% of shares outstanding is not shown for PBD: 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 PBD in the served universe — the cohort is size-matched, and an unmatched percentile would compare a micro-cap register to a mega-cap one.
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 |
|---|---|---|---|---|---|---|---|
| HighTower Advisors, LLC | — | — | — | — | 1.9M | 1.9M | $34M |
| MORGAN STANLEY | 163K | 167K | 142K | 124K | 1.2M | 446K | $8M |
| RAYMOND JAMES FINANCIAL INC | 22K | 19K | 18K | 17K | 386K | 409K | $7M |
| ROYAL BANK OF CANADA | 15K | 14K | 27K | 12K | 343K | 336K | $6M |
| MERCER GLOBAL ADVISORS INC /ADV | 116K | 116K | 116K | 215K | 215K | 215K | $4M |
| TRUIST FINANCIAL CORP | — | — | — | — | — | 209K | $4M |
| Hennion & Walsh Asset Management, Inc. | — | — | — | — | 38K | 158K | $4M |
| UBS Group AG | 29K | 11K | 35K | 37K | 164K | 172K | $3M |
| Harel Insurance Investments & Financial Services Ltd. | 62K | 68K | 90K | 108K | 133K | 148K | $3M |
| STIFEL FINANCIAL CORP | 19K | 19K | 19K | 19K | 170K | 138K | $2M |
| AMERIPRISE FINANCIAL INC | 92K | 101K | 104K | 105K | 122K | 118K | $2M |
| Cetera Investment Advisers | — | — | — | — | 17K | 117K | $2M |
| LPL Financial LLC | 59K | 68K | 66K | 61K | 218K | 115K | $2M |
| Nilsine Partners, LLC | — | — | — | — | 92K | 89K | $2M |
| JANE STREET GROUP, LLC | 38K | 145K | 46K | 61K | 33K | 100K | $2M |
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 | |
|---|---|---|---|
| TRUIST FINANCIAL CORP | +209,137 | $4M | OPEN |
| Hennion & Walsh Asset Management, Inc. | +120,268 | $2M | ADD |
| Cetera Investment Advisers | +99,637 | $2M | ADD |
| JANE STREET GROUP, LLC | +67,182 | $1M | ADD |
| Equitable Holdings, Inc. | +24,184 | $433,619 | OPEN |
| Biggest sellers | Δ shares | Δ value | |
|---|---|---|---|
| MORGAN STANLEY | −740,673 | $13M | TRIM |
| LPL Financial LLC | −103,017 | $2M | TRIM |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | −56,490 | $1M | CLOSE |
| STIFEL FINANCIAL CORP | −31,680 | $568,022 | TRIM |
| TRUST CO OF VERMONT | −19,607 | $351,554 | 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 | 75 | 5,299,814 | — | $96M |
| 2025-Q4 | 71 | 5,660,433 | — | $91M |
| 2025-Q3 | 60 | 1,200,774 | — | $18M |
| 2025-Q2 | 63 | 1,242,394 | — | $16M |
| 2025-Q1 | 62 | 1,331,703 | — | $14M |
| 2024-Q4 | 74 | 1,508,101 | — | $17M |
| 2024-Q3 | 71 | 1,670,615 | — | $23M |
| 2024-Q2 | 73 | 1,726,217 | — | $23M |
| 2024-Q1 | 73 | 1,890,299 | — | $27M |
| 2023-Q4 | 77 | 2,330,024 | — | $37M |
| 2023-Q3 | 73 | 2,039,755 | — | $31M |
| 2023-Q2 | 73 | 2,260,340 | — | $43M |
| 2023-Q1 | 73 | 2,028,216 | — | $40M |
| 2022-Q4 | 74 | 2,459,520 | — | $48M |
| 2022-Q3 | 74 | 2,433,789 | — | $46M |
| 2022-Q2 | 74 | 2,099,454 | — | $42M |
| 2022-Q1 | 80 | 2,083,786 | — | $57M |
| 2021-Q4 | 88 | 4,287,437 | — | $118M |
| 2021-Q3 | 85 | 5,666,719 | — | $158M |
| 2021-Q2 | 80 | 3,297,983 | — | $102M |
| 2021-Q1 | 77 | 3,209,915 | — | $103M |
| 2020-Q4 | 63 | 1,765,762 | — | $61M |
| 2020-Q3 | 48 | 1,146,849 | — | $25M |
| 2020-Q2 | 48 | 928,973 | — | $15M |
| 2020-Q1 | 53 | 1,055,393 | — | $12M |
| 2019-Q4 | 51 | 777,419 | — | $11M |
| 2019-Q3 | 46 | 780,211 | — | $9M |
| 2019-Q2 | 45 | 816,236 | — | $10M |
| 2019-Q1 | 50 | 846,383 | — | $10M |
| 2018-Q4 | 51 | 992,587 | — | $10M |
| 2018-Q3 | 45 | 967,292 | — | $12M |
| 2018-Q2 | 44 | 819,953 | — | $10M |
| 2016-Q1 | 1 | 36 | — | $0 |
