36 tracked 13F filers disclose a position in PSBD as of the latest SEC 13F filings, a combined $119.9M 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 | 1248 Management, LLC | $34.4M | 3.2M | ▲+7.8% Added · +232K sh | Q2 2026 | |
| 2 | Mariner, LLC | $30.1M | 3.1M | ▲+16% Added · +426K sh | Q1 2026 | |
| 3 | First Trust Capital Management L.P. | $12.6M | 1.3M | —Held | Q1 2026 | |
| 4 | RIVERNORTH CAPITAL MANAGEMENT, LLC | $8.2M | 835K | ▲+44% Added · +254K sh | Q1 2026 | |
| 5 | Bienville Capital Management, LLC | $10.6M | 676K | ▲+62% Added · +259K sh | Q4 2024 | |
| 6 | BANK OF AMERICA CORP /DE/ | $5.6M | 577K | ▲+11% Added · +57K sh | Q1 2026 | |
| 7 | TWO SIGMA INVESTMENTS, LP | $3.0M | 311K | ▲+28% Added · +69K sh | Q1 2026 | |
| 8 | Sunesis Advisors, LLC | $3.1M | 299K | —Held | Q2 2026 | |
| 9 | Hennion & Walsh Asset Management, Inc. | $2.1M | 198K | ▼−7.4% Reduced · −16K sh | Q2 2026 | |
| 10 | Opal Wealth Advisors, LLC | $1.7M | 159K | ▲+30% Added · +36K sh | Q2 2026 | |
| 11 | RENAISSANCE TECHNOLOGIES LLC | $1.5M | 156K | ▼−15% Reduced · −27K sh | Q1 2026 | |
| 12 | NewGen Asset Management Ltd | $1.6M | 155K | ▲+110% Added · +81K sh | Q2 2026 | |
| 13 | MORGAN STANLEY | $697K | 71K | ▲+261% Added · +52K sh | Q1 2026 | |
| 14 | Trexquant Investment LP | $635K | 65K | ▲+30% Added · +15K sh | Q1 2026 | |
| 15 | Advisor OS, LLC | $664K | 64K | ▲+0.6% Added · +391 sh | Q2 2026 | |
| 16 | BlackRock, Inc. | $541K | 55K | ▼−47% Reduced · −50K sh | Q1 2026 | |
| 17 | NOTTINGHAM ADVISORS, INC. | $472K | 49K | ▲+56% Added · +17K sh | Q2 2026 | |
| 18 | Waterfront Wealth Inc. | $447K | 43K | ▲+2.0% Added · +841 sh | Q2 2026 | |
| 19 | XTX Topco Ltd | $241K | 25K | ▼−14% Reduced · −4K sh | Q1 2026 | |
| 20 | CONFLUENCE INVESTMENT MANAGEMENT LLC | $202K | 21K | ▼−12% Reduced · −3K sh | Q1 2026 | |
| 21 | Creative Planning | $198K | 20K | ▼−0.1% Reduced · −32 sh | Q1 2026 | |
| 22 | CITADEL ADVISORS LLC | $191K | 20K | ▼−84% Reduced · −100K sh | Q1 2026 | |
| 23 | Catalyst Capital Advisors LLC | $203K | 19K | ▲+478% Added · +16K sh | Q2 2026 | |
| 24 | JANE STREET GROUP, LLC | $155K | 16K | ▼−60% Reduced · −24K sh | Q1 2026 | |
| 25 | MILLENNIUM MANAGEMENT LLC | $129K | 13K | ▼−88% Reduced · −100K sh | 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, 2 funds opened a new position in PSBD and 10 added to an existing one, while 6 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 | 18 funds | $6.0B |
| MICROSOFT CORPMSFT | 18 funds | $3.4B |
| NVIDIA CORPNVDA | 17 funds | $8.6B |
| JPMORGAN CHASE & COJPM | 17 funds | $2.6B |
| PAYCHEX INCPAYX | 17 funds | $338.1M |
| ALPHABET INC-CL AGOOGL | 16 funds | $3.3B |
| BERKSHIRE HATHAWAY INC-CL BBRK/B | 16 funds | $2.0B |
| COSTCO WHOLESALE CORPCOST | 16 funds | $1.7B |
| CHEVRON CORPCVX | 16 funds | $1.7B |
| ELI LILLY & COLLY | 16 funds | $898.1M |
| JOHNSON & JOHNSONJNJ | 16 funds | $861.0M |
| EXXON MOBIL CORPXOM | 16 funds | $696.5M |
Ranked by how many of PSBD's institutional holders also hold each name, a cross-fund conviction signal.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| Jul 7, 2026 | Bicknell Martin C | 10% Owner | Buy (P) | 21K | $225K |
| Jul 6, 2026 | Bicknell Martin C | 10% Owner | Buy (P) | 40K | $422K |
| Jul 2, 2026 | Bicknell Martin C | 10% Owner | Buy (P) | 40K | $422K |
| Jul 1, 2026 | Bicknell Martin C | 10% Owner | Buy (P) | 40K | $423K |
| Jun 8, 2026 | Bicknell Martin C | 10% Owner | Buy (P) | 2K | $21K |
| Jun 5, 2026 | Bicknell Martin C | 10% Owner | Buy (P) | 30K | $324K |
| May 29, 2026 | Bicknell Martin C | 10% Owner | Buy (P) | 15K | $163K |
| Nov 6, 2025 | Alaris Capital, LLC | 10% Owner | Sell (S) | 30K | $359K |
| Oct 22, 2025 | Alaris Capital, LLC | 10% Owner | Sell (S) | 532K | $6.7M |
| Mar 21, 2025 | Bloomfield Matthew L | President | Buy (P) | 750 | $11K |
| Mar 11, 2025 | Bloomfield Matthew L | President | Buy (P) | 7K | $105K |
| Mar 10, 2025 | Bloomfield Matthew L | President | Buy (P) | 5K | $80K |
Connected entities for PSBD
This stock 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/PSBD/capital-change-brief"
Use Arkolith's capital_change_brief for PSBD. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
13F holdings + Form 4 insider transactions + end-of-day price history + the live filing stream, joined for PSBD. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.