Security record · archived quarter
PCEF
name pending profile ingest
35Tracked holders
+4Δ holders
14.55MShares held
$273.79MReported value
+6New positions
−2Exits
Momentum inputs (comparable managers):
holder breadth +12.9% ·
share flow -5.1% ·
net new positions +11.4%
— formula
Ownership fragmentation — more holders, smaller aggregate stake
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 | 33 | -1 | 14.76M | $299.78M | +1 | −2 |
| Q1 2026 | 35 | +4 | 14.55M | $273.79M | +6 | −2 |
| Q4 2025 | 31 | +1 | 15.33M | $304.76M | +1 | — |
| Q3 2025 | 4 | 0 | 2.26M | $45.10M | — | — |
| Q2 2025 | 2 | 0 | 22.10K | $431,875 | — | — |
| Q1 2025 | 1 | 0 | 15.91K | $299,941 | — | — |
| Q4 2024 | 1 | +1 | 15.91K | $304,874 | +1 | — |
| Q2 2024 | 1 | — | 16.88K | $317,719 | — | — |
Who holds it · Q1 2026
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Royal Bank Of Canada | 2.98M | -2.1% | $56.12M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 2 | Royal Bank Of Canada | 2.98M | -2.1% | $56.12M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 3 | Morgan Stanley ✦ | 2.53M | +1.2% | $47.61M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 4 | Morgan Stanley ✦ | 2.53M | +1.2% | $47.61M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 5 | Morgan Stanley ✦ | 2.53M | +1.2% | $47.61M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 6 | Envestnet Asset Management Inc | 2.19M | +13.2% | $41.15M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 7 | Wells Fargo & Company/Mn | 1.41M | -15.4% | $26.55M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 8 | Wells Fargo & Company/Mn | 1.41M | -15.4% | $26.55M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 9 | LPL Financial LLC | 973.63K | -11.6% | $18.32M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 10 | Bank Of America Corp /De/ | 951.61K | +1.4% | $17.91M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 11 | Bank Of America Corp /De/ | 951.61K | +1.4% | $17.91M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 12 | Raymond James Financial Inc | 574.75K | -50.1% | $10.82M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 13 | Raymond James Financial Inc | 574.75K | -50.1% | $10.82M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 14 | Cetera Investment Advisers | 490.70K | -10.4% | $9.24M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 15 | Ameriprise Financial Inc | 481.17K | +7.3% | $9.06M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 16 | Commonwealth Equity Services, Llc | 411.92K | -0.8% | $7.75M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 17 | UBS Group AG | 311.49K | +2.9% | $5.86M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 18 | UBS Group AG | 311.49K | +2.9% | $5.86M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 19 | Osaic Holdings, Inc. | 271.80K | +91.2% | $5.12M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 20 | Osaic Holdings, Inc. | 271.80K | +91.2% | $5.12M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 21 | Wealth Enhancement Advisory… | 184.30K | -55.8% | $3.49M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 22 | Rockefeller Capital Management L.P. | 106.63K | +15.6% | $2.01M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 23 | Mariner, LLC | 99.67K | +6.1% | $1.86M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 24 | Baird Financial Group, Inc. | 97.63K | +3.8% | $1.84M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 25 | HighTower Advisors, LLC | 87.92K | -5.0% | $1.65M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 26 | Mml Investors Services, Llc | 77.27K | -16.9% | $1.45M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 27 | Stifel Financial Corp | 67.75K | +1.3% | $1.28M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 28 | Susquehanna International Group, Llp | 47.47K | New | $893,329 | 0.0% | New | 1 | SEC ↗ |
| 29 | Gotham Asset Management ✦ | 36.74K | 0.0% | $691,428 | 0.0% | Held | 6 | SEC ↗ |
| 30 | Truist Financial Corp | 34.25K | -36.4% | $644,599 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 31 | Creative Planning | 30.77K | -11.6% | $579,054 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 32 | Cwm, Llc | 27.58K | 0.0% | $519,027 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 33 | Fifth Third Bancorp | 21.20K | New | $398,909 | 0.0% | New | 1 | SEC ↗ |
| 34 | Cerity Partners LLC | 18.15K | New | $359,758 | 0.0% | New | 1 | SEC ↗ |
| 35 | Hrt Financial Lp | 16.95K | New | $319,000 | 0.0% | New | 1 | SEC ↗ |
| 36 | Pnc Financial Services Group, Inc. | 10.21K | 0.0% | $192,058 | 0.0% | Held | 2 | SEC ↗ |
| 37 | Pnc Financial Services Group, Inc. | 10.21K | 0.0% | $192,058 | 0.0% | Held | 2 | SEC ↗ |
| 38 | Pnc Financial Services Group, Inc. | 10.21K | 0.0% | $192,058 | 0.0% | Held | 2 | SEC ↗ |
| 39 | Fidelity (FMR) ✦ | 2.70K | +58.8% | $50,895 | 0.0% | ▲ Add | 4 | SEC ↗ |
| 40 | Us Bancorp \De\ | 2.70K | 0.0% | $50,814 | 0.0% | Held | 2 | SEC ↗ |
| 41 | JPMorgan Chase ✦ | 667 | +394.1% | $12,259 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 42 | JPMorgan Chase ✦ | 667 | +394.1% | $12,259 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 43 | Citigroup Inc | 256 | 0.0% | $4,818 | 0.0% | Held | 2 | SEC ↗ |
| 44 | Assetmark, Inc | 137 | New | $2,578 | 0.0% | New | 1 | SEC ↗ |
| 45 | Simplex Trading, Llc | 61 | New | $1,148 | 0.0% | New | 1 | SEC ↗ |
| 46 | Qube Research & Technologies Ltd | 57 | 0.0% | $1,073 | 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
| Susquehanna International… | $893,329 | 0.0% |
| Fifth Third Bancorp | $398,909 | 0.0% |
| Cerity Partners LLC | $359,758 | 0.0% |
| Hrt Financial Lp | $319,000 | 0.0% |
| Assetmark, Inc | $2,578 | 0.0% |
| Simplex Trading, Llc | $1,148 | 0.0% |
Exited
| Citadel Advisors | $402,292 | was 0.0% |
| Bnp Paribas Financial Markets | $3,837 | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 121 holders, 19.39M shares, $359.70M 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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