PATN
name pending profile ingest
Momentum inputs (comparable managers):
holder breadth +30.0% ·
share flow +30.0% ·
net new positions +20.0%
— formula
Broad accumulation — rising shares across more holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q2 2026
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 746.87K | +7254.0% | $27.76M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 2 | Raymond James Financial Inc | 278.10K | +2949.0% | $10.34M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 3 | Osaic Holdings, Inc. | 241.30K | +21.6% | $8.97M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 4 | Cetera Investment Advisers | 144.43K | +93.1% | $5.37M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 5 | Truist Financial Corp | 140.23K | New | $5.21M | 0.0% | New | 1 | SEC ↗ |
| 6 | Envestnet Asset Management Inc | 64.36K | -42.3% | $2.39M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 7 | Jane Street Group, Llc | 21.62K | -65.8% | $803,667 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 8 | Commonwealth Equity Services, Llc | 14.10K | New | $524,150 | 0.0% | New | 1 | SEC ↗ |
| 9 | Wealth Enhancement Advisory… | 7.07K | -46.9% | $255,557 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 10 | Mml Investors Services, Llc | 6.59K | New | $244,880 | 0.0% | New | 1 | SEC ↗ |
| 11 | Morgan Stanley ✦ | 1.00K | New | $37,174 | 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
| Truist Financial Corp | $5.21M | 0.0% |
| Commonwealth Equity Services… | $524,150 | 0.0% |
| Mml Investors Services, Llc | $244,880 | 0.0% |
| Morgan Stanley | $37,174 | 0.0% |
Exited
| Citadel Advisors | $367,650 | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 29 holders, 1.79M shares, $43.36M 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.