% of shares outstanding is not shown for PJAN: 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 PJAN 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 |
|---|---|---|---|---|---|---|---|
| ALLIANCEBERNSTEIN L.P. | 3.9M | 3.9M | 3.8M | 3.8M | 3.9M | 3.7M | $175M |
| Steward Partners Investment Advisory, LLC | 12K | 121K | 122K | 122K | 1.6M | 2.3M | $105M |
| Penserra Capital Management LLC | 1.1M | 1.2M | 1.3M | 1.4M | 1.3M | 1.4M | $65M |
| OSAIC HOLDINGS, INC. | 1.1M | 1.1M | 990K | 965K | 885K | 1.3M | $61M |
| Brookstone Capital Management | 70K | 826K | 783K | 124K | 122K | 759K | $35M |
| LPL Financial LLC | 142K | 658K | 671K | 707K | 834K | 748K | $34M |
| Allworth Financial LP | — | 477 | 477 | — | — | 629K | $29M |
| BLAIR WILLIAM & CO/IL | 15K | 351K | 352K | 343K | 397K | 626K | $29M |
| COMMONWEALTH EQUITY SERVICES, LLC | 812K | 1.1M | 1.4M | 545K | 546K | 622K | $29M |
| PERSONAL CFO SOLUTIONS, LLC | — | — | — | — | — | 594K | $27M |
| MML INVESTORS SERVICES, LLC | 647K | 936K | 854K | 380K | 395K | 585K | $27M |
| Mutual Advisors, LLC | 33K | 32K | 31K | 432K | 420K | 578K | $27M |
| RAYMOND JAMES FINANCIAL INC | 531K | 734K | 700K | 479K | 438K | 519K | $24M |
| Focus Partners Wealth | 98K | 41K | 39K | 34K | 500K | 490K | $23M |
| ENVESTNET ASSET MANAGEMENT INC | 265K | 321K | 355K | 351K | 337K | 484K | $22M |
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 | |
|---|---|---|---|
| Steward Partners Investment Advisory, LLC | +645,234 | $30M | ADD |
| Brookstone Capital Management | +637,054 | $29M | ADD |
| Allworth Financial LP | +628,931 | $29M | OPEN |
| PERSONAL CFO SOLUTIONS, LLC | +593,514 | $27M | OPEN |
| OSAIC HOLDINGS, INC. | +429,328 | $20M | ADD |
| Biggest sellers | Δ shares | Δ value | |
|---|---|---|---|
| Long Island Wealth Management, Inc. | −290,433 | $13M | TRIM |
| ALLIANCEBERNSTEIN L.P. | −154,473 | $7M | TRIM |
| Motiv8 Investments LLC | −123,710 | $6M | CLOSE |
| Integrated Wealth Concepts LLC | −91,213 | $4M | TRIM |
| LPL Financial LLC | −86,842 | $4M | 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 | 278 | 27,163,850 | — | $1.3B |
| 2025-Q4 | 252 | 21,544,914 | — | $1.0B |
| 2025-Q3 | 236 | 19,420,079 | — | $889M |
| 2025-Q2 | 244 | 22,031,390 | — | $971M |
| 2025-Q1 | 240 | 21,549,603 | — | $894M |
| 2024-Q4 | 220 | 17,204,114 | — | $727M |
| 2024-Q3 | 213 | 17,432,673 | — | $708M |
| 2024-Q2 | 218 | 20,066,984 | — | $809M |
| 2024-Q1 | 215 | 22,724,344 | — | $889M |
| 2023-Q4 | 167 | 13,992,399 | — | $521M |
| 2023-Q3 | 143 | 11,634,733 | — | $405M |
| 2023-Q2 | 150 | 13,065,531 | — | $457M |
| 2023-Q1 | 148 | 13,464,363 | — | $445M |
| 2022-Q4 | 128 | 11,806,045 | — | $369M |
| 2022-Q3 | 122 | 10,312,142 | — | $302M |
| 2022-Q2 | 128 | 12,000,791 | — | $361M |
| 2022-Q1 | 124 | 12,237,681 | — | $398M |
| 2021-Q4 | 95 | 7,998,838 | — | $266M |
| 2021-Q3 | 86 | 5,219,246 | — | $170M |
| 2021-Q2 | 95 | 5,568,277 | — | $181M |
| 2021-Q1 | 98 | 6,762,740 | — | $213M |
| 2020-Q4 | 72 | 4,715,126 | — | $144M |
| 2020-Q3 | 58 | 4,947,544 | — | $145M |
| 2020-Q2 | 56 | 5,173,513 | — | $146M |
| 2020-Q1 | 44 | 5,313,412 | — | $134M |
| 2019-Q4 | 21 | 1,390,747 | — | $39M |
| 2019-Q3 | 17 | 1,136,447 | — | $32M |
| 2019-Q2 | 17 | 1,616,504 | — | $45M |
| 2019-Q1 | 17 | 1,602,327 | — | $43M |
