% of shares outstanding is not shown for PIE: 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 PIE 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 | RAYMOND JAMES FINANCIAL INC | 976,462976,462 | $25M | — | ADD 9% |
| 2 | WELLS FARGO & COMPANY/MN | 904,201904,201 | $24M | — | ADD 49% |
| 3 | NewSquare Capital LLC | 373,168373,168 | $10M | — | ADD 220% |
| 4 | LPL Financial LLC | 269,594269,594 | $7M | — | ADD 327% |
| 5 | MORGAN STANLEY | 252,755252,755 | $7M | — | ADD 11% |
| 6 | Maltin Wealth Management, Inc. | 181,424181,424 | $5M | — | ADD 9% |
| 7 | UBS Group AG | 167,100167,100 | $4M | — | — |
| 8 | Prospera Financial Services Inc | 153,584153,584 | $4M | — | ADD 181% |
| 9 | JANE STREET GROUP, LLC | 150,000150,000 | $4M | — | ADD 258% |
| 10 | ROYAL BANK OF CANADA | 73,01973,019 | $2M | — | ADD 42% |
| 11 | ENVESTNET ASSET MANAGEMENT INC | 67,65367,653 | $2M | — | ADD 653% |
| 12 | STIFEL FINANCIAL CORP | 62,33262,332 | $2M | — | TRIM -3% |
| 13 | Cambridge Investment Research Advisors, Inc. | 61,41761,417 | $2M | — | ADD 6% |
| 14 | &PARTNERS | 39,23539,235 | $1M | — | ADD 21% |
| 15 | PFG Investments, LLC | 37,17137,171 | $967,570 | — | ADD 166% |
| 16 | MorganRosel Wealth Management, LLC | 36,59036,590 | $952,438 | — | TRIM -24% |
| 17 | MML INVESTORS SERVICES, LLC | 29,73329,733 | $773,956 | — | TRIM -8% |
| 18 | Trueblood Wealth Management, LLC | 29,44329,443 | $766,414 | — | — |
| 19 | CITADEL ADVISORS LLC | 27,64027,640 | $719,469 | — | NEW |
| 20 | Equitable Holdings, Inc. | 29,74129,741 | $703,036 | — | TRIM -3% |
| 21 | GOLDMAN SACHS GROUP INC | 23,67223,672 | $616,182 | — | TRIM -31% |
| 22 | BAROMETER CAPITAL MANAGEMENT INC. | 23,10023,100 | $601,293 | — | NEW |
| 23 | Del-Sette Capital Management, LLC | 22,18022,180 | $577,345 | — | — |
| 24 | Private Advisor Group, LLC | 21,73021,730 | $565,629 | — | NEW |
| 25 | NATIONAL BANK OF CANADA /FI/ | 21,09521,095 | $546,993 | — | ADD 12% |
| 26 | Kingsview Wealth Management, LLC | 19,42719,427 | $505,678 | — | TRIM -6% |
| 27 | Steward Partners Investment Advisory, LLC | 18,48818,488 | $481,246 | — | ADD 187% |
| 28 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 17,19517,195 | $447,573 | — | TRIM -4% |
| 29 | COMMONWEALTH EQUITY SERVICES, LLC | 16,51716,517 | $429,930 | — | — |
| 30 | EP Wealth Advisors, LLC | 14,98314,983 | $390,007 | — | — |
| 31 | Janney Montgomery Scott LLC | 13,57413,574 | $353,000 | — | NEW |
| 32 | STEINBERGANNA WEALTH MANAGEMENT | 13,26913,269 | $345,381 | — | NEW |
| 33 | IHT Wealth Management, LLC | 12,78812,788 | $332,864 | — | TRIM -34% |
| 34 | Private Advisory Group LLC | 12,08812,088 | $314,651 | — | — |
| 35 | JONES FINANCIAL COMPANIES LLLP | 11,73211,732 | $300,515 | — | ADD 65% |
| 36 | Cetera Investment Advisers | 11,53811,538 | $300,334 | — | — |
| 37 | OneDigital Investment Advisors LLC | 11,20711,207 | $291,718 | — | — |
| 38 | Nicholson Wealth Management Group, LLC | 10,08310,083 | $262,464 | — | NEW |
| 39 | BENJAMIN EDWARDS INC | 9,9949,994 | $260,191 | — | ADD 13% |
| 40 | StoneX Group Inc. | 9,9029,902 | $257,748 | — | NEW |
| 41 | Heirloom Wealth Management | 9,4619,461 | $246,270 | — | NEW |
| 42 | CWM, LLC | 8,5548,554 | $222,661 | — | ADD 2461% |
| 43 | Creative Planning | 7,8627,862 | $204,642 | — | NEW |
| 44 | CITIGROUP INC | 6,4866,486 | $168,837 | — | — |
| 45 | OSAIC HOLDINGS, INC. | 5,7995,799 | $150,945 | — | TRIM -66% |
| 46 | FIFTH THIRD BANCORP | 5,5105,510 | $143,425 | — | NEW |
| 47 | UMB Bank, n.a. | 4,8904,890 | $127,287 | — | — |
| 48 | Rockefeller Capital Management L.P. | 4,3934,393 | $114,352 | — | ADD 303% |
| 49 | Founders Financial Alliance, LLC | 2,4332,433 | $63,323 | — | ADD 78% |
| 50 | BLAIR WILLIAM & CO/IL | 1,8001,800 | $46,854 | — | — |
| 51 | Sankala Group LLC | 1,5151,515 | $38,879 | — | TRIM -17% |
| 52 | AE Wealth Management LLC | 715715 | $18,611 | — | ADD 438% |
| 53 | Register Financial Advisors LLC | 551551 | $14,343 | — | ADD 7% |
| 54 | INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 537537 | $14,230 | — | TRIM -3% |
| 55 | Whipplewood Advisors, LLC | 505505 | $13,145 | — | — |
| 56 | Qube Research & Technologies Ltd | 356356 | $9,267 | — | — |
| 57 | JPMORGAN CHASE & CO | 239239 | $6,106 | — | NEW |
| 58 | MAI Capital Management | 224224 | $5,841 | — | — |
| 59 | FMR LLC | 200200 | $5,206 | — | NEW |
| 60 | DHJJ Financial Advisors, Ltd. | 118118 | $3,067 | — | — |
| 61 | ASSETMARK, INC | 106106 | $2,759 | — | NEW |
| 62 | Farther Finance Advisors, LLC | 6060 | $1,590 | — | — |
| 63 | O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 22 | $52 | — | — |
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 |
|---|---|---|---|---|---|---|---|
| RAYMOND JAMES FINANCIAL INC | 670K | 624K | 562K | 869K | 893K | 976K | $25M |
| WELLS FARGO & COMPANY/MN | 377K | 275K | 266K | 547K | 607K | 904K | $24M |
| NewSquare Capital LLC | 190K | 172K | 171K | 183K | 117K | 373K | $10M |
| LPL Financial LLC | 113K | 105K | 79K | 69K | 63K | 270K | $7M |
| MORGAN STANLEY | 341K | 339K | 230K | 218K | 228K | 253K | $7M |
| Maltin Wealth Management, Inc. | 304K | 156K | 159K | 161K | 166K | 181K | $5M |
| UBS Group AG | 180K | 202K | 185K | 193K | 164K | 167K | $4M |
| Prospera Financial Services Inc | 58K | 58K | 58K | 58K | 55K | 154K | $4M |
| JANE STREET GROUP, LLC | 47K | 38K | 162K | 27K | 42K | 150K | $4M |
| ROYAL BANK OF CANADA | 43K | 45K | 90K | 44K | 51K | 73K | $2M |
| ENVESTNET ASSET MANAGEMENT INC | 64K | 66K | 66K | 54K | 9K | 68K | $2M |
| STIFEL FINANCIAL CORP | 63K | 23K | 18K | 54K | 64K | 62K | $2M |
| Cambridge Investment Research Advisors, Inc. | 217K | 77K | 61K | 59K | 58K | 61K | $2M |
| &PARTNERS | — | — | — | 9K | 32K | 39K | $1M |
| PFG Investments, LLC | 14K | 11K | 11K | 14K | 14K | 37K | $967,570 |
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 | |
|---|---|---|---|
| WELLS FARGO & COMPANY/MN | +297,430 | $8M | ADD |
| NewSquare Capital LLC | +256,390 | $7M | ADD |
| LPL Financial LLC | +206,454 | $5M | ADD |
| JANE STREET GROUP, LLC | +108,142 | $3M | ADD |
| Prospera Financial Services Inc | +98,946 | $3M | ADD |
| Biggest sellers | Δ shares | Δ value | |
|---|---|---|---|
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | −34,424 | $896,057 | CLOSE |
| MorganRosel Wealth Management, LLC | −11,713 | $304,889 | TRIM |
| HRT FINANCIAL LP | −11,713 | $304,889 | CLOSE |
| OSAIC HOLDINGS, INC. | −11,206 | $291,692 | TRIM |
| GOLDMAN SACHS GROUP INC | −10,562 | $274,929 | 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).
| Quarter | Holders | Shares held | % shares out | Value held |
|---|---|---|---|---|
| 2026-Q1 | 63 | 4,299,140 | — | $112M |
| 2025-Q4 | 61 | 3,031,793 | — | $72M |
| 2025-Q3 | 58 | 3,056,886 | — | $75M |
| 2025-Q2 | 53 | 3,028,243 | — | $63M |
| 2025-Q1 | 54 | 3,153,676 | — | $58M |
| 2024-Q4 | 56 | 4,061,903 | — | $78M |
| 2024-Q3 | 62 | 11,197,003 | — | $190M |
| 2024-Q2 | 64 | 3,855,731 | — | $82M |
| 2024-Q1 | 61 | 4,605,656 | — | $96M |
| 2023-Q4 | 63 | 4,588,278 | — | $90M |
| 2023-Q3 | 65 | 4,154,681 | — | $77M |
| 2023-Q2 | 62 | 5,269,716 | — | $100M |
| 2023-Q1 | 66 | 5,608,092 | — | $104M |
| 2022-Q4 | 69 | 4,967,046 | — | $88M |
| 2022-Q3 | 72 | 5,274,800 | — | $86M |
| 2022-Q2 | 71 | 5,590,748 | — | $105M |
| 2022-Q1 | 75 | 4,949,673 | — | $116M |
| 2021-Q4 | 73 | 4,683,134 | — | $121M |
| 2021-Q3 | 68 | 4,974,707 | — | $121M |
| 2021-Q2 | 69 | 5,044,550 | — | $138M |
| 2021-Q1 | 65 | 5,727,234 | — | $138M |
| 2020-Q4 | 59 | 4,509,542 | — | $104M |
| 2020-Q3 | 53 | 4,009,738 | — | $77M |
| 2020-Q2 | 49 | 3,098,235 | — | $56M |
| 2020-Q1 | 58 | 4,244,211 | — | $62M |
| 2019-Q4 | 64 | 5,605,377 | — | $107M |
| 2019-Q3 | 60 | 5,159,330 | — | $90M |
| 2019-Q2 | 56 | 4,938,902 | — | $88M |
| 2019-Q1 | 63 | 4,534,174 | — | $77M |
| 2018-Q4 | 67 | 6,217,515 | — | $97M |
| 2018-Q3 | 56 | 7,227,311 | — | $128M |
| 2018-Q2 | 59 | 8,215,148 | — | $171M |
| 2016-Q1 | 1 | 740 | — | $13,000 |
