Institutional Holders (2026 Q1)
38 + investorsExplore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in PSH. Verified SEC 13F-HR filings.
| # | Investor | % of Portfolio | Shares | Mkt Value |
|---|---|---|---|---|
| 1 | Crumly & Associates Inc. | 2.77% | 265,647 | $13.2M |
| 2 | Sunrise Financial Services, LLC | 2.58% | 73,506 | $3.6M |
| 3 | Fjell Capital, LLC | 2.30% | 60,203 | $3.0M |
| 4 | Lakeshore Financial Planning, Inc. | 0.36% | 20,047 | $994K |
| 5 | Prosperity Financial Group, Inc. | 0.12% | 6,700 | $332K |
| 6 | Mgo One Seven LLC | 0.11% | 111,258 | $5.5M |
| 7 | First Heartland Consultants, Inc. | 0.07% | 17,251 | $856K |
| 8 | XML Financial, LLC | 0.02% | 5,579 | $277K |
| 9 | Commonwealth Equity Services, LLC | 0.02% | 269,791 | $13.4M |
| 10 | Moors & Cabot, Inc. | 0.01% | 6,602 | $327K |
| 11 | IAG Wealth Partners, LLC | 0.01% | 2,281 | $113K |
| 12 | HighTower Advisors, LLC | 0.01% | 201,643 | $10.0M |
| 13 | Trilogy Capital Inc. | 0.01% | 4,775 | $237K |
| 14 | Focus Partners Wealth | 0.01% | 119,653 | $5.9M |
| 15 | Equitable Holdings, Inc. | 0.00% | 14,675 | $739K |
| 16 | Harbour Investments, INC. | 0.00% | 6,184 | $307K |
| 17 | Parallel Advisors, LLC | 0.00% | 4,027 | $200K |
| 18 | Truist Financial Corp | 0.00% | 53,548 | $2.7M |
| 19 | Private Advisor Group, LLC | 0.00% | 14,892 | $739K |
| 20 | LPL Financial LLC | 0.00% | 227,422 | $11.3M |
| 21 | Corient Private Wealth LLC | 0.00% | 22,484 | $1.1M |
| 22 | Farther Finance Advisors, LLC | 0.00% | 2,728 | $136K |
| 23 | Mariner, LLC | 0.00% | 19,137 | $949K |
| 24 | Advisory Services Network, LLC | 0.00% | 957 | $47K |
| 25 | Hrt Financial LP | 0.00% | 4,368 | $216K |
| 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|