Security record · archived quarter
PCN
name pending profile ingest
26Tracked holders
-2Δ holders
4.69MShares held
$56.09MReported value
+1New positions
−3Exits
Momentum inputs (comparable managers):
holder breadth -7.1% ·
share flow +3.7% ·
net new positions -7.7%
— formula
Concentrated accumulation — rising shares among fewer holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q2 2026
Ownership over time
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q2 2026 | 26 | -2 | 4.69M | $56.09M | +1 | −3 |
| Q1 2026 | 29 | -1 | 4.53M | $53.89M | +3 | −4 |
| Q4 2025 | 30 | +2 | 4.22M | $53.87M | +2 | — |
| Q3 2025 | 1 | -1 | 1.10M | $14.71M | — | −1 |
| Q2 2025 | 1 | — | 14.17K | $179,805 | — | — |
| Q3 2024 | 1 | +1 | 12.88K | $182,767 | +1 | — |
Who holds it · Q2 2026
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Morgan Stanley ✦ | 1.28M | +3.9% | $15.34M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 2 | Morgan Stanley ✦ | 1.28M | +3.9% | $15.34M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 3 | Morgan Stanley ✦ | 1.28M | +3.9% | $15.34M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 4 | LPL Financial LLC | 734.77K | +6.8% | $8.78M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 5 | Wells Fargo & Company/Mn | 579.37K | +15.0% | $6.92M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 6 | Wells Fargo & Company/Mn | 579.37K | +15.0% | $6.92M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 7 | Invesco Ltd. | 516.61K | +5.8% | $6.17M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 8 | Invesco Ltd. | 516.61K | +5.8% | $6.17M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 9 | Bank Of America Corp /De/ | 279.04K | +1.3% | $3.33M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 10 | Cetera Investment Advisers | 219.71K | +1.8% | $2.63M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 11 | Envestnet Asset Management Inc | 173.02K | +8.8% | $2.07M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 12 | Osaic Holdings, Inc. | 171.25K | -6.7% | $2.05M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 13 | Osaic Holdings, Inc. | 171.25K | -6.7% | $2.05M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 14 | Commonwealth Equity Services, Llc | 160.19K | -2.7% | $1.91M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 15 | Royal Bank Of Canada | 88.24K | +12.8% | $1.05M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 16 | Royal Bank Of Canada | 88.24K | +12.8% | $1.05M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 17 | Royal Bank Of Canada | 88.24K | +12.8% | $1.05M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 18 | Raymond James Financial Inc | 78.02K | -5.4% | $932,352 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 19 | Raymond James Financial Inc | 78.02K | -5.4% | $932,352 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 20 | Jane Street Group, Llc | 59.05K | -51.6% | $705,588 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 21 | Jane Street Group, Llc | 59.05K | -51.6% | $705,588 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 22 | UBS Group AG | 58.71K | -21.0% | $701,632 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 23 | UBS Group AG | 58.71K | -21.0% | $701,632 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 24 | Lido Advisors, LLC | 44.12K | +134.2% | $528,231 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 25 | Focus Partners Wealth | 33.67K | -18.1% | $402,362 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 26 | Susquehanna International Group, Llp | 30.94K | -7.8% | $369,757 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 27 | Truist Financial Corp | 29.92K | +1.3% | $357,520 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 28 | Truist Financial Corp | 29.92K | +1.3% | $357,520 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 29 | Northwestern Mutual Wealth… | 25.67K | +165.4% | $306,780 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 30 | Stifel Financial Corp | 21.30K | 0.0% | $254,541 | 0.0% | Held | 3 | SEC ↗ |
| 31 | Nomura Holdings Inc | 20.00K | +6.9% | $239,000 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 32 | Rockefeller Capital Management L.P. | 19.37K | 0.0% | $231,495 | 0.0% | Held | 3 | SEC ↗ |
| 33 | Creative Planning | 17.62K | -9.2% | $210,617 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 34 | Captrust Financial Advisors | 17.15K | New | $204,925 | 0.0% | New | 1 | SEC ↗ |
| 35 | Fifth Third Bancorp | 12.87K | -1.0% | $153,809 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 36 | BlackRock ✦ (passive) | 11.25K | 0.0% | $134,473 | 0.0% | Held | 3 | SEC ↗ |
| 37 | Pnc Financial Services Group, Inc. | 8.28K | -5.5% | $98,994 | 0.0% | ▼ Trim | 3 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| Captrust Financial Advisors | $204,925 | 0.0% |
Exited
| TD Waterhouse Canada Inc. | $108,000 | was 0.0% |
| Assetmark, Inc | $14,125 | was 0.0% |
| Citigroup Inc | $7,509 | 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.
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: Q2 2026 ·
Methodology ·
Get this via the API