Among active 13F managers last quarter, 3 opened and 1 added, while 2 reduced; the largest holder to move was Swan Global Investments, LLC (−0.5%).
17 tracked 13F filers disclose a position in PSFD as of the latest SEC 13F filings, a combined $73.7M 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 | Pacer Advisors, Inc. | 828K | $30.2M | ▲+34% Added · +209K sh | Q1 2026 | |
| 2 | Swan Global Investments, LLC | 824K | $32.8M | ▼−0.5% Reduced · −4K sh | Q2 2026 | |
| 3 | Camarda Financial Advisors, LLC | 74K | $2.9M | ▲+4.5% Added · +3K sh | Q2 2026 | |
| 4 | Osaic Holdings, Inc. | 57K | $2.1M | ▲+12% Added · +6K sh | Q1 2026 | |
| 5 | Old Mission Capital LLC | 28K | $1.0M | ▲New +28K sh | Q1 2026 | |
| 6 | Rockefeller Capital Management L.P. | 27K | $986K | ▼−10% Reduced · −3K sh | Q1 2026 | |
| 7 | World Equity Group, Inc. | 20K | $814K | ▲+58% Added · +7K sh | Q2 2026 | |
| 8 | LPL Financial LLC | 15K | $559K | ▼−13% Reduced · −2K sh | Q1 2026 | |
| 9 | Signature Equity Partners, LLC | 13K | $515K | ▼−0.2% Reduced · −25 sh | Q2 2026 | |
| 10 | Citadel Advisors LLC | 12K | $462K | ▲New +12K sh | Q2 2026 | |
| 11 | Gladstone Institutional Advisory LLC | 9K | $343K | —Held | Q2 2026 | |
| 12 | Cetera Investment Advisers | 8K | $274K | ▼−8.0% Reduced · −655 sh | Q1 2026 | |
| 13 | Calton & Associates, Inc. | 7K | $266K | ▲New +7K sh | Q2 2026 | |
| 14 | Patriot Financial Group Insurance Agency, LLC | 5K | $215K | ▼−50% Reduced · −5K sh | Q2 2026 | |
| 15 | Blue Bell Private Wealth Management, LLC | 2K | $66K | —Held | Q2 2026 | |
| 16 | Parallel Advisors, LLC | 1K | $38K | —Held | Q1 2026 | |
| 17 | UBS Group AG | 453 | $17K | ▼−64% Reduced · −819 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, 3 funds opened a new position in PSFD and 1 added to an existing one, while 2 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 | Combined value |
|---|---|---|
| SS SPDR S&P 500 ETF TRUST-USSPY | 7 funds | $1.3B |
| ISHARES CORE S&P 500 ETFIVV | 7 funds | $1.2B |
| ISHARES CORE MSCI EMERGINGIEMG | 7 funds | $661.5M |
| NVIDIA CORPNVDA | 7 funds | $327.4M |
| TESLA INCTSLA | 7 funds | $101.4M |
| TAIWAN SEMICONDUCTOR-SP ADRTSM | 7 funds | $83.3M |
| RTX CORPRTX | 7 funds | $15.8M |
| VANGUARD FTSE ALL-WORLD EX-UVEU | 7 funds | $11.3M |
| APPLE INCAAPL | 6 funds | $402.8M |
| VANGUARD S&P 500 ETFVOO | 6 funds | $236.4M |
| INVESCO QQQ TRUST SERIES 1QQQ | 6 funds | $193.3M |
| MICROSOFT CORPMSFT | 6 funds | $185.0M |
Ranked by how many of PSFD's institutional holders also hold each name, a cross-fund conviction signal.
No filings captured for this ticker in the live stream yet.
Connected entities for PSFD
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/PSFD/capital-change-brief"
Use Arkolith's capital_change_brief for PSFD. 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 PSFD. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.