% of shares outstanding is not shown for PAB: 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 PAB 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 | Larson Financial Group LLC | 826,698826,698 | $35M | — | ADD 20% |
| 2 | PRUDENTIAL FINANCIAL INC | 464,908464,908 | $20M | — | TRIM -51% |
| 3 | SAGESPRING WEALTH PARTNERS, LLC | 213,246213,246 | $9M | — | NEW |
| 4 | JPMORGAN CHASE & CO | 208,557208,557 | $9M | — | NEW |
| 5 | Coign Capital Advisors LLC | 180,682180,682 | $8M | — | ADD 4% |
| 6 | Intrua Financial, LLC | 172,282172,282 | $7M | — | ADD 14% |
| 7 | Advisory Resource Group | 123,196123,196 | $5M | — | NEW |
| 8 | Steward Partners Investment Advisory, LLC | 82,69882,698 | $4M | — | NEW |
| 9 | CITADEL ADVISORS LLC | 47,53947,539 | $2M | — | ADD 49% |
| 10 | LPL Financial LLC | 45,68145,681 | $2M | — | TRIM -4% |
| 11 | Cetera Investment Advisers | 40,94240,942 | $2M | — | ADD 16% |
| 12 | JONES FINANCIAL COMPANIES LLLP | 34,89134,891 | $1M | — | ADD 8348% |
| 13 | GOLDMAN SACHS GROUP INC | 27,10127,101 | $1M | — | NEW |
| 14 | JANE STREET GROUP, LLC | 16,58116,581 | $701,882 | — | NEW |
| 15 | OSAIC HOLDINGS, INC. | 12,48812,488 | $528,638 | — | ADD 38% |
| 16 | Evergreen Wealth Partners LLC | 11,95411,954 | $506,018 | — | — |
| 17 | FLOW TRADERS U.S. LLC | 9,3969,396 | $398,000 | — | TRIM -78% |
| 18 | CORA CAPITAL ADVISORS LLC | 7,2497,249 | $306,854 | — | TRIM -3% |
| 19 | MPWM ADVISORY SOLUTIONS, LLC | 1,8601,860 | $78,736 | — | 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 |
|---|---|---|---|---|---|---|---|
| Larson Financial Group LLC | — | 36K | 381K | 595K | 689K | 827K | $35M |
| PRUDENTIAL FINANCIAL INC | 992K | 984K | 968K | 965K | 955K | 465K | $20M |
| SAGESPRING WEALTH PARTNERS, LLC | — | — | — | — | — | 213K | $9M |
| JPMORGAN CHASE & CO | — | — | — | — | — | 209K | $9M |
| Coign Capital Advisors LLC | — | — | — | 162K | 174K | 181K | $8M |
| Intrua Financial, LLC | 417K | 390K | 109K | 130K | 152K | 172K | $7M |
| Advisory Resource Group | — | — | — | — | — | 123K | $5M |
| Steward Partners Investment Advisory, LLC | — | — | — | — | — | 83K | $4M |
| CITADEL ADVISORS LLC | — | 18K | 8K | 41K | 32K | 48K | $2M |
| LPL Financial LLC | 10K | 13K | 25K | 23K | 47K | 46K | $2M |
| Cetera Investment Advisers | — | — | — | 25K | 35K | 41K | $2M |
| JONES FINANCIAL COMPANIES LLLP | — | — | — | — | 413 | 35K | $1M |
| GOLDMAN SACHS GROUP INC | — | — | — | 10K | — | 27K | $1M |
| JANE STREET GROUP, LLC | 15K | 24K | 19K | 8K | — | 17K | $701,882 |
| OSAIC HOLDINGS, INC. | 4K | 4K | 1K | 2K | 9K | 12K | $528,638 |
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.
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 | |
|---|---|---|---|
| SAGESPRING WEALTH PARTNERS, LLC | +213,246 | $9M | OPEN |
| JPMORGAN CHASE & CO | +208,557 | $9M | OPEN |
| Larson Financial Group LLC | +137,491 | $6M | ADD |
| Advisory Resource Group | +123,196 | $5M | OPEN |
| Steward Partners Investment Advisory, LLC | +82,698 | $4M | OPEN |
| Biggest sellers | Δ shares | Δ value | |
|---|---|---|---|
| PRUDENTIAL FINANCIAL INC | −490,506 | $21M | TRIM |
| FLOW TRADERS U.S. LLC | −33,622 | $1M | TRIM |
| Strategic Financial Partners, Ltd. | −5,358 | $226,807 | CLOSE |
| LPL Financial LLC | −1,681 | $71,158 | TRIM |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | −577 | $24,425 | 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).
| Quarter |
|---|
| Holders |
|---|
| Shares held |
|---|
| % shares out |
|---|
| Value held |
|---|
| 2026-Q1 | 19 | 2,527,949 | — | $107M |
| 2025-Q4 | 16 | 2,162,440 | — | $92M |
| 2025-Q3 | 14 | 2,034,224 | — | $87M |
| 2025-Q2 | 10 | 1,637,164 | — | $70M |
| 2025-Q1 | 10 | 1,519,852 | — | $64M |
| 2024-Q4 | 7 | 1,451,231 | — | $60M |
| 2024-Q3 | 4 | 1,035,081 | — | $45M |
| 2024-Q2 | 5 | 1,038,760 | — | $43M |
| 2024-Q1 | 4 | 1,038,049 | — | $44M |
| 2023-Q4 | 7 | 1,065,173 | — | $45M |
| 2023-Q3 | 5 | 1,057,504 | — | $42M |
| 2023-Q2 | 6 | 1,035,634 | — | $43M |
| 2023-Q1 | 3 | 987,607 | — | $42M |
| 2022-Q4 | 4 | 992,726 | — | $41M |
| 2022-Q3 | 4 | 987,310 | — | $41M |
| 2022-Q2 | 4 | 988,384 | — | $43M |
| 2022-Q1 | 4 | 994,947 | — | $46M |
| 2021-Q4 | 4 | 516,944 | — | $26M |
| 2021-Q3 | 3 | 518,675 | — | $26M |
| 2021-Q2 | 4 | 622,315 | — | $32M |
