Who owns PSDMWhat PSDM owns — n/a

Who owns PSDM?

Institutional ownership of PSDM from SEC Form 13F filings across 30 reporting managers. All positions are from one synchronized reporting period — 2026-06-30 books, filed up to 45 days after quarter end — so every row is comparable.

13F holders

$100.6M

value, 2026 filers

2.2M

shares disclosed

new positions (2026 filers)

Top institutional holders

ordered by shares owned · positions as of 2026-06-30· % of fund = share of the manager's own book · % of co. = share of PSDM's shares outstanding

#	Manager	Shares	Value	% of fund	% of co.	Δ shares QoQ
1	ENVESTNET ASSET MANAGEMENT INC	280,349	$14.3M	0.0%	—	-0.4%
2	Rockefeller Capital Management L.P.	239,060	$12.2M	0.0%	—	+2.6%
3	Thrivent Financial for Lutherans	229,755	$11,695	0.0%	—	-3.9%
4	Team Financial Group, LLC	218,467	$11.1M	4.7%	—	+8.9%
5	ELEVATION POINT WEALTH PARTNERS, LLCNEW	175,262	$8.9M	0.2%	—	new
6	Vestmark Advisory Solutions, Inc.NEW	175,069	$8.9M	0.1%	—	new
7	JONES FINANCIAL COMPANIES LLLP	138,075	$7.1M	0.0%	—	+94.6%
8	RAYMOND JAMES FINANCIAL INC	99,154	$5.0M	0.0%	—	+25.0%
9	FOUNDERS FINANCIAL SECURITIES LLC	96,726	$4.9M	0.3%	—	-54.2%
10	Steward Partners Investment Advisory, LLC	89,779	$4.6M	0.0%	—	+8.5%
11	LPL Financial LLCNEW	63,581	$3.2M	0.0%	—	new
12	Tidal Investments LLC	60,494	$3.1M	0.0%	—	+8.5%
13	OSAIC HOLDINGS, INC.	59,646	$3.0M	0.0%	—	+1.2%
14	CITADEL ADVISORS LLC	40,192	$2.0M	0.0%	—	+64.2%
15	SAGESPRING WEALTH PARTNERS, LLC	39,771	$2.0M	0.0%	—	+2.4%
16	JPMORGAN CHASE & CO	38,557	$2.0M	0.0%	—	+2.4%
17	COMMONWEALTH EQUITY SERVICES, LLC	35,429	$1.8M	0.0%	—	-3.8%
18	MML INVESTORS SERVICES, LLC	33,206	$1.7M	0.0%	—	-9.3%
19	IFP Advisors, Inc	32,200	$1.6M	0.0%	—	+2.9%
20	Essex Financial Services, Inc.	22,115	$1.1M	0.1%	—	+47.6%
21	Cambridge Investment Research Advisors, Inc.	21,052	$1,072	0.0%	—	+100.1%
22	THOROUGHBRED FINANCIAL SERVICES, LLC	14,161	$720	0.0%	—	+0.1%
23	JANE STREET GROUP, LLCNEW	12,321	$627,139	0.0%	—	new
24	GOLDMAN SACHS GROUP INCNEW	6,374	$324,437	0.0%	—	new
25	STIFEL FINANCIAL CORPNEW	6,200	$315,580	0.0%	—	new

Source: SEC Form 13F-HR filings (institutional managers over $100M in US-listed positions). 13Fs disclose long positions only, up to 45 days after quarter end; each manager's latest filed quarter is shown per row and dollar values are the manager's filed marks. Aggregates labeled "2026 filers" count only managers whose latest book is a 2026 quarter. Related: valuation · options positioning · supply chain. Research, not investment advice.