% of shares outstanding is not shown for PJUN: 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 PJUN 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. | 2.7M | 2.7M | 2.9M | 2.9M | 2.9M | 2.8M | $116M |
| Penserra Capital Management LLC | 1.2M | 1.3M | 1.5M | 1.5M | 1.5M | 1.6M | $66M |
| COMMONWEALTH EQUITY SERVICES, LLC | 430K | 446K | 1.7M | 1.6M | 1.5M | 552K | $23M |
| OSAIC HOLDINGS, INC. | 348K | 394K | 494K | 621K | 571K | 497K | $21M |
| Focus Partners Wealth | 172K | 69K | 70K | 55K | 449K | 432K | $18M |
| HighTower Advisors, LLC | 440K | 439K | 432K | 433K | 425K | 424K | $18M |
| Lineweaver Wealth Advisors, LLC | 316K | 314K | 311K | 303K | 301K | 300K | $13M |
| RAYMOND JAMES FINANCIAL INC | 201K | 187K | 332K | 256K | 263K | 251K | $11M |
| Cetera Investment Advisers | 201K | 200K | 213K | 255K | 238K | 223K | $9M |
| LPL Financial LLC | 77K | 178K | 197K | 202K | 224K | 212K | $9M |
| ENVESTNET ASSET MANAGEMENT INC | 196K | 130K | 252K | 255K | 201K | 199K | $8M |
| CoreCap Advisors, LLC | 100K | 98K | 202K | 205K | 200K | 197K | $8M |
| Brookstone Capital Management | 389K | 375K | 204K | 939K | 200K | 197K | $8M |
| McAdam, LLC | 206K | 204K | 202K | 202K | 200K | 188K | $8M |
| Kestra Advisory Services, LLC | 160K | 126K | 172K | 140K | 142K | 177K | $7M |
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 | |
|---|---|---|---|
| Penserra Capital Management LLC | +88,920 | $4M | ADD |
| Beacon Pointe Advisors, LLC | +48,686 | $2M | ADD |
| Apollon Wealth Management, LLC | +47,122 | $2M | OPEN |
| Kestra Advisory Services, LLC | +34,495 | $1M | ADD |
| Patriot Financial Group Insurance Agency, LLC | +27,345 | $1M | ADD |
| Biggest sellers | Δ shares | Δ value | |
|---|---|---|---|
| COMMONWEALTH EQUITY SERVICES, LLC | −987,786 | $41M | TRIM |
| Berkshire Money Management, Inc. | −526,971 | $22M | TRIM |
| Clear Point Advisors Inc. | −85,661 | $4M | CLOSE |
| OSAIC HOLDINGS, INC. | −74,043 | $3M | TRIM |
| ALLIANCEBERNSTEIN L.P. | −71,103 | $3M | 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 | 162 | 12,049,276 | — | $503M |
| 2025-Q4 | 167 | 13,899,581 | — | $582M |
| 2025-Q3 | 156 | 15,148,979 | — | $623M |
| 2025-Q2 | 157 | 14,666,979 | — | $583M |
| 2025-Q1 | 153 | 11,410,339 | — | $422M |
| 2024-Q4 | 160 | 12,186,457 | — | $457M |
| 2024-Q3 | 155 | 13,214,948 | — | $475M |
| 2024-Q2 | 160 | 15,171,012 | — | $537M |
| 2024-Q1 | 143 | 10,351,786 | — | $357M |
| 2023-Q4 | 146 | 11,783,955 | — | $393M |
| 2023-Q3 | 144 | 13,062,589 | — | $409M |
| 2023-Q2 | 151 | 14,410,948 | — | $456M |
| 2023-Q1 | 109 | 8,903,269 | — | $274M |
| 2022-Q4 | 116 | 8,703,768 | — | $259M |
| 2022-Q3 | 107 | 8,909,074 | — | $253M |
| 2022-Q2 | 104 | 7,863,422 | — | $229M |
| 2022-Q1 | 74 | 2,803,530 | — | $89M |
| 2021-Q4 | 74 | 2,798,764 | — | $90M |
| 2021-Q3 | 74 | 2,720,427 | — | $85M |
| 2021-Q2 | 78 | 3,563,905 | — | $110M |
| 2021-Q1 | 49 | 1,089,750 | — | $33M |
| 2020-Q4 | 55 | 1,074,803 | — | $32M |
| 2020-Q3 | 43 | 1,579,586 | — | $46M |
| 2020-Q2 | 40 | 2,146,235 | — | $61M |
| 2020-Q1 | 16 | 2,414,014 | — | $60M |
| 2019-Q4 | 14 | 239,439 | — | $7M |
| 2019-Q3 | 12 | 215,424 | — | $6M |
| 2019-Q2 | 10 | 200,979 | — | $5M |
| 2019-Q1 | 1 | 2,912 | — | $76,000 |
