% of shares outstanding is not shown for PJIO: 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 PJIO 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 | 156,985156,985 | $9M | — | TRIM -13% |
| 2 | Coign Capital Advisors LLC | 38,93238,932 | $2M | — | ADD 4% |
| 3 | Focus Partners Advisor Solutions, LLC | 38,79538,795 | $2M | — | ADD 448% |
| 4 | Brady Martz Wealth Solutions, LLC | 38,79538,795 | $2M | — | ADD 448% |
| 5 | AssuredPartners Investment Advisors, LLC | 36,05936,059 | $2M | — | — |
| 6 | Illumine Investment Management, LLC | 24,52924,529 | $1M | — | ADD 3% |
| 7 | TWIN PEAKS WEALTH ADVISORS, LLC | 12,96712,967 | $717,769 | — | — |
| 8 | JANE STREET GROUP, LLC | 11,83311,833 | $654,996 | — | ADD 217% |
| 9 | Financial Insights, Inc. | 10,34410,344 | $572,575 | — | ADD 76% |
| 10 | ENVESTNET ASSET MANAGEMENT INC | 4,9764,976 | $275,438 | — | NEW |
| 11 | Next Level Private LLC | 3,8613,861 | $213,719 | — | ADD 10% |
| 12 | RAINIER FAMILY WEALTH INC | 3,6983,698 | $204,697 | — | — |
| 13 | OSAIC HOLDINGS, INC. | 1,8431,843 | $102,010 | — | — |
| 14 | UBS Group AG | 510510 | $28,230 | — | 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 |
|---|---|---|---|---|---|---|---|
| RAYMOND JAMES FINANCIAL INC | — | — | — | 126K | 180K | 157K | $9M |
| Coign Capital Advisors LLC | 32K | 30K | 33K | 35K | 37K | 39K | $2M |
| Focus Partners Advisor Solutions, LLC | — | — | — | — | 7K | 39K | $2M |
| Brady Martz Wealth Solutions, LLC | — | — | — | — | 7K | 39K | $2M |
| AssuredPartners Investment Advisors, LLC | 19K | 31K | 9K | 6K | 35K | 36K | $2M |
| Illumine Investment Management, LLC | — | — | — | 23K | 24K | 25K | $1M |
| TWIN PEAKS WEALTH ADVISORS, LLC | — | — | 5K | 7K | 13K | 13K | $717,769 |
| JANE STREET GROUP, LLC | — | 5K | — | — | 4K | 12K | $654,996 |
| Financial Insights, Inc. | — | — | 7K | 8K | 6K | 10K | $572,575 |
| ENVESTNET ASSET MANAGEMENT INC | — | — | — | — | — | 5K | $275,438 |
| Next Level Private LLC | — | — | 3K | 4K | 4K | 4K | $213,719 |
| RAINIER FAMILY WEALTH INC | — | — | — | — | 4K | 4K | $204,697 |
| OSAIC HOLDINGS, INC. | — | 2K | 2K | 2K | 2K | 2K | $102,010 |
| UBS Group AG | — | 269 | — | — | — | 510 | $28,230 |
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 | 14 | 384,127 | — | $21M |
| 2025-Q4 | 15 | 332,737 | — | $20M |
| 2025-Q3 | 11 | 230,801 | — | $15M |
| 2025-Q2 | 8 | 64,892 | — | $4M |
| 2025-Q1 | 8 | 78,809 | — | $4M |
| 2024-Q4 | 4 | 51,751 | — | $3M |
| 2024-Q3 | 3 | 19,250 | — | $1M |
| 2024-Q2 | 2 | 19,172 | — | $1M |
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 | |
|---|---|---|---|
| Focus Partners Advisor Solutions, LLC | +31,716 | $2M | ADD |
| Brady Martz Wealth Solutions, LLC | +31,716 | $2M | ADD |
| JANE STREET GROUP, LLC | +8,102 | $448,470 | ADD |
| ENVESTNET ASSET MANAGEMENT INC | +4,976 | $275,437 | OPEN |
| Financial Insights, Inc. | +4,452 | $246,432 | ADD |
| Biggest sellers | Δ shares | Δ value | |
|---|---|---|---|
| RAYMOND JAMES FINANCIAL INC | −23,483 | $1M | TRIM |
| CITADEL ADVISORS LLC | −8,133 | $450,186 | CLOSE |
| Farther Finance Advisors, LLC | −1,331 | $73,675 | CLOSE |
| Kestra Advisory Services, LLC | −425 | $23,525 | 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).
