Skip to main content Skip to main content
Institutional Ownership · SEC Form 13F

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.

96
Institutional holders
2,335,269
Shares held (tracked funds)

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).

FundSharesReported value% of valueQuarter
RAYMOND JAMES FINANCIAL INC added350,664$20M8.9%2026-Q1
BANK OF AMERICA CORP /DE/ added304,657$17M7.8%2026-Q1
MORGAN STANLEY added238,611$13M6.1%2026-Q1
Endowment Wealth Management, Inc. added226,685$13M5.8%2026-Q1
WELLS FARGO & COMPANY/MN added140,611$8M3.6%2026-Q1
LPL Financial LLC added134,828$8M3.4%2026-Q1
Aletheian Wealth Advisors LLC added131,579$7M3.4%2026-Q1
ENVESTNET ASSET MANAGEMENT INC added121,442$7M3.1%2026-Q1
Crestwood Advisors Group, LLC70,000$4M1.8%2026-Q1
Clark Capital Management Group, Inc. trimmed67,215$4M1.7%2026-Q1
Farther Finance Advisors, LLC added47,678$3M1.2%2026-Q1
JANE STREET GROUP, LLC added33,203$2M0.8%2026-Q1
HRT FINANCIAL LP added28,702$2M0.7%2026-Q1
MML INVESTORS SERVICES, LLC trimmed28,629$2M0.7%2026-Q1
UBS Group AG added26,827$2M0.7%2026-Q1
BESSEMER GROUP INC added20,983$1M0.5%2026-Q1
Darwin Wealth Management, LLC trimmed19,155$1M0.5%2026-Q1
Hyundai Investments Co., Ltd. added17,629$972K0.4%2026-Q1
LFA - Lugano Financial Advisors SA added16,144$912K0.4%2026-Q1
NTV Asset Management LLC trimmed15,740$890K0.4%2026-Q1
O'ROURKE & COMPANY, Inc added14,798$836K0.4%2026-Q1
Brooklyn Investment Group added13,912$786K0.4%2026-Q1
OSAIC HOLDINGS, INC. trimmed13,792$781K0.4%2026-Q1
Cetera Investment Advisers added13,706$775K0.3%2026-Q1
NATIONAL BANK OF CANADA /FI/ added12,921$730K0.3%2026-Q1
SUSQUEHANNA INTERNATIONAL GROUP, LLP trimmed12,693$717K0.3%2026-Q1
ROYAL BANK OF CANADA trimmed11,338$641K0.3%2026-Q1
GTS SECURITIES LLC added10,834$612K0.3%2026-Q1
ASHTON THOMAS SECURITIES, LLC added10,727$606K0.3%2026-Q1
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO added9,559$540K0.2%2026-Q1
Betterment LLC added8,771$496K0.2%2026-Q1
Cambridge Investment Research Advisors, Inc. trimmed8,758$495K0.2%2026-Q1
Equitable Holdings, Inc. added6,698$449K0.2%2026-Q1
Legacy Capital Wealth Partners, LLC trimmed7,909$447K0.2%2026-Q1
Cordoba Advisory Partners LLC trimmed7,766$439K0.2%2026-Q1
CreativeOne Wealth, LLC added7,399$418K0.2%2026-Q1
Compound Planning, Inc. added6,948$393K0.2%2026-Q1
Sidoxia Capital Management, LLC new6,776$383K0.2%2026-Q1
Arax Advisory Partners trimmed6,053$342K0.2%2026-Q1
PRINCIPAL SECURITIES, INC. added5,796$328K0.1%2026-Q1
Joseph P. Lucia & Associates, LLC5,771$326K0.1%2026-Q1
Advyzon Investment Management, LLC added5,481$310K0.1%2026-Q1
Fort Point Capital Partners LLC trimmed5,338$302K0.1%2026-Q1
Private Advisor Group, LLC trimmed5,252$297K0.1%2026-Q1
MARINO, STRAM & ASSOCIATES LLC trimmed5,067$286K0.1%2026-Q1
COMMONWEALTH EQUITY SERVICES, LLC trimmed5,012$283K0.1%2026-Q1
Larson Financial Group LLC added4,925$278K0.1%2026-Q1
Triumph Capital Management added4,752$269K0.1%2026-Q1
Integrated Wealth Concepts LLC added4,427$250K0.1%2026-Q1
&PARTNERS trimmed4,410$249K0.1%2026-Q1
Apollon Wealth Management, LLC trimmed4,395$248K0.1%2026-Q1
HighPoint Advisor Group LLC added4,225$239K0.1%2026-Q1
FOUNDERS FINANCIAL SECURITIES LLC3,984$229K0.1%2026-Q1
UPTICK PARTNERS, LLC trimmed3,915$221K0.1%2026-Q1
Dynamic Advisor Solutions LLC added3,873$219K0.1%2026-Q1
Ashton Thomas Private Wealth, LLC trimmed3,695$209K0.1%2026-Q1
MAI Capital Management added3,670$207K0.1%2026-Q1
Comprehensive Money Management Services LLC trimmed3,665$207K0.1%2026-Q1
Advisory Services Network, LLC trimmed2,499$141K0.1%2026-Q1
Federation des caisses Desjardins du Quebec2,327$131K0.1%2026-Q1
Beacon Capital Management, Inc. added1,750$99K0.0%2026-Q1
PRIVATE TRUST CO NA added1,396$79K0.0%2026-Q1
Belvedere Trading LLC new1,038$59K0.0%2026-Q1
ROTHSCHILD INVESTMENT LLC800$45K0.0%2026-Q1
Private Wealth Asset Management, LLC800$45K0.0%2026-Q1
Steward Partners Investment Advisory, LLC770$44K0.0%2026-Q1
Touchstone Capital, Inc. new234,679$16M7.3%2025-Q3 stale
Thrivent Financial for Lutherans new181,371$12M5.5%2025-Q4 stale
AXXCESS WEALTH MANAGEMENT, LLC added149,212$10M4.5%2025-Q4 stale
CITADEL ADVISORS LLC added138,157$10M4.3%2025-Q3 stale
NEW YORK LIFE INVESTMENT MANAGEMENT LLC trimmed123,060$8M3.6%2025-Q1 stale
Beta Wealth Group, Inc. trimmed105,293$7M3.2%2025-Q4 stale
SBE LLC DBA CEDAR COVE WEALTH PARTNERS new94,357$6M2.9%2025-Q4 stale
Traction Financial Partners, LLC added55,791$4M1.7%2025-Q4 stale
NATIXIS ADVISORS, LLC added34,396$2M1.1%2025-Q3 stale
NewEdge Advisors, LLC added29,410$2M0.9%2025-Q4 stale
Global Retirement Partners, LLC added27,361$2M0.8%2025-Q4 stale
Cynosure Group, LLC added21,519$1M0.7%2025-Q4 stale
GOLDMAN SACHS GROUP INC new14,115$947K0.4%2025-Q4 stale
SeaCrest Wealth Management, LLC added13,981$896K0.4%2025-Q1 stale
Schechter Investment Advisors, LLC added13,500$865K0.4%2025-Q1 stale
Atria Investments, Inc trimmed11,320$781K0.4%2025-Q3 stale
VestGen Advisors, LLC trimmed10,453$701K0.3%2025-Q4 stale
Perigon Wealth Management, LLC added9,708$670K0.3%2025-Q3 stale
PARK AVENUE SECURITIES LLC added10,440$669K0.3%2025-Q1 stale
PCG Wealth Advisors, LLC new6,507$436K0.2%2025-Q4 stale
Janney Montgomery Scott LLC trimmed6,391$429K0.2%2025-Q4 stale
BRIGHTON JONES LLC6,000$414K0.2%2025-Q3 stale
Wealthcare Advisory Partners LLC added5,345$369K0.2%2025-Q3 stale
BURKE & HERBERT BANK & TRUST CO5,225$361K0.2%2025-Q3 stale
FLOW TRADERS U.S. LLC trimmed4,337$291K0.1%2025-Q4 stale
INDEPENDENT FINANCIAL GROUP, LLC trimmed3,972$274K0.1%2025-Q3 stale
Tidal Investments LLC new4,007$269K0.1%2025-Q4 stale
Kestra Advisory Services, LLC added3,514$236K0.1%2025-Q4 stale
Private Advisory Group LLC added3,361$225K0.1%2025-Q4 stale
Warther Private Wealth, LLC3,480$223K0.1%2025-Q1 stale
FLAGSHIP HARBOR ADVISORS, LLC trimmed3,011$208K0.1%2025-Q3 stale
Corundum Trust Company, INC trimmed2,031$140K0.1%2025-Q3 stale
Mirae Asset Global Investments Co., Ltd.1,200$83K0.0%2025-Q3 stale
Ameritas Advisory Services, LLC trimmed690$47K0.0%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.

HoldersTotal shares

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.

Learn how to read institutional ownership