% of shares outstanding is not shown for PRVS: 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 PRVS 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 | Focus Partners Wealth | 95,86195,861 | $3M | — | ADD 177% |
| 2 | COMMONWEALTH EQUITY SERVICES, LLC | 77,52077,520 | $2M | — | ADD 612% |
| 3 | Quattro Advisors LLC | 34,05134,051 | $937,881 | — | ADD 970% |
| 4 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 28,11628,116 | $786,120 | — | TRIM -13% |
| 5 | HILL ISLAND FINANCIAL LLC | 15,35615,356 | $422,941 | — | ADD 3% |
| 6 | Ethic Inc. | 11,43911,439 | $315,067 | — | TRIM -6% |
| 7 | Vise Technologies, Inc. | 8,6888,688 | $243,333 | — | — |
| 8 | Sankala Group LLC | 3,5923,592 | $97,882 | — | ADD 114% |
| 9 | JPMORGAN CHASE & CO | 3,4633,463 | $93,013 | — | — |
| 10 | HARBOUR INVESTMENTS, INC. | 2,1262,126 | $58,557 | — | — |
| 11 | BlackRock, Inc. | 1,5441,544 | $42,513 | — | ADD 34% |
| 12 | GLENMEDE TRUST CO NA | 1,0001,000 | $27,543 | — | — |
| 13 | OSAIC HOLDINGS, INC. | 790790 | $21,755 | — | ADD 236% |
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 |
|---|---|---|---|---|---|---|---|
| Focus Partners Wealth | — | — | — | — | 35K | 96K | $3M |
| COMMONWEALTH EQUITY SERVICES, LLC | — | — | — | — | 11K | 78K | $2M |
| Quattro Advisors LLC | — | — | — | — | 3K | 34K | $937,881 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | — | — | — | — | 32K | 28K | $786,120 |
| HILL ISLAND FINANCIAL LLC | — | — | 11K | 14K | 15K | 15K | $422,941 |
| Ethic Inc. | — | — | 13K | 12K | 12K | 11K | $315,067 |
| Vise Technologies, Inc. | — | — | — | — | 9K | 9K | $243,333 |
| Sankala Group LLC | — | — | — | — | 2K | 4K | $97,882 |
| JPMORGAN CHASE & CO | — | — | — | 11K | 3K | 3K | $93,013 |
| HARBOUR INVESTMENTS, INC. | — | — | 2K | 3K | 2K | 2K | $58,557 |
| BlackRock, Inc. | — | — | — | — | 1K | 2K | $42,513 |
| GLENMEDE TRUST CO NA | — | 1K | — | — | 1K | 1K | $27,543 |
| OSAIC HOLDINGS, INC. | — | — | 235 | 235 | 235 | 790 | $21,755 |
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 | 13 | 283,546 | — | $8M |
| 2025-Q4 | 13 | 126,226 | — | $4M |
| 2025-Q3 | 6 | 135,200 | — | $4M |
| 2025-Q2 | 7 | 142,582 | — | $4M |
| 2025-Q1 | 3 | 126,212 | — | $3M |
| 2024-Q4 | 1 | 26,688 | — | $636,963 |
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 | |
|---|---|---|---|
| COMMONWEALTH EQUITY SERVICES, LLC | +66,634 | $2M | ADD |
| Focus Partners Wealth | +61,207 | $2M | ADD |
| Quattro Advisors LLC | +30,870 | $850,259 | ADD |
| Sankala Group LLC | +1,913 | $52,690 | ADD |
| OSAIC HOLDINGS, INC. | +555 | $15,286 | ADD |
| Biggest sellers | Δ shares | Δ value | |
|---|---|---|---|
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | −4,029 | $110,972 | TRIM |
| Ethic Inc. | −671 | $18,481 | 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).
