33 tracked 13F filers disclose a position in PSH as of the latest SEC 13F filings, a combined $98.2M 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 | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | IAG Wealth Partners, LLC | $16.1M | 322K | ▲141× Added · +320K sh | Q2 2026 | |
| 2 | Crumly & Associates Inc. | $13.5M | 271K | ▲+2.2% Added · +6K sh | Q2 2026 | |
| 3 | COMMONWEALTH EQUITY SERVICES, LLC | $13.4M | 270K | ▲+7.7% Added · +19K sh | Q1 2026 | |
| 4 | LPL Financial LLC | $11.3M | 227K | ▲+80% Added · +101K sh | Q1 2026 | |
| 5 | HighTower Advisors, LLC | $10.0M | 202K | ▲+0.9% Added · +2K sh | Q1 2026 | |
| 6 | EverSource Wealth Advisors, LLC | $6.1M | 123K | ▲+2.9% Added · +3K sh | Q1 2026 | |
| 7 | Focus Partners Wealth | $5.9M | 120K | ▲+36% Added · +32K sh | Q1 2026 | |
| 8 | MGO ONE SEVEN LLC | $5.4M | 107K | ▼−3.5% Reduced · −4K sh | Q2 2026 | |
| 9 | Fjell Capital, LLC | $3.0M | 60K | ▼−0.3% Reduced · −156 sh | Q2 2026 | |
| 10 | TRUIST FINANCIAL CORP | $2.7M | 54K | ▲+65% Added · +21K sh | Q1 2026 | |
| 11 | Private Advisor Group, LLC | $1.6M | 32K | ▲+115% Added · +17K sh | Q2 2026 | |
| 12 | ENVESTNET ASSET MANAGEMENT INC | $1.2M | 24K | ▲+21% Added · +4K sh | Q1 2026 | |
| 13 | Corient Private Wealth LLC | $1.1M | 22K | ▼−0.9% Reduced · −211 sh | Q1 2026 | |
| 14 | Lakeshore Financial Planning, Inc. | $1000K | 20K | —Held | Q2 2026 | |
| 15 | Mariner, LLC | $949K | 19K | ▲+49% Added · +6K sh | Q1 2026 | |
| 16 | First Heartland Consultants, Inc. | $903K | 18K | ▲+4.9% Added · +845 sh | Q2 2026 | |
| 17 | JANE STREET GROUP, LLC | $737K | 15K | ▲New +15K sh | Q1 2026 | |
| 18 | Equitable Holdings, Inc. | $739K | 15K | ▼−68% Reduced · −32K sh | Q1 2026 | |
| 19 | CITADEL ADVISORS LLC | $660K | 13K | ▲New +13K sh | Q1 2026 | |
| 20 | OSAIC HOLDINGS, INC. | $354K | 7K | ▼−56% Reduced · −9K sh | Q1 2026 | |
| 21 | Prosperity Financial Group, Inc. | $334K | 7K | —Held | Q2 2026 | |
| 22 | Moors & Cabot, Inc. | $327K | 7K | ▲New +7K sh | Q1 2026 | |
| 23 | HARBOUR INVESTMENTS, INC. | $307K | 6K | ▲+1.4% Added · +86 sh | Q1 2026 | |
| 24 | Indivisible Partners | $251K | 5K | ▲New +5K sh | Q2 2026 | |
| 25 | Parallel Advisors, LLC | $200K | 4K | ▲+0.4% Added · +15 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, 5 funds opened a new position in PSH and 5 added to an existing one, while 3 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 |
|---|---|---|
| NVIDIA CORPNVDA | 14 funds | $4.6B |
| APPLE INCAAPL | 14 funds | $2.9B |
| AMAZON.COM INCAMZN | 14 funds | $2.4B |
| MICROSOFT CORPMSFT | 14 funds | $1.8B |
| MICRON TECHNOLOGY INCMU | 14 funds | $1.7B |
| BROADCOM INCAVGO | 14 funds | $1.4B |
| META PLATFORMS INC-CLASS AMETA | 14 funds | $1.4B |
| ALPHABET INC-CL AGOOGL | 14 funds | $1.4B |
| ALPHABET INC-CL CGOOG | 14 funds | $1.1B |
| JPMORGAN CHASE & COJPM | 14 funds | $1.1B |
| CHEVRON CORPCVX | 14 funds | $452.5M |
| CATERPILLAR INCCAT | 14 funds | $395.0M |
Ranked by how many of PSH's institutional holders also hold each name, a cross-fund conviction signal.
| Class | 13F holders | Value held |
|---|---|---|
| PULSmc | 372 funds | $9.9B |
| PAAAmc | 202 funds | $6.1B |
| PHYLMF Closed and MF Open | 110 funds | $1.2B |
| PTRBmc | 72 funds | $670.4M |
| PSHthis pageSHRT DUR HGH YLD | 33 funds | $98.2M |
| PFRLFLOATING RT INC | 28 funds | $76.0M |
| PJFGJENNISON FOC GWT | 25 funds | $107.0M |
| PSDMmc | 23 funds | $72.2M |
Same issuer, multiple share classes. The consensus leaderboards count this company once across all classes; this is the per-class detail.
No filings captured for this ticker in the live stream yet.
Connected entities for PSH
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/PSH/capital-change-brief"
Use Arkolith's capital_change_brief for PSH. 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 PSH. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.