% of shares outstanding is not shown for PSTP: 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 PSTP 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 |
|---|---|---|---|---|---|---|---|
| COMMONWEALTH EQUITY SERVICES, LLC | 287K | 271K | 366K | 358K | 352K | 341K | $12M |
| Sunbelt Securities, Inc. | 261K | 320K | 262K | 341K | 360K | 327K | $11M |
| BROWN WEALTH MANAGEMENT, LLC | 174K | 182K | 226K | 278K | 291K | 313K | $11M |
| KFG WEALTH MANAGEMENT, LLC | 570K | 578K | 600K | 651K | 520K | 252K | $9M |
| HighTower Advisors, LLC | 191K | 204K | 215K | 219K | 220K | 234K | $8M |
| Lineweaver Wealth Advisors, LLC | 205K | 210K | 211K | 209K | 206K | 206K | $7M |
| OSAIC HOLDINGS, INC. | 21K | 31K | 32K | 33K | 31K | 177K | $6M |
| Cetera Investment Advisers | 102K | 106K | 117K | 127K | 125K | 134K | $5M |
| AE Wealth Management LLC | — | — | 8K | 64K | 110K | 132K | $5M |
| Krilogy Financial LLC | 157K | 142K | 134K | 128K | 112K | 105K | $4M |
| AIRE ADVISORS, LLC | 134K | 89K | 80K | 76K | 76K | 74K | $3M |
| ENVESTNET ASSET MANAGEMENT INC | 70K | 73K | 68K | 69K | 66K | 70K | $2M |
| Farther Finance Advisors, LLC | — | — | — | — | — | 64K | $2M |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 22K | 22K | — | 15K | — | 57K | $2M |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | 32K | 38K | 40K | 43K | 45K | 51K | $2M |
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 | 48 | 2,944,450 | — | $102M |
| 2025-Q4 | 45 | 3,037,472 |
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 | |
|---|---|---|---|
| OSAIC HOLDINGS, INC. | +145,575 | $5M | ADD |
| Farther Finance Advisors, LLC | +63,870 | $2M | OPEN |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | +57,192 | $2M | OPEN |
| Addison Capital Co | +26,616 | $917,454 | OPEN |
| AE Wealth Management LLC | +22,007 | $758,581 | ADD |
| Biggest sellers | Δ shares | Δ value | |
|---|---|---|---|
| KFG WEALTH MANAGEMENT, LLC | −268,072 | $9M | TRIM |
| ROVIN CAPITAL /UT/ /ADV | −140,149 | $5M | CLOSE |
| Sunbelt Securities, Inc. | −33,352 | $1M | TRIM |
| FSA Advisors, Inc. | −10,712 | $369,243 | TRIM |
| COMMONWEALTH EQUITY SERVICES, LLC | −10,505 | $362,107 | 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).
| — |
| $107M |
| 2025-Q3 | 41 | 3,243,198 | — | $113M |
| 2025-Q2 | 38 | 2,773,174 | — | $92M |
| 2025-Q1 | 38 | 2,863,192 | — | $90M |
| 2024-Q4 | 34 | 2,700,835 | — | $87M |
| 2024-Q3 | 29 | 2,091,394 | — | $66M |
| 2024-Q2 | 29 | 2,065,352 | — | $63M |
| 2024-Q1 | 26 | 2,138,443 | — | $63M |
| 2023-Q4 | 27 | 2,176,320 | — | $61M |
| 2023-Q3 | 27 | 2,255,588 | — | $60M |
| 2023-Q2 | 21 | 2,118,278 | — | $58M |
| 2023-Q1 | 22 | 1,949,701 | — | $51M |
| 2022-Q4 | 20 | 1,141,646 | — | $28M |
| 2022-Q3 | 15 | 888,555 | — | $21M |
| 2022-Q2 | 13 | 457,278 | — | $11M |
| 2022-Q1 | 6 | 97,884 | — | $3M |
