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Institutional ownership· 13F filers holding PSEC · 2026-Q1 methodology → sources →

216 holders

% of shares outstanding held

—

Shares held (13F)

84,922,376

Reporting holders

216

Top holders

largest 100 of 216 · Δ vs 2025-Q4

#	Holder	Shares	Value	% of shares out	Δ QoQ
1	TWO SIGMA INVESTMENTS, LP	15,849,40715.8M	$41M	—	ADD 143%
2	PRIVATE MANAGEMENT GROUP INC	13,535,29113.5M	$35M	—	ADD 320%
3	VAN ECK ASSOCIATES CORP	7,296,7347.3M	$19M	—	TRIM -24%
4	UBS Group AG	5,473,3685.5M	$14M	—	ADD 10%
5	MARSHALL WACE, LLP	4,751,2204.8M	$12M	—	TRIM -24%
6	GENDELL JEFFREY L	4,009,9024.0M	$10M	—	ADD 8%
7	Legal & General Group Plc	3,640,6653.6M	$10M	—	ADD 10%
8	INDEPENDENT FINANCIAL GROUP, LLC	3,460,3513.5M	$9M	—	ADD 155%
9	MORGAN STANLEY	2,451,9162.5M	$6M	—	TRIM -24%
10	Private Advisor Group, LLC	1,711,6381.7M	$4M	—	—
11	SUSQUEHANNA INTERNATIONAL GROUP, LLP	1,701,7691.7M	$4M	—	ADD 3%
12	BlackRock, Inc.	1,572,4721.6M	$4M	—	TRIM -34%
13	TUDOR INVESTMENT CORP ET AL	1,456,8701.5M	$4M	—	TRIM -35%
14	LPL Financial LLC	951,562951,562	$2M	—	ADD 16%
15	GraniteShares Advisors LLC	951,110951,110	$2M	—	TRIM -10%
16	COMMONWEALTH EQUITY SERVICES, LLC	800,310800,310	$2M	—	ADD 21%
17	JANE STREET GROUP, LLC	584,196584,196	$2M	—	ADD 19%
18	Tactive Advisors, LLC	581,994581,994	$2M	—	—
19	Naviter Wealth, LLC	570,785570,785	$2M	—	ADD 49%
20	LSV ASSET MANAGEMENT	535,835535,835	$1M	—	—
21	BI Asset Management Fondsmaeglerselskab A/S	520,592520,592	$1M	—	—
22	RAYMOND JAMES FINANCIAL INC	499,760499,760	$1M	—	ADD 6%
23	Kovack Advisors, Inc.	468,541468,541	$1M	—	ADD 16%
24	SMH CAPITAL ADVISORS INC	1,1131,113	$1M	—	TRIM -100%
25	Cambridge Investment Research Advisors, Inc.	425,133425,133	$1M	—	ADD 19%
26	DNB Asset Management AS	401,659401,659	$1M	—	—
27	180 WEALTH ADVISORS, LLC	400,521400,521	$1M	—	ADD 16%
28	Squarepoint Ops LLC	386,695386,695	$1M	—	ADD 36%
29	CANADA LIFE ASSURANCE Co	378,837378,837	$994,000	—	TRIM -7%
30	Virtus Investment Advisers, LLC	337,946337,946	$882,039	—	TRIM -27%
31	Cetera Investment Advisers	316,704316,704	$826,597	—	ADD 24%
32	Engineers Gate Manager LP	303,743303,743	$792,769	—	ADD 125%
33	TCFG WEALTH MANAGEMENT, LLC	277,914277,914	$725,355	—	—
34	TCFG Investment Advisors, LLC	277,914277,914	$725,355	—	NEW
35	TWO SIGMA SECURITIES, LLC	268,208268,208	$700,023	—	NEW
36	Brevan Howard Capital Management LP	246,087246,087	$642,287	—	ADD 94%
37	BANK OF AMERICA CORP /DE/	243,138243,138	$634,590	—	TRIM -5%
38	GatePass Capital, LLC	236,900236,900	$618,309	—	TRIM -23%
39	MILLENNIUM MANAGEMENT LLC	221,708221,708	$578,658	—	TRIM -93%
40	FAMILY WEALTH PARTNERS, LLC	212,817212,817	$554,275	—	ADD 41%
41	Focus Partners Advisor Solutions, LLC	205,853205,853	$536,099	—	ADD 33%
42	GUGGENHEIM CAPITAL LLC	200,777200,777	$524,028	—	ADD 28%
43	Catalyst Capital Advisors LLC	200,742200,742	$523,937	—	—
44	KESTRA PRIVATE WEALTH SERVICES, LLC	200,390200,390	$523,017	—	—
45	Claro Advisors Inc.	197,405197,405	$515,228	—	ADD 3%
46	STIFEL FINANCIAL CORP	187,828187,828	$490,240	—	—
47	OSAIC HOLDINGS, INC.	184,211184,211	$480,963	—	TRIM -11%
48	Creative Planning	182,353182,353	$475,941	—	TRIM -7%
49	Tweedy, Browne Co LLCtracked	162,953162,953	$422,048	—	—
50	TRUIST FINANCIAL CORP	153,940153,940	$401,783	—	—
51	BNP PARIBAS FINANCIAL MARKETS	152,207152,207	$397,260	—	TRIM -67%
52	Quantbot Technologies LP	136,738136,738	$356,886	—	TRIM -48%
53	CAXTON ASSOCIATES LLP	133,523133,523	$348,495	—	TRIM -81%
54	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	125,024125,024	$327,563	—	—
55	GROUP ONE TRADING LLC	114,459114,459	$298,738	—	ADD 36%
56	Universal- Beteiligungs- und Servicegesellschaft mbH	105,900105,900	$276,399	—	—
57	Spire Wealth Management	102,608102,608	$267,808	—	—
58	IMC-Chicago, LLC	101,242101,242	$264,242	—	NEW
59	Generali Investments CEE, investicni spolecnost, a.s.	101,234101,234	$264,221	—	—
60	DRW Securities, LLC	93,33993,339	$243,614	—	TRIM -57%
61	WESTWOOD HOLDINGS GROUP INC	93,24693,246	$243,372	—	—
62	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	86,90386,903	$226,817	—	ADD 216%
63	DENALI ADVISORS LLC	84,55184,551	$220,678	—	—
64	ROYAL BANK OF CANADA	81,01681,016	$212,000	—	ADD 43%
65	Kestra Advisory Services, LLC	78,17378,173	$207,550	—	ADD 3%
66	Summit Global Investments	75,00075,000	$196,000	—	—
67	BFSG, LLC	72,84472,844	$190,123	—	ADD 593%
68	Kathmere Capital Management, LLC	69,46269,462	$181,296	—	—
69	Cresset Asset Management, LLC	68,09068,090	$180,778	—	ADD 5%
70	ProShare Advisors LLC	69,23269,232	$180,696	—	TRIM -10%
71	M&T Bank Corp	69,17969,179	$180,557	—	NEW
72	Vident Advisory, LLC	68,33368,333	$178,350	—	NEW
73	Permanens Capital L.P.	66,18066,180	$175,708	—	NEW
74	EVERGREEN CAPITAL MANAGEMENT LLC	67,13967,139	$175,233	—	ADD 472%
75	Headlands Technologies LLC	66,08866,088	$172,490	—	TRIM -12%
76	Clear Harbor Asset Management, LLC	65,50065,500	$170,955	—	NEW
77	AREX Capital Management, LP	65,00065,000	$169,650	—	NEW
78	Lido Advisors, LLC	63,09063,090	$167,165	—	TRIM -29%
79	Garden State Investment Advisory Services LLC	58,39358,393	$152,413	—	TRIM -13%
80	Prospera Financial Services Inc	57,98657,986	$151,352	—	ADD 7%
81	AXQ CAPITAL, LP	56,75656,756	$148,133	—	NEW
82	XML Financial, LLC	52,14952,149	$136,109	—	TRIM -40%
83	Wealthfront Advisers LLC	51,74451,744	$135,052	—	ADD 5%
84	BLAIR WILLIAM & CO/IL	45,90045,900	$119,799	—	—
85	HARBOUR INVESTMENTS, INC.	45,86145,861	$119,699	—	ADD 18%
86	AMERIPRISE FINANCIAL INC	43,47843,478	$117,238	—	ADD 3%
87	HUNTINGTON NATIONAL BANK	43,19243,192	$112,732	—	NEW
88	WELLS FARGO & COMPANY/MN	42,49942,499	$110,924	—	—
89	Csenge Advisory Group	42,46042,460	$110,821	—	—
90	Strategic Wealth Partners, Ltd.	40,30840,308	$105,204	—	ADD 303%
91	BRIAN LOW FINANCIAL GROUP, LLC	40,30840,308	$105,204	—	ADD 303%
92	Ethos Financial Group, LLC	40,45940,459	$104,789	—	—
93	BESSEMER GROUP INC	40,00040,000	$104,000	—	—
94	Strategies Wealth Advisors, LLC	38,45938,459	$100,379	—	ADD 5%
95	BARRETT & COMPANY, INC.	38,32138,321	$100,016	—	ADD 19%
96	Sowell Financial Services LLC	38,02738,027	$99,250	—	TRIM -12%
97	Tower Research Capital LLC (TRC)	36,82136,821	$96,103	—	TRIM -68%
98	Sigma Planning Corp	36,56836,568	$95,441	—	TRIM -4%
99	Arkadios Wealth Advisors	36,13436,134	$94,310	—	—
100	Garner Asset Management Corp	37,47537,475	$93,635	—	TRIM -8%

Rows rank by the value each filer reported — 13F filers price their own positions, so a holder with fewer shares can rank just above one with more.

Holder trends· top 15 holders · shares held over 6 quarters

green added · red trimmed

Holder

2024-Q4

2025-Q1

2025-Q2

2025-Q3

2025-Q4

2026-Q1

Latest value

TWO SIGMA INVESTMENTS, LP

685K

3.5M

2.0M

4.1M

6.5M

15.8M

$41M

PRIVATE MANAGEMENT GROUP INC

—

3.2M

13.5M

$35M

VAN ECK ASSOCIATES CORP

8.1M

8.7M

9.4M

10.3M

9.6M

7.3M

$19M

UBS Group AG

1.3M

2.6M

3.6M

3.5M

5.0M

5.5M

$14M

MARSHALL WACE, LLP

—

3.9M

6.7M

6.2M

4.8M

$12M

GENDELL JEFFREY L

—

3.2M

3.7M

4.0M

$10M

Legal & General Group Plc

2.9M

2.8M

3.0M

2.7M

3.3M

3.6M

$10M

INDEPENDENT FINANCIAL GROUP, LLC

—

519K

437K

455K

1.4M

3.5M

$9M

MORGAN STANLEY

2.6M

3.0M

3.1M

2.9M

3.2M

2.5M

$6M

Private Advisor Group, LLC

385K

590K

1.5M

1.7M

$4M

SUSQUEHANNA INTERNATIONAL GROUP, LLP

790K

820K

1.1M

3.7M

1.6M

1.7M

$4M

BlackRock, Inc.

1.5M

2.0M

2.4M

1.6M

$4M

TUDOR INVESTMENT CORP ET AL

—

150K

2.3M

2.6M

2.2M

1.5M

$4M

LPL Financial LLC

989K

1.0M

855K

883K

821K

952K

$2M

GraniteShares Advisors LLC

—

1.1M

951K

$2M

Shares reported each quarter by the largest current holders. Green = added vs the prior filing, red = trimmed, grey = roughly held; a dash is a quarter with no 13F on file (a gap is skipped, not read as an exit). 13F is filed up to 45 days after quarter-end. Up to 40 quarters (10 years) available — use the selector above.

Institutional footprint by quarter

Holder count only — too few computable %-of-shares-outstanding quarters for a % pane. Line breaks are quarters with no 13F record, never interpolated.

Quarter	Holders	Shares held	% shares out	Value held
2026-Q1	216	84,922,376	—	$223M
2025-Q4	223	82,608,956	—	$214M
2025-Q3	227	81,606,409	—	$225M
2025-Q2	224	65,582,602	—	$209M
2025-Q1	225	58,538,355	—	$240M
2024-Q4	238	44,458,968

Short interest has its own tab now — open SI →

Source: SEC Form 13F — every institution manager (≥ $100M in 13F securities) reporting a long US-listed position, across ~10,250 filers over 10 years of history. 13F is long-only, US-listed, filed up to 45 days after quarter-end.

Institutional ownership· 13F filers holding PSEC · 2026-Q1 methodology → sources →

216 holders

% of shares outstanding held

—

Shares held (13F)

84,922,376

Reporting holders

216

Top holders

largest 100 of 216 · Δ vs 2025-Q4

#	Holder	Shares	Value	% of shares out	Δ QoQ
1	TWO SIGMA INVESTMENTS, LP	15,849,40715.8M	$41M	—	ADD 143%
2	PRIVATE MANAGEMENT GROUP INC	13,535,29113.5M	$35M	—	ADD 320%
3	VAN ECK ASSOCIATES CORP	7,296,7347.3M	$19M	—	TRIM -24%
4	UBS Group AG	5,473,3685.5M	$14M	—	ADD 10%
5	MARSHALL WACE, LLP	4,751,2204.8M	$12M	—	TRIM -24%
6	GENDELL JEFFREY L	4,009,9024.0M	$10M	—	ADD 8%
7	Legal & General Group Plc	3,640,6653.6M	$10M	—	ADD 10%
8	INDEPENDENT FINANCIAL GROUP, LLC	3,460,3513.5M	$9M	—	ADD 155%
9	MORGAN STANLEY	2,451,9162.5M	$6M	—	TRIM -24%
10	Private Advisor Group, LLC	1,711,6381.7M	$4M	—	—
11	SUSQUEHANNA INTERNATIONAL GROUP, LLP	1,701,7691.7M	$4M	—	ADD 3%
12	BlackRock, Inc.	1,572,4721.6M	$4M	—	TRIM -34%
13	TUDOR INVESTMENT CORP ET AL	1,456,8701.5M	$4M	—	TRIM -35%
14	LPL Financial LLC	951,562951,562	$2M	—	ADD 16%
15	GraniteShares Advisors LLC	951,110951,110	$2M	—	TRIM -10%
16	COMMONWEALTH EQUITY SERVICES, LLC	800,310800,310	$2M	—	ADD 21%
17	JANE STREET GROUP, LLC	584,196584,196	$2M	—	ADD 19%
18	Tactive Advisors, LLC	581,994581,994	$2M	—	—
19	Naviter Wealth, LLC	570,785570,785	$2M	—	ADD 49%
20	LSV ASSET MANAGEMENT	535,835535,835	$1M	—	—
21	BI Asset Management Fondsmaeglerselskab A/S	520,592520,592	$1M	—	—
22	RAYMOND JAMES FINANCIAL INC	499,760499,760	$1M	—	ADD 6%
23	Kovack Advisors, Inc.	468,541468,541	$1M	—	ADD 16%
24	SMH CAPITAL ADVISORS INC	1,1131,113	$1M	—	TRIM -100%
25	Cambridge Investment Research Advisors, Inc.	425,133425,133	$1M	—	ADD 19%
26	DNB Asset Management AS	401,659401,659	$1M	—	—
27	180 WEALTH ADVISORS, LLC	400,521400,521	$1M	—	ADD 16%
28	Squarepoint Ops LLC	386,695386,695	$1M	—	ADD 36%
29	CANADA LIFE ASSURANCE Co	378,837378,837	$994,000	—	TRIM -7%
30	Virtus Investment Advisers, LLC	337,946337,946	$882,039	—	TRIM -27%
31	Cetera Investment Advisers	316,704316,704	$826,597	—	ADD 24%
32	Engineers Gate Manager LP	303,743303,743	$792,769	—	ADD 125%
33	TCFG WEALTH MANAGEMENT, LLC	277,914277,914	$725,355	—	—
34	TCFG Investment Advisors, LLC	277,914277,914	$725,355	—	NEW
35	TWO SIGMA SECURITIES, LLC	268,208268,208	$700,023	—	NEW
36	Brevan Howard Capital Management LP	246,087246,087	$642,287	—	ADD 94%
37	BANK OF AMERICA CORP /DE/	243,138243,138	$634,590	—	TRIM -5%
38	GatePass Capital, LLC	236,900236,900	$618,309	—	TRIM -23%
39	MILLENNIUM MANAGEMENT LLC	221,708221,708	$578,658	—	TRIM -93%
40	FAMILY WEALTH PARTNERS, LLC	212,817212,817	$554,275	—	ADD 41%
41	Focus Partners Advisor Solutions, LLC	205,853205,853	$536,099	—	ADD 33%
42	GUGGENHEIM CAPITAL LLC	200,777200,777	$524,028	—	ADD 28%
43	Catalyst Capital Advisors LLC	200,742200,742	$523,937	—	—
44	KESTRA PRIVATE WEALTH SERVICES, LLC	200,390200,390	$523,017	—	—
45	Claro Advisors Inc.	197,405197,405	$515,228	—	ADD 3%
46	STIFEL FINANCIAL CORP	187,828187,828	$490,240	—	—
47	OSAIC HOLDINGS, INC.	184,211184,211	$480,963	—	TRIM -11%
48	Creative Planning	182,353182,353	$475,941	—	TRIM -7%
49	Tweedy, Browne Co LLCtracked	162,953162,953	$422,048	—	—
50	TRUIST FINANCIAL CORP	153,940153,940	$401,783	—	—
51	BNP PARIBAS FINANCIAL MARKETS	152,207152,207	$397,260	—	TRIM -67%
52	Quantbot Technologies LP	136,738136,738	$356,886	—	TRIM -48%
53	CAXTON ASSOCIATES LLP	133,523133,523	$348,495	—	TRIM -81%
54	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	125,024125,024	$327,563	—	—
55	GROUP ONE TRADING LLC	114,459114,459	$298,738	—	ADD 36%
56	Universal- Beteiligungs- und Servicegesellschaft mbH	105,900105,900	$276,399	—	—
57	Spire Wealth Management	102,608102,608	$267,808	—	—
58	IMC-Chicago, LLC	101,242101,242	$264,242	—	NEW
59	Generali Investments CEE, investicni spolecnost, a.s.	101,234101,234	$264,221	—	—
60	DRW Securities, LLC	93,33993,339	$243,614	—	TRIM -57%
61	WESTWOOD HOLDINGS GROUP INC	93,24693,246	$243,372	—	—
62	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	86,90386,903	$226,817	—	ADD 216%
63	DENALI ADVISORS LLC	84,55184,551	$220,678	—	—
64	ROYAL BANK OF CANADA	81,01681,016	$212,000	—	ADD 43%
65	Kestra Advisory Services, LLC	78,17378,173	$207,550	—	ADD 3%
66	Summit Global Investments	75,00075,000	$196,000	—	—
67	BFSG, LLC	72,84472,844	$190,123	—	ADD 593%
68	Kathmere Capital Management, LLC	69,46269,462	$181,296	—	—
69	Cresset Asset Management, LLC	68,09068,090	$180,778	—	ADD 5%
70	ProShare Advisors LLC	69,23269,232	$180,696	—	TRIM -10%
71	M&T Bank Corp	69,17969,179	$180,557	—	NEW
72	Vident Advisory, LLC	68,33368,333	$178,350	—	NEW
73	Permanens Capital L.P.	66,18066,180	$175,708	—	NEW
74	EVERGREEN CAPITAL MANAGEMENT LLC	67,13967,139	$175,233	—	ADD 472%
75	Headlands Technologies LLC	66,08866,088	$172,490	—	TRIM -12%
76	Clear Harbor Asset Management, LLC	65,50065,500	$170,955	—	NEW
77	AREX Capital Management, LP	65,00065,000	$169,650	—	NEW
78	Lido Advisors, LLC	63,09063,090	$167,165	—	TRIM -29%
79	Garden State Investment Advisory Services LLC	58,39358,393	$152,413	—	TRIM -13%
80	Prospera Financial Services Inc	57,98657,986	$151,352	—	ADD 7%
81	AXQ CAPITAL, LP	56,75656,756	$148,133	—	NEW
82	XML Financial, LLC	52,14952,149	$136,109	—	TRIM -40%
83	Wealthfront Advisers LLC	51,74451,744	$135,052	—	ADD 5%
84	BLAIR WILLIAM & CO/IL	45,90045,900	$119,799	—	—
85	HARBOUR INVESTMENTS, INC.	45,86145,861	$119,699	—	ADD 18%
86	AMERIPRISE FINANCIAL INC	43,47843,478	$117,238	—	ADD 3%
87	HUNTINGTON NATIONAL BANK	43,19243,192	$112,732	—	NEW
88	WELLS FARGO & COMPANY/MN	42,49942,499	$110,924	—	—
89	Csenge Advisory Group	42,46042,460	$110,821	—	—
90	Strategic Wealth Partners, Ltd.	40,30840,308	$105,204	—	ADD 303%
91	BRIAN LOW FINANCIAL GROUP, LLC	40,30840,308	$105,204	—	ADD 303%
92	Ethos Financial Group, LLC	40,45940,459	$104,789	—	—
93	BESSEMER GROUP INC	40,00040,000	$104,000	—	—
94	Strategies Wealth Advisors, LLC	38,45938,459	$100,379	—	ADD 5%
95	BARRETT & COMPANY, INC.	38,32138,321	$100,016	—	ADD 19%
96	Sowell Financial Services LLC	38,02738,027	$99,250	—	TRIM -12%
97	Tower Research Capital LLC (TRC)	36,82136,821	$96,103	—	TRIM -68%
98	Sigma Planning Corp	36,56836,568	$95,441	—	TRIM -4%
99	Arkadios Wealth Advisors	36,13436,134	$94,310	—	—
100	Garner Asset Management Corp	37,47537,475	$93,635	—	TRIM -8%

Rows rank by the value each filer reported — 13F filers price their own positions, so a holder with fewer shares can rank just above one with more.

Holder trends· top 15 holders · shares held over 6 quarters

green added · red trimmed

Holder

2024-Q4

2025-Q1

2025-Q2

2025-Q3

2025-Q4

2026-Q1

Latest value

TWO SIGMA INVESTMENTS, LP

685K

3.5M

2.0M

4.1M

6.5M

15.8M

$41M

PRIVATE MANAGEMENT GROUP INC

—

3.2M

13.5M

$35M

VAN ECK ASSOCIATES CORP

8.1M

8.7M

9.4M

10.3M

9.6M

7.3M

$19M

UBS Group AG

1.3M

2.6M

3.6M

3.5M

5.0M

5.5M

$14M

MARSHALL WACE, LLP

—

3.9M

6.7M

6.2M

4.8M

$12M

GENDELL JEFFREY L

—

3.2M

3.7M

4.0M

$10M

Legal & General Group Plc

2.9M

2.8M

3.0M

2.7M

3.3M

3.6M

$10M

INDEPENDENT FINANCIAL GROUP, LLC

—

519K

437K

455K

1.4M

3.5M

$9M

MORGAN STANLEY

2.6M

3.0M

3.1M

2.9M

3.2M

2.5M

$6M

Private Advisor Group, LLC

385K

590K

1.5M

1.7M

$4M

SUSQUEHANNA INTERNATIONAL GROUP, LLP

790K

820K

1.1M

3.7M

1.6M

1.7M

$4M

BlackRock, Inc.

1.5M

2.0M

2.4M

1.6M

$4M

TUDOR INVESTMENT CORP ET AL

—

150K

2.3M

2.6M

2.2M

1.5M

$4M

LPL Financial LLC

989K

1.0M

855K

883K

821K

952K

$2M

GraniteShares Advisors LLC

—

1.1M

951K

$2M

Institutional footprint by quarter

Holder count only — too few computable %-of-shares-outstanding quarters for a % pane. Line breaks are quarters with no 13F record, never interpolated.

Quarter	Holders	Shares held	% shares out	Value held
2026-Q1	216	84,922,376	—	$223M
2025-Q4	223	82,608,956	—	$214M
2025-Q3	227	81,606,409	—	$225M
2025-Q2	224	65,582,602	—	$209M
2025-Q1	225	58,538,355	—	$240M
2024-Q4	238	44,458,968

Short interest has its own tab now — open SI →

PSEC☆

Institutional ownership· 13F filers holding PSEC · 2026-Q1 methodology → sources →

Top holders

Holder trends· top 15 holders · shares held over 6 quarters

Institutional footprint by quarter

Institutional ownership· 13F filers holding PSEC · 2026-Q1 methodology → sources →

Top holders

Holder trends· top 15 holders · shares held over 6 quarters

Institutional footprint by quarter

PSEC