Among active 13F managers last quarter, 4 opened and 18 added, while 8 reduced; the largest holder to move was Endowment Wealth Management, Inc. (+2.5%).
91 tracked 13F filers disclose a position in PSP as of the latest SEC 13F filings, a combined $139.9M 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 | Raymond James Financial Inc | 351K | $19.8M | ▲+22% Added · +63K sh | Q1 2026 | |
| 2 | Bank Of America Corp | 305K | $17.2M | ▲+0.2% Added · +624 sh | Q1 2026 | |
| 3 | Morgan Stanley | 239K | $13.5M | ▲+16% Added · +32K sh | Q1 2026 | |
| 4 | Endowment Wealth Management, Inc. | 232K | $12.9M | ▲+2.5% Added · +6K sh | Q2 2026 | |
| 5 | Aletheian Wealth Advisors LLC | 146K | $8.2M | ▲+11% Added · +15K sh | Q2 2026 | |
| 6 | Wells Fargo & Company | 141K | $7.9M | ▲+9.7% Added · +12K sh | Q1 2026 | |
| 7 | LPL Financial LLC | 135K | $7.6M | ▲+27% Added · +29K sh | Q1 2026 | |
| 8 | Envestnet Asset Management Inc | 121K | $6.9M | ▲+101% Added · +61K sh | Q1 2026 | |
| 9 | Axxcess Wealth Management, LLC | 105K | $5.8M | ▲Added Added · +105K sh | Q2 2026 | |
| 10 | First Interstate Bank | 104K | $5.8M | ▲New +104K sh | Q2 2026 | |
| 11 | Crestwood Advisors Group, LLC | 70K | $3.9M | —Held | Q2 2026 | |
| 12 | Citadel Advisors LLC | 49K | $2.7M | ▲Added Added · +49K sh | Q2 2026 | |
| 13 | Farther Finance Advisors, LLC | 48K | $2.7M | ▲+2.6% Added · +1K sh | Q1 2026 | |
| 14 | Jane Street Group, LLC | 33K | $1.9M | ▲+190% Added · +22K sh | Q1 2026 | |
| 15 | Global Retirement Partners, LLC | 27K | $1.5M | ▲+0.2% Added · +55 sh | Q2 2026 | |
| 16 | UBS Group AG | 27K | $1.5M | ▲+43% Added · +8K sh | Q1 2026 | |
| 17 | Darwin Wealth Management, LLC | 20K | $1.1M | ▲+6.2% Added · +1K sh | Q2 2026 | |
| 18 | Arax Advisory Partners | 17K | $973K | ▲+189% Added · +11K sh | Q2 2026 | |
| 19 | O'rourke & Company, Inc | 16K | $917K | ▲+37% Added · +4K sh | Q2 2026 | |
| 20 | LFA - Lugano Financial Advisors SA | 15K | $811K | ▼−5.2% Reduced · −840 sh | Q2 2026 | |
| 21 | NTV Asset Management LLC | 15K | $851K | ▼−3.0% Reduced · −470 sh | Q2 2026 | |
| 22 | Brooklyn Investment Group | 14K | $786K | ▲+58% Added · +5K sh | Q1 2026 | |
| 23 | Osaic Holdings, Inc. | 14K | $781K | ▼−42% Reduced · −10K sh | Q1 2026 | |
| 24 | Cetera Investment Advisers | 14K | $775K | ▲+306% Added · +10K sh | Q1 2026 | |
| 25 | MML Investors Services, LLC | 13K | $745K | ▼−53% Reduced · −15K sh | 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, 4 funds opened a new position in PSP and 18 added to an existing one, while 8 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 | 43 funds | $2.4B |
| Apple IncAAPL | 42 funds | $6.6B |
| Microsoft CorpMSFT | 42 funds | $3.4B |
| Nvidia CorpNVDA | 41 funds | $5.8B |
| Amazon.com IncAMZN | 41 funds | $4.5B |
| Alphabet Inc-CL CGOOG | 41 funds | $2.3B |
| Broadcom IncAVGO | 41 funds | $2.3B |
| Alphabet Inc-CL AGOOGL | 40 funds | $2.8B |
| Invesco QQQ Trust Series 1QQQ | 40 funds | $2.0B |
| JPMorgan Chase & CoJPM | 40 funds | $1.7B |
| Meta Platforms Inc-Class AMETA | 40 funds | $1.5B |
| Eli Lilly & CoLLY | 39 funds | $1.9B |
Ranked by how many of PSP's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in PSP.
No filings captured for this ticker in the live stream yet.
Connected entities for PSP
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/PSP/capital-change-brief"
Use Arkolith's capital_change_brief for PSP. 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 PSP. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.