% of shares outstanding is not shown for PSMR: 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 PSMR 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 | Swan Global Investments, LLC | 2,274,4672.3M | $69M | — | TRIM -4% |
| 2 | Pacer Advisors, Inc. | 2,274,4672.3M | $69M | — | TRIM -4% |
| 3 | Anfield Capital Management, LLC | 86,20886,208 | $3M | — | TRIM -6% |
| 4 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 69,05269,052 | $2M | — | ADD 7% |
| 5 | Storen Legacy Partners, LLC | 43,82743,827 | $1M | — | — |
| 6 | LPL Financial LLC | 43,22543,225 | $1M | — | — |
| 7 | OLD MISSION CAPITAL LLC | 25,68925,689 | $780,431 | — | TRIM -25% |
| 8 | Cornerstone Wealth Group, LLC | 16,45916,459 | $516,730 | — | TRIM -35% |
| 9 | OSAIC HOLDINGS, INC. | 15,13815,138 | $459,887 | — | TRIM -48% |
| 10 | Advisory Services Network, LLC | 11,72011,720 | $356,054 | — | TRIM -13% |
| 11 | CITADEL ADVISORS LLC | 9,3459,345 | $283,901 | — | NEW |
| 12 | INTEGRITY ALLIANCE, LLC. | 7,8557,855 | $238,635 | — | — |
| 13 | UBS Group AG | 960960 | $29,165 | — | TRIM -10% |
| 14 | BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 100100 | $3,038 | — | NEW |
| 15 | DHJJ Financial Advisors, Ltd. | 55 | $152 | — | — |
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 |
|---|---|---|---|---|---|---|---|
| Swan Global Investments, LLC | 2.0M | 1.9M | 2.6M | 2.5M | 2.4M | 2.3M | $69M |
| Pacer Advisors, Inc. | 2.0M | 1.9M | 2.6M | 2.5M | 2.4M | 2.3M | $69M |
| Anfield Capital Management, LLC | 100K | 100K | 98K | 93K | 92K | 86K | $3M |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | — | — | — | 72K | 64K | 69K | $2M |
| Storen Legacy Partners, LLC | — | — | — | — | 44K | 44K | $1M |
| LPL Financial LLC | 64K | 66K | 57K | 43K | 44K | 43K | $1M |
| OLD MISSION CAPITAL LLC | 17K | 12K | 11K | 13K | 34K | 26K | $780,431 |
| Cornerstone Wealth Group, LLC | 25K | 25K | 25K | 25K | 25K | 16K | $516,730 |
| OSAIC HOLDINGS, INC. | 34K | 45K | 32K | 32K | 29K | 15K | $459,887 |
| Advisory Services Network, LLC | 16K | 15K | 15K | 15K | 13K | 12K | $356,054 |
| CITADEL ADVISORS LLC | 11K | 42K | — | — | — | 9K | $283,901 |
| INTEGRITY ALLIANCE, LLC. | — | 16K | 8K | 8K | 8K | 8K | $238,635 |
| UBS Group AG | — | — | 3K | 3K | 1K | 960 | $29,165 |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | — | — | — | — | — | 100 | $3,038 |
| DHJJ Financial Advisors, Ltd. | 5 | 5 | 5 | 5 | 5 | 5 | $152 |
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 | |
|---|---|---|---|
| CITADEL ADVISORS LLC | +9,345 | $283,901 | OPEN |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | +4,595 | $139,596 | ADD |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | +100 | $3,038 | OPEN |
| Biggest sellers | Δ shares | Δ value | |
|---|---|---|---|
| Swan Global Investments, LLC | −98,335 | $3M | TRIM |
| Pacer Advisors, Inc. | −98,335 | $3M | TRIM |
| OSAIC HOLDINGS, INC. | −14,002 | $425,381 | TRIM |
| Cornerstone Wealth Group, LLC | −8,870 | $269,471 | TRIM |
| OLD MISSION CAPITAL LLC | −8,407 | $255,405 | 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 | 15 | 4,878,517 | — | $148M |
| 2025-Q4 | 14 | 5,104,449 | — | $152M |
| 2025-Q3 | 14 | 5,391,978 | — | $158M |
| 2025-Q2 | 13 | 5,792,522 | — | $165M |
| 2025-Q1 | 16 | 4,718,700 | — | $128M |
| 2024-Q4 | 15 | 4,378,070 | — | $122M |
| 2024-Q3 | 15 | 4,988,581 | — | $137M |
| 2024-Q2 | 15 | 4,883,945 | — | $128M |
| 2024-Q1 | 11 | 2,689,966 | — | $69M |
| 2023-Q4 | 9 | 2,527,553 | — | $63M |
| 2023-Q3 | 9 | 2,210,034 | — | $51M |
| 2023-Q2 | 7 | 1,052,755 | — | $25M |
| 2023-Q1 | 4 | 637,229 | — | $14M |
| 2022-Q4 | 4 | 796,959 | — | $17M |
| 2022-Q3 | 5 | 845,661 | — | $17M |
| 2022-Q2 | 5 | 790,413 | — | $16M |
| 2022-Q1 | 5 | 684,690 | — | $15M |
| 2021-Q4 | 6 | 258,050 | — | $6M |
| 2021-Q3 | 6 | 358,804 | — | $8M |
| 2021-Q2 | 4 | 34,261 | — | $735,151 |
