9 tracked 13F filers disclose a position in PSFM as of the latest SEC 13F filings, a combined $35.8M 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 | Swan Global Investments, LLC | $17.7M | 508K | ▲+25% Added · +103K sh | Q2 2026 | |
| 2 | Pacer Advisors, Inc. | $13.1M | 405K | ▼−4.1% Reduced · −18K sh | Q1 2026 | |
| 3 | BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | $2.6M | 75K | ▼−0.6% Reduced · −487 sh | Q2 2026 | |
| 4 | Bison Wealth, LLC | $787K | 23K | —Held | Q2 2026 | |
| 5 | OSAIC HOLDINGS, INC. | $520K | 16K | ▼−51% Reduced · −17K sh | Q1 2026 | |
| 6 | OLD MISSION CAPITAL LLC | $491K | 15K | ▼−2.6% Reduced · −401 sh | Q1 2026 | |
| 7 | GOLDMAN SACHS GROUP INC | $473K | 15K | ▼−20% Reduced · −4K sh | Q1 2026 | |
| 8 | Rockefeller Capital Management L.P. | $55K | 2K | —Held | Q1 2026 | |
| 9 | Ameritas Advisory Services, LLC | $6K | 184 | ▲New +184 sh | Q2 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 PSFM and 1 added to an existing one, while 1 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 |
|---|---|---|
| NVIDIA CORPNVDA | 4 funds | $3.3B |
| ISHARES CORE S&P 500 ETFIVV | 4 funds | $3.2B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 4 funds | $1.4B |
| TAIWAN SEMICONDUCTOR-SP ADRTSM | 4 funds | $1.4B |
| TESLA INCTSLA | 4 funds | $844.4M |
| ISHARES CORE MSCI EMERGINGIEMG | 4 funds | $700.7M |
| ISHARES 20+ YEAR TREASURY BDTLT | 4 funds | $146.3M |
| PACER SWAN SOS MODERATE JULYPSMJ | 4 funds | $80.5M |
| PACER SWAN SOS FLEX JULY ETFPSFJ | 4 funds | $26.9M |
| VANGUARD FTSE ALL-WORLD EX-UVEU | 4 funds | $7.8M |
| AMAZON.COM INCAMZN | 3 funds | $1.7B |
| SS SPDR DOW JONES INDUS AVGDIA | 3 funds | $1.6B |
Ranked by how many of PSFM's institutional holders also hold each name, a cross-fund conviction signal.
| Class | 13F holders | Value held |
|---|---|---|
| COWZmc | 791 funds | $11.6B |
| CALFmc | 368 funds | $2.0B |
| GCOWmc | 231 funds | $2.0B |
| PTLCmc | 229 funds | $2.1B |
| COWGmc | 221 funds | $1.4B |
| QDPLmc | 182 funds | $932.8M |
| ICOWmc | 173 funds | $1.2B |
| PTNQmc | 148 funds | $688.6M |
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 PSFM
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/PSFM/capital-change-brief"
Use Arkolith's capital_change_brief for PSFM. 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 PSFM. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.