20 tracked 13F filers disclose a position in PSMJ as of the latest SEC 13F filings, a combined $157.3M 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 | Swan Global Investments, LLC | $79.4M | 2.3M | ▲+4.8% Added · +109K sh | Q2 2026 | |
| 2 | Pacer Advisors, Inc. | $71.3M | 2.2M | ▼−4.1% Reduced · −97K sh | Q1 2026 | |
| 3 | OSAIC HOLDINGS, INC. | $1.6M | 51K | ▼−19% Reduced · −12K sh | Q1 2026 | |
| 4 | Rockefeller Capital Management L.P. | $901K | 28K | —Held | Q1 2026 | |
| 5 | LPL Financial LLC | $843K | 26K | —Held | Q1 2026 | |
| 6 | COMMONWEALTH EQUITY SERVICES, LLC | $696K | 22K | —Held | Q1 2026 | |
| 7 | Ameritas Advisory Services, LLC | $450K | 13K | ▲+33% Added · +3K sh | Q2 2026 | |
| 8 | Sovran Advisors, LLC | $437K | 13K | ▲+6.5% Added · +795 sh | Q2 2026 | |
| 9 | OLD MISSION CAPITAL LLC | $357K | 11K | ▲+21% Added · +2K sh | Q1 2026 | |
| 10 | BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | $375K | 11K | ▼−4.8% Reduced · −553 sh | Q2 2026 | |
| 11 | Kestra Advisory Services, LLC | $238K | 7K | ▼−83% Reduced · −34K sh | Q2 2026 | |
| 12 | Copley Financial Group, Inc. | $237K | 7K | ▼−20% Reduced · −2K sh | Q2 2026 | |
| 13 | Cetera Investment Advisers | $211K | 7K | ▼−16% Reduced · −1K sh | Q1 2026 | |
| 14 | Allworth Financial LP | $64K | 2K | —Held | Q1 2026 | |
| 15 | Advisory Services Network, LLC | $64K | 2K | ▲New +2K sh | Q1 2026 | |
| 16 | JPMORGAN CHASE & CO | $63K | 2K | ▼−37% Reduced · −1K sh | Q1 2026 | |
| 17 | HARBOUR INVESTMENTS, INC. | $61K | 2K | ▼−57% Reduced · −3K sh | Q1 2026 | |
| 18 | Realta Investment Advisors | $39K | 1K | —Held | Q2 2026 | |
| 19 | UBS Group AG | $10K | 328 | ▼−25% Reduced · −112 sh | Q1 2026 | |
| 20 | DHJJ Financial Advisors, Ltd. | $2K | 50 | —Held | Q2 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, 1 fund opened a new position in PSMJ and 4 added to an existing one, while 2 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 | 9 funds | $3.7B |
| ISHARES CORE S&P 500 ETFIVV | 8 funds | $3.4B |
| AMAZON.COM INCAMZN | 8 funds | $1.9B |
| APPLE INCAAPL | 8 funds | $1.9B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 8 funds | $1.7B |
| TAIWAN SEMICONDUCTOR-SP ADRTSM | 8 funds | $1.5B |
| MICROSOFT CORPMSFT | 8 funds | $1.2B |
| BROADCOM INCAVGO | 8 funds | $1.1B |
| META PLATFORMS INC-CLASS AMETA | 8 funds | $1.1B |
| TESLA INCTSLA | 8 funds | $907.3M |
| ALPHABET INC-CL CGOOG | 8 funds | $793.4M |
| ISHARES CORE MSCI EMERGINGIEMG | 8 funds | $739.2M |
Ranked by how many of PSMJ's institutional holders also hold each name, a cross-fund conviction signal.
| Class | 13F holders | Value held |
|---|---|---|
| COWZmc | 791 funds | $11.6B |
| CALFmc | 368 funds | $2.0B |
| GCOWmc | 231 funds | $2.0B |
| PTLCmc | 229 funds | $2.1B |
| COWGmc | 221 funds | $1.4B |
| QDPLmc | 182 funds | $932.8M |
| ICOWmc | 173 funds | $1.2B |
| PTNQmc | 148 funds | $688.6M |
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 PSMJ
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/PSMJ/capital-change-brief"
Use Arkolith's capital_change_brief for PSMJ. 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 PSMJ. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.