Who owns PSQA
Which tracked institutional funds hold PSQA, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See PSQA company fundamentals →
Ownership as of the 2026-Q2 13F filings (latest filed 2026-08-14). 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
5 tracked funds added or opened PSQA while 2 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
PSQA’s largest tracked holder by dollar value, Mariner, LLC, sizes it at 0.1% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 0.1pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in PSQA 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 19 tracked filers holding PSQA, 11 increased or opened the position and 10 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 PSQA 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 1
- JPMORGAN CHASE & CO$556K
Full exits 2
- SUSQUEHANNA INTERNATIONAL GROUP, LLP$658K
- GOLDMAN SACHS GROUP INC$604K
Largest adds
- Mariner, LLC$30M
- Arax Advisory Partners$3M
- FAS Wealth Partners, Inc.$2M
- AE Wealth Management LLC$452K
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 |
|---|---|---|---|---|
| Mariner, LLC added | 3,747,220 | $77M | 66.5% | 2026-Q2 |
| Ignite Planners, LLC trimmed | 266,788 | $5M | 4.7% | 2026-Q2 |
| AE Wealth Management LLC added | 264,731 | $5M | 4.7% | 2026-Q2 |
| Providence Financial Advisors, LLC trimmed | 238,974 | $5M | 4.2% | 2026-Q2 |
| Arax Advisory Partners added | 231,679 | $5M | 4.1% | 2026-Q2 |
| FAS Wealth Partners, Inc. added | 200,479 | $4M | 3.6% | 2026-Q2 |
| FIRETHORN WEALTH PARTNERS, LLC added | 193,652 | $4M | 3.4% | 2026-Q2 |
| OneDigital Investment Advisors LLC trimmed | 96,816 | $2M | 1.7% | 2026-Q2 |
| Orgel Wealth Management, LLC | 48,662 | $996K | 0.9% | 2026-Q2 |
| Canvas Wealth Advisors, LLC trimmed | 44,793 | $916K | 0.8% | 2026-Q2 |
| JANE STREET GROUP, LLC added | 32,788 | $671K | 0.6% | 2026-Q2 |
| JPMORGAN CHASE & CO added | 27,178 | $556K | 0.5% | 2026-Q2 |
| MGO ONE SEVEN LLC trimmed | 22,521 | $461K | 0.4% | 2026-Q2 |
| Bull Harbor Capital LLC trimmed | 20,594 | $421K | 0.4% | 2026-Q2 |
| Farther Finance Advisors, LLC added | 18,153 | $371K | 0.3% | 2026-Q2 |
| ENDEAVOR PRIVATE WEALTH, INC. added | 16,488 | $337K | 0.3% | 2026-Q2 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC new | 14,546 | $298K | 0.3% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN | 4,406 | $90K | 0.1% | 2026-Q2 |
| Fairway Wealth LLC new | 2,600 | $53K | 0.0% | 2026-Q2 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP trimmed | 32,183 | $658K | 0.6% | 2026-Q1 stale (1 quarter behind) |
| GOLDMAN SACHS GROUP INC trimmed | 29,556 | $604K | 0.5% | 2026-Q1 stale (1 quarter behind) |
| Weaver Consulting Group added | 12,750 | $261K | 0.2% | 2026-Q1 stale (1 quarter behind) |
| FIFTH THIRD BANCORP new | 1,490 | $30K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| Savvy Advisors, Inc. new | 26,361 | $537K | 0.5% | 2025-Q4 stale (2 quarters behind) |
| FULLCIRCLE WEALTH LLC new | 19,449 | $398K | 0.3% | 2025-Q3 stale (3 quarters behind) |
| UBS Group AG added | 172 | $3K | 0.0% | 2025-Q3 stale (3 quarters behind) |
| Virtu Financial LLC added | 24,678 | $500K | 0.4% | 2025-Q2 stale (4 quarters behind) |
| BANK OF AMERICA CORP /DE/ trimmed | 4 | $81 | 0.0% | 2025-Q2 stale (4 quarters behind) |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 0 | — | 0.0% | 2025-Q2 stale (4 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.