Among active 13F managers last quarter, 1 opened and 7 added, while 6 reduced; the largest holder to move was Smith Asset Management Co., LLC (−0.7%).
51 tracked 13F filers disclose a position in PSF as of the latest SEC 13F filings, a combined $60.2M 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 | Shares | Position value | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | Morgan Stanley | 863K | $16.7M | ▲+2.5% Added · +21K sh | Q1 2026 | |
| 2 | UBS Group AG | 352K | $6.8M | ▲+2.6% Added · +9K sh | Q1 2026 | |
| 3 | Raymond James Financial Inc | 163K | $3.2M | ▲+7.0% Added · +11K sh | Q1 2026 | |
| 4 | Baldwin Wealth Partners LLC | 157K | $3.2M | ▼−2.3% Reduced · −4K sh | Q2 2026 | |
| 5 | Smith Asset Management Co., LLC | 130K | $2.6M | ▼−0.7% Reduced · −917 sh | Q2 2026 | |
| 6 | Fiera Capital Corp | 103K | $2.1M | ▲+3.3% Added · +3K sh | Q2 2026 | |
| 7 | Sanctuary Advisors, LLC | 101K | $2.0M | ▲+9.7% Added · +9K sh | Q2 2026 | |
| 8 | Shaker Financial Services, LLC | 99K | $2.0M | ▲+27% Added · +21K sh | Q2 2026 | |
| 9 | Guggenheim Capital LLC | 88K | $1.7M | ▼−37% Reduced · −52K sh | Q1 2026 | |
| 10 | Gridiron Partners, LLC | 84K | $1.7M | ▲+147% Added · +50K sh | Q2 2026 | |
| 11 | LPL Financial LLC | 82K | $1.6M | ▼−0.5% Reduced · −445 sh | Q1 2026 | |
| 12 | Ameriprise Financial Inc | 81K | $1.6M | ▼−2.7% Reduced · −2K sh | Q1 2026 | |
| 13 | Pettinga Financial Advisors LLC | 81K | $1.6M | ▲+101% Added · +41K sh | Q2 2026 | |
| 14 | Royal Bank Of Canada | 75K | $1.4M | ▲+25% Added · +15K sh | Q1 2026 | |
| 15 | 1607 Capital Partners, LLC | 63K | $1.3M | ▼−44% Reduced · −49K sh | Q2 2026 | |
| 16 | Harbour Investments, Inc. | 61K | $1.2M | ▲+36% Added · +16K sh | Q1 2026 | |
| 17 | Merit Financial Group, LLC | 55K | $1.1M | ▲+0.4% Added · +244 sh | Q2 2026 | |
| 18 | Kestra Private Wealth Services, LLC | 48K | $976K | ▼−18% Reduced · −10K sh | Q2 2026 | |
| 19 | Osaic Holdings, Inc. | 39K | $752K | ▼−8.4% Reduced · −4K sh | Q1 2026 | |
| 20 | Wells Fargo & Company | 34K | $658K | ▲+3.1% Added · +1K sh | Q1 2026 | |
| 21 | Truist Financial Corp | 33K | $641K | ▼−0.2% Reduced · −82 sh | Q1 2026 | |
| 22 | Kestra Advisory Services, LLC | 30K | $600K | ▼−22% Reduced · −8K sh | Q2 2026 | |
| 23 | Bank Of America Corp | 28K | $542K | ▼−4.8% Reduced · −1K sh | Q1 2026 | |
| 24 | WealthBridge Capital Management, LLC | 27K | $549K | —Held | Q2 2026 | |
| 25 | Noble Wealth Management PBC | 20K | $404K | ▲+16% Added · +3K 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 PSF and 7 added to an existing one, while 6 reduced. 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 | Their position there |
|---|---|---|
| SS SPDR S&P 500 ETF Trust-USSPY | 18 funds | $583.6M |
| Microsoft CorpMSFT | 17 funds | $1.8B |
| Alphabet Inc-CL AGOOGL | 16 funds | $2.2B |
| Apple IncAAPL | 16 funds | $1.6B |
| Amazon.com IncAMZN | 16 funds | $1.3B |
| Invesco QQQ Trust Series 1QQQ | 16 funds | $1.2B |
| Walmart IncWMT | 16 funds | $299.1M |
| Berkshire Hathaway Inc-CL BBRK/B | 16 funds | $248.2M |
| Ishares Russell 2000 ETFIWM | 16 funds | $115.5M |
| Taiwan Semiconductor-SP ADRTSM | 15 funds | $1.7B |
| Mastercard Inc - AMA | 15 funds | $993.5M |
| Johnson & JohnsonJNJ | 15 funds | $696.4M |
Ranked by how many of PSF's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in PSF.
Connected entities for PSF
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/PSF/capital-change-brief"
Use Arkolith's capital_change_brief for PSF. 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 PSF. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.