PDBA
name pending profile ingest
Momentum inputs (comparable managers):
holder breadth +12.5% ·
share flow +30.0% ·
net new positions +11.1%
— formula
Broad accumulation — rising shares across more holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q1 2026
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 403.50K | +4504.1% | $14.72M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 2 | Envestnet Asset Management Inc | 95.70K | New | $3.49M | 0.0% | New | 1 | SEC ↗ |
| 3 | Osaic Holdings, Inc. | 70.57K | +361.8% | $2.57M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 4 | Tidal Investments LLC | 48.00K | New | $1.74M | 0.0% | New | 1 | SEC ↗ |
| 5 | Assetmark, Inc | 35.60K | New | $1.30M | 0.0% | New | 1 | SEC ↗ |
| 6 | Bank Of America Corp /De/ | 8.90K | -52.4% | $324,474 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 7 | UBS Group AG | 7.45K | New | $271,738 | 0.0% | New | 1 | SEC ↗ |
| 8 | Rockefeller Capital Management L.P. | 2.00K | 0.0% | $72,940 | 0.0% | Held | 2 | SEC ↗ |
| 9 | Cwm, Llc | 1.74K | +8.4% | $63,312 | 0.0% | ▲ Add | 2 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| Envestnet Asset Management Inc | $3.49M | 0.0% |
| Tidal Investments LLC | $1.74M | 0.0% |
| Assetmark, Inc | $1.30M | 0.0% |
| UBS Group AG | $271,738 | 0.0% |
Exited
| Commonwealth Equity Services… | $1.13M | was 0.0% |
| Susquehanna International… | $471,920 | was 0.0% |
| Wells Fargo & Company/Mn | $2,176 | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 49 holders, 3.33M shares, $117.65M 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.