50 tracked 13F filers disclose a position in PSF as of the latest SEC 13F filings, a combined $61.0M 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 | MORGAN STANLEY | $16.7M | 863K | ▲+2.5% Added · +21K sh | Q1 2026 | |
| 2 | UBS Group AG | $6.8M | 352K | ▲+2.6% Added · +9K sh | Q1 2026 | |
| 3 | RAYMOND JAMES FINANCIAL INC | $3.2M | 163K | ▲+7.0% Added · +11K sh | Q1 2026 | |
| 4 | BALDWIN WEALTH PARTNERS LLC/MA | $3.2M | 157K | ▼−2.3% Reduced · −4K sh | Q2 2026 | |
| 5 | Smith Asset Management Co., LLC | $2.6M | 130K | ▼−0.7% Reduced · −917 sh | Q2 2026 | |
| 6 | 1607 Capital Partners, LLC | $2.2M | 112K | ▲New +112K sh | Q1 2026 | |
| 7 | Fiera Capital Corp | $1.9M | 100K | ▼−4.6% Reduced · −5K sh | Q1 2026 | |
| 8 | Shaker Financial Services, LLC | $2.0M | 99K | ▲+27% Added · +21K sh | Q2 2026 | |
| 9 | Sanctuary Advisors, LLC | $1.8M | 92K | ▲+5.0% Added · +4K sh | Q1 2026 | |
| 10 | GUGGENHEIM CAPITAL LLC | $1.7M | 88K | ▼−37% Reduced · −52K sh | Q1 2026 | |
| 11 | Gridiron Partners, LLC | $1.7M | 84K | ▲+147% Added · +50K sh | Q2 2026 | |
| 12 | LPL Financial LLC | $1.6M | 82K | ▼−0.5% Reduced · −445 sh | Q1 2026 | |
| 13 | AMERIPRISE FINANCIAL INC | $1.6M | 81K | ▼−2.7% Reduced · −2K sh | Q1 2026 | |
| 14 | Pettinga Financial Advisors LLC | $1.6M | 81K | ▲+101% Added · +41K sh | Q2 2026 | |
| 15 | ROYAL BANK OF CANADA | $1.4M | 75K | ▲+25% Added · +15K sh | Q1 2026 | |
| 16 | HARBOUR INVESTMENTS, INC. | $1.2M | 61K | ▲+36% Added · +16K sh | Q1 2026 | |
| 17 | Merit Financial Group, LLC | $1.1M | 55K | ▲+0.4% Added · +244 sh | Q2 2026 | |
| 18 | KESTRA PRIVATE WEALTH SERVICES, LLC | $976K | 48K | ▼−18% Reduced · −10K sh | Q2 2026 | |
| 19 | OSAIC HOLDINGS, INC. | $752K | 39K | ▼−8.4% Reduced · −4K sh | Q1 2026 | |
| 20 | WELLS FARGO & COMPANY/MN | $658K | 34K | ▲+3.1% Added · +1K sh | Q1 2026 | |
| 21 | TRUIST FINANCIAL CORP | $641K | 33K | ▼−0.2% Reduced · −82 sh | Q1 2026 | |
| 22 | Kestra Advisory Services, LLC | $600K | 30K | ▼−22% Reduced · −8K sh | Q2 2026 | |
| 23 | BANK OF AMERICA CORP /DE/ | $542K | 28K | ▼−4.8% Reduced · −1K sh | Q1 2026 | |
| 24 | WealthBridge Capital Management, LLC | $549K | 27K | —Held | Q2 2026 | |
| 25 | Logan Stone Capital, LLC | $480K | 25K | ▲+45% Added · +8K 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 PSF and 6 added to an existing one, while 5 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 |
|---|---|---|
| SS SPDR S&P 500 ETF TRUST-USSPY | 17 funds | $513.0M |
| MICROSOFT CORPMSFT | 16 funds | $1.9B |
| ALPHABET INC-CL AGOOGL | 15 funds | $2.1B |
| APPLE INCAAPL | 15 funds | $1.5B |
| INVESCO QQQ TRUST SERIES 1QQQ | 15 funds | $983.2M |
| AMAZON.COM INCAMZN | 15 funds | $865.2M |
| ISHARES RUSSELL 2000 ETFIWM | 15 funds | $101.7M |
| JOHNSON & JOHNSONJNJ | 14 funds | $746.3M |
| BROADCOM INCAVGO | 14 funds | $504.9M |
| META PLATFORMS INC-CLASS AMETA | 14 funds | $399.4M |
| WALMART INCWMT | 14 funds | $280.5M |
| BERKSHIRE HATHAWAY INC-CL BBRK/B | 14 funds | $226.3M |
Ranked by how many of PSF's institutional holders also hold each name, a cross-fund conviction signal.
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.