% of shares outstanding is not shown for PZA: 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 PZA 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 |
|---|---|---|---|---|---|---|---|
| BANK OF AMERICA CORP /DE/ | 49.7M | 47.8M | 46.5M | 52.9M | 52.2M | 55.2M | $1.3B |
| UBS Group AG | 2.9M | 2.9M | 1.3M | 1.9M | 1.9M | 21.5M | $495M |
| Richard Bernstein Advisors LLC | — | — | — | 3.1M | 3.0M | 9.1M | $209M |
| AMERIPRISE FINANCIAL INC | 1.6M | 1.2M | 896K | 870K | 818K | 7.3M | $167M |
| ENVESTNET ASSET MANAGEMENT INC | 2.5M | 1.6M | 1.9M | 2.8M | 2.6M | 4.8M | $111M |
| CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | 2.7M | 3.7M | 3.9M | 4.1M | 4.3M | 4.4M | $100M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | — | — | — | — | 1.1M | 4.1M | $95M |
| LPL Financial LLC | 2.0M | 2.2M | 2.4M | 2.6M | 2.6M | 3.2M | $73M |
| Bank of New York Mellon Corp | 1.5M | 1.7M | 1.8M | 2.3M | 2.5M | 2.7M | $63M |
| JPMORGAN CHASE & CO | 516K | 973K | 507K | 1.0M | 712K | 2.6M | $58M |
| MORGAN STANLEY | 2.1M | 2.0M | 1.9M | 2.2M | 1.9M | 2.1M | $49M |
| SOFI WEALTH, LLC | — | — | — | 438K | 480K | 2.0M | $46M |
| EP Wealth Advisors, LLC | 1.4M | 1.5M | 1.5M | — | 1.6M | 1.8M | $42M |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 977K | 907K | 1.4M | 1.6M | 1.9M | 1.8M | $40M |
| WELLS FARGO & COMPANY/MN | 2.1M | 2.1M | 1.8M | 1.3M | 1.4M | 1.6M | $36M |
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 | |
|---|---|---|---|
| UBS Group AG | +19,637,061 | $451M | ADD |
| AMERIPRISE FINANCIAL INC | +6,434,313 | $148M | ADD |
| Richard Bernstein Advisors LLC | +6,061,835 | $139M | ADD |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | +3,048,038 | $70M | ADD |
| BANK OF AMERICA CORP /DE/ | +2,967,775 | $68M | ADD |
| Biggest sellers | Δ shares | Δ value | |
|---|---|---|---|
| JANE STREET GROUP, LLC | −1,804,482 | $41M | TRIM |
| Composition Wealth, LLC | −703,699 | $16M | TRIM |
| CITADEL ADVISORS LLC | −584,754 | $13M | TRIM |
| Stratos Wealth Partners, LTD. | −467,168 | $11M | TRIM |
| COMERICA BANK | −268,421 | $6M | 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).
| Quarter | Holders | Shares held | % shares out | Value held |
|---|---|---|---|---|
| 2026-Q1 | 295 | 150,846,039 | — | $3.5B |
| 2025-Q4 | 268 | 102,012,914 | — | $2.4B |
| 2025-Q3 | 251 | 102,007,127 | — | $2.4B |
| 2025-Q2 | 224 | 85,869,329 | — | $1.9B |
| 2025-Q1 | 214 | 90,009,310 | — | $2.1B |
| 2024-Q4 | 229 | 92,600,279 | — | $2.2B |
| 2024-Q3 | 217 | 82,782,466 | — | $2.0B |
| 2024-Q2 | 211 | 81,177,405 | — | $1.9B |
| 2024-Q1 | 197 | 81,296,855 | — | $1.9B |
| 2023-Q4 | 203 | 73,241,072 | — | $1.8B |
| 2023-Q3 | 188 | 63,224,191 | — | $1.4B |
| 2023-Q2 | 180 | 60,339,448 | — | $1.4B |
| 2023-Q1 | 171 | 55,554,540 | — | $1.3B |
| 2022-Q4 | 177 | 49,904,526 | — | $1.1B |
| 2022-Q3 | 181 | 45,692,318 | — | $1.0B |
| 2022-Q2 | 196 | 44,948,570 | — | $1.1B |
| 2022-Q1 | 197 | 50,058,152 | — | $1.2B |
| 2021-Q4 | 211 | 51,770,948 | — | $1.4B |
| 2021-Q3 | 190 | 49,200,070 | — | $1.3B |
| 2021-Q2 | 187 | 47,553,639 | — | $1.3B |
| 2021-Q1 | 184 | 44,052,775 | — | $1.2B |
| 2020-Q4 | 177 | 41,970,152 | — | $1.1B |
| 2020-Q3 | 172 | 70,981,759 | — | $1.9B |
| 2020-Q2 | 157 | 62,003,135 | — | $1.6B |
| 2020-Q1 | 166 | 46,292,728 | — | $1.2B |
| 2019-Q4 | 178 | 44,686,974 | — | $1.2B |
| 2019-Q3 | 149 | 44,948,483 | — | $1.2B |
| 2019-Q2 | 139 | 42,898,327 | — | $1.1B |
| 2019-Q1 | 139 | 40,580,841 | — | $1.1B |
| 2018-Q4 | 136 | 36,985,821 | — | $924M |
| 2018-Q3 | 133 | 40,034,225 | — | $992M |
| 2018-Q2 | 128 | 37,684,751 | — | $949M |
