21 tracked 13F filers disclose a position in PSCD as of the latest SEC 13F filings, a combined $7.4M in reported value. Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC | $1.5M | 13K | ▲+9.5% Added · +1K sh | Q2 2026 | |
| 2 | EP Wealth Advisors, LLC | $1.4M | 12K | ▼−0.8% Reduced · −89 sh | Q2 2026 | |
| 3 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $913K | 9K | ▲New +9K sh | Q1 2026 | |
| 4 | RAYMOND JAMES FINANCIAL INC | $506K | 5K | ▼−2.9% Reduced · −149 sh | Q1 2026 | |
| 5 | MORGAN STANLEY | $481K | 5K | ▼−12% Reduced · −627 sh | Q1 2026 | |
| 6 | GOLDMAN SACHS GROUP INC | $464K | 5K | —Held | Q1 2026 | |
| 7 | BANK OF AMERICA CORP /DE/ | $377K | 4K | ▼−6.7% Reduced · −264 sh | Q1 2026 | |
| 8 | Gladstone Institutional Advisory LLC | $399K | 3K | ▲+20% Added · +571 sh | Q2 2026 | |
| 9 | LPL Financial LLC | $315K | 3K | ▼−16% Reduced · −600 sh | Q1 2026 | |
| 10 | CITADEL ADVISORS LLC | $338K | 3K | ▲New +3K sh | Q2 2026 | |
| 11 | OSAIC HOLDINGS, INC. | $234K | 2K | ▼−21% Reduced · −601 sh | Q1 2026 | |
| 12 | Beacon Pointe Advisors, LLC | $239K | 2K | ▲+0.2% Added · +5 sh | Q2 2026 | |
| 13 | UBS Group AG | $43K | 414 | ▲+590% Added · +354 sh | Q1 2026 | |
| 14 | Steward Partners Investment Advisory, LLC | $49K | 411 | ▲+0.2% Added · +1 sh | Q2 2026 | |
| 15 | Institute for Wealth Management, LLC. | $38K | 325 | ▲New +325 sh | Q2 2026 | |
| 16 | Capital Investment Advisory Services, LLC | $19K | 158 | ▲+0.6% Added · +1 sh | Q2 2026 | |
| 17 | MPWM ADVISORY SOLUTIONS, LLC | $17K | 146 | —Held | Q2 2026 | |
| 18 | Triumph Capital Management | $10K | 87 | —Held | Q2 2026 | |
| 19 | Key FInancial Inc | $9K | 73 | —Held | Q2 2026 | |
| 20 | JONES FINANCIAL COMPANIES LLLP | $3K | 30 | —Held | Q1 2026 | |
| 21 | WELLS FARGO & COMPANY/MN | $90 | 1 | —Held | Q1 2026 |
Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
Last quarter, 1 fund opened a new position in PSCD and 2 added to an existing one, while 0 reduced and 0 exited entirely — based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).
| Company | Co-held by | Combined value |
|---|---|---|
| APPLE INCAAPL | 5 funds | $171.5M |
| NVIDIA CORPNVDA | 5 funds | $155.5M |
| SS SPDR S&P 500 ETF TRUST-USSPY | 5 funds | $122.2M |
| ISHARES CORE S&P 500 ETFIVV | 5 funds | $96.0M |
| AMAZON.COM INCAMZN | 5 funds | $88.5M |
| VANGUARD S&P 500 ETFVOO | 5 funds | $79.5M |
| MICROSOFT CORPMSFT | 5 funds | $72.4M |
| INVESCO QQQ TRUST SERIES 1QQQ | 5 funds | $58.0M |
| SS SPDR P INT TERM TSY ETFSPTI | 5 funds | $57.8M |
| FIRST TRUST RISING DIVIDENDRDVY | 5 funds | $56.9M |
| SS SPDR P S&P 500 GROWTH ETFSPYG | 5 funds | $56.1M |
| ALPHABET INC-CL AGOOGL | 5 funds | $51.2M |
Ranked by how many of PSCD's institutional holders also hold each name, a cross-fund conviction signal.
| Class | 13F holders | Value held |
|---|---|---|
| SPMOmc | 702 funds | $7.3B |
| SPLVmc | 685 funds | $4.0B |
| PGXmc | 378 funds | $2.0B |
| SPHDmc | 324 funds | $941.1M |
| KBWBmc | 298 funds | $4.0B |
| PZAmc | 293 funds | $3.6B |
| IDMOmc | 261 funds | $2.2B |
| PXFmc | 237 funds | $1.7B |
Same issuer, multiple share classes. The consensus leaderboards count this company once across all classes; this is the per-class detail.
No filings captured for this ticker in the live stream yet.
Connected entities for PSCD
This ETF page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/stocks/PSCD/capital-change-brief"
Use Arkolith's capital_change_brief for PSCD. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
13F holdings + quarter-over-quarter ownership changes + end-of-day price history + the live filing stream, joined for PSCD. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.