% of shares outstanding is not shown for PMIO: 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 PMIO 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 | PRUDENTIAL FINANCIAL INC | 469,000469,000 | $24M | — | — |
| 2 | MOSAIC FAMILY WEALTH PARTNERS, LLC | 53,87753,877 | $3M | — | ADD 29% |
| 3 | JANE STREET GROUP, LLC | 21,60521,605 | $1M | — | ADD 80% |
| 4 | FIRST UNITED BANK & TRUST | 20,47520,475 | $1M | — | ADD 70% |
| 5 | HARBOUR INVESTMENTS, INC. | 14,80514,805 | $747,630 | — | TRIM -6% |
| 6 | Landmark Wealth Management, LLC | 8,0658,065 | $407,272 | — | ADD 45% |
| 7 | Creative Planning | 4,8624,862 | $245,524 | — | NEW |
| 8 | ENVESTNET ASSET MANAGEMENT INC | 4,1584,158 | $209,973 | — | NEW |
| 9 | AE Wealth Management LLC | 2,3022,302 | $116,248 | — | NEW |
| 10 | DHJJ Financial Advisors, Ltd. | 2020 | $1,010 | — | 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 |
|---|---|---|---|---|---|---|---|
| PRUDENTIAL FINANCIAL INC | 489K | 479K | 469K | 469K | 469K | 469K | $24M |
| MOSAIC FAMILY WEALTH PARTNERS, LLC | — | — | — | — | 42K | 54K | $3M |
| JANE STREET GROUP, LLC | — | 17K | 16K | 8K | 12K | 22K | $1M |
| FIRST UNITED BANK & TRUST | — | — | — | — | 12K | 20K | $1M |
| HARBOUR INVESTMENTS, INC. | — | — | — | 17K | 16K | 15K | $747,630 |
| Landmark Wealth Management, LLC | — | — | 7K | 5K | 6K | 8K | $407,272 |
| Creative Planning | — | — | — | — | — | 5K | $245,524 |
| ENVESTNET ASSET MANAGEMENT INC | — | — | — | — | — | 4K | $209,973 |
| AE Wealth Management LLC | — | — | — | — | — | 2K | $116,248 |
| DHJJ Financial Advisors, Ltd. | — | — | — | — | — | 20 | $1,010 |
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 | 10 | 599,169 | — | $30M |
| 2025-Q4 | 6 | 556,189 | — | $28M |
| 2025-Q3 | 4 | 499,486 | — | $25M |
| 2025-Q2 | 4 | 499,684 | — | $25M |
| 2025-Q1 | 2 | 495,783 | — | $25M |
| 2024-Q4 | 1 | 489,000 | — | $25M |
| 2024-Q3 | 2 | 494,098 | — | $25M |
| 2024-Q2 | 1 | 500,000 | — | $25M |
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 | |
|---|---|---|---|
| MOSAIC FAMILY WEALTH PARTNERS, LLC | +12,074 | $609,725 | ADD |
| JANE STREET GROUP, LLC | +9,593 | $484,437 | ADD |
| FIRST UNITED BANK & TRUST | +8,400 | $424,192 | ADD |
| Creative Planning | +4,862 | $245,526 | OPEN |
| ENVESTNET ASSET MANAGEMENT INC | +4,158 | $209,975 | OPEN |
| Biggest sellers | Δ shares | Δ value | |
|---|---|---|---|
| HARBOUR INVESTMENTS, INC. | −925 | $46,712 | 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).
