PDEX
name pending profile ingest
Momentum inputs (comparable managers):
holder breadth +3.3% ·
share flow +1.7% ·
net new positions +3.2%
— formula
Broad accumulation — rising shares across more holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q1 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) | 152.51K | -4.2% | $7.49M | 0.0% | ▼ Trim | 4 | SEC ↗ ×5 |
| 2 | Vanguard Capital Management Llc | 111.33K | — | $5.47M | 0.0% | n/c | 1 | SEC ↗ |
| 3 | Dimensional Fund Advisors Lp | 56.94K | -8.3% | $2.80M | 0.0% | ▼ Trim | 2 | SEC ↗ ×4 |
| 4 | Geode Capital Management ✦ (passive) | 48.35K | -2.2% | $2.38M | 0.0% | ▼ Trim | 8 | SEC ↗ ×2 |
| 5 | Northern Trust Corp | 46.69K | -1.5% | $2.29M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 6 | State Street Global Advisors ✦ (passive) | 33.11K | +5.0% | $1.63M | 0.0% | ▲ Add | 6 | SEC ↗ |
| 7 | JPMorgan Chase ✦ | 32.04K | -5.7% | $1.52M | 0.0% | ▼ Trim | 3 | SEC ↗ ×4 |
| 8 | Morgan Stanley ✦ | 14.21K | +257.8% | $698,150 | 0.0% | ▲ Add | 3 | SEC ↗ ×6 |
| 9 | Bnp Paribas Financial Markets | 13.23K | +41.5% | $650,054 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 10 | LPL Financial LLC | 13.06K | +120.6% | $641,507 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 11 | Osaic Holdings, Inc. | 11.57K | +1.2% | $568,511 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 12 | Bank of New York Mellon Corp | 11.06K | -7.1% | $543,219 | 0.0% | ▼ Trim | 2 | SEC ↗ ×4 |
| 13 | UBS Group AG | 10.86K | -40.9% | $533,492 | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 14 | Goldman Sachs Group ✦ | 10.14K | New | $498,126 | 0.0% | New | 1 | SEC ↗ |
| 15 | Citadel Advisors ✦ | 8.99K | New | $441,392 | 0.0% | New | 1 | SEC ↗ |
| 16 | Charles Schwab Investment… | 6.49K | -10.0% | $318,936 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 17 | First Trust Advisors Lp | 5.71K | -1.1% | $280,426 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 18 | Nuveen, LLC | 5.00K | New | $245,453 | 0.0% | New | 1 | SEC ↗ ×2 |
| 19 | Citigroup Inc | 2.40K | -54.7% | $118,036 | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 20 | New York State Common Retirement… | 1.90K | 0.0% | $93,328 | 0.0% | Held | 2 | SEC ↗ |
| 21 | Deutsche Bank Ag\ | 1.81K | 0.0% | $89,104 | 0.0% | Held | 2 | SEC ↗ ×2 |
| 22 | Royal Bank Of Canada | 1.44K | -64.7% | $71,000 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 23 | Rhumbline Advisers | 1.41K | +1.5% | $69,009 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 24 | MIRAE ASSET GLOBAL ETFS HOLDINGS… | 996 | +3.5% | $48,924 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 25 | Wells Fargo & Company/Mn | 756 | -67.3% | $37,135 | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 26 | Barclays Plc | 324 | -90.1% | $15,915 | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 27 | Russell Investments Group, Ltd. | 280 | +21.7% | $13,754 | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 28 | Fidelity (FMR) ✦ | 242 | -63.0% | $11,887 | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 29 | Legal & General Group Plc | 192 | -18.3% | $9,431 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 30 | Cwm, Llc | 63 | +12.5% | $3,095 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 31 | Pnc Financial Services Group, Inc. | 10 | 0.0% | $492 | 0.0% | Held | 2 | SEC ↗ ×2 |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| Goldman Sachs Group | $498,126 | 0.0% |
| Citadel Advisors | $441,392 | 0.0% |
| Nuveen, LLC | $245,453 | 0.0% |
Exited
| Bank Of America Corp /De/ | $69,572 | was 0.0% |
| California State Teachers… | $5,041 | 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 ↗