Among active 13F managers last quarter, 1 opened and 2 added, while 3 reduced; the largest holder to move was Swan Global Investments, LLC (−1.9%).
13 tracked 13F filers disclose a position in PSMO as of the latest SEC 13F filings, a combined $172.9M 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. | 2.7M | $81.0M | ▼−4.1% Reduced · −116K sh | Q1 2026 | |
| 2 | Swan Global Investments, LLC | 2.6M | $85.7M | ▼−1.9% Reduced · −51K sh | Q2 2026 | |
| 3 | Cetera Investment Advisers | 43K | $1.3M | ▲+1.0% Added · +437 sh | Q1 2026 | |
| 4 | Commonwealth Equity Services, LLC | 37K | $1.1M | ▼−15% Reduced · −6K sh | Q1 2026 | |
| 5 | Osaic Holdings, Inc. | 32K | $971K | ▼−9.3% Reduced · −3K sh | Q1 2026 | |
| 6 | Blue Bell Private Wealth Management, LLC | 19K | $607K | ▼−2.3% Reduced · −437 sh | Q2 2026 | |
| 7 | Independent Financial Group, LLC | 18K | $591K | —Held | Q2 2026 | |
| 8 | Sovran Advisors, LLC | 17K | $540K | ▲+1.0% Added · +166 sh | Q2 2026 | |
| 9 | Citadel Advisors LLC | 12K | $388K | ▼−60% Reduced · −18K sh | Q2 2026 | |
| 10 | Storen Legacy Partners, LLC | 11K | $368K | ▼−7.5% Reduced · −922 sh | Q2 2026 | |
| 11 | Socha Financial Group, LLC | 8K | $248K | ▲+3.0% Added · +225 sh | Q2 2026 | |
| 12 | Advisory Services Network, LLC | 3K | $86K | ▲New +3K sh | Q1 2026 | |
| 13 | Orion Capital Management LLC | 1K | $39K | —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 PSMO and 2 added to an existing one, while 3 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 | Their position there |
|---|---|---|
| SS SPDR S&P 500 ETF Trust-USSPY | 8 funds | $1.3B |
| Nvidia CorpNVDA | 7 funds | $3.9B |
| Ishares Core S&P 500 ETFIVV | 7 funds | $3.4B |
| Amazon.com IncAMZN | 7 funds | $1.9B |
| Apple IncAAPL | 7 funds | $1.8B |
| Micron Technology IncMU | 7 funds | $1.7B |
| Broadcom IncAVGO | 7 funds | $1.2B |
| Microsoft CorpMSFT | 7 funds | $1.2B |
| Alphabet Inc-CL AGOOGL | 7 funds | $950.4M |
| Tesla IncTSLA | 7 funds | $858.7M |
| Alphabet Inc-CL CGOOG | 7 funds | $808.8M |
| JPMorgan Chase & CoJPM | 7 funds | $794.6M |
Ranked by how many of PSMO's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in PSMO.
| Class | 13F holders | Value held |
|---|---|---|
| COWZmc | 788 funds | $11.5B |
| CALFmc | 367 funds | $2.0B |
| PTLCmc | 231 funds | $2.1B |
| GCOWmc | 231 funds | $2.0B |
| COWGmc | 222 funds | $1.4B |
| QDPLmc | 182 funds | $932.4M |
| ICOWmc | 173 funds | $1.2B |
| PTNQmc | 149 funds | $688.8M |
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 PSMO
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/PSMO/capital-change-brief"
Use Arkolith's capital_change_brief for PSMO. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
13F holdings + quarter-over-quarter ownership changes + the live filing stream, joined for PSMO. Filings are public domain, sourced to SEC EDGAR.