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SHRT DUR HGH YLD (fund)

31 managers (31 13F filers) reported a position in PSH shares at 2025-12-31, 1,449,552 shares in all. 8 filers opened a position and 5 filers sold out during the quarter.

Managers
31
13F filers
31
New
8
Added
17
Reduced
4
Sold out
5
Shares held by filers
1,449,552

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q4 2025

Filers in the available 13F reports with a share position at 2025-12-31, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
COMMONWEALTH EQUITY SERVICES, LLC250,525$12.6M0.02%+18,37813F-HRTimeline
HighTower Advisors, LLC199,857$10.1M0.01%-4,94613F-HRTimeline
Sunrise Financial Services, LLC144,216$7.26M5.48%13F-HRTimeline
LPL Financial LLC126,483$6.37M<0.01%+42,03513F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…119,412$6.01M0.22%+2,73113F-HRTimelineGroup
Crumly & Associates Inc.107,883$5.43M1.14%new13F-HRTimeline
MGO ONE SEVEN LLC97,532$4.91M0.1%new13F-HRTimeline
Focus Partners Wealthin group Focus Partners Wealth87,663$4.42M0.01%+71,70413F-HRTimelineGroup
Fjell Capital, LLC59,842$3.01M2.31%-1,04513F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.46,576$2.35M0.02%+30,14713F-HRTimelineGroup
Janney Montgomery Scott LLC38,267$1.93M<0.01%+13,42513F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP32,528$1.64M<0.01%+7,05013F-HRTimelineGroup
Corient Private Wealth LPin group Corient Private Wealth LP22,695$1.14M<0.01%+1,51713F-HR/ATimelineGroup
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC19,733$994K<0.01%+6,78013F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.16,180$818K<0.01%+3,78613F-HRTimelineGroup
Lakeshore Financial Planning, Inc.14,110$711K0.25%+8,21713F-HRTimeline
Mariner, LLCin group Mariner, LLC12,843$647K<0.01%+1,95813F-HRTimelineGroup
Private Advisor Group, LLC11,678$588K<0.01%+3,80313F-HRTimeline
Cambridge Investment Research Advisors,…8,457$426K<0.01%+19013F-HRTimeline
Prosperity Financial Group, Inc.in group Prosperity Financial Group, I…6,700$337K0.12%-15,55613F-HRTimelineGroup
HARBOUR INVESTMENTS, INC.6,098$307K0.01%+8713F-HRTimeline
XML Financial, LLC5,554$280K0.02%-70013F-HRTimeline
Trilogy Capital Inc.4,775$240K0.01%013F-HRTimeline
Parallel Advisors, LLC4,012$202K<0.01%+2,99913F-HRTimeline
Farther Finance Advisors, LLC2,728$137K<0.01%new13F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC1,129$56.9K<0.01%new13F-HRTimeline
HAZLETT, BURT & WATSON, INC.461$23K0.01%+813F-HRTimeline
KERR FINANCIAL PLANNING Corp1,204$20K0.03%new13F-HR/ATimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/277$14K<0.01%new13F-HRTimelineGroup
UBS Group AGin group UBS Group AG134$6.75K<0.01%new13F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN0$18<0.01%new13F-HRTimelineGroupAmount filed as zero, left out of ratios.