Security record · archived quarter
PALC
name pending profile ingest
22Tracked holders
0Δ holders
1.25MShares held
$64.55MReported value
+2New positions
−2Exits
Momentum inputs (comparable managers): holder breadth 0.0% · share flow +1.7% · net new positions 0.0% — formula
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q1 2026
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 | — | — |
| Q3 2025 | 5 | +1 | 156.26K | $8.09M | +1 | — |
| Q2 2025 | 1 | -1 | 871 | $43,039 | — | −1 |
| Q1 2025 | 1 | 0 | 35.72K | $1.71M | — | — |
| Q4 2024 | 1 | 0 | 16.25K | $799,985 | — | — |
| Q3 2024 | 1 | 0 | 36.69K | $1.82M | — | — |
| Q2 2024 | 1 | — | 34.19K | $1.66M | — | — |
Who holds it · Q1 2026
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Ameriprise Financial Inc | 328.83K | -19.1% | $17.03M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 2 | Ameriprise Financial Inc | 328.83K | -19.1% | $17.03M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 3 | Ameriprise Financial Inc | 328.83K | -19.1% | $17.03M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 4 | Northwestern Mutual Wealth… | 205.69K | -0.1% | $10.66M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 5 | LPL Financial LLC | 164.12K | -10.4% | $8.50M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 6 | Goldman Sachs Group ✦ | 113.00K | +9.2% | $5.85M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 7 | Mariner, LLC | 73.71K | New | $3.82M | 0.0% | New | 1 | SEC ↗ |
| 8 | Jane Street Group, Llc | 49.59K | +239.8% | $2.57M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 9 | Raymond James Financial Inc | 48.64K | +82.2% | $2.52M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 10 | Raymond James Financial Inc | 48.64K | +82.2% | $2.52M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 11 | Susquehanna International Group, Llp | 44.43K | New | $2.30M | 0.0% | New | 1 | SEC ↗ |
| 12 | Susquehanna International Group, Llp | 44.43K | New | $2.30M | 0.0% | New | 1 | SEC ↗ |
| 13 | Creative Planning | 41.76K | -1.7% | $2.16M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 14 | Citadel Advisors ✦ | 36.97K | +197.5% | $1.92M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 15 | JPMorgan Chase ✦ | 35.40K | +17.8% | $1.80M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 16 | JPMorgan Chase ✦ | 35.40K | +17.8% | $1.80M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 17 | Wealth Enhancement Advisory… | 30.71K | -7.2% | $1.60M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 18 | Osaic Holdings, Inc. | 25.62K | -34.0% | $1.33M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 19 | Osaic Holdings, Inc. | 25.62K | -34.0% | $1.33M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 20 | Cetera Investment Advisers | 22.12K | -0.8% | $1.15M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 21 | Morgan Stanley ✦ | 8.97K | +5.0% | $464,735 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 22 | Morgan Stanley ✦ | 8.97K | +5.0% | $464,735 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 23 | Envestnet Asset Management Inc | 7.81K | -6.4% | $404,739 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 24 | Truist Financial Corp | 7.05K | +7.8% | $365,312 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 25 | Fidelity (FMR) ✦ | 781 | -5.3% | $40,469 | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 26 | UBS Group AG | 500 | -77.1% | $25,905 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 27 | Assetmark, Inc | 387 | 0.0% | $20,050 | 0.0% | Held | 2 | SEC ↗ |
| 28 | Cwm, Llc | 368 | -16.6% | $19,058 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 29 | Citigroup Inc | 1 | -100.0% | $52 | 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
| Mariner, LLC | $3.82M | 0.0% |
| Susquehanna International… | $2.30M | 0.0% |
| Susquehanna International… | $2.30M | 0.0% |
Exited
| Commonwealth Equity Services… | $3.99M | was 0.0% |
| Wells Fargo & Company/Mn | $4,022 | was 0.0% |
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: Q1 2026 ·
Methodology ·
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