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Institutional Ownership · SEC Form 13F

Who owns PSUS


Which tracked institutional funds hold PSUS, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See PSUS 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.

80
Institutional holders
31M
Shares held (tracked funds)

Conviction spread

PSUS’s largest tracked holder by dollar value, TEACHER RETIREMENT SYSTEM OF TEXAS, sizes it at 1.0% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 1.0pp conviction gap — its largest holder concentrates the name more heavily than the typical one.

Book-share is each fund’s reported value in PSUS 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

Only one quarter (2026-Q2) of 13F history is available — a quarter-over-quarter accumulation delta needs two.

We do not publish a positioning read for a window we cannot measure honestly. A starting question, not a verdict.

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.

FundSharesReported value% of valueQuarter
TEACHER RETIREMENT SYSTEM OF TEXAS new10,270,000$384M32.6%2026-Q2
PERSHING SQUARE INC. new4,000,000$150M12.7%2026-Q2
Consulta Ltd new3,000,000$112M9.5%2026-Q2
RIVERNORTH CAPITAL MANAGEMENT, LLC new2,089,216$78M6.6%2026-Q2
MENORA MIVTACHIM HOLDINGS LTD. new2,000,000$75M6.4%2026-Q2
Migdal Insurance & Financial Holdings Ltd. new1,500,000$56M4.8%2026-Q2
Alyeska Investment Group, L.P. new1,169,674$44M3.7%2026-Q2
CITADEL ADVISORS LLC new625,920$23M2.0%2026-Q2
UBS Group AG new620,768$23M2.0%2026-Q2
Permanens Capital L.P. new601,320$22M1.9%2026-Q2
LAZARD ASSET MANAGEMENT LLC new470,378$18M1.5%2026-Q2
Arena Capital Advisors, LLC- CA new437,500$16M1.4%2026-Q2
MEITAV INVESTMENT HOUSE LTD new410,915$15M1.3%2026-Q2
COOPER INVESTORS PTY LTD new408,528$15M1.3%2026-Q2
Thomas J. Herzfeld Advisors, Inc. new285,421$11M0.9%2026-Q2
HIGHBRIDGE CAPITAL MANAGEMENT LLC new278,238$10M0.9%2026-Q2
MORGAN STANLEY new271,231$10M0.9%2026-Q2
NewEdge Advisors, LLC new254,260$10M0.8%2026-Q2
Proficio Capital Partners LLC new222,730$8M0.7%2026-Q2
WELLS FARGO & COMPANY/MN new220,563$8M0.7%2026-Q2
HBK INVESTMENTS L P new200,000$7M0.6%2026-Q2
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC new173,665$6M0.6%2026-Q2
Holowesko Partners Ltd. new140,700$5M0.4%2026-Q2
LPL Financial LLC new127,821$5M0.4%2026-Q2
KKM Financial LLC new119,307$4M0.4%2026-Q2
SALEM INVESTMENT COUNSELORS INC new118,875$4M0.4%2026-Q2
Tidal Investments LLC new116,401$4M0.4%2026-Q2
Ovata Capital Management Ltd new115,073$4M0.4%2026-Q2
SCOGGIN MANAGEMENT LP new100,000$4M0.3%2026-Q2
EQUITEC PROPRIETARY MARKETS, LLC new98,489$4M0.3%2026-Q2
Banco BTG Pactual S.A. new92,625$3M0.3%2026-Q2
STIFEL FINANCIAL CORP new81,150$3M0.3%2026-Q2
TrueMark Investments, LLC new74,019$3M0.2%2026-Q2
JANE STREET GROUP, LLC new72,641$3M0.2%2026-Q2
FRANKLIN RESOURCES INC new68,674$3M0.2%2026-Q2
CORRADO ADVISORS, LLC new60,788$2M0.2%2026-Q2
SFMG, LLC new49,445$2M0.2%2026-Q2
BANK OF AMERICA CORP /DE/ new46,250$2M0.1%2026-Q2
ROYAL BANK OF CANADA new44,078$2M0.1%2026-Q2
Orvieto Partners, L.P. new40,000$1M0.1%2026-Q2
HOHIMER WEALTH MANAGEMENT, LLC new35,000$1M0.1%2026-Q2
OAK FAMILY ADVISORS, LLC new30,850$1M0.1%2026-Q2
Shaker Financial Services, LLC new26,880$1M0.1%2026-Q2
Steward Partners Investment Advisory, LLC new26,808$1M0.1%2026-Q2
RAYMOND JAMES FINANCIAL INC new25,461$952K0.1%2026-Q2
Allspring Global Investments Holdings, LLC new24,900$931K0.1%2026-Q2
Closed-End Fund Advisors, Inc. new20,735$775K0.1%2026-Q2
Focus Partners Wealth new20,600$770K0.1%2026-Q2
INDEPENDENT INVESTORS INC new20,000$748K0.1%2026-Q2
Quantinno Capital Management LP new20,000$748K0.1%2026-Q2
Stratos Wealth Partners, LTD. new18,170$679K0.1%2026-Q2
Cetera Investment Advisers new17,225$644K0.1%2026-Q2
CASCADE INVESTMENT GROUP, INC. new11,294$422K0.0%2026-Q2
Creative Planning new11,219$419K0.0%2026-Q2
Institute for Wealth Management, LLC. new9,085$340K0.0%2026-Q2
Kestra Advisory Services, LLC new8,250$308K0.0%2026-Q2
DIVERSIFIED TRUST CO new8,000$299K0.0%2026-Q2
Williams Jones Wealth Management, LLC. new7,750$290K0.0%2026-Q2
MARSHALL WACE, LLP new7,600$284K0.0%2026-Q2
Schonfeld Strategic Advisors LLC new7,452$279K0.0%2026-Q2
TWO SIGMA SECURITIES, LLC new6,671$249K0.0%2026-Q2
Private Advisor Group, LLC new5,917$221K0.0%2026-Q2
RFG Advisory, LLC new5,500$206K0.0%2026-Q2
JB Capital LLC new5,500$206K0.0%2026-Q2
SIGNATUREFD, LLC new5,115$191K0.0%2026-Q2
OSAIC HOLDINGS, INC. new4,659$174K0.0%2026-Q2
Integrated Wealth Concepts LLC new3,878$145K0.0%2026-Q2
Rockefeller Capital Management L.P. new2,515$94K0.0%2026-Q2
JPMORGAN CHASE & CO new1,829$68K0.0%2026-Q2
ELKHORN PARTNERS LIMITED PARTNERSHIP new1,000$37K0.0%2026-Q2
Arax Advisory Partners new800$30K0.0%2026-Q2
NATIONAL BANK OF CANADA /FI/ new672$25K0.0%2026-Q2
SouthState Bank Corp new500$19K0.0%2026-Q2
PFS Partners, LLC new500$19K0.0%2026-Q2
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC new400$16K0.0%2026-Q2
SJS Investment Consulting Inc. new385$14K0.0%2026-Q2
LANARK FINANCIAL, INC. new300$11K0.0%2026-Q2
Federation des caisses Desjardins du Quebec new185$7K0.0%2026-Q2
Bogart Wealth, LLC new100$4K0.0%2026-Q2
MCDONALD PARTNERS LLC new50$2K0.0%2026-Q2

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