PCN
name pending profile ingest
Momentum inputs (comparable managers):
holder breadth -3.3% ·
share flow +7.3% ·
net new positions -3.4%
· formula
Concentrated accumulation: rising shares among fewer holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q1 2026
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Morgan Stanley ✦ | 1.24M | +0.2% | $14.71M | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 2 | LPL Financial LLC | 687.77K | +20.0% | $8.18M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 3 | Wells Fargo & Company/Mn | 503.76K | +32.1% | $5.99M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 4 | Invesco Ltd. | 488.53K | +2.7% | $5.81M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 5 | Bank Of America Corp /De/ | 275.56K | -3.0% | $3.28M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 6 | Cetera Investment Advisers | 215.93K | -2.4% | $2.57M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 7 | Osaic Holdings, Inc. | 183.60K | +0.2% | $2.18M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 8 | Commonwealth Equity Services, Llc | 164.62K | +3.1% | $1.96M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 9 | Envestnet Asset Management Inc | 159.02K | +17.9% | $1.89M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 10 | Jane Street Group, Llc | 122.07K | +37.9% | $1.45M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 11 | Raymond James Financial Inc | 82.44K | -3.0% | $981,104 | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 12 | Royal Bank Of Canada | 78.21K | +1.7% | $930,000 | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 13 | UBS Group AG | 74.34K | +29.2% | $884,610 | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 14 | Focus Partners Wealth | 41.09K | +32.9% | $489,026 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 15 | Susquehanna International Group, Llp | 33.56K | +34.4% | $399,400 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 16 | Truist Financial Corp | 29.53K | 0.0% | $351,371 | 0.0% | Held | 2 | SEC ↗ ×2 |
| 17 | Stifel Financial Corp | 21.30K | +10.8% | $253,476 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 18 | Creative Planning | 19.40K | -22.1% | $230,885 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 19 | Rockefeller Capital Management L.P. | 19.37K | 0.0% | $230,527 | 0.0% | Held | 2 | SEC ↗ |
| 20 | Lido Advisors, LLC | 18.84K | New | $225,109 | 0.0% | New | 1 | SEC ↗ |
| 21 | Nomura Holdings Inc | 18.70K | +72.4% | $222,590 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 22 | Fifth Third Bancorp | 13.01K | +333.5% | $154,772 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 23 | BlackRock ✦ (passive) | 11.25K | 0.0% | $133,911 | 0.0% | Held | 2 | SEC ↗ |
| 24 | Northwestern Mutual Wealth… | 9.67K | +11.0% | $115,097 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 25 | TD Waterhouse Canada Inc. | 9.00K | New | $108,000 | 0.0% | New | 1 | SEC ↗ |
| 26 | Pnc Financial Services Group, Inc. | 8.76K | +5.8% | $104,292 | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 27 | Cwm, Llc | 1.84K | 0.0% | $21,956 | 0.0% | Held | 2 | SEC ↗ |
| 28 | Assetmark, Inc | 1.19K | New | $14,125 | 0.0% | New | 1 | SEC ↗ |
| 29 | Citigroup Inc | 631 | -96.7% | $7,509 | 0.0% | ▼ Trim | 2 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value: the conviction measure. ✦ = curated manager.
New buyers
| Lido Advisors, LLC | $225,109 | 0.0% |
| TD Waterhouse Canada Inc. | $108,000 | 0.0% |
| Assetmark, Inc | $14,125 | 0.0% |
Exited
| Millennium Management | $228,123 | was 0.0% |
| Northern Trust Corp | $184,586 | was 0.0% |
| Wealth Enhancement Advisory… | $157,483 | was 0.0% |
| Mml Investors Services, Llc | $138,411 | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 122 holders, 12.10M shares, $141.58M 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.