PDEX
name pending profile ingest
Momentum inputs (comparable managers):
holder breadth +10.0% ·
share flow -5.4% ·
net new positions +9.1%
— formula
Ownership fragmentation — more holders, smaller aggregate stake
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q2 2026
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q2 2026 | 33 | +3 | 570.67K | $33.41M | +4 | −1 |
| Q1 2026 | 31 | +1 | 603.13K | $29.57M | +3 | −2 |
| Q4 2025 | 30 | -1 | 626.37K | $24.10M | — | −1 |
| Q3 2025 | 8 | -2 | 462.69K | $15.66M | — | −2 |
| Q2 2025 | 7 | -1 | 397.06K | $17.33M | — | −1 |
| Q1 2025 | 5 | -1 | 83.64K | $4.15M | +1 | −2 |
| Q4 2024 | 6 | +3 | 73.23K | $3.42M | +3 | — |
| Q3 2024 | 2 | 0 | 41.08K | $1.23M | — | — |
| Q2 2024 | 2 | — | 37.38K | $734,239 | — | — |
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | BlackRock ✦ (passive) | 153.18K | +0.4% | $8.97M | 0.0% | ▲ Add | 5 | SEC ↗ ×5 |
| 2 | Vanguard Capital Management Llc | 82.28K | -26.1% | $4.82M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 3 | Dimensional Fund Advisors Lp | 57.06K | +0.2% | $3.34M | 0.0% | ▲ Add | 3 | SEC ↗ ×4 |
| 4 | Geode Capital Management ✦ (passive) | 49.64K | +2.7% | $2.91M | 0.0% | ▲ Add | 9 | SEC ↗ ×2 |
| 5 | JPMorgan Chase ✦ | 32.29K | +0.8% | $1.89M | 0.0% | ▲ Add | 4 | SEC ↗ ×4 |
| 6 | State Street Global Advisors ✦ (passive) | 31.31K | -5.5% | $1.83M | 0.0% | ▼ Trim | 7 | SEC ↗ |
| 7 | Goldman Sachs Group ✦ | 18.71K | +84.5% | $1.10M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 8 | Bnp Paribas Financial Markets | 15.95K | +20.5% | $933,580 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 9 | Northern Trust Corp | 15.62K | -66.6% | $914,258 | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 10 | LPL Financial LLC | 14.30K | +9.5% | $837,089 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 11 | Jane Street Group, Llc | 13.64K | New | $798,505 | 0.0% | New | 1 | SEC ↗ ×2 |
| 12 | Bank of New York Mellon Corp | 11.59K | +4.8% | $678,419 | 0.0% | ▲ Add | 3 | SEC ↗ ×4 |
| 13 | Hrt Financial Lp | 9.51K | New | $557,000 | 0.0% | New | 1 | SEC ↗ |
| 14 | Nuveen, LLC | 9.25K | +85.0% | $541,412 | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 15 | Osaic Holdings, Inc. | 9.06K | -21.7% | $530,462 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 16 | Morgan Stanley ✦ | 8.66K | -39.0% | $507,286 | 0.0% | ▼ Trim | 4 | SEC ↗ ×6 |
| 17 | Charles Schwab Investment… | 7.08K | +9.1% | $414,593 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 18 | First Trust Advisors Lp | 5.93K | +3.9% | $347,435 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 19 | Marshall Wace ✦ | 5.16K | New | $301,884 | 0.0% | New | 1 | SEC ↗ |
| 20 | Millennium Management ✦ | 4.78K | New | $279,693 | 0.0% | New | 1 | SEC ↗ |
| 21 | UBS Group AG | 4.63K | -57.4% | $271,204 | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 22 | Wells Fargo & Company/Mn | 1.89K | +150.1% | $110,718 | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 23 | Deutsche Bank Ag\ | 1.83K | +0.9% | $107,205 | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 24 | Rhumbline Advisers | 1.50K | +6.9% | $87,936 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 25 | Royal Bank Of Canada | 1.31K | -9.2% | $77,000 | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 26 | New York State Common Retirement… | 1.09K | -42.6% | $63,820 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 27 | Citigroup Inc | 973 | -59.5% | $56,969 | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 28 | MIRAE ASSET GLOBAL ETFS HOLDINGS… | 955 | -4.1% | $55,915 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 29 | Russell Investments Group, Ltd. | 725 | +158.9% | $42,448 | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 30 | Barclays Plc | 305 | -5.9% | $17,857 | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 31 | Fidelity (FMR) ✦ | 256 | +5.8% | $14,989 | 0.0% | ▲ Add | 5 | SEC ↗ ×2 |
| 32 | Legal & General Group Plc | 192 | 0.0% | $11,242 | 0.0% | Held | 3 | SEC ↗ |
| 33 | Pnc Financial Services Group, Inc. | 26 | +160.0% | $1,523 | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| Jane Street Group, Llc | $798,505 | 0.0% |
| Hrt Financial Lp | $557,000 | 0.0% |
| Marshall Wace | $301,884 | 0.0% |
| Millennium Management | $279,693 | 0.0% |
Exited
| Citadel Advisors | $441,392 | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 57 holders, 716.03K shares, $35.14M 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)
No open-market insider purchases in our coverage window.
Open-market sales (S)
Officer, Director · 290 sh · $17,093
Officer, Director · 475 sh · $28,320
Officer, Director · 2.16K sh · $127,267
Officer, Director · 2.69K sh · $161,029
Officer, Director · 4.27K sh · $259,517
Officer, Director · 1.16K sh · $71,595
Officer · 1.50K sh · $91,575
Officer, Director · 2.14K sh · $136,894
Officer, Director · 300 sh · $19,410
Officer, Director · 806 sh · $47,279
Awards, exercises and tax withholding are never counted as buys or sales here. Methodology
28.9% of class · View original SEC filing ↗