,338 | $297K | 0.2% | 2026-Q2 |
| Larson Financial Group LLC added | 5,328 | $297K | 0.2% | 2026-Q2 |
| Private Advisor Group, LLC trimmed | 5,241 | $292K | 0.2% | 2026-Q2 |
| Triumph Capital Management added | 5,085 | $283K | 0.2% | 2026-Q2 |
| HighPoint Advisor Group LLC added | 4,955 | $276K | 0.1% | 2026-Q2 |
| MAI Capital Management added | 4,870 | $271K | 0.1% | 2026-Q2 |
| MARINO, STRAM & ASSOCIATES LLC trimmed | 4,837 | $269K | 0.1% | 2026-Q2 |
| Equitable Holdings, Inc. trimmed | 4,692 | $261K | 0.1% | 2026-Q2 |
| TWO SIGMA SECURITIES, LLC new | 4,608 | $257K | 0.1% | 2026-Q2 |
| &PARTNERS added | 4,476 | $249K | 0.1% | 2026-Q2 |
| CIBC WORLD MARKET INC. new | 4,313 | $240K | 0.1% | 2026-Q2 |
| Dynamic Advisor Solutions LLC added | 4,132 | $230K | 0.1% | 2026-Q2 |
| FOUNDERS FINANCIAL SECURITIES LLC trimmed | 3,756 | $209K | 0.1% | 2026-Q2 |
| Ashton Thomas Private Wealth, LLC | 3,695 | $206K | 0.1% | 2026-Q2 |
| NOTTINGHAM ADVISORS, INC. new | 3,533 | $203K | 0.1% | 2026-Q2 |
| Cetera Investment Advisers trimmed | 3,630 | $202K | 0.1% | 2026-Q2 |
| Comprehensive Money Management Services LLC trimmed | 3,593 | $200K | 0.1% | 2026-Q2 |
| Provident Wealth Management, LLC new | 2,749 | $153K | 0.1% | 2026-Q2 |
| Federation des caisses Desjardins du Quebec | 2,327 | $129K | 0.1% | 2026-Q2 |
| Beacon Capital Management, Inc. trimmed | 1,737 | $97K | 0.1% | 2026-Q2 |
| Three Bearings Fiduciary Advisors, Inc. | 1,551 | $86K | 0.0% | 2026-Q2 |
| PRIVATE TRUST CO NA added | 1,529 | $85K | 0.0% | 2026-Q2 |
| ROTHSCHILD INVESTMENT LLC | 800 | $45K | 0.0% | 2026-Q2 |
| Private Wealth Asset Management, LLC | 800 | $45K | 0.0% | 2026-Q2 |
| Steward Partners Investment Advisory, LLC | 770 | $43K | 0.0% | 2026-Q2 |
| NewEdge Advisors, LLC trimmed | 748 | $42K | 0.0% | 2026-Q2 |
| ADKINS SEALE CAPITAL MANAGEMENT LLC | 593 | $33K | 0.0% | 2026-Q2 |
| Manchester Capital Management LLC | 450 | $25K | 0.0% | 2026-Q2 |
| Cornerstone Planning Group LLC trimmed | 406 | $23K | 0.0% | 2026-Q2 |
| FIFTH THIRD BANCORP added | 410 | $23K | 0.0% | 2026-Q2 |
| IFP Advisors, Inc | 354 | $20K | 0.0% | 2026-Q2 |
| Institute for Wealth Management, LLC. new | 317 | $18K | 0.0% | 2026-Q2 |
| COMPASS FINANCIAL MANAGEMENT LLC new | 312 | $17K | 0.0% | 2026-Q2 |
| Founders Financial Alliance, LLC added | 176 | $10K | 0.0% | 2026-Q2 |
| BANK OF MONTREAL /CAN/ | 155 | $9K | 0.0% | 2026-Q2 |
| Allied Private Wealth LLC new | 100 | $6K | 0.0% | 2026-Q2 |
| Costello Asset Management, INC | 100 | $6K | 0.0% | 2026-Q2 |
| Concord Wealth Partners | 100 | $6K | 0.0% | 2026-Q2 |
| Caitlin John, LLC | 90 | $5K | 0.0% | 2026-Q2 |
| FMR LLC added | 84 | $5K | 0.0% | 2026-Q2 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC trimmed | 77 | $4K | 0.0% | 2026-Q2 |
| Geneos Wealth Management Inc. | 57 | $3K | 0.0% | 2026-Q2 |
| JPMORGAN CHASE & CO trimmed | 57 | $3K | 0.0% | 2026-Q2 |
| EverSource Wealth Advisors, LLC added | 51 | $3K | 0.0% | 2026-Q2 |
| Parallel Advisors, LLC | 45 | $3K | 0.0% | 2026-Q2 |
| Winch Advisory Services, LLC | 40 | $2K | 0.0% | 2026-Q2 |
| HARBOUR INVESTMENTS, INC. | 28 | $2K | 0.0% | 2026-Q2 |
| Rockefeller Capital Management L.P. | 26 | $1K | 0.0% | 2026-Q2 |
| Elevated Capital Advisors, LLC | 25 | $1K | 0.0% | 2026-Q2 |
| Davis Capital Management | 2 | $135 | 0.0% | 2026-Q2 |
| Clark Capital Management Group, Inc. trimmed | 67,215 | $4M | 2.0% | 2026-Q1 stale (1 quarter behind) |
| HRT FINANCIAL LP added | 28,702 | $2M | 0.9% | 2026-Q1 stale (1 quarter behind) |
| BESSEMER GROUP INC added | 20,983 | $1M | 0.6% | 2026-Q1 stale (1 quarter behind) |
| Brooklyn Investment Group added | 13,912 | $786K | 0.4% | 2026-Q1 stale (1 quarter behind) |
| Thrivent Financial for Lutherans new | 181,371 | $12M | 6.6% | 2025-Q4 stale (2 quarters behind) |
| Beta Wealth Group, Inc. trimmed | 105,293 | $7M | 3.8% | 2025-Q4 stale (2 quarters behind) |
| SBE LLC DBA CEDAR COVE WEALTH PARTNERS new | 94,357 | $6M | 3.4% | 2025-Q4 stale (2 quarters behind) |
| Traction Financial Partners, LLC added | 55,791 | $4M | 2.0% | 2025-Q4 stale (2 quarters behind) |
| Cynosure Group, LLC added | 21,519 | $1M | 0.8% | 2025-Q4 stale (2 quarters behind) |
| Touchstone Capital, Inc. new | 234,679 | $16M | 8.7% | 2025-Q3 stale (3 quarters behind) |
| NATIXIS ADVISORS, LLC added | 34,396 | $2M | 1.3% | 2025-Q3 stale (3 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.