% of shares outstanding is not shown for FEBP: this is a fund line, and we hold no cover-page share count for it at any quarter — a fund's shares outstanding move with creations and redemptions rather than with issuance and buybacks, and it is not the SEC cover-page count this percentage is defined against. The figure is withheld rather than computed against a count that does not exist. Holder share counts are shown as filed.
Crowding percentile withheld — no market cap for FEBP in the served universe — the cohort is size-matched, and an unmatched percentile would compare a micro-cap register to a mega-cap one.
| # | Holder | Shares | Value | % of shares out | Δ QoQ |
|---|---|---|---|---|---|
| 1 | PRUDENTIAL FINANCIAL INC | 360,530360,530 | $11M | — | ADD 37% |
| 2 | OLD MISSION CAPITAL LLC | 38,60138,601 | $1M | — | ADD 416% |
| 3 | COMMONWEALTH EQUITY SERVICES, LLC | 27,23027,230 | $851,770 | — | ADD 51% |
| 4 | CYPRESS FINANCIAL PLANNING LLC | 24,69724,697 | $772,539 | — | NEW |
| 5 | DHJJ Financial Advisors, Ltd. | 17,02117,021 | $532,429 | — | ADD 8% |
| 6 | Cetera Investment Advisers | 14,27814,278 | $446,626 | — | NEW |
| 7 | Kestra Advisory Services, LLC | 8,0688,068 | $252,373 | — | ADD 114% |
| 8 | HARBOUR INVESTMENTS, INC. | 2,3002,300 | $71,946 | — | ADD 130% |
| 9 | Steward Partners Investment Advisory, LLC | 1,5591,559 | $48,767 | — | NEW |
| 10 | Parallel Advisors, LLC | 700700 | $21,896 | — | — |
| 11 | EverSource Wealth Advisors, LLC | 473473 | $14,796 | — | TRIM -5% |
| 12 | PNC FINANCIAL SERVICES GROUP, INC. | 316316 | $9,885 | — | NEW |
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 | 2024-Q4 | 2025-Q1 | 2025-Q2 | 2025-Q3 | 2025-Q4 | 2026-Q1 | Latest value |
|---|---|---|---|---|---|---|---|
| PRUDENTIAL FINANCIAL INC | 75K | 109K | 125K | 175K | 263K | 361K | $11M |
| OLD MISSION CAPITAL LLC | — | — | — | 20K | 7K | 39K | $1M |
| COMMONWEALTH EQUITY SERVICES, LLC | — | 16K | 16K | 15K | 18K | 27K | $851,770 |
| CYPRESS FINANCIAL PLANNING LLC | — | — | — | — | — | 25K | $772,539 |
| DHJJ Financial Advisors, Ltd. | 1K | 16K | 16K | 16K | 16K | 17K | $532,429 |
| Cetera Investment Advisers | — | — | — | — | — | 14K | $446,626 |
| Kestra Advisory Services, LLC | — | — | — | — | 4K | 8K | $252,373 |
| HARBOUR INVESTMENTS, INC. | 3K | 3K | 3K | 1K | 1K | 2K | $71,946 |
| Steward Partners Investment Advisory, LLC | — | — | — | — | — | 2K | $48,767 |
| Parallel Advisors, LLC | — | 700 | 700 | 700 | 700 | 700 | $21,896 |
| EverSource Wealth Advisors, LLC | 800 | 800 | 800 | 653 | 498 | 473 | $14,796 |
| PNC FINANCIAL SERVICES GROUP, INC. | — | — | — | — | — | 316 | $9,885 |
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.
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 | 12 | 495,773 | — | $16M |
| 2025-Q4 | 10 | 310,892 | — | $10M |
| 2025-Q3 | 9 | 232,796 | — | $7M |
| 2025-Q2 | 9 | 169,317 | — | $5M |
| 2025-Q1 | 9 | 192,324 | — | $5M |
| 2024-Q4 | 6 | 121,113 | — | $3M |
| 2024-Q3 | 4 | 62,612 | — | $2M |
| 2024-Q2 | 4 | 59,031 | — | $2M |
| 2024-Q1 | 2 | 4,649 | — | $120,544 |
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.
| Biggest buyers | Δ shares | Δ value | |
|---|---|---|---|
| PRUDENTIAL FINANCIAL INC | +97,949 | $3M | ADD |
| OLD MISSION CAPITAL LLC | +31,123 | $973,549 | ADD |
| CYPRESS FINANCIAL PLANNING LLC | +24,697 | $772,539 | OPEN |
| Cetera Investment Advisers | +14,278 | $446,626 | OPEN |
| COMMONWEALTH EQUITY SERVICES, LLC | +9,243 | $289,128 | ADD |
| Biggest sellers | Δ shares | Δ value | |
|---|---|---|---|
| ROYAL BANK OF CANADA | −1,101 | $34,440 | CLOSE |
| EverSource Wealth Advisors, LLC | −25 | $782 | TRIM |
| UBS Group AG | −14 | $438 | CLOSE |
The 2025-Q4 register is as-filed in ITS OWN share basis; every count below was rebased into the 2026-Q1 basis (no split in between, factor 1). Dollar figures value the SHARE delta at one price — the 2026-03-31 close — rather than differencing two filings' own reported values, which would mix the quarter's price move into the trade figure.
13Fs disclose LONG US-listed positions only — shorts, most derivatives, bonds and non-US listings are invisible here, and a filer's quarter-over-quarter change is not necessarily a trade (index rebalances, in-kind transfers and entity successions all read as flow).
