| # | Fund | Position value | Shares | Last move | As of |
|---|---|---|---|---|---|
| 1 | Swan Global Investments, LLC | $30.2M | 828.4K | Added | Q1 2026 |
| 2 | Rockefeller Capital Management L.P. | $1.1M | 30.0K | New | Q4 2025 |
| 3 | CITADEL ADVISORS LLC | $781K | 21.5K | Added | Q3 2025 |
| 4 | Patriot Financial Group Insurance Agency, LLC | $394K | 10.8K | New | Q1 2026 |
| 5 | Gladstone Institutional Advisory LLC | $315K | 8.6K | New | Q1 2026 |
No Form 4 insider transactions on file yet.
| Company | Co-held by | Combined value |
|---|---|---|
| STATE STR SPDR S&P 500 ETF TSPY | 4 funds | $2.6B |
| MICROSOFT CORPMSFT | 4 funds | $2.0B |
| APPLE INCAAPL | 4 funds | $1.9B |
| NVIDIA CORPORATIONNVDA | 4 funds | $1.7B |
| ALPHABET INCGOOGL | 4 funds | $1.4B |
| AMAZON COM INCAMZN | 4 funds | $1.4B |
| ISHARES TRIVV | 4 funds | $1.2B |
| BROADCOM INCAVGO | 4 funds | $1.0B |
| JPMORGAN CHASE & CO.JPM | 4 funds | $790.7M |
| META PLATFORMS INCMETA | 4 funds | $722.4M |
| LILLY ELI & COLLY | 4 funds | $511.7M |
| VISA INCV | 4 funds | $505.6M |
Ranked by how many of PSFD's institutional holders also hold each name — a cross-fund conviction signal. Via the MCP server (ticker.co_held).
No filings captured for this ticker in the live stream yet.
13F holdings + Form 4 insider transactions + 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. Every panel above is one call to the Arkolith API & MCP server.