% of shares outstanding is not shown for POCT: 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 POCT 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. | 1.9M | 1.8M | 1.8M | 2.0M | 1.9M | 1.8M | $81M |
| Cerity Partners LLC | 51K | 42K | 43K | 1.2M | 1.6M | 1.5M | $67M |
| Penserra Capital Management LLC | 1.2M | 1.2M | 1.4M | 1.4M | 1.4M | 1.5M | $65M |
| Brookstone Capital Management | 953K | 974K | 213K | 203K | 893K | 873K | $38M |
| COMMONWEALTH EQUITY SERVICES, LLC | 451K | 477K | 479K | 659K | 782K | 735K | $32M |
| OSAIC HOLDINGS, INC. | 729K | 753K | 744K | 703K | 796K | 680K | $29M |
| ENVESTNET ASSET MANAGEMENT INC | 339K | 410K | 509K | 562K | 455K | 586K | $25M |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 812K | 804K | 226K | 323K | 832K | 475K | $21M |
| Focus Partners Wealth | 641K | 150K | 147K | 138K | 424K | 416K | $18M |
| RAYMOND JAMES FINANCIAL INC | 775K | 739K | 699K | 362K | 423K | 390K | $17M |
| LPL Financial LLC | 201K | 302K | 326K | 351K | 384K | 374K | $16M |
| BLAIR WILLIAM & CO/IL | 125K | 125K | 36K | 36K | 372K | 371K | $16M |
| Janney Montgomery Scott LLC | 209K | 227K | 244K | 262K | 271K | 281K | $12M |
| Cetera Investment Advisers | 162K | 161K | 163K | 200K | 269K | 264K | $11M |
| Kestra Advisory Services, LLC | 236K | 208K | 223K | 198K | 212K | 255K | $11M |
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 | |
|---|---|---|---|
| Cornerstone Wealth, LLC/TN | +181,597 | $8M | OPEN |
| Talon Private Wealth, LLC | +144,195 | $6M | OPEN |
| ENVESTNET ASSET MANAGEMENT INC | +131,178 | $6M | ADD |
| Rockefeller Capital Management L.P. | +104,228 | $4M | ADD |
| Penserra Capital Management LLC | +85,050 | $4M | ADD |
| Biggest sellers | Δ shares | Δ value | |
|---|---|---|---|
| Allworth Financial LP | −601,597 | $26M | TRIM |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | −357,048 | $15M | TRIM |
| WEST MICHIGAN ADVISORS, LLC | −186,976 | $8M | CLOSE |
| Motiv8 Investments LLC | −131,475 | $6M | CLOSE |
| OSAIC HOLDINGS, INC. | −116,035 | $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 | 251 | 18,841,272 | — | $812M |
| 2025-Q4 | 249 | 20,341,529 | — | $894M |
| 2025-Q3 | 201 | 17,185,684 | — | $740M |
| 2025-Q2 | 213 | 15,149,620 | — | $626M |
| 2025-Q1 | 218 | 16,407,662 | — | $638M |
| 2024-Q4 | 214 | 16,965,922 | — | $671M |
| 2024-Q3 | 173 | 11,561,514 | — | $443M |
| 2024-Q2 | 173 | 11,879,949 | — | $455M |
| 2024-Q1 | 167 | 15,118,565 | — | $567M |
| 2023-Q4 | 165 | 16,658,138 | — | $602M |
| 2023-Q3 | 124 | 9,645,764 | — | $328M |
| 2023-Q2 | 133 | 9,747,232 | — | $326M |
| 2023-Q1 | 144 | 11,715,591 | — | $371M |
| 2022-Q4 | 144 | 16,304,706 | — | $491M |
| 2022-Q3 | 105 | 9,948,407 | — | $285M |
| 2022-Q2 | 86 | 5,434,112 | — | $153M |
| 2022-Q1 | 87 | 3,653,078 | — | $114M |
| 2021-Q4 | 80 | 3,404,126 | — | $104M |
| 2021-Q3 | 62 | 2,318,404 | — | $68M |
| 2021-Q2 | 64 | 2,480,653 | — | $72M |
| 2021-Q1 | 67 | 2,645,918 | — | $75M |
| 2020-Q4 | 68 | 2,766,101 | — | $77M |
| 2020-Q3 | 58 | 2,373,681 | — | $63M |
| 2020-Q2 | 47 | 4,170,651 | — | $105M |
| 2020-Q1 | 44 | 4,255,269 | — | $97M |
| 2019-Q4 | 52 | 6,112,758 | — | $154M |
| 2019-Q3 | 38 | 5,868,359 | — | $146M |
| 2019-Q2 | 31 | 4,662,100 | — | $117M |
| 2019-Q1 | 20 | 923,370 | — | $23M |
| 2018-Q4 | 14 | 1,065,522 | — | $25M |
