PAMC
name pending profile ingest
Momentum inputs (comparable managers):
holder breadth -10.0% ·
share flow -27.0% ·
net new positions -11.1%
— formula
Broad distribution — falling shares and fewer holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q4 2025
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q2 2026 | 10 | +2 | 138.69K | $7.67M | +3 | −1 |
| Q1 2026 | 8 | -1 | 122.86K | $5.84M | — | −1 |
| Q4 2025 | 9 | -1 | 140.56K | $6.58M | — | −1 |
| Q3 2025 | 3 | -1 | 75.30K | $3.54M | — | −1 |
| Q2 2025 | 2 | +1 | 21.47K | $940,608 | +1 | — |
| Q1 2025 | 1 | 0 | 13.76K | $583,244 | — | — |
| Q4 2024 | 1 | 0 | 4.59K | $212,813 | +1 | −1 |
| Q3 2024 | 1 | 0 | 10.80K | $499,176 | +1 | −1 |
| Q2 2024 | 1 | — | 32.16K | $1.41M | — | — |
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 45.39K | — | $2.11M | 0.0% | n/c | 1 | SEC ↗ |
| 2 | Osaic Holdings, Inc. | 30.79K | — | $1.44M | 0.0% | n/c | 1 | SEC ↗ |
| 3 | JPMorgan Chase ✦ | 23.31K | -39.3% | $1.09M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 4 | Commonwealth Equity Services, Llc | 23.19K | — | $1.08M | 0.0% | n/c | 1 | SEC ↗ |
| 5 | Wealth Enhancement Advisory… | 12.66K | — | $621,476 | 0.0% | n/c | 1 | SEC ↗ |
| 6 | Cetera Investment Advisers | 5.12K | — | $238,427 | 0.0% | n/c | 1 | SEC ↗ |
| 7 | UBS Group AG | 78 | — | $3,635 | 0.0% | n/c | 1 | SEC ↗ |
| 8 | Blair William & Co/Il | 25 | — | $1,165 | 0.0% | n/c | 1 | SEC ↗ |
| 9 | Morgan Stanley ✦ | 1 | 0.0% | $72 | 0.0% | Held | 2 | 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
| Citadel Advisors | $1.73M | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 26 holders, 729.76K shares, $32.81M 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.