Institutional Holders (2026 Q1)
196 + investorsExplore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in PSO. Verified SEC 13F-HR filings.
| # | Investor | % of Portfolio | Shares | Mkt Value |
|---|---|---|---|---|
| 1 | 13D Management LLC | 9.33% | 458,338 | $6.0M |
| 2 | Transmarket Holdings LP | 0.53% | 51,303 | $720K |
| 3 | ABC ARBITRAGE SA | 0.39% | 225,000 | $3.0M |
| 4 | RENAISSANCE GROUP LLC | 0.20% | 369,742 | $4.9M |
| 5 | Lester Murray Antman dba SimplyRich | 0.12% | 35,692 | — |
| 6 | Farringdon Capital, Ltd. | 0.11% | 38,725 | $508K |
| 7 | Campbell & CO Investment Adviser LLC | 0.11% | 142,066 | $1.9M |
| 8 | First Affirmative Financial Network | 0.11% | 15,899 | $225K |
| 9 | LEUTHOLD GROUP, LLC | 0.08% | 60,124 | $789K |
| 10 | Abacus Wealth Partners, LLC | 0.08% | 69,346 | $911K |
| 11 | FCA CORP /TX | 0.07% | 20,000 | $263K |
| 12 | Aquatic Capital Management LLC | 0.06% | 160,725 | $2.1M |
| 13 | SmartHarvest Portfolios, LLC | 0.06% | 10,236 | $134K |
| 14 | Tower Research Capital LLC (TRC) | 0.05% | 153,428 | $2.0M |
| 15 | Formidable Asset Management, LLC | 0.04% | 21,583 | $283K |
| 16 | ATLAS CAPITAL ADVISORS INC. | 0.04% | 26,872 | $353K |
| 17 | LMR Partners LLP | 0.04% | 1,373,260 | $18.0M |
| 18 | Crane Advisory, LLC | 0.03% | 13,705 | $200K |
| 19 | Aaron Wealth Advisors LLC | 0.03% | 39,412 | $517K |
| 20 | Ethic Inc. | 0.03% | 140,930 | $1.9M |
| 21 | Cromwell Holdings LLC | 0.03% | 3,761 | $50K |
| 22 | Ellevest, Inc. | 0.03% | 15,220 | $200K |
| 23 | Crossmark Global Holdings, Inc. | 0.03% | 139,310 | $1.8M |
| 24 | Calydon Capital | 0.03% | 11,894 | $156K |
| 25 | Brooklyn Investment Group | 0.02% | 60,332 | $792K |
| Investor | Ownership History |
% of Portfolio | Prev % | Rank | Conviction | Avg Buy Price | 13F Score™ 3Y / 7Y | Sell Timing | Shares | Mkt Value | Change | Change % | Source | Quarter | Filed |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|