13F QoQ Ownership Changes
PSMT Institutional Holders
Period 2025-12-31 · prior 2025-09-30 · 63 new · 106 added · 174 reduced · 36 exited
New Positions(63)
Added To(106)
| Manager | Shares | Δ Shares | Value | Δ Value | % Δ |
|---|---|---|---|---|---|
| Fisher Asset Management, LLC | 217,000 | +193,446 | $26.6M | +$23.8M | 821.3% |
| BlackRock, Inc. | 3,849,093 | +138,108 | $472.2M | +$22.4M | 3.7% |
| FMR LLC | 1,428,003 | +93,133 | $175.2M | +$13.4M | 7.0% |
| Boston Trust Walden Corp | 258,250 | +77,419 | $31.7M | +$9.8M | 42.8% |
| Pertento Partners LLP | 488,387 | +71,879 | $59.9M | +$9.4M | 17.3% |
| MARSHALL WACE, LLP | 82,096 | +75,005 | $10.1M | +$9.2M | 1057.7% |
| GOLDMAN SACHS GROUP INC | 173,477 | +68,287 | $21.3M | +$8.5M | 64.9% |
| Driehaus Capital Management LLC | 176,347 | +55,086 | $21.6M | +$6.9M | 45.4% |
| BANK OF AMERICA CORP /DE/ | 129,606 | +44,346 | $15.9M | +$5.6M | 52.0% |
| AMERICAN CENTURY COMPANIES INC | 1,337,927 | +23,665 | $164.1M | +$4.8M | 1.8% |
| DIMENSIONAL FUND ADVISORS LP | 1,260,660 | +2,426 | $154.6M | +$2.2M | 0.2% |
| GEODE CAPITAL MANAGEMENT, LLC | 763,261 | +7,095 | $93.6M | +$2.0M | 0.9% |
| Man Group plc | 32,250 | +15,499 | $4.0M | +$1.9M | 92.5% |
| STATE STREET CORP | 1,019,547 | +3,260 | $125.1M | +$1.9M | 0.3% |
| COMERICA BANK | 33,224 | +14,475 | $4.1M | +$1.8M | 77.2% |
| MORGAN STANLEY | 495,799 | +8,428 | $60.8M | +$1.8M | 1.7% |
| Susquehanna Portfolio Strategies, LLC | 19,195 | +13,846 | $2.4M | +$1.7M | 258.9% |
| BNP PARIBAS FINANCIAL MARKETS | 45,292 | +12,498 | $5.6M | +$1.6M | 38.1% |
| Vontobel Holding Ltd. | 100,403 | +11,587 | $12.3M | +$1.6M | 13.0% |
| RAYMOND JAMES FINANCIAL INC | 67,661 | +9,288 | $8.3M | +$1.2M | 15.9% |
| PRINCIPAL FINANCIAL GROUP INC | 139,453 | +5,488 | $17.1M | +$871.5K | 4.1% |
| BARCLAYS PLC | 50,658 | +13,828 | $5.3M | +$857.7K | 37.5% |
| WELLS FARGO & COMPANY/MN | 57,074 | +6,264 | $7.0M | +$843.6K | 12.3% |
| Creative Planning | 27,952 | +6,208 | $3.4M | +$793.7K | 28.6% |
| UBS AM, A DISTINCT BUSINESS UNIT OF UBS ASSET MANAGEMENT AMERICAS LLC | 63,059 | +5,429 | $7.7M | +$751.3K | 9.4% |
| Bridgewater Associates, LP | 6,499 | +4,805 | $797.2K | +$591.9K | 283.6% |
| AlphaQuest LLC | 5,001 | +4,587 | $613.5K | +$563.3K | 1108.0% |
| BANK OF MONTREAL /CAN/ | 5,724 | +3,577 | $702.2K | +$442.0K | 166.6% |
| Coppell Advisory Solutions LLC | 27,845 | +3,118 | $3.4M | +$391.4K | 12.6% |
| MIRABELLA FINANCIAL SERVICES LLP | 31,383 | +28,067 | $3.8M | +$385.8K | 846.4% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 9,200 | +2,960 | $1.1M | +$372.3K | 47.4% |
| STANSBERRY ASSET MANAGEMENT, LLC | 129,227 | +1,434 | $15.9M | +$365.0K | 1.1% |
| LPL Financial LLC | 6,392 | +2,869 | $784.1K | +$357.2K | 81.4% |
| Vest Financial, LLC | 55,787 | +2,140 | $6.8M | +$341.9K | 4.0% |
| US BANCORP \DE\ | 5,308 | +2,541 | $651.2K | +$315.9K | 91.8% |
| RBF Capital, LLC | 5,000 | +2,500 | $613.4K | +$310.4K | 100.0% |
| Round Rock Advisors, LLC | 6,848 | +2,338 | $840.0K | +$285.1K | 51.8% |
| ALLIANCEBERNSTEIN L.P. | 29,049 | +1,778 | $3.6M | +$258.5K | 6.5% |
| JANUS HENDERSON GROUP PLC | 12,197 | +1,936 | $1.5M | +$251.9K | 18.9% |
| STRS OHIO | 6,700 | +1,900 | $821.9K | +$240.2K | 39.6% |
| Advisory Services Network, LLC | 2,968 | +1,920 | $364.1K | +$237.1K | 183.2% |
| Cerity Partners LLC | 14,051 | +1,757 | $1.7M | +$233.8K | 14.3% |
| Quantinno Capital Management LP | 7,264 | +1,775 | $891.1K | +$225.9K | 32.3% |
| Swiss National Bank | 51,600 | +900 | $6.3M | +$185.4K | 1.8% |
| Aptus Capital Advisors, LLC | 80,657 | +347 | $9.9M | +$161.4K | 0.4% |
| DEUTSCHE BANK AG\ | 20,958 | +921 | $2.6M | +$142.6K | 4.6% |
| Global Retirement Partners, LLC | 1,088 | +1,062 | $133.5K | +$130.3K | 4084.6% |
| Bleakley Financial Group, LLC | 21,849 | +752 | $2.7M | +$123.5K | 3.6% |
| Illinois Municipal Retirement Fund | 13,205 | +732 | $1.6M | +$108.3K | 5.9% |
| Ethic Inc. | 2,725 | +807 | $334.3K | +$101.8K | 42.1% |
| FRANKLIN RESOURCES INC | 10,538 | +548 | $1.3M | +$82.0K | 5.5% |
| QRG CAPITAL MANAGEMENT, INC. | 3,548 | +485 | $435.3K | +$64.1K | 15.8% |
| EXCHANGE TRADED CONCEPTS, LLC | 18,635 | +299 | $2.3M | +$63.8K | 1.6% |
| Cetera Investment Advisers | 6,877 | +437 | $843.6K | +$63.1K | 6.8% |
| Pictet Asset Management Holding SA | 4,239 | +404 | $520.0K | +$55.2K | 10.5% |
| Linden Thomas Advisory Services, LLC | 8,504 | +350 | $1.0M | +$55.0K | 4.3% |
| Vanguard Personalized Indexing Management, LLC | 4,089 | +341 | $501.6K | +$47.4K | 9.1% |
| Clearstead Advisors, LLC | 2,482 | +331 | $304.4K | +$43.8K | 15.4% |
| Baird Financial Group, Inc. | 11,895 | +215 | $1.5M | +$43.7K | 1.8% |
| MML INVESTORS SERVICES, LLC | 2,279 | +306 | $279.5K | +$40.4K | 15.5% |
| MERCER GLOBAL ADVISORS INC /ADV | 2,447 | +668 | $252.3K | +$36.7K | 37.5% |
| EVERGREEN CAPITAL MANAGEMENT LLC | 1,956 | +271 | $239.9K | +$35.7K | 16.1% |
| Advisors Asset Management, Inc. | 1,638 | +270 | $200.9K | +$35.1K | 19.7% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 5,006 | +2 | $636.5K | +$29.7K | 0.0% |
| ProShare Advisors LLC | 4,985 | +156 | $611.5K | +$26.3K | 3.2% |
| Cornerstone Planning Group LLC | 198 | +188 | $28.1K | +$25.5K | 1880.0% |
| Smartleaf Asset Management LLC | 1,381 | +194 | $169.8K | +$24.2K | 16.3% |
| PNC Financial Services Group, Inc. | 4,039 | +130 | $495.5K | +$21.7K | 3.3% |
| Oliver Luxxe Assets LLC | 12,849 | +22 | $1.6M | +$21.7K | 0.2% |
| OREGON PUBLIC EMPLOYEES RETIREMENT FUND | 5,812 | +100 | $713.0K | +$20.7K | 1.8% |
| GAMMA Investing LLC | 1,084 | +125 | $133.0K | +$16.8K | 13.0% |
| HANCOCK WHITNEY CORP | 4,068 | +86 | $499.0K | +$16.4K | 2.1% |
| Maryland State Retirement & Pension System | 3,699 | +73 | $453.8K | +$14.3K | 2.0% |
| Sterling Capital Management LLC | 167 | +105 | $20.5K | +$13.0K | 169.3% |
| MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC | 2,892 | +70 | $354.8K | +$12.8K | 2.5% |
| UMB Bank, n.a. | 227 | +98 | $27.8K | +$12.2K | 76.0% |
| Parallel Advisors, LLC | 590 | +74 | $72.4K | +$9.8K | 14.3% |
| CHOREO, LLC | 2,637 | +33 | $324.3K | +$8.7K | 1.3% |
| Farther Finance Advisors, LLC | 83 | +69 | $10.2K | +$8.5K | 492.9% |
| Atria Investments, Inc | 2,197 | +34 | $269.5K | +$7.4K | 1.6% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 224 | +49 | $27.5K | +$6.3K | 28.0% |
| Bell Investment Advisors, Inc | 207 | +48 | $25.4K | +$6.1K | 30.2% |
| SBI Securities Co., Ltd. | 45 | +44 | $5.5K | +$5.4K | 4400.0% |
| XPONANCE, INC. | 2,026 | +10 | $248.5K | +$4.2K | 0.5% |
| Larson Financial Group LLC | 216 | +29 | $26.5K | +$3.8K | 15.5% |
| Parkside Financial Bank & Trust | 1,109 | +12 | $136.0K | +$3.1K | 1.1% |
| JONES FINANCIAL COMPANIES LLLP | 97 | +24 | $11.9K | +$3.1K | 32.9% |
| CIBC Private Wealth Group LLC | 1,460 | +6 | $179.1K | +$2.9K | 0.4% |
| SIGNATUREFD, LLC | 221 | +21 | $27.1K | +$2.9K | 10.5% |
| Bare Financial Services, Inc | 93 | +13 | $11.4K | +$1.7K | 16.3% |
| 1620 INVESTMENT ADVISORS, INC. | 781 | +2 | $95.8K | +$1.4K | 0.3% |
| Rockefeller Capital Management L.P. | 145 | +9 | $17.8K | +$1.3K | 6.6% |
| JFS WEALTH ADVISORS, LLC | 33 | +9 | $4.0K | +$1.1K | 37.5% |
| Salomon & Ludwin, LLC | 164 | +1 | $20.9K | +$769 | 0.6% |
| T. Rowe Price Investment Management, Inc. | 170,686 | +3,330 | $20.9K | +$657 | 2.0% |
| PRICE T ROWE ASSOCIATES INC /MD/ | 222,741 | +1,246 | $27.3K | +$480 | 0.6% |
| ROTHSCHILD INVESTMENT LLC | 42 | +2 | $5.2K | +$304 | 5.0% |
| LORD, ABBETT & CO. LLC | 56,450 | +1,047 | $6.9K | +$211 | 1.9% |
| Rialto Wealth Management, LLC | 4 | +1 | $491 | +$127 | 33.3% |
| NATIXIS ADVISORS, LLC | 11,279 | +768 | $1.4K | +$110 | 7.3% |
| Janney Montgomery Scott LLC | 17,580 | +646 | $2.2K | +$105 | 3.8% |
| State of Alaska, Department of Revenue | 14,164 | +318 | $1.7K | +$59 | 2.3% |
| CWM, LLC | 2,170 | +117 | $266 | +$17 | 5.7% |
| HANTZ FINANCIAL SERVICES, INC. | 745 | +98 | $91 | +$13 | 15.1% |
| AMALGAMATED BANK | 7,334 | +3 | $900 | +$12 | 0.0% |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 314 | +73 | $39 | +$10 | 30.3% |