your badges 52W Range $46–$47 81% of range Analyst Rating · Price Target · P/E · ROE · Net Profit Margin ·

PSEP Stock Snapshot Price, market cap, P/E, EPS, ROE, debt/equity, 52-week range

03
Price $47.07
52W Range $46–$47

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10-Year Performance Revenue, net income, margins and EPS trends

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Valuation & Ratios 07–12

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value · ≈ 5Y avg · industry median · verdict relative to median

Institutional owners (13F) 225 filers · $607.7M total · As of June 30, 2026

17

Institutions that report holding this stock in their quarterly SEC Form 13F. Long positions only; a single filer may appear twice for separate option legs. Large offsetting put/call legs typically reflect market-making or hedged inventory, not directional conviction.

Holders 225
Value held $607.7M
New positions 14
Exited positions 14
Institutional activity — Q2 2026 vs prior quarter
New positions Exited positions Increased Decreased Net shares change
14 (-2 vs prior Q) 14 (-7 vs prior Q) 23 (+3 vs prior Q) 97 (-1 vs prior Q) -485K

Compared to Q1 2026. SEC Form 13F filings are due within 45 days of quarter-end plus a short buffer for late filers — quarters still inside that window are skipped in favor of the most recent fully-reported pair.

Institution Value Shares % of tracked 13F Type
ALLIANCEBERNSTEIN L.P. $136,353,107 3,166,584 22.44% Shares
COMMONWEALTH EQUITY SERVICES, LLC $39,947,345 867,478 6.57% Shares
Stuart Chaussee & Associates, Inc. $25,279,769 588,586 4.16% Shares
OSAIC HOLDINGS, INC. $23,584,927 512,161 3.88% Shares
Lido Advisors, LLC $23,369,730 507,486 3.85% Shares
LPL Financial LLC $17,749,884 385,448 2.92% Shares
Focus Partners Wealth $16,940,422 367,870 2.79% Shares
Cresset Asset Management, LLC $15,557,526 337,840 2.56% Shares
Kestra Advisory Services, LLC $13,873,099 301,262 2.28% Shares
HighTower Advisors, LLC $12,812,877 278,238 2.11% Shares
RAYMOND JAMES FINANCIAL INC $12,381,786 268,877 2.04% Shares
ENVESTNET ASSET MANAGEMENT INC $11,572,388 251,301 1.90% Shares
Creative Planning $10,517,866 228,401 1.73% Shares
MBL Wealth, LLC $10,402,649 225,899 1.71% Shares
SageView Advisory Group, LLC $10,308,110 223,846 1.70% Shares
Cetera Investment Advisers $9,920,749 215,435 1.63% Shares
Beacon Pointe Advisors, LLC $8,867,371 192,560 1.46% Shares
Bellwether Advisors, LLC $5,819,200 126,367 0.96% Shares
TRUIST FINANCIAL CORP $5,757,386 125,025 0.95% Shares
CoreCap Advisors, LLC $5,363,029 116,461 0.88% Shares
Brookstone Capital Management $4,814,182 104,543 0.79% Shares
OLD MISSION CAPITAL LLC $4,810,751 104,468 0.79% Shares
YARGER WEALTH STRATEGIES, LLC $4,747,815 102,589 0.78% Shares
BLAIR WILLIAM & CO/IL $4,161,585 90,371 0.68% Shares
MAI Capital Management $3,998,046 86,820 0.66% Shares
OneDigital Investment Advisors LLC $3,860,688 83,837 0.64% Shares
SUSQUEHANNA INTERNATIONAL GROUP, LLP $3,781,580 82,119 0.62% Shares
Keating Financial Advisory Services, Inc. $3,696,387 80,269 0.61% Shares
First Commonwealth Financial Corp /PA/ $3,484,051 75,658 0.57% Shares
Jacobi Capital Management LLC $3,354,374 72,842 0.55% Shares
Weaver Capital Management LLC $3,275,747 76,074 0.54% Shares
KFG WEALTH MANAGEMENT, LLC $3,253,433 70,650 0.54% Shares
CITADEL ADVISORS LLC $3,137,663 68,136 0.52% Shares
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC $3,059,108 66,100 0.50% Shares
Chris Bulman Inc $2,970,457 64,505 0.49% Shares
Forvis Mazars Wealth Advisors, LLC $2,756,139 59,851 0.45% Shares
MML INVESTORS SERVICES, LLC $2,753,330 59,790 0.45% Shares
CORRADO ADVISORS, LLC $2,622,456 56,948 0.43% Shares
Advisory Alpha, LLC $2,453,222 53,273 0.40% Shares
NATIONS FINANCIAL GROUP INC, /IA/ /ADV $2,448,525 53,171 0.40% Shares
Global Assets Advisory, LLC $2,408,901 52,254 0.40% Shares
ALTFEST L J & CO INC $2,380,417 51,692 0.39% Shares
BECK CAPITAL MANAGEMENT, LLC $2,347,169 50,970 0.39% Shares
Diligent Investors, LLC $2,326,308 50,517 0.38% Shares
Valtinson Bruner Financial Planning LLC $2,226,564 48,351 0.37% Shares
Frisch Financial Group, Inc. $2,121,293 46,065 0.35% Shares
H D Vest Advisory Services $2,022,706 49,467 0.33% Shares
COFG Advisors, LLC $2,005,984 43,561 0.33% Shares
Pinnacle Wealth Management Group, Inc. $1,982,913 43,060 0.33% Shares
Michels Family Financial, LLC $1,954,270 42,438 0.32% Shares

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