PAI
name pending profile ingest
Momentum inputs (comparable managers):
holder breadth +15.4% ·
share flow +3.4% ·
net new positions +13.3%
— formula
Broad accumulation — rising shares across more holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q1 2026
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Jones Financial Companies Lllp | 209.29K | +5.2% | $2.49M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 2 | LPL Financial LLC | 91.22K | +20.6% | $1.10M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 3 | Raymond James Financial Inc | 47.14K | +1.0% | $570,130 | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 4 | Stifel Financial Corp | 42.68K | +18.3% | $516,243 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 5 | Baird Financial Group, Inc. | 31.47K | -1.0% | $380,654 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 6 | Morgan Stanley ✦ | 22.88K | +1.6% | $276,706 | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 7 | Wells Fargo & Company/Mn | 12.56K | 0.0% | $151,911 | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 8 | Bank Of America Corp /De/ | 11.43K | -0.3% | $138,197 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 9 | Susquehanna International Group, Llp | 10.87K | -30.9% | $131,485 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 10 | Osaic Holdings, Inc. | 8.36K | -0.9% | $101,092 | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 11 | UBS Group AG | 8.34K | -49.0% | $100,921 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 12 | Cwm, Llc | 3.96K | 0.0% | $47,896 | 0.0% | Held | 2 | SEC ↗ |
| 13 | Fifth Third Bancorp | 2.45K | New | $29,633 | 0.0% | New | 1 | SEC ↗ |
| 14 | Rockefeller Capital Management L.P. | 1.00K | New | $12,095 | 0.0% | New | 1 | SEC ↗ |
| 15 | Northwestern Mutual Wealth… | 140 | -98.0% | $1,693 | 0.0% | ▼ Trim | 2 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| Fifth Third Bancorp | $29,633 | 0.0% |
| Rockefeller Capital… | $12,095 | 0.0% |
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.
What else this security's tracked holders most often hold — shared-ownership counts, not fundamental relationships.