% of shares outstanding is not shown for PGX: 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 PGX 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 | BANK OF AMERICA CORP /DE/ | 81,133,53181.1M | $883M | — | ADD 3% |
| 2 | WELLS FARGO & COMPANY/MN | 15,125,24715.1M | $165M | — | — |
| 3 | Bramshill Investments, LLC | 10,278,20410.3M | $112M | — | ADD 40% |
| 4 | UBS Group AG | 9,258,8959.3M | $101M | — | ADD 73% |
| 5 | MORGAN STANLEY | 6,347,7516.3M | $69M | — | TRIM -13% |
| 6 | LPL Financial LLC | 5,312,7345.3M | $58M | — | TRIM -7% |
| 7 | AMERIPRISE FINANCIAL INC | 4,131,3664.1M | $45M | — | — |
| 8 | JPMORGAN CHASE & CO | 4,061,5094.1M | $44M | — | TRIM -23% |
| 9 | Spectrum Asset Management, Inc. | 3,902,7453.9M | $42M | — | TRIM -27% |
| 10 | BESSEMER GROUP INC | 3,482,2153.5M | $38M | — | — |
| 11 | Allworth Financial LP | 3,367,7783.4M | $37M | — | ADD 5% |
| 12 | ROYAL BANK OF CANADA | 2,956,0733.0M | $32M | — | TRIM -21% |
| 13 | RAYMOND JAMES FINANCIAL INC | 2,737,0722.7M | $30M | — | — |
| 14 | Clearstead Advisors, LLC | 1,697,7891.7M | $18M | — | — |
| 15 | Checchi Capital Advisers, LLC | 1,389,7741.4M | $15M | — | ADD 3% |
| 16 | UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 1,229,9821.2M | $13M | — | ADD 502% |
| 17 | STONEBRIDGE ADVISORS LLC | 1,223,7791.2M | $13M | — | ADD 54% |
| 18 | COMMONWEALTH EQUITY SERVICES, LLC | 1,131,3781.1M | $12M | — | TRIM -8% |
| 19 | OSAIC HOLDINGS, INC. | 1,125,8871.1M | $12M | — | TRIM -17% |
| 20 | CARY STREET PARTNERS FINANCIAL LLC | 1,017,4721.0M | $11M | — | TRIM -5% |
| 21 | Private Advisor Group, LLC | 954,689954,689 | $10M | — | — |
| 22 | MAI Capital Management | 938,873938,873 | $10M | — | ADD 2% |
| 23 | Trinity Legacy Partners, LLC | 736,148736,148 | $8M | — | ADD 3% |
| 24 | Rockefeller Capital Management L.P. | 751,277751,277 | $8M | — | — |
| 25 | Cambridge Investment Research Advisors, Inc. | 692,249692,249 | $8M | — | TRIM -8% |
| 26 | Prairiewood Capital, LLC | 680,404680,404 | $7M | — | ADD 4% |
| 27 | BANK OF MONTREAL /CAN/ | 672,722672,722 | $7M | — | TRIM -13% |
| 28 | Manske Wealth Management | 664,411664,411 | $7M | — | ADD 13% |
| 29 | ENVESTNET ASSET MANAGEMENT INC | 663,212663,212 | $7M | — | ADD 10% |
| 30 | Investors Research Corp | 578,277578,277 | $6M | — | ADD 7% |
| 31 | STIFEL FINANCIAL CORP | 540,038540,038 | $6M | — | TRIM -4% |
| 32 | TRUIST FINANCIAL CORP | 537,436537,436 | $6M | — | ADD 3% |
| 33 | FIRST NATIONAL BANK & TRUST CO OF NEWTOWN | 530,142530,142 | $6M | — | TRIM -12% |
| 34 | Creative Planning | 523,278523,278 | $6M | — | — |
| 35 | Janney Montgomery Scott LLC | 494,356494,356 | $5M | — | TRIM -8% |
| 36 | McAdam, LLC | 480,087480,087 | $5M | — | ADD 2% |
| 37 | Cordoba Advisory Partners LLC | 458,900458,900 | $5M | — | ADD 57% |
| 38 | Sound Income Strategies, LLC | 451,487451,487 | $5M | — | TRIM -3% |
| 39 | PLIMOTH TRUST CO LLC | 440,393440,393 | $5M | — | — |
| 40 | CITADEL ADVISORS LLC | 435,531435,531 | $5M | — | NEW |
| 41 | Integrated Wealth Concepts LLC | 413,477413,477 | $4M | — | ADD 8% |
| 42 | NOESIS CAPITAL MANGEMENT CORP | 405,487405,487 | $4M | — | — |
| 43 | Field & Main Bank | 393,033393,033 | $4M | — | — |
| 44 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 375,515375,515 | $4M | — | TRIM -15% |
| 45 | Modern Wealth Management, LLC | 25,26825,268 | $4M | — | — |
| 46 | Focus Partners Wealth | 363,959363,959 | $4M | — | TRIM -6% |
| 47 | Cetera Investment Advisers | 362,745362,745 | $4M | — | TRIM -5% |
| 48 | Compass Financial Group, Inc. (Ohio) | 357,778357,778 | $4M | — | ADD 7% |
| 49 | BLAIR WILLIAM & CO/IL | 354,246354,246 | $4M | — | — |
| 50 | Banque Transatlantique SA | 326,172326,172 | $4M | — | NEW |
| 51 | Baker Avenue Asset Management, LP | 315,639315,639 | $3M | — | ADD 6% |
| 52 | Arkos Global Advisors | 312,676312,676 | $3M | — | TRIM -22% |
| 53 | Geneos Wealth Management Inc. | 310,360310,360 | $3M | — | TRIM -14% |
| 54 | Charles Schwab Trust Co | 307,169307,169 | $3M | — | ADD 27% |
| 55 | Kestra Advisory Services, LLC | 304,303304,303 | $3M | — | ADD 72% |
| 56 | COHEN & STEERS, INC. | 303,146303,146 | $3M | — | TRIM -86% |
| 57 | Gotham Asset Management, LLC | 296,689296,689 | $3M | — | ADD 63% |
| 58 | FIRST HAWAIIAN BANK | 273,162273,162 | $3M | — | ADD 4% |
| 59 | KCM INVESTMENT ADVISORS LLC | 248,499248,499 | $3M | — | TRIM -3% |
| 60 | Steward Partners Investment Advisory, LLC | 224,902224,902 | $2M | — | — |
| 61 | Intrepid Financial Planning Group LLC | 221,034221,034 | $2M | — | TRIM -62% |
| 62 | STEPHENS INC /AR/ | 199,079199,079 | $2M | — | — |
| 63 | HBK Sorce Advisory LLC | 188,225188,225 | $2M | — | TRIM -8% |
| 64 | World Investment Advisors | 193,447193,447 | $2M | — | TRIM -4% |
| 65 | MML INVESTORS SERVICES, LLC | 186,386186,386 | $2M | — | TRIM -14% |
| 66 | First PREMIER Bank | 174,328174,328 | $2M | — | TRIM -18% |
| 67 | BRIGHTON SECURITIES CORP. | 167,863167,863 | $2M | — | ADD 10% |
| 68 | Avantax Planning Partners, Inc. | 166,453166,453 | $2M | — | TRIM -2% |
| 69 | NewSquare Capital LLC | 165,744165,744 | $2M | — | ADD 21% |
| 70 | GeoWealth Management, LLC | 161,601161,601 | $2M | — | — |
| 71 | GUGGENHEIM CAPITAL LLC | 158,201158,201 | $2M | — | ADD 7% |
| 72 | JONES FINANCIAL COMPANIES LLLP | 157,507157,507 | $2M | — | TRIM -4% |
| 73 | WHITE PINE CAPITAL LLC | 153,019153,019 | $2M | — | TRIM -22% |
| 74 | Orion Porfolio Solutions, LLC | 148,086148,086 | $2M | — | TRIM -7% |
| 75 | FIFTH THIRD BANCORP | 146,141146,141 | $2M | — | ADD 25539% |
| 76 | SHEPHERD KAPLAN KROCHUK, LLC | 145,528145,528 | $2M | — | TRIM -7% |
| 77 | PURSUIT WEALTH STRATEGIES, LLC | 143,722143,722 | $2M | — | TRIM -4% |
| 78 | ALBION FINANCIAL GROUP /UT | 140,795140,795 | $2M | — | — |
| 79 | Cerity Partners LLC | 130,556130,556 | $1M | — | — |
| 80 | Tudor Financial Inc. | 129,505129,505 | $1M | — | — |
| 81 | PRINCIPAL SECURITIES, INC. | 127,983127,983 | $1M | — | — |
| 82 | IBEX WEALTH ADVISORS | 121,097121,097 | $1M | — | — |
| 83 | HighTower Advisors, LLC | 119,284119,284 | $1M | — | — |
| 84 | KG Capital Management | 118,927118,927 | $1M | — | TRIM -40% |
| 85 | &PARTNERS | 116,593116,593 | $1M | — | ADD 6% |
| 86 | RFG Advisory, LLC | 116,043116,043 | $1M | — | ADD 5% |
| 87 | PRUDENTIAL FINANCIAL INC | 113,486113,486 | $1M | — | TRIM -48% |
| 88 | Independent Wealth Network Inc. | 113,320113,320 | $1M | — | — |
| 89 | Jackson, Grant Investment Advisers, Inc. | 112,973112,973 | $1M | — | TRIM -3% |
| 90 | Mariner, LLC | 108,050108,050 | $1M | — | — |
| 91 | MassMutual Private Wealth & Trust, FSB | 106,192106,192 | $1M | — | ADD 34% |
| 92 | CIBC Bancorp USA Inc. | 104,368104,368 | $1M | — | NEW |
| 93 | JANE STREET GROUP, LLC | 104,196104,196 | $1M | — | ADD 438% |
| 94 | Wealth Advisory Solutions, LLC | 102,962102,962 | $1M | — | ADD 13% |
| 95 | Waverly Advisors, LLC | 100,804100,804 | $1M | — | TRIM -5% |
| 96 | Glaxis Capital Management, LLC | 100,000100,000 | $1M | — | NEW |
| 97 | Shulman DeMeo Asset Management LLC | 99,99099,990 | $1M | — | — |
| 98 | Invesco Ltd. | 97,47297,472 | $1M | — | TRIM -8% |
| 99 | GOULD ASSET MANAGEMENT LLC /CA/ | 94,60894,608 | $1M | — | ADD 15% |
| 100 | PRINCIPAL FINANCIAL GROUP INC | 94,34794,347 | $1M | — | TRIM -83% |
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 |
|---|---|---|---|---|---|---|---|
| BANK OF AMERICA CORP /DE/ | 63.4M | 66.6M | 64.6M | 66.0M | 78.4M | 81.1M | $883M |
| WELLS FARGO & COMPANY/MN | 16.1M | 15.7M | 15.6M | 14.7M | 15.4M | 15.1M | $165M |
| Bramshill Investments, LLC | — | — | — | — | 7.3M | 10.3M | $112M |
| UBS Group AG | 6.4M | 5.5M | 5.2M | 4.0M | 5.3M | 9.3M | $101M |
| MORGAN STANLEY | 8.7M | 8.7M | 7.8M | 7.8M | 7.3M | 6.3M | $69M |
| LPL Financial LLC | 14.7M | 15.2M | 6.9M | 6.5M | 5.7M | 5.3M | $58M |
| AMERIPRISE FINANCIAL INC | 5.5M | 5.1M | 4.9M | 4.1M | 4.1M | 4.1M | $45M |
| JPMORGAN CHASE & CO | 4.1M | 3.4M | 4.1M | 8.9M | 5.3M | 4.1M | $44M |
| Spectrum Asset Management, Inc. | 5.8M | 3.6M | 4.7M | 3.6M | 5.4M | 3.9M | $42M |
| BESSEMER GROUP INC | 3.5M | 3.5M | 3.5M | 3.5M | 3.5M | 3.5M | $38M |
| Allworth Financial LP | 2.5M | 2.6M | 2.8M | 3.1M | 3.2M | 3.4M | $37M |
| ROYAL BANK OF CANADA | 3.9M | 3.6M | 6.2M | 3.2M | 3.7M | 3.0M | $32M |
| RAYMOND JAMES FINANCIAL INC | 2.6M | 2.8M | 2.7M | 2.9M | 2.7M | 2.7M | $30M |
| Clearstead Advisors, LLC | 739K | 716K | 788K | 1.2M | 1.7M | 1.7M | $18M |
| Checchi Capital Advisers, LLC | 1.2M | 1.4M | 1.5M | 1.6M | 1.3M | 1.4M | $15M |
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 | |
|---|---|---|---|
| UBS Group AG | +3,913,325 | $43M | ADD |
| Bramshill Investments, LLC | +2,957,015 | $32M | ADD |
| BANK OF AMERICA CORP /DE/ | +2,684,132 | $29M | ADD |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | +1,025,630 | $11M | ADD |
| CITADEL ADVISORS LLC | +435,531 | $5M | OPEN |
| Biggest sellers | Δ shares | Δ value | |
|---|---|---|---|
| FIRST TRUST ADVISORS LP | −1,966,427 | $21M | CLOSE |
| COHEN & STEERS, INC. | −1,854,789 | $20M | TRIM |
| Spectrum Asset Management, Inc. | −1,469,681 | $16M | TRIM |
| JPMORGAN CHASE & CO | −1,246,984 | $14M | TRIM |
| Mader & Shannon Wealth Management, Inc. | −1,245,561 | $14M | 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 | 415 | 191,325,653 | — | $2.1B |
| 2025-Q4 | 423 | 192,774,957 | — | $2.2B |
| 2025-Q3 | 400 | 169,788,545 | — | $2.0B |
| 2025-Q2 | 427 | 177,200,876 | — | $2.0B |
| 2025-Q1 | 449 | 189,263,679 | — | $2.1B |
| 2024-Q4 | 471 | 203,583,445 | — | $2.3B |
| 2024-Q3 | 463 | 174,022,739 | — | $2.1B |
| 2024-Q2 | 464 | 170,766,642 | — | $2.0B |
| 2024-Q1 | 488 | 190,533,483 | — | $2.3B |
| 2023-Q4 | 491 | 192,480,405 | — | $2.2B |
| 2023-Q3 | 475 | 188,521,854 | — | $2.1B |
| 2023-Q2 | 474 | 182,759,280 | — | $2.1B |
| 2023-Q1 | 468 | 173,161,553 | — | $2.0B |
| 2022-Q4 | 493 | 172,755,845 | — | $1.9B |
| 2022-Q3 | 473 | 166,985,873 | — | $2.0B |
| 2022-Q2 | 496 | 173,632,765 | — | $2.1B |
| 2022-Q1 | 521 | 204,387,715 | — | $2.8B |
| 2021-Q4 | 538 | 215,780,542 | — | $3.2B |
| 2021-Q3 | 504 | 219,847,607 | — | $3.3B |
| 2021-Q2 | 504 | 212,031,679 | — | $3.2B |
| 2021-Q1 | 504 | 198,606,382 | — | $3.0B |
| 2020-Q4 | 488 | 191,147,170 | — | $2.9B |
| 2020-Q3 | 425 | 178,622,171 | — | $2.6B |
| 2020-Q2 | 413 | 164,397,155 | — | $2.3B |
| 2020-Q1 | 401 | 160,446,389 | — | $2.1B |
| 2019-Q4 | 414 | 160,726,699 | — | $2.4B |
| 2019-Q3 | 352 | 147,883,625 | — | $2.2B |
| 2019-Q2 | 356 | 146,420,767 | — | $2.1B |
| 2019-Q1 | 343 | 138,056,180 | — | $2.0B |
| 2018-Q4 | 338 | 138,787,808 | — | $1.9B |
| 2018-Q3 | 310 | 152,523,277 | — | $2.2B |
| 2018-Q2 | 293 | 155,481,233 | — | $2.3B |
| 2018-Q1 | 2 | 18,890 | — | $275,650 |
| 2017-Q4 | 1 | 250 | — | $3,715 |
| 2017-Q3 | 1 | 250 | — | $3,758 |
| 2017-Q2 | 1 | 250 | — | $3,778 |
| 2017-Q1 | 2 | 2,625 | — | $38,705 |
| 2016-Q4 | 1 | 250 | — | $3,558 |
| 2016-Q3 | 1 | 250 | — | $3,783 |
| 2016-Q1 | 2 | 88,352 | — | $1M |
