Security record · archived quarter
PAI
name pending profile ingest
13Tracked holders
0Δ holders
487.10KShares held
$6.08MReported value
+0New positions
−0Exits
Momentum inputs (comparable managers): holder breadth 0.0% · share flow -0.2% · net new positions 0.0% · formula
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q4 2025
Ownership over time
Who holds it · Q4 2025
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Jones Financial Companies Lllp | 199.01K | n/a | $2.48M | 0.0% | n/c | 1 | SEC ↗ |
| 2 | LPL Financial LLC | 75.65K | n/a | $944,097 | 0.0% | n/c | 1 | SEC ↗ |
| 3 | Raymond James Financial Inc | 46.69K | n/a | $582,644 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 4 | Stifel Financial Corp | 36.07K | n/a | $450,133 | 0.0% | n/c | 1 | SEC ↗ |
| 5 | Baird Financial Group, Inc. | 31.79K | n/a | $396,777 | 0.0% | n/c | 1 | SEC ↗ |
| 6 | Morgan Stanley ✦ | 22.51K | -4.2% | $280,975 | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 7 | UBS Group AG | 16.38K | n/a | $204,385 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 8 | Susquehanna International Group, Llp | 15.74K | n/a | $196,410 | 0.0% | n/c | 1 | SEC ↗ |
| 9 | Wells Fargo & Company/Mn | 12.56K | n/a | $156,727 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 10 | Bank Of America Corp /De/ | 11.46K | n/a | $143,058 | 0.0% | n/c | 1 | SEC ↗ |
| 11 | Osaic Holdings, Inc. | 8.43K | n/a | $105,222 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 12 | Northwestern Mutual Wealth… | 6.85K | n/a | $85,463 | 0.0% | n/c | 1 | SEC ↗ |
| 13 | Cwm, Llc | 3.96K | n/a | $49,000 | 0.0% | n/c | 1 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value: the conviction measure. ✦ = curated manager.
New buyers
| No new tracked buyers this quarter. |
Exited
| No tracked exits this quarter. |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 33 holders, 3.24M shares, $24.91M reported. This is a different, older period than the tracked-universe figures above and the two are never mixed.
Frequently co-owned
What else this security's tracked holders most often hold: shared-ownership counts, not fundamental relationships.
Provenance: Ownership from parsed 13F common-stock positions (tracked universe, comparable sets for changes); insider rows from Forms 3/4/5; stakes from Schedules 13D/13G; every filing links to its original on SEC EDGAR.
Reporting period: Q4 2025 ·
Methodology ·
Get this via the API