% of shares outstanding is not shown for PSK: 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 PSK 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 | WELLS FARGO & COMPANY/MN | 1,378,7771.4M | $43M | — | ADD 4% |
| 2 | MORGAN STANLEY | 1,065,5051.1M | $33M | — | — |
| 3 | ROYAL BANK OF CANADA | 892,921892,921 | $28M | — | — |
| 4 | Bank of New York Mellon Corp | 853,020853,020 | $26M | — | TRIM -20% |
| 5 | State of Wisconsin - Board of Commissioners of Public Lands | 780,643780,643 | $24M | — | — |
| 6 | CNO Financial Group, Inc. | 700,000700,000 | $22M | — | — |
| 7 | ENVESTNET ASSET MANAGEMENT INC | 601,514601,514 | $19M | — | ADD 3% |
| 8 | LPL Financial LLC | 444,457444,457 | $14M | — | TRIM -7% |
| 9 | RAYMOND JAMES FINANCIAL INC | 398,819398,819 | $12M | — | TRIM -34% |
| 10 | Sage Advisory Services, Ltd.Co. | 345,497345,497 | $11M | — | — |
| 11 | Lido Advisors, LLC | 270,225270,225 | $8M | — | TRIM -4% |
| 12 | BANK OF AMERICA CORP /DE/ | 259,438259,438 | $8M | — | ADD 14% |
| 13 | UBS Group AG | 256,723256,723 | $8M | — | TRIM -61% |
| 14 | Cetera Investment Advisers | 214,758214,758 | $7M | — | ADD 91% |
| 15 | PARK AVENUE SECURITIES LLC | 213,178213,178 | $7M | — | TRIM -56% |
| 16 | Checchi Capital Advisers, LLC | 174,827174,827 | $5M | — | TRIM -8% |
| 17 | TRUIST FINANCIAL CORP | 172,383172,383 | $5M | — | TRIM -3% |
| 18 | Crews Bank & Trust | 138,050138,050 | $4M | — | — |
| 19 | Sound Income Strategies, LLC | 136,899136,899 | $4M | — | TRIM -4% |
| 20 | Twelve Points Wealth Management LLC | 133,511133,511 | $4M | — | ADD 16% |
| 21 | &PARTNERS | 130,181130,181 | $4M | — | ADD 9% |
| 22 | Allworth Financial LP | 119,935119,935 | $4M | — | — |
| 23 | PNC FINANCIAL SERVICES GROUP, INC. | 112,901112,901 | $3M | — | ADD 4% |
| 24 | Midwest Trust Co | 110,928110,928 | $3M | — | TRIM -18% |
| 25 | Shulman DeMeo Asset Management LLC | 105,776105,776 | $3M | — | TRIM -4% |
| 26 | Rosenberg Matthew Hamilton | 102,305102,305 | $3M | — | ADD 8% |
| 27 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 98,27598,275 | $3M | — | TRIM -6% |
| 28 | Investors Research Corp | 88,84288,842 | $3M | — | TRIM -2% |
| 29 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 86,20286,202 | $3M | — | — |
| 30 | ST GERMAIN D J CO INC | 80,42580,425 | $2M | — | TRIM -2% |
| 31 | AMERIPRISE FINANCIAL INC | 80,32280,322 | $2M | — | TRIM -3% |
| 32 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 70,12770,127 | $2M | — | ADD 61% |
| 33 | Ameritas Advisory Services, LLC | 61,42561,425 | $2M | — | — |
| 34 | Aspetuck Financial Management LLC | 55,96555,965 | $2M | — | — |
| 35 | Voya Financial Advisors, Inc. | 55,83055,830 | $2M | — | TRIM -10% |
| 36 | Orion Porfolio Solutions, LLC | 53,57453,574 | $2M | — | TRIM -3% |
| 37 | FDx Advisors, Inc. | 51,99151,991 | $2M | — | NEW |
| 38 | Crestwood Advisors Group, LLC | 50,72950,729 | $2M | — | ADD 292% |
| 39 | DEUTSCHE BANK AG\ | 48,27548,275 | $1M | — | ADD 56% |
| 40 | Private Advisor Group, LLC | 47,20447,204 | $1M | — | — |
| 41 | Rockefeller Capital Management L.P. | 45,31045,310 | $1M | — | — |
| 42 | Wealthspire Retirement, LLC | 40,45340,453 | $1M | — | — |
| 43 | Wealthcare Advisory Partners LLC | 40,26340,263 | $1M | — | — |
| 44 | OSAIC HOLDINGS, INC. | 40,09440,094 | $1M | — | TRIM -9% |
| 45 | BANK OF MONTREAL /CAN/ | 39,50739,507 | $1M | — | TRIM -2% |
| 46 | JPMORGAN CHASE & CO | 37,06437,064 | $1M | — | ADD 21% |
| 47 | Financial Insights, Inc. | 32,09532,095 | $989,810 | — | ADD 16% |
| 48 | Provenance Wealth Advisors, LLC | 31,53531,535 | $972,539 | — | — |
| 49 | GREENLEAF TRUST | 28,75628,756 | $886,835 | — | TRIM -22% |
| 50 | Strategic Financial Concepts, LLC | 28,21028,210 | $869,982 | — | NEW |
| 51 | XML Financial, LLC | 26,98426,984 | $832,183 | — | TRIM -17% |
| 52 | FULTON BREAKEFIELD BROENNIMAN LLC | 25,51225,512 | $786,790 | — | — |
| 53 | Betterment LLC | 24,78424,784 | $764,000 | — | — |
| 54 | Breachway Investments LLC | 23,74123,741 | $730,109 | — | — |
| 55 | Pure Financial Advisors, LLC | 23,66923,669 | $729,957 | — | — |
| 56 | Atlas Private Wealth Advisors | 23,60423,604 | $727,933 | — | TRIM -39% |
| 57 | Cambridge Investment Research Advisors, Inc. | 22,78722,787 | $703,000 | — | TRIM -31% |
| 58 | Mariner, LLC | 22,20822,208 | $684,879 | — | TRIM -31% |
| 59 | NBT BANK N A /NY | 21,91621,916 | $675,889 | — | — |
| 60 | Fifth Third Securities, Inc. | 21,46721,467 | $662,042 | — | ADD 3% |
| 61 | Cornerstone Financial Group, LLC /NE/ | 20,52420,524 | $643,518 | — | ADD 2% |
| 62 | Bath Savings Trust Co | 19,96219,962 | $615,628 | — | — |
| 63 | Euro Pacific Asset Management, LLC | 19,03019,030 | $604,000 | — | — |
| 64 | LAUREL OAK WEALTH MANAGEMENT, LLC | 18,80618,806 | $579,977 | — | TRIM -2% |
| 65 | CWM, LLC | 17,03917,039 | $525,474 | — | ADD 185% |
| 66 | MML INVESTORS SERVICES, LLC | 16,92416,924 | $521,947 | — | TRIM -4% |
| 67 | CGN Advisors LLC | 16,37116,371 | $504,882 | — | TRIM -28% |
| 68 | McAdam, LLC | 15,56715,567 | $480,086 | — | TRIM -5% |
| 69 | US BANCORP \DE\ | 14,53314,533 | $448,199 | — | ADD 7% |
| 70 | FIFTH THIRD BANCORP | 14,42414,424 | $444,836 | — | NEW |
| 71 | Camarda Financial Advisors, LLC | 13,62113,621 | $420,072 | — | ADD 2% |
| 72 | Inscription Capital, LLC | 13,06313,063 | $402,863 | — | — |
| 73 | Wedmont Private Capital | 12,38612,386 | $386,704 | — | — |
| 74 | ALEXANDER LABRUNERIE & CO., INC. | 12,35912,359 | $381,151 | — | TRIM -52% |
| 75 | Sequent Planning LLC | 12,23812,238 | $377,422 | — | — |
| 76 | ECLECTIC ASSOCIATES INC /ADV | 11,76711,767 | $362,903 | — | — |
| 77 | PRIVATE TRUST CO NA | 11,44811,448 | $353,056 | — | TRIM -14% |
| 78 | Artemis Wealth Advisors, LLC | 10,86510,865 | $335,062 | — | — |
| 79 | PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC | 10,00010,000 | $308,400 | — | — |
| 80 | MERCER GLOBAL ADVISORS INC /ADV | 9,6959,695 | $299,009 | — | ADD 19% |
| 81 | TD Capital Management LLC | 9,1419,141 | $281,898 | — | — |
| 82 | Cerity Partners LLC | 8,8918,891 | $274,198 | — | NEW |
| 83 | Creative Planning | 8,5708,570 | $264,298 | — | ADD 2% |
| 84 | JONES FINANCIAL COMPANIES LLLP | 8,4158,415 | $259,688 | — | TRIM -5% |
| 85 | WealthPoint Financial, LLC | 8,1688,168 | $258,844 | — | — |
| 86 | Wayfinding Financial, LLC | 8,2118,211 | $253,000 | — | ADD 26% |
| 87 | FORM Wealth Advisors, LLC | 8,1768,176 | $252,143 | — | — |
| 88 | FLPUTNAM INVESTMENT MANAGEMENT CO | 8,1058,105 | $249,958 | — | TRIM -8% |
| 89 | KEYBANK NATIONAL ASSOCIATION/OH | 8,1008,100 | $249,804 | — | — |
| 90 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 8,0108,010 | $247,015 | — | ADD 5% |
| 91 | Stratos Wealth Partners, LTD. | 7,9107,910 | $243,969 | — | — |
| 92 | JOHNSON INVESTMENT COUNSEL INC | 7,8387,838 | $241,724 | — | NEW |
| 93 | Gotham Asset Management, LLC | 7,7327,732 | $238,455 | — | — |
| 94 | Foundations Investment Advisors, LLC | 7,6557,655 | $236,072 | — | ADD 10% |
| 95 | Kestra Advisory Services, LLC | 7,6377,637 | $235,538 | — | TRIM -3% |
| 96 | COMMONWEALTH EQUITY SERVICES, LLC | 7,6377,637 | $235,530 | — | TRIM -32% |
| 97 | Amicus Financial Advisors, LLC | 7,5747,574 | $233,593 | — | — |
| 98 | DAVENPORT & Co LLC | 7,5177,517 | $231,824 | — | ADD 2% |
| 99 | Crumly & Associates Inc. | 7,3687,368 | $227,229 | — | — |
| 100 | WEDBUSH SECURITIES INC | 7,3697,369 | $227,000 | — | TRIM -4% |
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 |
|---|---|---|---|---|---|---|---|
| WELLS FARGO & COMPANY/MN | 852K | 958K | 1.7M | 1.8M | 1.3M | 1.4M | $43M |
| MORGAN STANLEY | 1.1M | 1.4M | 1.2M | 1.3M | 1.1M | 1.1M | $33M |
| ROYAL BANK OF CANADA | 803K | 987K | 1.9M | 894K | 901K | 893K | $28M |
| Bank of New York Mellon Corp | 1.0M | 1.1M | 1.1M | 1.1M | 1.1M | 853K | $26M |
| State of Wisconsin - Board of Commissioners of Public Lands | 840K | 840K | 840K | 781K | 781K | 781K | $24M |
| CNO Financial Group, Inc. | — | 700K | 700K | 700K | 700K | 700K | $22M |
| ENVESTNET ASSET MANAGEMENT INC | 500K | 567K | 582K | 594K | 585K | 602K | $19M |
| LPL Financial LLC | 594K | 561K | 496K | 464K | 477K | 444K | $14M |
| RAYMOND JAMES FINANCIAL INC | 234K | 284K | 306K | 335K | 603K | 399K | $12M |
| Sage Advisory Services, Ltd.Co. | 181K | 275K | 331K | 362K | 346K | 345K | $11M |
| Lido Advisors, LLC | 222K | 212K | 280K | 281K | 281K | 270K | $8M |
| BANK OF AMERICA CORP /DE/ | 253K | 215K | 212K | 238K | 227K | 259K | $8M |
| UBS Group AG | 272K | 277K | 285K | 268K | 651K | 257K | $8M |
| Cetera Investment Advisers | 103K | 102K | 98K | 93K | 113K | 215K | $7M |
| PARK AVENUE SECURITIES LLC | 417K | 465K | 464K | 529K | 481K | 213K | $7M |
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 | |
|---|---|---|---|
| Cetera Investment Advisers | +102,077 | $3M | ADD |
| FDx Advisors, Inc. | +51,991 | $2M | OPEN |
| WELLS FARGO & COMPANY/MN | +48,644 | $2M | ADD |
| Crestwood Advisors Group, LLC | +37,800 | $1M | ADD |
| BANK OF AMERICA CORP /DE/ | +32,597 | $1M | ADD |
| Biggest sellers | Δ shares | Δ value | |
|---|---|---|---|
| UBS Group AG | −393,933 | $12M | TRIM |
| PARK AVENUE SECURITIES LLC | −267,955 | $8M | TRIM |
| Long Run Wealth Advisors, LLC | −229,950 | $7M | CLOSE |
| Bank of New York Mellon Corp | −210,097 | $6M | TRIM |
| RAYMOND JAMES FINANCIAL INC | −203,730 | $6M | 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 | 159 | 12,215,873 | — | $376M |
| 2025-Q4 | 171 | 13,643,707 | — | $433M |
| 2025-Q3 | 165 | 13,655,861 | — | $452M |
| 2025-Q2 | 167 | 15,316,250 | — | $486M |
| 2025-Q1 | 171 | 14,713,826 | — | $477M |
| 2024-Q4 | 181 | 14,444,233 | — | $476M |
| 2024-Q3 | 173 | 12,992,204 | — | $463M |
| 2024-Q2 | 166 | 10,326,291 | — | $346M |
| 2024-Q1 | 165 | 9,986,953 | — | $348M |
| 2023-Q4 | 178 | 10,543,805 | — | $353M |
| 2023-Q3 | 170 | 10,772,537 | — | $350M |
| 2023-Q2 | 184 | 9,977,139 | — | $334M |
| 2023-Q1 | 193 | 12,733,006 | — | $432M |
| 2022-Q4 | 199 | 12,109,891 | — | $393M |
| 2022-Q3 | 194 | 11,261,666 | — | $413M |
| 2022-Q2 | 201 | 11,141,734 | — | $399M |
| 2022-Q1 | 197 | 10,750,514 | — | $417M |
| 2021-Q4 | 228 | 13,230,904 | — | $566M |
| 2021-Q3 | 208 | 14,987,465 | — | $651M |
| 2021-Q2 | 208 | 15,009,020 | — | $667M |
| 2021-Q1 | 197 | 11,914,113 | — | $517M |
| 2020-Q4 | 200 | 15,009,056 | — | $573M |
| 2020-Q3 | 170 | 12,102,574 | — | $435M |
| 2020-Q2 | 151 | 11,416,729 | — | $391M |
| 2020-Q1 | 135 | 9,864,479 | — | $309M |
| 2019-Q4 | 144 | 10,382,109 | — | $365M |
| 2019-Q3 | 133 | 6,874,100 | — | $300M |
| 2019-Q2 | 134 | 9,187,060 | — | $307M |
| 2019-Q1 | 134 | 8,584,037 | — | $277M |
| 2018-Q4 | 124 | 8,270,274 | — | $245M |
| 2018-Q3 | 104 | 8,701,804 | — | $285M |
| 2018-Q2 | 108 | 7,794,788 | — | $248M |
| 2018-Q1 | 108 | 6,034,980 | — | $171M |
| 2017-Q4 | 118 | 6,885,317 | — | $211M |
| 2017-Q3 | 91 | 6,189,284 | — | $183M |
| 2017-Q2 | 96 | 6,254,792 | — | $185M |
| 2017-Q1 | 86 | 6,390,474 | — | $189M |
| 2016-Q4 | 90 | 6,610,536 | — | $190M |
| 2016-Q3 | 83 | 4,036,103 | — | $184M |
| 2016-Q2 | 76 | 4,974,267 | — | $229M |
| 2016-Q1 | 64 | 4,535,276 | — | $204M |
| 2015-Q4 | 55 | 2,419,575 | — | $108M |
| 2015-Q3 | 55 | 1,308,853 | — | $57M |
| 2015-Q2 | 49 | 1,495,359 | — | $65M |
| 2015-Q1 | 50 | 1,289,533 | — | $58M |
| 2014-Q4 | 50 | 1,233,330 | — | $54M |
| 2014-Q3 | 50 | 1,109,286 | — | $48M |
| 2014-Q2 | 46 | 1,021,565 | — | $45M |
| 2014-Q1 | 39 | 997,598 | — | $42M |
| 2013-Q4 | 39 | 1,049,219 | — | $41M |
| 2013-Q3 | 45 | 1,228,037 | — | $50M |
| 2013-Q2 | 46 | 2,860,826 | — | $124M |
| 2013-Q1 | 1 | 7,356 | — | $337,000 |
