12 tracked 13F filers disclose a position in PSFD as of the latest SEC 13F filings, a combined $66.8M 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 | Pacer Advisors, Inc. | $30.2M | 828K | ▲+34% Added · +209K sh | Q1 2026 | |
| 2 | Swan Global Investments, LLC | $30.2M | 828K | ▲+28% Added · +180K sh | Q1 2026 | |
| 3 | OSAIC HOLDINGS, INC. | $2.1M | 57K | ▲+12% Added · +6K sh | Q1 2026 | |
| 4 | OLD MISSION CAPITAL LLC | $1.0M | 28K | ▲New +28K sh | Q1 2026 | |
| 5 | Rockefeller Capital Management L.P. | $986K | 27K | ▼−10% Reduced · −3K sh | Q1 2026 | |
| 6 | WORLD EQUITY GROUP, INC. | $814K | 20K | ▲+58% Added · +7K sh | Q2 2026 | |
| 7 | LPL Financial LLC | $559K | 15K | ▼−13% Reduced · −2K sh | Q1 2026 | |
| 8 | Gladstone Institutional Advisory LLC | $315K | 9K | ▲New +9K sh | Q1 2026 | |
| 9 | Cetera Investment Advisers | $274K | 8K | ▼−8.0% Reduced · −655 sh | Q1 2026 | |
| 10 | Patriot Financial Group Insurance Agency, LLC | $215K | 5K | ▼−50% Reduced · −5K sh | Q2 2026 | |
| 11 | Parallel Advisors, LLC | $38K | 1K | —Held | Q1 2026 | |
| 12 | UBS Group AG | $17K | 453 | ▼−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, 2 funds opened a new position in PSFD and 2 added to an existing one, while 0 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 | 4 funds | $2.6B |
| MICROSOFT CORPMSFT | 4 funds | $2.0B |
| APPLE INCAAPL | 4 funds | $1.9B |
| NVIDIA CORPNVDA | 4 funds | $1.7B |
| ALPHABET INC-CL AGOOGL | 4 funds | $1.4B |
| AMAZON.COM INCAMZN | 4 funds | $1.4B |
| ISHARES CORE S&P 500 ETFIVV | 4 funds | $1.2B |
| BROADCOM INCAVGO | 4 funds | $1.0B |
| JPMORGAN CHASE & COJPM | 4 funds | $790.7M |
| META PLATFORMS INC-CLASS AMETA | 4 funds | $722.4M |
| ELI LILLY & COLLY | 4 funds | $511.7M |
| VISA INC-CLASS A SHARESV | 4 funds | $505.6M |
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.
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.