% of shares outstanding is not shown for PKW: 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 lands with its cohort — the cohort is size-matched, so it needs a market cap for PKW in the served universe — that lands with the next screener build.
| # | Holder | Shares | Value | % of shares out | Δ QoQ |
|---|---|---|---|---|---|
| 1 | BANK OF AMERICA CORP /DE/ | 841,993841,993 | $111M | — | TRIM -3% |
| 2 | LPL Financial LLC | 455,890455,890 | $60M | — | — |
| 3 | WELLS FARGO & COMPANY/MN | 369,840369,840 | $49M | — | — |
| 4 | MORGAN STANLEY | 344,012344,012 | $45M | — | — |
| 5 | RAYMOND JAMES FINANCIAL INC | 221,091221,091 | $29M | — | TRIM -2% |
| 6 | STIFEL FINANCIAL CORP | 193,748193,748 | $25M | — | ADD 987% |
| 7 | UBS Group AG | 173,840173,840 | $23M | — | ADD 56% |
| 8 | Cambridge Investment Research Advisors, Inc. | 106,056106,056 | $14M | — | ADD 27% |
| 9 | Curtis Advisory Group, LLC | 82,55582,555 | $11M | — | — |
| 10 | Mariner, LLC | 81,98381,983 | $11M | — | — |
Ranked by each filer’s own reported value, not shares.
| Biggest buyers | Δ shares | Δ value | |
|---|---|---|---|
| STIFEL FINANCIAL CORP | +175,927 | $23M | ADD |
| UBS Group AG | +62,495 | $8M | ADD |
| TWO SIGMA INVESTMENTS, LP | +38,488 | $5M | OPEN |
| Total Clarity Wealth Management, Inc. | +27,262 | $4M | ADD |
| Cambridge Investment Research Advisors, Inc. | +22,741 | $3M | ADD |
| Biggest sellers | Δ shares | Δ value | |
|---|---|---|---|
| BANK OF AMERICA CORP /DE/ | −23,966 | $3M | TRIM |
| BNP PARIBAS FINANCIAL MARKETS | −20,000 | $3M | CLOSE |
| IFG Advisory, LLC | −12,678 | $2M | CLOSE |
| Sovran Advisors, LLC | −12,227 | $2M | TRIM |
| Corient Private Wealth LLC | −9,007 | $1M | TRIM |
Prior quarter split-rebased · 13Fs are long, US-listed only.
| Holder | 2024-Q4 | 2025-Q1 | 2025-Q2 | 2025-Q3 | 2025-Q4 | 2026-Q1 | Latest value |
|---|---|---|---|---|---|---|---|
| BANK OF AMERICA CORP /DE/ | 702K | 765K | 781K | 825K | 866K | 842K | $111M |
| LPL Financial LLC | 380K | 392K | 389K | 423K | 463K | 456K | $60M |
| WELLS FARGO & COMPANY/MN | 170K | 182K | 314K | 335K | 372K | 370K | $49M |
| MORGAN STANLEY | 316K | 317K | 314K | 324K | 340K | 344K | $45M |
| RAYMOND JAMES FINANCIAL INC | 250K | 269K | 220K | 213K | 227K | 221K | $29M |
| STIFEL FINANCIAL CORP | 19K | 19K | 18K | 18K | 18K | 194K | $25M |
| UBS Group AG | 117K | 108K | 123K | 137K | 111K | 174K | $23M |
| Cambridge Investment Research Advisors, Inc. | 44K | 44K | 68K | 74K | 83K | 106K | $14M |
| Curtis Advisory Group, LLC | 80K | 78K | 78K | 78K | 82K | 83K | $11M |
| Mariner, LLC | 84K | 83K | 83K | 80K | 82K | 82K | $11M |
Green = added, red = trimmed, grey = held; a dash is a quarter with no 13F on file — a gap, not an exit.
Holders only — breaks = no 13F.
Short interest has its own tab now — open SI →
SEC Form 13F · ~10,250 filers, 10y · long-only, US-listed, filed ≤45d after quarter-end.
