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 PSF 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/PSF"
Use Arkolith to show who owns PSF, which funds added or reduced it, and which SEC filings prove each claim.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | Fiera Capital Corp | $1.9M | 100K | ▼−4.6% Reduced · −5K sh | Q1 2026 | |
| 2 | Sanctuary Advisors, LLC | $1.8M | 92K | ▲+5.0% Added · +4K sh | Q1 2026 | |
| 3 | KESTRA PRIVATE WEALTH SERVICES, LLC | $1.1M | 59K | ▼−20% Reduced · −14K sh | Q1 2026 | |
| 4 | Merit Financial Group, LLC | $1.1M | 55K | ▼−3.9% Reduced · −2K sh | Q1 2026 | |
| 5 | Kestra Advisory Services, LLC | $742K | 38K | ▲+1.6% Added · +600 sh | Q1 2026 | |
| 6 | Composition Wealth, LLC | $346K | 18K | ▲+27% Added · +4K sh | Q1 2026 | |
| 7 | READYSTATE ASSET MANAGEMENT LP | $262K | 14K | ▲New +14K sh | Q1 2026 | |
| 8 | NewEdge Advisors, LLC | $260K | 13K | ▼−2.9% Reduced · −396 sh | Q1 2026 | |
| 9 | DAVENPORT & Co LLC | $241K | 12K | ▼−3.5% Reduced · −451 sh | Q1 2026 | |
| 10 | NewEdge Wealth, LLC | $234K | 12K | —Held | Q1 2026 | |
| 11 | Integrated Wealth Concepts LLC | $194K | 10K | —Held | Q1 2026 | |
| 12 | HUNTINGTON NATIONAL BANK | $39K | 2K | —Held | Q1 2026 | |
| 13 | WHITTIER TRUST CO OF NEVADA INC | $374 | 19 | ▲New +19 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.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| May 6, 2024 | Rogers-Windsor Ramona Lynn | Director | Buy (P) | 154 | $3K |
| Jul 6, 2023 | Rogers-Windsor Ramona Lynn | Director | Buy (P) | 125 | $2K |
| Company | Co-held by | Combined value |
|---|---|---|
| MICROSOFT CORPMSFT | 15 funds | $6.6B |
| ALPHABET INC-CL AGOOGL | 15 funds | $5.2B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 15 funds | $3.9B |
| ISHARES CORE S&P 500 ETFIVV | 15 funds | $3.4B |
| BROADCOM INCAVGO | 15 funds | $2.8B |
| META PLATFORMS INC-CLASS AMETA | 15 funds | $2.0B |
| JOHNSON & JOHNSONJNJ | 15 funds | $1.8B |
| CHEVRON CORPCVX | 15 funds | $1.1B |
| HOME DEPOT INCHD | 15 funds | $959.4M |
| SHERWIN-WILLIAMS CO/THESHW | 15 funds | $913.6M |
| ISHARES MSCI EAFE ETFEFA | 15 funds | $600.6M |
| INTL BUSINESS MACHINES CORPIBM | 15 funds | $563.0M |
Ranked by how many of PSF's institutional holders also hold each name, a cross-fund conviction signal. Via the MCP server (ticker.co_held).
13F holdings + Form 4 insider transactions + end-of-day price history + the live filing stream, joined for PSF. 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.