% of shares outstanding is not shown for PSH: 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 PSH 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 | COMMONWEALTH EQUITY SERVICES, LLC | 269,791269,791 | $13M | — | ADD 8% |
| 2 | Crumly & Associates Inc. | 265,647265,647 | $13M | — | ADD 146% |
| 3 | LPL Financial LLC | 227,422227,422 | $11M | — | ADD 80% |
| 4 | HighTower Advisors, LLC | 201,643201,643 | $10M | — | — |
| 5 | EverSource Wealth Advisors, LLC | 122,883122,883 | $6M | — | ADD 3% |
| 6 | Focus Partners Wealth | 119,653119,653 | $6M | — | ADD 36% |
| 7 | MGO ONE SEVEN LLC | 111,258111,258 | $6M | — | ADD 14% |
| 8 | Sunrise Financial Services, LLC | 73,50673,506 | $4M | — | TRIM -49% |
| 9 | Fjell Capital, LLC | 60,20360,203 | $3M | — | — |
| 10 | TRUIST FINANCIAL CORP | 53,54853,548 | $3M | — | ADD 65% |
| 11 | Janney Montgomery Scott LLC | 46,53646,536 | $2M | — | ADD 22% |
| 12 | ENVESTNET ASSET MANAGEMENT INC | 23,87023,870 | $1M | — | ADD 21% |
| 13 | Corient Private Wealth LLC | 22,48422,484 | $1M | — | TRIM -50% |
| 14 | Lakeshore Financial Planning, Inc. | 20,04720,047 | $994,231 | — | ADD 42% |
| 15 | Mariner, LLC | 19,13719,137 | $949,080 | — | ADD 49% |
| 16 | First Heartland Consultants, Inc. | 17,25117,251 | $855,563 | — | NEW |
| 17 | Equitable Holdings, Inc. | 14,67514,675 | $739,106 | — | TRIM -68% |
| 18 | Private Advisor Group, LLC | 14,89214,892 | $738,576 | — | ADD 28% |
| 19 | JANE STREET GROUP, LLC | 14,85714,857 | $736,833 | — | NEW |
| 20 | CITADEL ADVISORS LLC | 13,30113,301 | $659,663 | — | NEW |
| 21 | Cambridge Investment Research Advisors, Inc. | 8,7608,760 | $434,000 | — | ADD 4% |
| 22 | OSAIC HOLDINGS, INC. | 7,1437,143 | $354,279 | — | TRIM -56% |
| 23 | Prosperity Financial Group, Inc. | 6,7006,700 | $332,287 | — | — |
| 24 | Moors & Cabot, Inc. | 6,6026,602 | $327,426 | — | NEW |
| 25 | HARBOUR INVESTMENTS, INC. | 6,1846,184 | $306,721 | — | — |
| 26 | XML Financial, LLC | 5,5795,579 | $276,691 | — | — |
| 27 | Trilogy Capital Inc. | 4,7754,775 | $236,816 | — | — |
| 28 | HRT FINANCIAL LP | 4,3684,368 | $216,000 | — | NEW |
| 29 | Parallel Advisors, LLC | 4,0274,027 | $199,727 | — | — |
| 30 | Farther Finance Advisors, LLC | 2,7282,728 | $135,768 | — | — |
| 31 | IAG Wealth Partners, LLC | 2,2812,281 | $113,126 | — | NEW |
| 32 | JONES FINANCIAL COMPANIES LLLP | 1,3511,351 | $67,118 | — | NEW |
| 33 | Advisory Services Network, LLC | 957957 | $47,478 | — | NEW |
| 34 | HAZLETT, BURT & WATSON, INC. | 466466 | $23,000 | — | — |
| 35 | KERR FINANCIAL PLANNING Corp | 1,2041,204 | $19,294 | — | — |
| 36 | ROYAL BANK OF CANADA | 210210 | $10,000 | — | NEW |
| 37 | WELLS FARGO & COMPANY/MN | 110110 | $5,457 | — | NEW |
| 38 | MATHER GROUP, LLC. | 4343 | $2,133 | — | 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 |
|---|---|---|---|---|---|---|---|
| COMMONWEALTH EQUITY SERVICES, LLC | — | 7K | 8K | 232K | 251K | 270K | $13M |
| Crumly & Associates Inc. | — | — | — | — | 108K | 266K | $13M |
| LPL Financial LLC | — | — | 29K | 84K | 126K | 227K | $11M |
| HighTower Advisors, LLC | 272K | 209K | 205K | 205K | 200K | 202K | $10M |
| EverSource Wealth Advisors, LLC | — | — | — | 117K | 119K | 123K | $6M |
| Focus Partners Wealth | 69K | 63K | — | 16K | 88K | 120K | $6M |
| MGO ONE SEVEN LLC | — | — | — | — | 98K | 111K | $6M |
| Sunrise Financial Services, LLC | — | — | — | — | 144K | 74K | $4M |
| Fjell Capital, LLC | — | 64K | 62K | 61K | 60K | 60K | $3M |
| TRUIST FINANCIAL CORP | — | — | 23K | 25K | 33K | 54K | $3M |
| Janney Montgomery Scott LLC | — | — | — | 25K | 38K | 47K | $2M |
| ENVESTNET ASSET MANAGEMENT INC | — | — | 8K | 13K | 20K | 24K | $1M |
| Corient Private Wealth LLC | 20K | 20K | 20K | 21K | 45K | 22K | $1M |
| Lakeshore Financial Planning, Inc. | — | — | — | 6K | 14K | 20K | $994,231 |
| Mariner, LLC | — | — | 8K | 11K | 13K | 19K | $949,080 |
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 | 38 | 1,776,092 | — | $88M |
| 2025-Q4 | 31 | 1,472,247 | — | $74M |
| 2025-Q3 | 27 | 1,062,259 | — | $54M |
| 2025-Q2 | 18 | 669,292 | — | $34M |
| 2025-Q1 | 12 | 718,383 | — | $36M |
| 2024-Q4 | 8 | 756,655 | — | $38M |
| 2024-Q3 | 4 | 394,783 | — | $20M |
| 2024-Q2 | 4 | 433,435 | — |
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 | |
|---|---|---|---|
| Crumly & Associates Inc. | +157,764 | $8M | ADD |
| LPL Financial LLC | +100,939 | $5M | ADD |
| Focus Partners Wealth | +31,990 | $2M | ADD |
| TRUIST FINANCIAL CORP | +21,020 | $1M | ADD |
| COMMONWEALTH EQUITY SERVICES, LLC | +19,266 | $955,497 | ADD |
| Biggest sellers | Δ shares | Δ value | |
|---|---|---|---|
| Sunrise Financial Services, LLC | −70,710 | $4M | TRIM |
| Equitable Holdings, Inc. | −31,901 | $2M | TRIM |
| Corient Private Wealth LLC | −22,906 | $1M | TRIM |
| OSAIC HOLDINGS, INC. | −9,037 | $448,190 | TRIM |
| FLAGSHIP HARBOR ADVISORS, LLC | −1,129 | $55,993 | CLOSE |
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).
| $22M |
| 2024-Q1 | 4 | 486,473 | — | $25M |
| 2023-Q4 | 3 | 519,572 | — | $26M |
