10 tracked 13F filers disclose a position in PSMO as of the latest SEC 13F filings, a combined $167.6M 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 | $81.0M | 2.7M | ▼−4.1% Reduced · −116K sh | Q1 2026 | |
| 2 | Pacer Advisors, Inc. | $81.0M | 2.7M | ▼−4.1% Reduced · −116K sh | Q1 2026 | |
| 3 | Cetera Investment Advisers | $1.3M | 43K | ▲+1.0% Added · +437 sh | Q1 2026 | |
| 4 | COMMONWEALTH EQUITY SERVICES, LLC | $1.1M | 37K | ▼−15% Reduced · −6K sh | Q1 2026 | |
| 5 | OSAIC HOLDINGS, INC. | $971K | 32K | ▼−9.3% Reduced · −3K sh | Q1 2026 | |
| 6 | CITADEL ADVISORS LLC | $903K | 30K | ▲New +30K sh | Q1 2026 | |
| 7 | INDEPENDENT FINANCIAL GROUP, LLC | $591K | 18K | —Held | Q2 2026 | |
| 8 | Storen Legacy Partners, LLC | $368K | 11K | ▼−7.5% Reduced · −922 sh | Q2 2026 | |
| 9 | Kestra Advisory Services, LLC | $216K | 7K | —Held | Q1 2026 | |
| 10 | Advisory Services Network, LLC | $86K | 3K | ▲New +3K 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 PSMO, 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 | 5 funds | $5.7B |
| ISHARES CORE S&P 500 ETFIVV | 5 funds | $4.3B |
| APPLE INCAAPL | 5 funds | $4.0B |
| AMAZON.COM INCAMZN | 5 funds | $3.4B |
| MICROSOFT CORPMSFT | 5 funds | $3.3B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 5 funds | $3.2B |
| ALPHABET INC-CL AGOOGL | 5 funds | $2.4B |
| BROADCOM INCAVGO | 5 funds | $2.2B |
| META PLATFORMS INC-CLASS AMETA | 5 funds | $1.9B |
| MICRON TECHNOLOGY INCMU | 5 funds | $1.8B |
| JPMORGAN CHASE & COJPM | 5 funds | $1.6B |
| TESLA INCTSLA | 5 funds | $1.1B |
Ranked by how many of PSMO'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/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 + end-of-day price history + the live filing stream, joined for PSMO. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.