23 tracked 13F filers disclose a position in PSDM as of the latest SEC 13F filings, a combined $72.2M 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 | 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 | Team Financial Group, LLC | $11.1M | 218K | ▲+8.9% Added · +18K sh | Q2 2026 | |
| 4 | Steward Partners Investment Advisory, LLC | $4.2M | 83K | ▲New +83K sh | Q1 2026 | |
| 5 | RAYMOND JAMES FINANCIAL INC | $4.0M | 79K | ▲+57% Added · +29K sh | Q1 2026 | |
| 6 | JONES FINANCIAL COMPANIES LLLP | $3.6M | 71K | ▲+128% Added · +40K sh | Q1 2026 | |
| 7 | STEEL GROVE CAPITAL ADVISORS, LLC | $3.1M | 60K | ▼−3.3% Reduced · −2K sh | Q2 2026 | |
| 8 | OSAIC HOLDINGS, INC. | $3.0M | 59K | ▲+59% Added · +22K sh | Q1 2026 | |
| 9 | Tidal Investments LLC | $2.8M | 56K | ▲+47% Added · +18K sh | Q1 2026 | |
| 10 | SAGESPRING WEALTH PARTNERS, LLC | $2.0M | 40K | ▲+2.4% Added · +916 sh | Q2 2026 | |
| 11 | JPMORGAN CHASE & CO | $1.9M | 38K | ▲New +38K sh | Q1 2026 | |
| 12 | COMMONWEALTH EQUITY SERVICES, LLC | $1.9M | 37K | ▲+0.5% Added · +168 sh | Q1 2026 | |
| 13 | MML INVESTORS SERVICES, LLC | $1.9M | 37K | ▼−11% Reduced · −5K sh | Q1 2026 | |
| 14 | IFP Advisors, Inc | $1.6M | 32K | ▲+2.9% Added · +893 sh | Q2 2026 | |
| 15 | CITADEL ADVISORS LLC | $1.2M | 24K | ▲+227% Added · +17K sh | Q1 2026 | |
| 16 | PRAIRIE ADVISORY, LLC | $834K | 16K | ▲New +16K sh | Q2 2026 | |
| 17 | Blue Line Capital, LLC / IL | $831K | 16K | ▲New +16K sh | Q2 2026 | |
| 18 | Essex Financial Services, Inc. | $764K | 15K | ▼−0.7% Reduced · −100 sh | Q1 2026 | |
| 19 | Mariner, LLC | $415K | 8K | ▼−4.5% Reduced · −388 sh | Q1 2026 | |
| 20 | Kingsview Wealth Management, LLC | $305K | 6K | ▲New +6K sh | Q1 2026 | |
| 21 | TRUIST FINANCIAL CORP | $218K | 4K | ▲New +4K sh | Q1 2026 | |
| 22 | Register Financial Advisors LLC | $85K | 2K | ▲+9.4% Added · +144 sh | Q2 2026 | |
| 23 | 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.
Last quarter, 2 funds opened a new position in PSDM and 3 added to an existing one, while 2 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 | 8 funds | $3.6B |
| ISHARES CORE S&P 500 ETFIVV | 8 funds | $2.8B |
| AMAZON.COM INCAMZN | 8 funds | $1.8B |
| APPLE INCAAPL | 8 funds | $1.7B |
| TAIWAN SEMICONDUCTOR-SP ADRTSM | 7 funds | $1.4B |
| MICROSOFT CORPMSFT | 7 funds | $1.1B |
| BROADCOM INCAVGO | 7 funds | $1.1B |
| ALPHABET INC-CL AGOOGL | 7 funds | $1.0B |
| ALPHABET INC-CL CGOOG | 7 funds | $796.9M |
| JPMORGAN CHASE & COJPM | 7 funds | $788.1M |
| BERKSHIRE HATHAWAY INC-CL BBRK/B | 7 funds | $645.9M |
| COSTCO WHOLESALE CORPCOST | 7 funds | $595.1M |
Ranked by how many of PSDM's institutional holders also hold each name, a cross-fund conviction signal.
| Class | 13F holders | Value held |
|---|---|---|
| PULSmc | 372 funds | $9.9B |
| PAAAmc | 202 funds | $6.1B |
| PHYLMF Closed and MF Open | 110 funds | $1.2B |
| PTRBmc | 72 funds | $670.4M |
| PSHSHRT DUR HGH YLD | 33 funds | $98.2M |
| PFRLFLOATING RT INC | 28 funds | $76.0M |
| PJFGJENNISON FOC GWT | 25 funds | $107.0M |
| PSDMthis pagemc | 23 funds | $72.2M |
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 PSDM
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/PSDM/capital-change-brief"
Use Arkolith's capital_change_brief for PSDM. 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 PSDM. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.