% of shares outstanding is not shown for PJUL: 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 PJUL 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. | 3.6M | 3.4M | 3.4M | 3.3M | 3.3M | 3.2M | $147M |
| Penserra Capital Management LLC | 1.1M | 1.2M | 1.4M | 1.4M | 1.3M | 1.4M | $65M |
| COMMONWEALTH EQUITY SERVICES, LLC | 648K | 693K | 769K | 735K | 720K | 700K | $32M |
| BLAIR WILLIAM & CO/IL | 357K | 350K | 351K | 638K | 634K | 611K | $28M |
| ENVESTNET ASSET MANAGEMENT INC | 369K | 326K | 426K | 537K | 411K | 456K | $21M |
| RAYMOND JAMES FINANCIAL INC | 455K | 457K | 472K | 527K | 432K | 404K | $19M |
| HighTower Advisors, LLC | 393K | 392K | 299K | 355K | 347K | 341K | $16M |
| OSAIC HOLDINGS, INC. | 543K | 474K | 447K | 610K | 449K | 322K | $15M |
| Focus Partners Wealth | 99K | 41K | 46K | 43K | 366K | 321K | $15M |
| Janney Montgomery Scott LLC | 558K | 575K | 603K | 277K | 279K | 288K | $13M |
| Cetera Investment Advisers | 230K | 248K | 246K | 315K | 317K | 273K | $13M |
| LPL Financial LLC | 140K | 244K | 255K | 280K | 311K | 270K | $12M |
| CWM, LLC | 139K | 209K | 254K | 254K | 277K | 250K | $11M |
| World Investment Advisors | 180K | 107K | 119K | 128K | 205K | 220K | $10M |
| Kestra Advisory Services, LLC | 219K | 208K | 219K | 206K | 206K | 213K | $10M |
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 | |
|---|---|---|---|
| Talon Private Wealth, LLC | +110,664 | $5M | OPEN |
| Beacon Pointe Advisors, LLC | +80,927 | $4M | ADD |
| Horizon Investments, LLC | +80,703 | $4M | ADD |
| Penserra Capital Management LLC | +80,334 | $4M | ADD |
| ENVESTNET ASSET MANAGEMENT INC | +45,477 | $2M | ADD |
| Biggest sellers | Δ shares | Δ value | |
|---|---|---|---|
| Compass Advisory Group LLC | −481,950 | $22M | TRIM |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | −459,668 | $21M | TRIM |
| OSAIC HOLDINGS, INC. | −127,138 | $6M | TRIM |
| Motiv8 Investments LLC | −124,582 | $6M | CLOSE |
| ALLIANCEBERNSTEIN L.P. | −107,945 | $5M | 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 | 267 | 16,825,722 | — | $773M |
| 2025-Q4 | 267 | 18,358,283 | — | $853M |
| 2025-Q3 | 251 | 20,855,990 | — | $950M |
| 2025-Q2 | 234 | 17,118,577 | — | $751M |
| 2025-Q1 | 237 | 16,335,273 | — | $655M |
| 2024-Q4 | 255 | 16,935,647 | — | $697M |
| 2024-Q3 | 239 | 19,423,734 | — | $776M |
| 2024-Q2 | 212 | 15,622,257 | — | $607M |
| 2024-Q1 | 204 | 16,105,020 | — | $611M |
| 2023-Q4 | 209 | 23,875,969 | — | $824M |
| 2023-Q3 | 186 | 22,105,235 | — | $745M |
| 2023-Q2 | 149 | 11,623,142 | — | $398M |
| 2023-Q1 | 138 | 10,295,264 | — | $326M |
| 2022-Q4 | 140 | 12,558,494 | — | $380M |
| 2022-Q3 | 126 | 10,753,436 | — | $308M |
| 2022-Q2 | 91 | 6,929,319 | — | $204M |
| 2022-Q1 | 85 | 3,552,539 | — | $107M |
| 2021-Q4 | 83 | 4,182,794 | — | $129M |
| 2021-Q3 | 79 | 4,574,306 | — | $136M |
| 2021-Q2 | 59 | 3,173,882 | — | $94M |
| 2021-Q1 | 49 | 1,261,147 | — | $37M |
| 2020-Q4 | 57 | 1,628,202 | — | $47M |
| 2020-Q3 | 47 | 1,564,539 | — | $43M |
| 2020-Q2 | 36 | 1,496,893 | — | $40M |
| 2020-Q1 | 36 | 2,649,497 | — | $64M |
| 2019-Q4 | 39 | 1,000,195 | — | $27M |
| 2019-Q3 | 30 | 1,013,988 | — | $26M |
| 2019-Q2 | 19 | 541,971 | — | $14M |
| 2019-Q1 | 7 | 166,472 | — | $4M |
| 2018-Q4 | 3 | 65,475 | — | $2M |
| 2018-Q3 | 3 | 35,083 | — | $901,000 |
