Who owns PSTP
Which tracked institutional funds hold PSTP, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See PSTP 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
8 tracked funds added or opened PSTP while 3 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
PSTP’s largest tracked holder by dollar value, COMMONWEALTH EQUITY SERVICES, LLC, 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 PSTP more heavily than its largest holder by dollar value does.
Book-share is each fund’s reported value in PSTP 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 52 tracked filers holding PSTP, 25 increased or opened the position and 22 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 PSTP 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
- CITADEL ADVISORS LLC$716K
Full exits 2
- Sunbelt Securities, Inc.$11M
- HighTower Advisors, LLC$8M
Largest adds
- AE Wealth Management LLC$1M
- Mosley Wealth Management$729K
- Cetera Investment Advisers$528K
- Lineweaver Wealth Advisors, LLC$477K
- KFG WEALTH MANAGEMENT, LLC$447K
- ENVESTNET ASSET MANAGEMENT INC$418K
Largest trims
- BROWN WEALTH MANAGEMENT, LLC$634K
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 |
|---|---|---|---|---|
| COMMONWEALTH EQUITY SERVICES, LLC trimmed | 318,342 | $12M | 10.1% | 2026-Q2 |
| BROWN WEALTH MANAGEMENT, LLC trimmed | 275,784 | $10M | 8.8% | 2026-Q2 |
| KFG WEALTH MANAGEMENT, LLC trimmed | 248,305 | $9M | 7.9% | 2026-Q2 |
| Lineweaver Wealth Advisors, LLC | 206,063 | $8M | 6.6% | 2026-Q2 |
| OSAIC HOLDINGS, INC. trimmed | 169,559 | $6M | 5.4% | 2026-Q2 |
| AE Wealth Management LLC added | 154,297 | $6M | 4.9% | 2026-Q2 |
| Cetera Investment Advisers added | 139,471 | $5M | 4.4% | 2026-Q2 |
| Krilogy Financial LLC trimmed | 104,078 | $4M | 3.3% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC added | 76,628 | $3M | 2.4% | 2026-Q2 |
| AIRE ADVISORS, LLC trimmed | 71,771 | $3M | 2.3% | 2026-Q2 |
| Farther Finance Advisors, LLC | 63,870 | $2M | 2.0% | 2026-Q2 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP added | 59,281 | $2M | 1.9% | 2026-Q2 |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC added | 51,113 | $2M | 1.6% | 2026-Q2 |
| EVOLUTION WEALTH MANAGEMENT INC. trimmed | 41,530 | $2M | 1.3% | 2026-Q2 |
| WEALTHGARDEN F.S. LLC trimmed | 34,434 | $1M | 1.1% | 2026-Q2 |
| Kestra Advisory Services, LLC added | 31,699 | $1M | 1.0% | 2026-Q2 |
| OFC FINANCIAL PLANNING, LLC trimmed | 28,088 | $1M | 0.9% | 2026-Q2 |
| Addison Capital Co added | 27,042 | $995K | 0.9% | 2026-Q2 |
| Nest Investments, LLC added | 26,093 | $960K | 0.8% | 2026-Q2 |
| Mosley Wealth Management added | 21,720 | $799K | 0.7% | 2026-Q2 |
| William Mack & Associates, Inc. | 21,378 | $786K | 0.7% | 2026-Q2 |
| OLD MISSION CAPITAL LLC added | 19,935 | $733K | 0.6% | 2026-Q2 |
| CITADEL ADVISORS LLC added | 19,457 | $716K | 0.6% | 2026-Q2 |
| SOUTHERN CAPITAL ADVISORS, LLC added | 19,204 | $706K | 0.6% | 2026-Q2 |
| LPL Financial LLC added | 19,100 | $703K | 0.6% | 2026-Q2 |
| Cambridge Advisors Inc. trimmed | 18,205 | $670K | 0.6% | 2026-Q2 |
| Tradition Wealth Management, LLC trimmed | 15,428 | $568K | 0.5% | 2026-Q2 |
| Modera Wealth Management, LLC | 13,020 | $479K | 0.4% | 2026-Q2 |
| Nuveen, LLC new | 12,891 | $474K | 0.4% | 2026-Q2 |
| Capital Investment Advisory Services, LLC added | 11,593 | $426K | 0.4% | 2026-Q2 |
| Opus Financial Solutions LLC trimmed | 11,360 | $418K | 0.4% | 2026-Q2 |
| Occidental Asset Management, LLC added | 10,525 | $387K | 0.3% | 2026-Q2 |
| FSA Advisors, Inc. trimmed | 10,253 | $377K | 0.3% | 2026-Q2 |
| COFG Advisors, LLC added | 9,611 | $354K | 0.3% | 2026-Q2 |
| Cape Investment Advisory, Inc. | 9,200 | $338K | 0.3% | 2026-Q2 |
| GTS SECURITIES LLC | 9,071 | $334K | 0.3% | 2026-Q2 |
| AQR CAPITAL MANAGEMENT LLC | 7,500 | $276K | 0.2% | 2026-Q2 |
| PLANWISER FINANCIAL, LLC trimmed | 7,347 | $270K | 0.2% | 2026-Q2 |
| HARBOUR INVESTMENTS, INC. trimmed | 6,771 | $249K | 0.2% | 2026-Q2 |
| Pine Valley Investments Ltd Liability Co new | 6,539 | $241K | 0.2% | 2026-Q2 |
| RIVERCHASE WEALTH MANAGEMENT, LLC new | 6,237 | $229K | 0.2% | 2026-Q2 |
| Stegent Equity Advisors, Inc. | 6,154 | $226K | 0.2% | 2026-Q2 |
| Lloyd Advisory Services, LLC. trimmed | 5,768 | $212K | 0.2% | 2026-Q2 |
| Atria Investments, Inc new | 5,528 | $203K | 0.2% | 2026-Q2 |
| Oakmont Advisory Group, LLC new | 2,958 | $109K | 0.1% | 2026-Q2 |
| Luminist Capital LLC added | 989 | $36K | 0.0% | 2026-Q2 |
| Key Capital Management, INC added | 642 | $24K | 0.0% | 2026-Q2 |
| MORGAN STANLEY | 366 | $13K | 0.0% | 2026-Q2 |
| JPMORGAN CHASE & CO | 329 | $12K | 0.0% | 2026-Q2 |
| DHJJ Financial Advisors, Ltd. | 10 | $368 | 0.0% | 2026-Q2 |
| UBS Group AG trimmed | 6 | $221 | 0.0% | 2026-Q2 |
| IFP Advisors, Inc new | 1 | $37 | 0.0% | 2026-Q2 |
| Sunbelt Securities, Inc. trimmed | 327,142 | $11M | 9.8% | 2026-Q1 stale (1 quarter behind) |
| HighTower Advisors, LLC added | 233,852 | $8M | 7.0% | 2026-Q1 stale (1 quarter behind) |
| Brooklyn Investment Group added | 10,559 | $364K | 0.3% | 2026-Q1 stale (1 quarter behind) |
| GOLDMAN SACHS GROUP INC trimmed | 6,495 | $224K | 0.2% | 2026-Q1 stale (1 quarter behind) |
| Allworth Financial LP added | 1,800 | $62K | 0.1% | 2026-Q1 stale (1 quarter behind) |
| BARCLAYS PLC added | 232 | $8K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| ROVIN CAPITAL /UT/ /ADV added | 140,149 | $5M | 4.3% | 2025-Q4 stale (2 quarters behind) |
| DIVERSIFY WEALTH MANAGEMENT, LLC trimmed | 6,614 | $235K | 0.2% | 2025-Q4 stale (2 quarters behind) |
| CoreCap Advisors, LLC | 388 | $14K | 0.0% | 2025-Q4 stale (2 quarters behind) |
| Authentikos Wealth Advisory, LLC trimmed | 6,641 | $231K | 0.2% | 2025-Q3 stale (3 quarters behind) |
| Atria Wealth Solutions, Inc. trimmed | 9,788 | $327K | 0.3% | 2025-Q2 stale (4 quarters behind) |
| Cambridge Investment Research Advisors, Inc. trimmed | 6,061 | $202K | 0.2% | 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.