Security record · archived quarter
PALC
name pending profile ingest
22Tracked holders
0Δ holders
1.23MShares held
$64.12MReported value
+0New positions
−0Exits
Momentum inputs (comparable managers): holder breadth 0.0% · share flow -0.1% · net new positions 0.0% · formula
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q4 2025
Ownership over time
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q2 2026 | 20 | -1 | 1.03M | $61.44M | +2 | −3 |
| Q1 2026 | 22 | 0 | 1.25M | $64.55M | +2 | −2 |
| Q4 2025 | 22 | 0 | 1.23M | $64.12M | n/a | n/a |
| Q3 2025 | 5 | +1 | 156.26K | $8.09M | +1 | n/a |
| Q2 2025 | 1 | -1 | 871 | $43,039 | n/a | −1 |
| Q1 2025 | 1 | 0 | 35.72K | $1.71M | n/a | n/a |
| Q4 2024 | 1 | 0 | 16.25K | $799,985 | n/a | n/a |
| Q3 2024 | 1 | 0 | 36.69K | $1.82M | n/a | n/a |
| Q2 2024 | 1 | n/a | 34.19K | $1.66M | n/a | n/a |
Who holds it · Q4 2025
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Ameriprise Financial Inc | 406.72K | n/a | $21.25M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 2 | Northwestern Mutual Wealth… | 205.90K | n/a | $10.76M | 0.0% | n/c | 1 | SEC ↗ |
| 3 | LPL Financial LLC | 183.23K | n/a | $9.57M | 0.0% | n/c | 1 | SEC ↗ |
| 4 | Goldman Sachs Group ✦ | 103.43K | +41.6% | $5.40M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 5 | Commonwealth Equity Services, Llc | 76.42K | n/a | $3.99M | 0.0% | n/c | 1 | SEC ↗ |
| 6 | Creative Planning | 42.49K | n/a | $2.22M | 0.0% | n/c | 1 | SEC ↗ |
| 7 | Osaic Holdings, Inc. | 38.85K | n/a | $2.03M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 8 | Wealth Enhancement Advisory… | 33.09K | n/a | $1.79M | 0.0% | n/c | 1 | SEC ↗ |
| 9 | JPMorgan Chase ✦ | 30.06K | -48.2% | $1.57M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 10 | Raymond James Financial Inc | 26.69K | n/a | $1.39M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 11 | Cetera Investment Advisers | 22.29K | n/a | $1.16M | 0.0% | n/c | 1 | SEC ↗ |
| 12 | Jane Street Group, Llc | 14.59K | n/a | $762,391 | 0.0% | n/c | 1 | SEC ↗ |
| 13 | Citadel Advisors ✦ | 12.43K | -16.8% | $649,082 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 14 | Morgan Stanley ✦ | 8.54K | -9.2% | $446,338 | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 15 | Envestnet Asset Management Inc | 8.34K | n/a | $435,892 | 0.0% | n/c | 1 | SEC ↗ |
| 16 | Truist Financial Corp | 6.54K | n/a | $341,545 | 0.0% | n/c | 1 | SEC ↗ |
| 17 | Citigroup Inc | 2.67K | n/a | $139,272 | 0.0% | n/c | 1 | SEC ↗ |
| 18 | UBS Group AG | 2.18K | n/a | $114,092 | 0.0% | n/c | 1 | SEC ↗ |
| 19 | Fidelity (FMR) ✦ | 825 | -2.6% | $43,073 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 20 | Cwm, Llc | 441 | n/a | $23,000 | 0.0% | n/c | 1 | SEC ↗ |
| 21 | Assetmark, Inc | 387 | n/a | $20,217 | 0.0% | n/c | 1 | SEC ↗ |
| 22 | Wells Fargo & Company/Mn | 77 | n/a | $4,022 | 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): 73 holders, 3.19M shares, $154.05M 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 ·
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