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Security record · archived quarter

PSEC

name pending profile ingest

Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025 Q4 2024 Q3 2024
54Tracked holders
+3Δ holders
42.96MShares held
$112.13MReported value
+6New positions
−3Exits
Rising 7 quarters of rising tracked shares ●●●●●● How these are computed → Explain this at the Research Desk →

Momentum inputs (comparable managers): holder breadth +5.9% · share flow +5.4% · net new positions +5.6% · formula
Broad accumulation: rising shares across more holders

All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q1 2026

Ownership over time
QuarterHoldersΔSharesReported valueNewExits
Q2 2026 48 -4 39.80M $91.97M +2 −7
Q1 2026 54 +3 42.96M $112.13M +6 −3
Q4 2025 51 +1 40.77M $105.65M +1 n/a
Q3 2025 9 0 23.65M $65.04M +1 −1
Q2 2025 6 +1 9.48M $30.15M +2 −1
Q1 2025 4 0 4.47M $18.33M +1 −1
Q4 2024 4 +2 1.47M $6.32M +2 n/a
Q3 2024 2 +1 345.46K $1.85M +1 n/a
Q2 2024 1 n/a 61.43K $339,730 n/a n/a
Holder count
Who holds it · Q1 2026
#ManagerSharesΔ sharesValueTheir weightHeld
1 Two Sigma Investments ✦ 15.85M +142.6% $41.37M 0.0% ▲ Add 8 SEC ↗
2 UBS Group AG 5.47M +9.7% $14.29M 0.0% ▲ Add 2 SEC ↗ ×3
3 Marshall Wace ✦ 4.75M -23.5% $12.40M 0.0% ▼ Trim 4 SEC ↗ ×2
4 Legal & General Group Plc 3.64M +9.6% $9.52M 0.0% ▲ Add 2 SEC ↗
5 Morgan Stanley ✦ 2.45M -23.6% $6.40M 0.0% ▼ Trim 3 SEC ↗ ×3
6 Susquehanna International Group, Llp 1.70M +3.4% $4.44M 0.0% ▲ Add 2 SEC ↗
7 BlackRock ✦ (passive) 1.57M -34.1% $4.10M 0.0% ▼ Trim 4 SEC ↗ ×2
8 Tudor Investment Corp Et Al 1.46M -35.2% $3.80M 0.0% ▼ Trim 2 SEC ↗
9 LPL Financial LLC 951.56K +15.9% $2.48M 0.0% ▲ Add 2 SEC ↗
10 Commonwealth Equity Services, Llc 800.31K +20.7% $2.09M 0.0% ▲ Add 2 SEC ↗
11 Jane Street Group, Llc 584.20K +19.3% $1.52M 0.0% ▲ Add 2 SEC ↗ ×2
12 Raymond James Financial Inc 499.76K +5.8% $1.30M 0.0% ▲ Add 2 SEC ↗ ×2
13 Squarepoint Ops LLC 386.69K +35.7% $1.01M 0.0% ▲ Add 2 SEC ↗
14 Cetera Investment Advisers 316.70K +23.9% $826,597 0.0% ▲ Add 2 SEC ↗
15 Bank Of America Corp /De/ 243.14K -4.5% $634,590 0.0% ▼ Trim 2 SEC ↗ ×2
16 Millennium Management ✦ 221.71K -92.8% $578,658 0.0% ▼ Trim 6 SEC ↗
17 Stifel Financial Corp 187.83K -0.8% $490,240 0.0% ▼ Trim 2 SEC ↗
18 Osaic Holdings, Inc. 184.21K -10.8% $480,963 0.0% ▼ Trim 2 SEC ↗ ×3
19 Creative Planning 182.35K -7.0% $475,941 0.0% ▼ Trim 2 SEC ↗
20 Tweedy, Browne ✦ 162.95K 0.0% $422,048 0.0% Held 5 SEC ↗
21 Truist Financial Corp 153.94K 0.0% $401,783 0.0% Held 2 SEC ↗
22 Bnp Paribas Financial Markets 152.21K -66.7% $397,260 0.0% ▼ Trim 2 SEC ↗
23 Group One Trading Llc 114.46K +35.7% $298,738 0.0% ▲ Add 2 SEC ↗
24 Universal- Beteiligungs- und… 105.90K 0.0% $276,399 0.0% Held 2 SEC ↗
25 IMC-Chicago, LLC 101.24K New $264,242 0.0% New 1 SEC ↗
26 Wealth Enhancement Advisory… 86.90K +216.1% $226,817 0.0% ▲ Add 2 SEC ↗
27 Royal Bank Of Canada 81.02K +42.6% $212,000 0.0% ▲ Add 2 SEC ↗ ×2
28 ProShare Advisors LLC 69.23K -10.4% $180,696 0.0% ▼ Trim 2 SEC ↗
29 Lido Advisors, LLC 63.09K -28.9% $167,165 0.0% ▼ Trim 2 SEC ↗
30 Wealthfront Advisers LLC 51.74K +5.4% $135,052 0.0% ▲ Add 2 SEC ↗
31 Blair William & Co/Il 45.90K +0.4% $119,799 0.0% ▲ Add 2 SEC ↗
32 Ameriprise Financial Inc 43.48K +2.6% $117,238 0.0% ▲ Add 2 SEC ↗
33 Wells Fargo & Company/Mn 42.50K -0.7% $110,924 0.0% ▼ Trim 2 SEC ↗ ×2
34 Mariner, LLC 35.57K +184.1% $92,844 0.0% ▲ Add 2 SEC ↗
35 Goldman Sachs Group ✦ 30.58K -7.6% $79,809 0.0% ▼ Trim 3 SEC ↗
36 Us Bancorp \De\ 25.41K -57.6% $66,315 0.0% ▼ Trim 2 SEC ↗ ×2
37 Mercer Global Advisors Inc /Adv 21.82K -19.3% $56,951 0.0% ▼ Trim 2 SEC ↗
38 Cwm, Llc 18.76K 0.0% $48,962 0.0% ▲ Add 2 SEC ↗
39 Pnc Financial Services Group, Inc. 15.97K +0.3% $41,686 0.0% ▲ Add 2 SEC ↗ ×3
40 HighTower Advisors, LLC 13.96K New $36,433 0.0% New 1 SEC ↗
41 Mml Investors Services, Llc 12.69K -6.0% $33,124 0.0% ▼ Trim 2 SEC ↗
42 Nomura Asset Management Co Ltd 12.61K New $32,923 0.0% New 1 SEC ↗
43 Citadel Advisors ✦ 12.20K -76.8% $31,852 0.0% ▼ Trim 3 SEC ↗ ×2
44 Envestnet Asset Management Inc 10.75K -19.5% $28,068 0.0% ▼ Trim 2 SEC ↗
45 Fifth Third Bancorp 8.25K +96.5% $21,535 0.0% ▲ Add 2 SEC ↗
46 Northwestern Mutual Wealth… 2.93K -76.9% $7,637 0.0% ▼ Trim 2 SEC ↗
47 Jones Financial Companies Lllp 1.21K -63.6% $3,021 0.0% ▼ Trim 2 SEC ↗
48 Rockefeller Capital Management L.P. 939 New $2,451 0.0% New 1 SEC ↗
49 JPMorgan Chase ✦ 599 -77.4% $1,503 0.0% ▼ Trim 3 SEC ↗
50 Assetmark, Inc 147 New $384 0.0% New 1 SEC ↗
51 Russell Investments Group, Ltd. 61 New $159 0.0% New 1 SEC ↗
52 Citigroup Inc 38 +280.0% $99 0.0% ▲ Add 2 SEC ↗
53 Barclays Plc 17 +750.0% $44 0.0% ▲ Add 2 SEC ↗
54 Danske Bank A/S 5 +150.0% $13 0.0% ▲ Add 2 SEC ↗

“Their weight” = the position's share of that manager's reported 13F equity value: the conviction measure. ✦ = curated manager.

New buyers

Exited

Point72 Asset Management $2.76M was 0.0%
Northern Trust Corp $1.09M was 0.0%
Qube Research & Technologies… $451,831 was 0.0%

Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 216 holders, 85.02M shares, $205.70M reported. This is a different, older period than the tracked-universe figures above and the two are never mixed.

Frequently co-owned

What else this security's tracked holders most often hold: shared-ownership counts, not fundamental relationships.

Insider transactions

Open-market purchases (P)

Sep 04 Barry John F

Officer, Director, 10% owner · CHIEF EXECUTIVE… · 1.22M sh @ 2.24 · $2.73M

Open-market sales (S)

No open-market insider sales in our coverage window.

Awards, exercises and tax withholding are never counted as buys or sales here. Methodology

Beneficial ownership
May 21 SC 13D/A: Barry John F

26.1% of class · View original SEC filing ↗

Provenance: Ownership from parsed 13F common-stock positions (tracked universe, comparable sets for changes); insider rows from Forms 3/4/5; stakes from Schedules 13D/13G; every filing links to its original on SEC EDGAR. Reporting period: Q1 2026 · Methodology · Get this via the API