PDEC
name pending profile ingest
Momentum inputs (comparable managers):
holder breadth +4.3% ·
share flow +0.1% ·
net new positions +4.2%
— formula
Broad accumulation — rising shares across more holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q4 2025
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q2 2026 | 28 | +2 | 8.39M | $374.41M | +4 | −3 |
| Q1 2026 | 28 | +4 | 8.82M | $377.81M | +4 | — |
| Q4 2025 | 24 | +1 | 9.44M | $409.48M | +1 | — |
| Q3 2025 | 3 | 0 | 8.74K | $367,086 | +1 | −1 |
| Q2 2025 | 1 | -1 | 8.79K | $351,728 | — | −1 |
| Q1 2025 | 2 | +1 | 44.16K | $1.66M | +1 | — |
| Q4 2024 | 1 | -1 | 14.68K | $563,814 | — | −1 |
| Q3 2024 | 2 | +1 | 55.35K | $2.12M | +1 | — |
| Q2 2024 | 1 | — | 23.40K | $877,734 | — | — |
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Alliancebernstein L.P. | 3.27M | — | $142.01M | 0.0% | n/c | 1 | SEC ↗ |
| 2 | Focus Partners Wealth | 1.11M | — | $48.27M | 0.1% | n/c | 1 | SEC ↗ |
| 3 | Osaic Holdings, Inc. | 786.64K | — | $34.12M | 0.1% | n/c | 1 | SEC ↗ ×3 |
| 4 | Blair William & Co/Il | 755.49K | — | $32.77M | 0.1% | n/c | 1 | SEC ↗ |
| 5 | Commonwealth Equity Services, Llc | 661.70K | — | $28.70M | 0.0% | n/c | 1 | SEC ↗ |
| 6 | LPL Financial LLC | 628.76K | — | $27.28M | 0.0% | n/c | 1 | SEC ↗ |
| 7 | HighTower Advisors, LLC | 520.99K | — | $22.60M | 0.0% | n/c | 1 | SEC ↗ |
| 8 | Cetera Investment Advisers | 348.33K | — | $15.11M | 0.0% | n/c | 1 | SEC ↗ |
| 9 | Raymond James Financial Inc | 258.35K | — | $11.21M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 10 | Envestnet Asset Management Inc | 229.69K | — | $9.96M | 0.0% | n/c | 1 | SEC ↗ |
| 11 | Wealth Enhancement Advisory… | 202.00K | — | $8.81M | 0.0% | n/c | 1 | SEC ↗ |
| 12 | Truist Financial Corp | 153.09K | — | $6.64M | 0.0% | n/c | 1 | SEC ↗ |
| 13 | Mml Investors Services, Llc | 140.12K | — | $6.08M | 0.0% | n/c | 1 | SEC ↗ |
| 14 | Mariner, LLC | 123.01K | — | $5.34M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 15 | Cerity Partners LLC | 66.27K | — | $2.87M | 0.0% | n/c | 1 | SEC ↗ |
| 16 | Jane Street Group, Llc | 46.44K | — | $2.01M | 0.0% | n/c | 1 | SEC ↗ |
| 17 | Captrust Financial Advisors | 44.54K | — | $1.93M | 0.0% | n/c | 1 | SEC ↗ |
| 18 | Susquehanna International Group, Llp | 41.81K | — | $1.81M | 0.0% | n/c | 1 | SEC ↗ |
| 19 | Mercer Global Advisors Inc /Adv | 25.55K | — | $1.11M | 0.0% | n/c | 1 | SEC ↗ |
| 20 | AQR Capital Management ✦ | 9.48K | +75.2% | $411,199 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 21 | Cwm, Llc | 5.08K | — | $220,000 | 0.0% | n/c | 1 | SEC ↗ |
| 22 | BlackRock ✦ (passive) | 1.93K | New | $83,651 | 0.0% | New | 1 | SEC ↗ |
| 23 | Morgan Stanley ✦ | 1.57K | 0.0% | $68,324 | 0.0% | Held | 2 | SEC ↗ |
| 24 | JPMorgan Chase ✦ | 874 | -50.1% | $37,914 | 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
| BlackRock | $83,651 | 0.0% |
Exited
| No tracked exits this quarter. |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 226 holders, 17.95M shares, $683.08M 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.