PAMC
name pending profile ingest
Momentum inputs (comparable managers):
holder breadth -11.1% ·
share flow -12.6% ·
net new positions -12.5%
— formula
Broad distribution — falling shares and fewer holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q1 2026
| 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 | 43.52K | -4.1% | $2.08M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 2 | Osaic Holdings, Inc. | 24.44K | -20.6% | $1.17M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 3 | JPMorgan Chase ✦ | 24.25K | +4.1% | $1.12M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 4 | Morgan Stanley ✦ | 12.39K | +1239400.0% | $593,262 | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 5 | Wealth Enhancement Advisory… | 8.84K | -30.2% | $430,548 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 6 | Cetera Investment Advisers | 4.72K | -7.8% | $225,765 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 7 | Commonwealth Equity Services, Llc | 4.66K | -79.9% | $223,020 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 8 | Blair William & Co/Il | 25 | 0.0% | $1,196 | 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
| UBS Group AG | $3,635 | 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.