PRSD Institutional Ownership & Shareholders
SS SHRT DUR IG PUB&PRIV CRED (PRSD) is currently held by 8 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $68.47M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Impact Partnership Wealth, Llc is currently the largest disclosed institutional shareholder of PRSD tracked by InsiderSet, reporting ownership valued at approximately $37.34M in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $36.88M, representing an estimated loss of -1.24% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 100% of the total disclosed PRSD value among the investors covered in this analysis. Major shareholders include Impact Partnership Wealth, Llc, Apollo Management Holdings, L.P., Mariner, Llc, and several other long-term asset managers with concentrated positions in SS SHRT DUR IG PUB&PRIV CRED (PRSD).
This page ranks the largest institutional PRSD shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
8
Total Reported Value
$68.47M
Largest Holder
Impact Partnership Wealth, Llc
Largest Position
$37.34M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
11
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Impact Partnership Wealth, Llc | 3.63% | 1,491,278 | $37,341,591 | $36,879,305 | -$462,286 | -1.24% | |
| Apollo Management Holdings, L.P. | 0.29% | 834,996 | $20,908,300 | $20,649,451 | -$258,849 | -1.24% | |
| Mariner, Llc | 0.01% | 197,969 | $4,957,144 | $4,895,773 | -$61,371 | -1.24% | |
| Zinnia Wealth Advisory, Llc | 4.00% | 156,631 | $3,922,040 | $3,873,485 | -$48,555 | -1.24% | |
| Goldman Sachs Group Inc | 0.00% | 21,633 | $541,690 | $534,984 | -$6,706 | -1.24% | |
| Citadel Advisors Llc | 0.00% | 21,143 | $529,421 | $522,866 | -$6,555 | -1.24% | |
| Jane Street Group, Llc | 0.00% | 10,570 | $264,673 | $261,396 | -$3,277 | -1.24% | |
| Osaic Holdings, Inc. | 0.00% | 53 | $1,341 | $1,311 | -$30 | -2.26% |
Frequently asked questions about PRSD
Who are the largest institutional holders of PRSD?
The largest institutional holders of PRSD reported in the latest SEC Form 13F filings include Impact Partnership Wealth, Llc, Apollo Management Holdings, L.P., Mariner, Llc, Zinnia Wealth Advisory, Llc, and Goldman Sachs Group Inc. InsiderSet ranks institutional holders by their latest reported PRSD position.
What is PRSD institutional ownership?
This page tracks PRSD positions reported by institutional investment managers through SEC Form 13F. SS SHRT DUR IG PUB&PRIV CRED (PRSD) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own PRSD?
InsiderSet currently tracks 8 institutional managers reporting PRSD holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of PRSD shareholders.
How much PRSD stock do institutions own?
Institutional investment managers disclosed approximately $68.47M in PRSD holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was PRSD institutional ownership last updated?
The latest PRSD institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional PRSD holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its PRSD position after the reporting date.
Are institutions buying or selling PRSD?
Institutional buying and selling can be analyzed by comparing PRSD positions across consecutive 13F reporting periods. InsiderSet's PRSD Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View PRSD ownership changes.
How has PRSD institutional ownership changed over time?
InsiderSet tracks PRSD institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.