PCQ
name pending profile ingest
Momentum inputs (comparable managers): holder breadth 0.0% · share flow -2.7% · net new positions 0.0% — formula
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q4 2025
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Morgan Stanley ✦ | 476.39K | -10.7% | $4.16M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 2 | LPL Financial LLC | 283.24K | — | $2.47M | 0.0% | n/c | 1 | SEC ↗ |
| 3 | Bank of New York Mellon Corp | 246.04K | — | $2.15M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 4 | Wells Fargo & Company/Mn | 140.91K | — | $1.23M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 5 | Rockefeller Capital Management L.P. | 136.50K | — | $1.19M | 0.0% | n/c | 1 | SEC ↗ |
| 6 | Bank Of America Corp /De/ | 107.62K | — | $939,548 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 7 | Jane Street Group, Llc | 96.76K | — | $844,750 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 8 | UBS Group AG | 74.79K | — | $652,900 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 9 | Capstone Investment Advisors, Llc | 71.58K | — | $624,885 | 0.0% | n/c | 1 | SEC ↗ |
| 10 | Baird Financial Group, Inc. | 67.25K | — | $587,093 | 0.0% | n/c | 1 | SEC ↗ |
| 11 | Raymond James Financial Inc | 56.55K | — | $493,647 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 12 | Royal Bank Of Canada | 38.82K | — | $339,000 | 0.0% | n/c | 1 | SEC ↗ |
| 13 | Susquehanna International Group, Llp | 36.92K | — | $322,347 | 0.0% | n/c | 1 | SEC ↗ |
| 14 | Osaic Holdings, Inc. | 34.17K | — | $298,288 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 15 | Cetera Investment Advisers | 33.27K | — | $290,423 | 0.0% | n/c | 1 | SEC ↗ |
| 16 | Hrt Financial Lp | 32.91K | — | $287,000 | 0.0% | n/c | 1 | SEC ↗ |
| 17 | Wealth Enhancement Advisory… | 29.24K | — | $257,640 | 0.0% | n/c | 1 | SEC ↗ |
| 18 | Bank Of Montreal /Can/ | 25.59K | — | $223,392 | 0.0% | n/c | 1 | SEC ↗ |
| 19 | Commonwealth Equity Services, Llc | 25.57K | — | $223,188 | 0.0% | n/c | 1 | SEC ↗ |
| 20 | Nomura Holdings Inc | 20.62K | — | $180,039 | 0.0% | n/c | 1 | SEC ↗ |
| 21 | Stifel Financial Corp | 13.38K | — | $116,799 | 0.0% | n/c | 1 | SEC ↗ |
| 22 | HighTower Advisors, LLC | 10.56K | — | $92,160 | 0.0% | n/c | 1 | SEC ↗ |
| 23 | Cwm, Llc | 2.00K | — | $17,000 | 0.0% | n/c | 1 | SEC ↗ |
| 24 | JPMorgan Chase ✦ | 701 | -50.0% | $6,120 | 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
| No new tracked buyers this quarter. |
Exited
| No tracked exits this quarter. |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 87 holders, 18.58M shares, $155.02M 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.
Open-market purchases (P)
10% owner · 2.00K sh @ 8.04 · $16,080
Open-market sales (S)
10% owner · 800 sh · $6,220
10% owner · 1.00K sh · $7,764
10% owner · 200 sh · $1,555
Awards, exercises and tax withholding are never counted as buys or sales here. Methodology
79.4% of class · View original SEC filing ↗