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-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
8 tracked funds added or opened PSTP while 5 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
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 2025-Q4 and 2026-Q1, across 48 tracked filers holding PSTP, 23 increased or opened the position and 23 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 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
- Farther Finance Advisors, LLC$2M
- SUSQUEHANNA INTERNATIONAL GROUP, LLP$2M
- Addison Capital Co$917K
Full exits 1
- ROVIN CAPITAL /UT/ /ADV$5M
Largest adds
- OSAIC HOLDINGS, INC.$5M
- AE Wealth Management LLC$662K
- BROWN WEALTH MANAGEMENT, LLC$494K
- Capital Investment Advisory Services, LLC$307K
- HighTower Advisors, LLC$302K
Largest trims
- KFG WEALTH MANAGEMENT, LLC$10M
- Sunbelt Securities, Inc.$1M
- COMMONWEALTH EQUITY SERVICES, LLC$671K
- Krilogy Financial LLC$262K
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 | 341,100 | $12M | 10.3% | 2026-Q1 |
| Sunbelt Securities, Inc. trimmed | 327,142 | $11M | 9.9% | 2026-Q1 |
| BROWN WEALTH MANAGEMENT, LLC added | 312,704 | $11M | 9.5% | 2026-Q1 |
| KFG WEALTH MANAGEMENT, LLC trimmed | 252,009 | $9M | 7.6% | 2026-Q1 |
| HighTower Advisors, LLC added | 233,852 | $8M | 7.1% | 2026-Q1 |
| Lineweaver Wealth Advisors, LLC trimmed | 206,063 | $7M | 6.2% | 2026-Q1 |
| OSAIC HOLDINGS, INC. added | 176,833 | $6M | 5.3% | 2026-Q1 |
| Cetera Investment Advisers added | 133,520 | $5M | 4.0% | 2026-Q1 |
| AE Wealth Management LLC added | 131,908 | $5M | 4.0% | 2026-Q1 |
| Krilogy Financial LLC trimmed | 104,528 | $4M | 3.3% | 2026-Q1 |
| AIRE ADVISORS, LLC trimmed | 73,693 | $3M | 2.2% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC added | 69,642 | $2M | 2.1% | 2026-Q1 |
| Farther Finance Advisors, LLC new | 63,870 | $2M | 1.9% | 2026-Q1 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP added | 57,192 | $2M | 1.7% | 2026-Q1 |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC added | 50,515 | $2M | 1.5% | 2026-Q1 |
| EVOLUTION WEALTH MANAGEMENT INC. added | 43,392 | $1M | 1.3% | 2026-Q1 |
| WEALTHGARDEN F.S. LLC trimmed | 35,141 | $1M | 1.1% | 2026-Q1 |
| Kestra Advisory Services, LLC added | 31,273 | $1M | 0.9% | 2026-Q1 |
| OFC FINANCIAL PLANNING, LLC trimmed | 30,597 | $1M | 0.9% | 2026-Q1 |
| Addison Capital Co new | 26,616 | $917K | 0.8% | 2026-Q1 |
| William Mack & Associates, Inc. trimmed | 21,378 | $737K | 0.6% | 2026-Q1 |
| Cambridge Advisors Inc. trimmed | 20,620 | $711K | 0.6% | 2026-Q1 |
| LPL Financial LLC trimmed | 18,949 | $653K | 0.6% | 2026-Q1 |
| SOUTHERN CAPITAL ADVISORS, LLC trimmed | 17,449 | $601K | 0.5% | 2026-Q1 |
| Tradition Wealth Management, LLC trimmed | 15,644 | $539K | 0.5% | 2026-Q1 |
| Modera Wealth Management, LLC | 13,020 | $449K | 0.4% | 2026-Q1 |
| Opus Financial Solutions LLC trimmed | 11,420 | $394K | 0.3% | 2026-Q1 |
| Capital Investment Advisory Services, LLC added | 11,275 | $389K | 0.3% | 2026-Q1 |
| HARBOUR INVESTMENTS, INC. added | 10,926 | $377K | 0.3% | 2026-Q1 |
| Brooklyn Investment Group added | 10,559 | $364K | 0.3% | 2026-Q1 |
| OLD MISSION CAPITAL LLC trimmed | 10,526 | $363K | 0.3% | 2026-Q1 |
| FSA Advisors, Inc. trimmed | 10,502 | $362K | 0.3% | 2026-Q1 |
| Occidental Asset Management, LLC | 10,500 | $362K | 0.3% | 2026-Q1 |
| Cape Investment Advisory, Inc. added | 9,200 | $317K | 0.3% | 2026-Q1 |
| GTS SECURITIES LLC | 9,071 | $313K | 0.3% | 2026-Q1 |
| COFG Advisors, LLC added | 9,006 | $310K | 0.3% | 2026-Q1 |
| PLANWISER FINANCIAL, LLC trimmed | 7,367 | $263K | 0.2% | 2026-Q1 |
| AQR CAPITAL MANAGEMENT LLC | 7,500 | $259K | 0.2% | 2026-Q1 |
| GOLDMAN SACHS GROUP INC trimmed | 6,495 | $224K | 0.2% | 2026-Q1 |
| Stegent Equity Advisors, Inc. | 6,154 | $212K | 0.2% | 2026-Q1 |
| Mosley Wealth Management new | 2,004 | $70K | 0.1% | 2026-Q1 |
| Allworth Financial LP added | 1,800 | $62K | 0.1% | 2026-Q1 |
| Key Capital Management, INC | 508 | $18K | 0.0% | 2026-Q1 |
| MORGAN STANLEY trimmed | 366 | $13K | 0.0% | 2026-Q1 |
| JPMORGAN CHASE & CO trimmed | 329 | $11K | 0.0% | 2026-Q1 |
| BARCLAYS PLC added | 232 | $8K | 0.0% | 2026-Q1 |
| UBS Group AG trimmed | 50 | $2K | 0.0% | 2026-Q1 |
| DHJJ Financial Advisors, Ltd. | 10 | $345 | 0.0% | 2026-Q1 |
| TOWNSQUARE CAPITAL LLC added | 182,720 | $6M | 5.0% | 2025-Q1 stale |
| ROVIN CAPITAL /UT/ /ADV added | 140,149 | $5M | 4.3% | 2025-Q4 stale |
| Atria Wealth Solutions, Inc. trimmed | 9,788 | $327K | 0.3% | 2025-Q2 stale |
| Lloyd Advisory Services, LLC. new | 8,622 | $305K | 0.3% | 2025-Q4 stale |
| CITADEL ADVISORS LLC trimmed | 8,308 | $289K | 0.3% | 2025-Q3 stale |
| DIVERSIFY WEALTH MANAGEMENT, LLC trimmed | 6,614 | $235K | 0.2% | 2025-Q4 stale |
| Authentikos Wealth Advisory, LLC trimmed | 6,641 | $231K | 0.2% | 2025-Q3 stale |
| Cambridge Investment Research Advisors, Inc. trimmed | 6,061 | $202K | 0.2% | 2025-Q2 stale |
| CoreCap Advisors, LLC | 388 | $14K | 0.0% | 2025-Q4 stale |
| Luminist Capital LLC | 339 | $12K | 0.0% | 2025-Q4 stale |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 0 | — | 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.