PALC
name pending profile ingest
Momentum inputs (comparable managers):
holder breadth -4.8% ·
share flow -17.4% ·
net new positions -5.0%
— formula
Broad distribution — falling shares and fewer holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q2 2026
| 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 | — | — |
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Ameriprise Financial Inc | 300.53K | -8.6% | $17.96M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 2 | Ameriprise Financial Inc | 300.53K | -8.6% | $17.96M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 3 | Ameriprise Financial Inc | 300.53K | -8.6% | $17.96M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 4 | Northwestern Mutual Wealth… | 206.46K | +0.4% | $12.34M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 5 | LPL Financial LLC | 161.12K | -1.8% | $9.63M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 6 | Goldman Sachs Group ✦ | 121.96K | +7.9% | $7.29M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 7 | Raymond James Financial Inc | 48.90K | +0.5% | $2.92M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 8 | Raymond James Financial Inc | 48.90K | +0.5% | $2.92M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 9 | Creative Planning | 41.76K | 0.0% | $2.50M | 0.0% | Held | 3 | SEC ↗ |
| 10 | JPMorgan Chase ✦ | 32.00K | -9.6% | $1.88M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 11 | JPMorgan Chase ✦ | 32.00K | -9.6% | $1.88M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 12 | Wealth Enhancement Advisory… | 30.75K | +0.1% | $1.79M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 13 | Osaic Holdings, Inc. | 24.70K | -3.6% | $1.48M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 14 | Osaic Holdings, Inc. | 24.70K | -3.6% | $1.48M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 15 | Cetera Investment Advisers | 22.27K | +0.7% | $1.33M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 16 | Envestnet Asset Management Inc | 8.32K | +6.5% | $496,875 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 17 | Truist Financial Corp | 7.54K | +6.9% | $450,463 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 18 | Susquehanna International Group, Llp | 6.25K | -85.9% | $373,145 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 19 | Citadel Advisors ✦ | 6.13K | -83.4% | $366,513 | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 20 | Morgan Stanley ✦ | 5.59K | -37.6% | $334,247 | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 21 | Assetmark, Inc | 2.32K | +499.2% | $138,563 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 22 | UBS Group AG | 1.97K | +294.4% | $117,829 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 23 | UBS Group AG | 1.97K | +294.4% | $117,829 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 24 | Fidelity (FMR) ✦ | 781 | 0.0% | $46,672 | 0.0% | Held | 5 | SEC ↗ |
| 25 | Royal Bank Of Canada | 209 | New | $12,000 | 0.0% | New | 1 | SEC ↗ |
| 26 | Jones Financial Companies Lllp | 19 | New | $1,098 | 0.0% | New | 1 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| Royal Bank Of Canada | $12,000 | 0.0% |
| Jones Financial Companies Lllp | $1,098 | 0.0% |
Exited
| Mariner, LLC | $3.82M | was 0.0% |
| Jane Street Group, Llc | $2.57M | was 0.0% |
| Citigroup Inc | $52 | 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.
What else this security's tracked holders most often hold — shared-ownership counts, not fundamental relationships.