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No upcoming ex-dividend date announced
No 8-K filings in the last 30 days.
1 top institutions tracked
Last 13F trend: distributing (light)
Unlock crowding heatmapUnlock filer discoverySentiment: unknown
No recent insider trades detected.
Red flags: 0
16 filers reported a long position in PSMJ for Q2 2026. 13-F holdings are filed up to 45 days after the quarter ends.
| Holder | Value | Shares | Shares vs Q1 2026 |
|---|---|---|---|
| Swan Global Investments, LLC | $79.4M | 2.3M | +4.9% |
| Pacer Advisors, Inc. | $79.4M | 2.3M | +4.9% |
| OSAIC HOLDINGS, INC. | $2.1M | 61.6K | +21.3% |
| LPL Financial LLC | $1.6M | 46.1K | +74% |
| Rockefeller Capital Management L.P. | $886.6K | 26.2K | -7.4% |
| COMMONWEALTH EQUITY SERVICES, LLC | $734.4K | 21.7K | -0.7% |
| Ameritas Advisory Services, LLC | $449.9K | 13.3K | +33% |
| Sovran Advisors, LLC | $436.5K | 12.9K | +6.6% |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | $374.6K | 11.1K | -4.8% |
| Premier Private Wealth Management LLC | $348.1K | 10.3K | Unchanged |
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