Security record · archived quarter
PDN
name pending profile ingest
42Tracked holders
-1Δ holders
3.61MShares held
$152.35MReported value
+0New positions
−1Exits
Momentum inputs (comparable managers):
holder breadth -2.3% ·
share flow -1.5% ·
net new positions -2.4%
· formula
Broad distribution: falling shares and fewer holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q4 2025
Ownership over time
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q2 2026 | 38 | -2 | 2.66M | $119.76M | +4 | −6 |
| Q1 2026 | 41 | -1 | 3.65M | $158.08M | +1 | −2 |
| Q4 2025 | 42 | -1 | 3.61M | $152.35M | n/a | −1 |
| Q3 2025 | 6 | +1 | 168.98K | $6.95M | +1 | n/a |
| Q2 2025 | 2 | 0 | 158.59K | $6.17M | n/a | n/a |
| Q1 2025 | 1 | +1 | 108.95K | $3.65M | +1 | n/a |
| Q3 2024 | 1 | 0 | 11.09K | $389,778 | n/a | n/a |
| Q2 2024 | 1 | n/a | 14.55K | $470,121 | n/a | n/a |
Who holds it · Q4 2025
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Charles Schwab Investment… | 2.19M | n/a | $92.34M | 0.0% | n/c | 1 | SEC ↗ |
| 2 | Invesco Ltd. | 364.16K | n/a | $15.36M | 0.0% | n/c | 1 | SEC ↗ |
| 3 | HighTower Advisors, LLC | 184.59K | n/a | $7.79M | 0.0% | n/c | 1 | SEC ↗ |
| 4 | Susquehanna International Group, Llp | 164.60K | n/a | $6.94M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 5 | Captrust Financial Advisors | 106.39K | n/a | $4.49M | 0.0% | n/c | 1 | SEC ↗ |
| 6 | Ameriprise Financial Inc | 105.05K | n/a | $4.43M | 0.0% | n/c | 1 | SEC ↗ |
| 7 | Focus Partners Wealth | 76.63K | n/a | $3.23M | 0.0% | n/c | 1 | SEC ↗ |
| 8 | Morgan Stanley ✦ | 60.85K | +12.1% | $2.57M | 0.0% | ▲ Add | 2 | SEC ↗ ×4 |
| 9 | Citadel Advisors ✦ | 39.49K | -41.9% | $1.67M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 10 | Wells Fargo & Company/Mn | 30.38K | n/a | $1.28M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 11 | Cibc World Market Inc. | 28.05K | n/a | $1.18M | 0.0% | n/c | 1 | SEC ↗ |
| 12 | LPL Financial LLC | 27.17K | n/a | $1.15M | 0.0% | n/c | 1 | SEC ↗ |
| 13 | Creative Planning | 27.13K | n/a | $1.14M | 0.0% | n/c | 1 | SEC ↗ |
| 14 | Jane Street Group, Llc | 26.23K | n/a | $1.11M | 0.0% | n/c | 1 | SEC ↗ |
| 15 | Royal Bank Of Canada | 25.45K | n/a | $1.07M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 16 | Mercer Global Advisors Inc /Adv | 21.37K | n/a | $901,466 | 0.0% | n/c | 1 | SEC ↗ |
| 17 | Commonwealth Equity Services, Llc | 17.63K | n/a | $743,760 | 0.0% | n/c | 1 | SEC ↗ |
| 18 | Cetera Investment Advisers | 14.81K | n/a | $624,990 | 0.0% | n/c | 1 | SEC ↗ |
| 19 | Bank Of America Corp /De/ | 14.17K | n/a | $597,580 | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 20 | Mariner, LLC | 13.56K | n/a | $572,242 | 0.0% | n/c | 1 | SEC ↗ |
| 21 | Fidelity (FMR) ✦ | 11.46K | +6.7% | $483,630 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 22 | Northwestern Mutual Wealth… | 8.71K | n/a | $367,649 | 0.0% | n/c | 1 | SEC ↗ |
| 23 | Raymond James Financial Inc | 7.87K | n/a | $331,891 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 24 | Cerity Partners LLC | 7.78K | n/a | $328,332 | 0.0% | n/c | 1 | SEC ↗ |
| 25 | UBS Group AG | 7.74K | n/a | $326,435 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 26 | Quantinno Capital Management LP | 7.04K | n/a | $296,946 | 0.0% | n/c | 1 | SEC ↗ |
| 27 | Jones Financial Companies Lllp | 6.81K | n/a | $287,347 | 0.0% | n/c | 1 | SEC ↗ |
| 28 | Truist Financial Corp | 4.75K | n/a | $200,214 | 0.0% | n/c | 1 | SEC ↗ |
| 29 | Osaic Holdings, Inc. | 4.46K | n/a | $188,053 | 0.0% | n/c | 1 | SEC ↗ |
| 30 | Cwm, Llc | 1.81K | n/a | $76,000 | 0.0% | n/c | 1 | SEC ↗ |
| 31 | Bank Of Montreal /Can/ | 1.66K | n/a | $69,944 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 32 | BlackRock ✦ (passive) | 1.24K | +2.0% | $52,268 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 33 | JPMorgan Chase ✦ | 1.09K | -21.0% | $45,813 | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 34 | Pnc Financial Services Group, Inc. | 1.01K | n/a | $42,463 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 35 | Citigroup Inc | 769 | n/a | $32,441 | 0.0% | n/c | 1 | SEC ↗ |
| 36 | Qube Research & Technologies Ltd | 256 | n/a | $10,800 | 0.0% | n/c | 1 | SEC ↗ |
| 37 | Blair William & Co/Il | 176 | n/a | $7,425 | 0.0% | n/c | 1 | SEC ↗ |
| 38 | Assetmark, Inc | 149 | n/a | $6,286 | 0.0% | n/c | 1 | SEC ↗ |
| 39 | Rockefeller Capital Management L.P. | 144 | n/a | $6,075 | 0.0% | n/c | 1 | SEC ↗ |
| 40 | TD Waterhouse Canada Inc. | 89 | n/a | $3,752 | 0.0% | n/c | 1 | SEC ↗ |
| 41 | UBS AM, a distinct business unit of… | 50 | n/a | $2,109 | 0.0% | n/c | 1 | SEC ↗ |
| 42 | Russell Investments Group, Ltd. | 10 | n/a | $422 | 0.0% | n/c | 1 | 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
| Goldman Sachs Group | $1.38M | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 105 holders, 4.58M shares, $197.27M reported. This is a different, older period than the tracked-universe figures above and the two are never mixed.
Frequently co-owned
What else this security's tracked holders most often hold: shared-ownership counts, not fundamental relationships.
Provenance: Ownership from parsed 13F common-stock positions (tracked universe, comparable sets for changes); insider rows from Forms 3/4/5; stakes from Schedules 13D/13G; every filing links to its original on SEC EDGAR.
Reporting period: Q4 2025 ·
Methodology ·
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