% of shares outstanding is not shown for PCIG: 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 PCIG 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 | Cambridge Investment Research Advisors, Inc. | 1,784,8121.8M | $14M | — | ADD 12% |
| 2 | A&I FINANCIAL SERVICES, LLC | 143,253143,253 | $1M | — | ADD 12% |
| 3 | ENVESTNET ASSET MANAGEMENT INC | 106,527106,527 | $847,954 | — | ADD 14% |
| 4 | Orion Porfolio Solutions, LLC | 45,58345,583 | $362,841 | — | TRIM -5% |
| 5 | CITADEL ADVISORS LLC | 28,08528,085 | $223,557 | — | ADD 9% |
| 6 | BridgePort Financial Solutions, LLC | 20,73920,739 | $165,082 | — | — |
| 7 | JANE STREET GROUP, LLC | 19,37519,375 | $154,225 | — | ADD 31% |
| 8 | BANK OF MONTREAL /CAN/ | 15,53615,536 | $123,667 | — | — |
| 9 | LPL Financial LLC | 15,25215,252 | $121,406 | — | ADD 10% |
| 10 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 11,98411,984 | $95,393 | — | NEW |
| 11 | OSAIC HOLDINGS, INC. | 8,2118,211 | $65,360 | — | — |
| 12 | Aptus Capital Advisors, LLC | 2,5622,562 | $20,394 | — | ADD 18% |
| 13 | GUARDIAN WEALTH ADVISORS, LLC / NC | 2,5622,562 | $20,393 | — | NEW |
| 14 | Rossby Financial, LCC | 1,5111,511 | $12,232 | — | NEW |
| 15 | UBS Group AG | 179179 | $1,425 | — | 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 |
|---|---|---|---|---|---|---|---|
| Cambridge Investment Research Advisors, Inc. | 1.8M | 1.7M | 1.7M | 1.6M | 1.6M | 1.8M | $14M |
| A&I FINANCIAL SERVICES, LLC | 100K | 110K | 116K | 121K | 128K | 143K | $1M |
| ENVESTNET ASSET MANAGEMENT INC | 105K | 89K | 118K | 113K | 94K | 107K | $847,954 |
| Orion Porfolio Solutions, LLC | 55K | 52K | 49K | 49K | 48K | 46K | $362,841 |
| CITADEL ADVISORS LLC | — | 28K | 14K | 12K | 26K | 28K | $223,557 |
| BridgePort Financial Solutions, LLC | 43K | 30K | 30K | 27K | 21K | 21K | $165,082 |
| JANE STREET GROUP, LLC | 63K | 31K | 15K | 13K | 15K | 19K | $154,225 |
| BANK OF MONTREAL /CAN/ | 469 | 595 | 7K | 9K | 15K | 16K | $123,667 |
| LPL Financial LLC | — | — | — | — | 14K | 15K | $121,406 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | — | — | — | 18K | — | 12K | $95,393 |
| OSAIC HOLDINGS, INC. | 9K | — | 9K | 9K | 8K | 8K | $65,360 |
| Aptus Capital Advisors, LLC | 9K | 3K | 3K | 3K | 2K | 3K | $20,394 |
| GUARDIAN WEALTH ADVISORS, LLC / NC | 9K | 3K | 3K | — | — | 3K | $20,393 |
| Rossby Financial, LCC | — | — | — | — | — | 2K | $12,232 |
| UBS Group AG | 59 | — | 861 | 4K | — | 179 | $1,425 |
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 | 15 | 2,206,171 | — | $18M |
| 2025-Q4 | 11 | 1,962,318 | — | $18M |
| 2025-Q3 | 15 | 2,045,007 | — | $19M |
| 2025-Q2 | 15 | 2,064,541 | — | $20M |
| 2025-Q1 | 14 | 2,195,097 | — | $20M |
| 2024-Q4 | 17 | 2,243,623 | — | $21M |
| 2024-Q3 | 11 | 2,053,262 | — | $20M |
| 2024-Q2 | 8 | 2,069,411 | — | $20M |
| 2024-Q1 | 4 | 2,018,778 |
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 | |
|---|---|---|---|
| Cambridge Investment Research Advisors, Inc. | +192,758 | $2M | ADD |
| A&I FINANCIAL SERVICES, LLC | +15,747 | $125,346 | ADD |
| ENVESTNET ASSET MANAGEMENT INC | +12,782 | $101,745 | ADD |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | +11,984 | $95,393 | OPEN |
| JANE STREET GROUP, LLC | +4,641 | $36,942 | ADD |
| Biggest sellers | Δ shares | Δ value | |
|---|---|---|---|
| Orion Porfolio Solutions, LLC | −2,534 | $20,171 | TRIM |
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).
| — |
| $20M |
