PSIX institutional holders

Mar 31, 2026 filings. Quarterly 13F reports arrive up to 45 days after quarter end; this register is filed through May 29, 2026.

194 institutional managers reported holding PSIX for the quarter ended Mar 31, 2026. Together they hold about 32% of shares outstanding; the top 10 hold 17%. 49 opened new positions; 47 closed out. Complete ranked register from SEC 13F filings.

Largest holders

managershares% outvalue (Mar 31, 2026 close)changeheld since
BlackRock715.6k3.10%$43.6Madded +6.2%2024 Q4
Vanguard Group506.9k2.20%$30.9Mtrimmed -6.1%2025 Q1
Arrowstreet Capital466.2k2.02%$28.4Madded +5.2%2025 Q2
Situational Awareness Partners LP (focused)432.3k1.87%$26.3Mopened2026 Q1
Situational Awareness LP (focused)432.3k1.87%$26.3Munchanged2025 Q4
Allspring Global Investments Holdings, LLC301.2k1.31%$18.3Mtrimmed -8.4%2025 Q3
Dimensional Fund Advisors283.2k1.23%$17.2Madded +40.3%2025 Q1
Barclays PLC239.0k1.04%$14.6Madded +789.5%2025 Q2
Busey Bank220.0k0.95%$13.4Munchanged2025 Q3
SG Americas Securities, LLC216.4k0.94%$13.2Madded +12036.6%2025 Q3
Geode Capital196.3k0.85%$12.0Madded +2.4%2025 Q1
State Street170.7k0.74%$10.4Madded +3.5%2025 Q1
Morgan Stanley167.0k0.72%$10.2Mtrimmed -4.4%2024 Q4
LPL Financial LLC156.2k0.68%$9.5Madded +80.4%2025 Q1
Danske Bank A/S121.7k0.53%$7.4Mopened2026 Q1
Navellier & Associates INC107.5k0.47%$6.5Madded +5.7%2025 Q1
Hel Ved Capital Management LTD100.9k0.44%$6.1Mtrimmed -6.7%2025 Q3
Millennium Management97.9k0.42%$6.0Madded +3.4%2025 Q1
Man Group88.7k0.38%$5.4Madded +229.8%2025 Q1
First Trust Advisors LP86.1k0.37%$5.2Madded +6.2%2025 Q4
Northern Trust80.1k0.35%$4.9Madded +2.2%2025 Q1
OnyxPoint Global Management LP (focused)77.9k0.34%$4.7Mopened2026 Q1
Charles Schwab Investment Management74.8k0.32%$4.6Munchanged2025 Q1
Voloridge Investment Management72.6k0.32%$4.4Mopened2026 Q1
Valiant Capital Management, L.p. (focused)69.4k0.30%$4.2Madded +71.7%2024 Q4
Hussman Strategic Advisors, INC.63.0k0.27%$3.8Madded +100%2025 Q4
Cvfg LLC60.2k0.26%$3.7Mopened2026 Q1
SEI Investments CO57.5k0.25%$3.5Mtrimmed -8%2025 Q2
Antipodes Partners LTD52.9k0.23%$3.2Mtrimmed -76.9%2025 Q4
Capital Fund Management S.a.47.3k0.20%$2.9Madded +218.4%2025 Q4
Two Sigma46.4k0.20%$2.8Mtrimmed -23.7%2025 Q1
Goldman Sachs44.3k0.19%$2.7Mtrimmed -56.4%2025 Q1
Cambridge Investment Research Advisors, INC.44.3k0.19%$2.7Madded +5.4%2025 Q2
Wells Fargo & COMPANY/MN43.9k0.19%$2.7Mtrimmed -41.7%2024 Q4
Meros Investment Management, LP39.3k0.17%$2.4Mopened2026 Q1
Franklin Resources39.1k0.17%$2.4Madded +26.6%2025 Q3
Victory Capital Management INC37.3k0.16%$2.3Mtrimmed -50.8%2025 Q3
BNY Mellon34.7k0.15%$2.1Munchanged2025 Q2
Cetera Investment Advisers33.5k0.14%$2.0Madded +55%2025 Q1
AllianceBernstein33.4k0.14%$2.0Madded +21.9%2025 Q2
Raymond James Financial INC32.9k0.14%$2.0Mtrimmed -70%2025 Q1
Jane Street32.8k0.14%$2.0Mopened2025 Q2
Bridge City Capital, LLC32.8k0.14%$2.0Mopened2026 Q1
Bank OF America CORP /DE/31.5k0.14%$1.9Madded +183.9%2024 Q4
Tidal Investments LLC29.4k0.13%$1.8Madded +72.8%2025 Q3
Burney CO/29.0k0.13%$1.8Mtrimmed -4.3%2025 Q1
AQR Capital28.1k0.12%$1.7Mtrimmed -5.7%2025 Q3
Citadel Advisors28.0k0.12%$1.7Madded +71.2%2024 Q4
Ameriprise Financial INC27.0k0.12%$1.6Mtrimmed -29.1%2025 Q3
Federated Hermes, INC.26.8k0.12%$1.6Madded +10387.9%2025 Q3

Largest 50 of 194 shown; the full ranked, searchable register is at boothcheck.com/holders/PSIX. Related filers are grouped using the filings' own included-manager declarations. Historically, several managers opening new positions in the same quarter said almost nothing about the quarter that followed (59,118 cases since 2013). A filed record, not a forecast. Nothing here is investment advice.

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