Institutional Holders (2026 Q2)
86 + investorsExplore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in PSUS. Verified SEC 13F-HR filings.
| # | Investor | % of Portfolio | Shares | Mkt Value |
|---|---|---|---|---|
| 1 | Arena Capital Advisors, LLC- CA | 7.87% | 437,500 | $16.4M |
| 2 | Cooper Investors Pty Ltd | 7.01% | 408,528 | $15.3M |
| 3 | Consulta Ltd | 4.05% | 3,000,000 | $112.1M |
| 4 | Rivernorth Capital Management, LLC | 3.71% | 2,089,216 | $78.1M |
| 5 | Thomas J. Herzfeld Advisors, Inc. | 3.28% | 285,421 | $10.7M |
| 6 | Permanens Capital L.P. | 2.31% | 601,320 | $22.5M |
| 7 | Holowesko Partners Ltd. | 1.33% | 140,700 | $5.3M |
| 8 | Corrado Advisors, LLC | 1.05% | 60,788 | $2.3M |
| 9 | Orvieto Partners, L.P. | 0.97% | 40,000 | $1.5M |
| 10 | Blue Bell Private Wealth Management, LLC | 0.81% | 173,665 | $6.5M |
| 11 | Pershing Square INC. | 0.77% | 4,000,000 | $149.5M |
| 12 | Closed-End Fund Advisors, Inc. | 0.76% | 20,735 | $775K |
| 13 | Equitec Proprietary Markets, LLC | 0.66% | 98,489 | $3.7M |
| 14 | KKM Financial LLC | 0.61% | 119,307 | $4.5M |
| 15 | Scoggin Management LP | 0.40% | 100,000 | $3.7M |
| 16 | Migdal Insurance & Financial Holdings Ltd. | 0.36% | 1,500,000 | $56.1M |
| 17 | TrueMark Investments, LLC | 0.35% | 74,019 | $2.8M |
| 18 | Ovata Capital Management Ltd | 0.32% | 115,073 | $4.3M |
| 19 | Shaker Financial Services, LLC | 0.31% | 26,880 | $1.0M |
| 20 | Proficio Capital Partners LLC | 0.30% | 222,730 | $8.3M |
| 21 | Oak Family Advisors, LLC | 0.29% | 30,850 | $1.2M |
| 22 | Banco BTG Pactual S.A. | 0.29% | 92,625 | $3.5M |
| 23 | Menora Mivtachim Holdings LTD. | 0.29% | 2,000,000 | $74.8M |
| 24 | Highbridge Capital Management LLC | 0.25% | 278,238 | $10.4M |
| 25 | Cascade Investment Group, INC. | 0.24% | 11,294 | $422K |
| 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|