The public view is the crawlable proof. The same sourced dataset is available through REST and MCP for agents, research scripts, and back-office tools.
This stock page is the Follow view. The Build view lets your agent query PSDM owners, fund changes, insider filings, and source links through REST or MCP.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/stocks/PSDM"
Use Arkolith to show who owns PSDM, which funds added or reduced it, and which SEC filings prove each claim.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | ENVESTNET ASSET MANAGEMENT INC | $14.3M | 281K | ▲+6.5% Added · +17K sh | Q1 2026 | |
| 2 | Rockefeller Capital Management L.P. | $11.9M | 233K | ▲+7.4% Added · +16K sh | Q1 2026 | |
| 3 | Steward Partners Investment Advisory, LLC | $4.2M | 83K | ▲New +83K sh | Q1 2026 | |
| 4 | RAYMOND JAMES FINANCIAL INC | $4.0M | 79K | ▲+57% Added · +29K sh | Q1 2026 | |
| 5 | JONES FINANCIAL COMPANIES LLLP | $3.6M | 71K | ▲+128% Added · +40K sh | Q1 2026 | |
| 6 | OSAIC HOLDINGS, INC. | $3.0M | 59K | ▲+59% Added · +22K sh | Q1 2026 | |
| 7 | Tidal Investments LLC | $2.8M | 56K | ▲+47% Added · +18K sh | Q1 2026 | |
| 8 | SAGESPRING WEALTH PARTNERS, LLC | $2.0M | 39K | ▲New +39K sh | Q1 2026 | |
| 9 | JPMORGAN CHASE & CO | $1.9M | 38K | ▲New +38K sh | Q1 2026 | |
| 10 | COMMONWEALTH EQUITY SERVICES, LLC | $1.9M | 37K | ▲+0.5% Added · +168 sh | Q1 2026 | |
| 11 | MML INVESTORS SERVICES, LLC | $1.9M | 37K | ▼−11% Reduced · −5K sh | Q1 2026 | |
| 12 | IFP Advisors, Inc | $1.6M | 31K | ▲+4.5% Added · +1K sh | Q1 2026 | |
| 13 | CITADEL ADVISORS LLC | $1.2M | 24K | ▲+227% Added · +17K sh | Q1 2026 | |
| 14 | Wealthcare Advisory Partners LLC | $836K | 16K | ▲+5.0% Added · +789 sh | Q1 2026 | |
| 15 | Essex Financial Services, Inc. | $764K | 15K | ▼−0.7% Reduced · −100 sh | Q1 2026 | |
| 16 | Mariner, LLC | $415K | 8K | ▼−4.5% Reduced · −388 sh | Q1 2026 | |
| 17 | Kingsview Wealth Management, LLC | $305K | 6K | ▲New +6K sh | Q1 2026 | |
| 18 | KESTRA PRIVATE WEALTH SERVICES, LLC | $300K | 6K | ▲+1.1% Added · +64 sh | Q1 2026 | |
| 19 | TRUIST FINANCIAL CORP | $218K | 4K | ▲New +4K sh | Q1 2026 | |
| 20 | Sound Income Strategies, LLC | $83K | 2K | ▲New +2K sh | Q1 2026 | |
| 21 | HARBOUR INVESTMENTS, INC. | $13K | 250 | —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.
No Form 4 insider transactions on file yet.
| Company | Co-held by | Combined value |
|---|---|---|
| NVIDIA CORPNVDA | 12 funds | $7.9B |
| APPLE INCAAPL | 12 funds | $5.9B |
| ISHARES CORE S&P 500 ETFIVV | 12 funds | $5.7B |
| MICROSOFT CORPMSFT | 12 funds | $5.0B |
| AMAZON.COM INCAMZN | 12 funds | $4.9B |
| ALPHABET INC-CL AGOOGL | 12 funds | $4.0B |
| BROADCOM INCAVGO | 12 funds | $3.1B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 12 funds | $3.1B |
| META PLATFORMS INC-CLASS AMETA | 12 funds | $2.9B |
| JPMORGAN CHASE & COJPM | 12 funds | $2.4B |
| TAIWAN SEMICONDUCTOR-SP ADRTSM | 12 funds | $2.2B |
| ALPHABET INC-CL CGOOG | 12 funds | $2.0B |
Ranked by how many of PSDM's institutional holders also hold each name, a cross-fund conviction signal. Via the MCP server (ticker.co_held).
No filings captured for this ticker in the live stream yet.
13F holdings + Form 4 insider transactions + end-of-day price history + the live filing stream, joined for PSDM. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes. Every panel above is one call to the Arkolith API & MCP server.