Security record · archived quarter
PDN
name pending profile ingest
41Tracked holders
-1Δ holders
3.65MShares held
$158.08MReported value
+1New positions
−2Exits
Momentum inputs (comparable managers):
holder breadth -2.4% ·
share flow +0.9% ·
net new positions -2.4%
· formula
Concentrated accumulation: rising shares among fewer holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q1 2026
Ownership over time
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q2 2026 | 37 | -2 | 2.48M | $111.46M | +4 | −7 |
| 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 · Q1 2026
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Charles Schwab Investment… | 2.02M | -7.5% | $87.82M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 2 | Invesco Ltd. | 251.15K | -31.0% | $10.89M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 3 | HighTower Advisors, LLC | 184.06K | -0.3% | $7.98M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 4 | LPL Financial LLC | 182.64K | +572.2% | $7.92M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 5 | Citadel Advisors ✦ | 177.70K | +350.0% | $7.71M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 6 | Jane Street Group, Llc | 110.57K | +321.6% | $4.80M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 7 | Ameriprise Financial Inc | 107.56K | +2.4% | $4.66M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 8 | Captrust Financial Advisors | 106.80K | +0.4% | $4.63M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 9 | Susquehanna International Group, Llp | 96.19K | -41.6% | $4.17M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 10 | Focus Partners Wealth | 76.75K | +0.2% | $3.33M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 11 | Morgan Stanley ✦ | 64.69K | +6.3% | $2.81M | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 12 | Cibc World Market Inc. | 30.97K | +10.4% | $1.34M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 13 | Wells Fargo & Company/Mn | 30.30K | -0.3% | $1.31M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 14 | Creative Planning | 29.04K | +7.1% | $1.26M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 15 | Royal Bank Of Canada | 23.61K | -7.2% | $1.02M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 16 | Commonwealth Equity Services, Llc | 17.30K | -1.9% | $750,260 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 17 | Cetera Investment Advisers | 15.25K | +2.9% | $661,239 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 18 | Mariner, LLC | 14.20K | +4.7% | $616,041 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 19 | Bank Of America Corp /De/ | 11.96K | -15.6% | $518,729 | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 20 | Fidelity (FMR) ✦ | 11.63K | +1.5% | $504,612 | 0.0% | ▲ Add | 4 | SEC ↗ |
| 21 | Northwestern Mutual Wealth… | 10.59K | +21.5% | $459,289 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 22 | Mercer Global Advisors Inc /Adv | 9.93K | -53.5% | $430,738 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 23 | Raymond James Financial Inc | 8.25K | +4.9% | $357,826 | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 24 | Cerity Partners LLC | 7.78K | 0.0% | $337,505 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 25 | Jones Financial Companies Lllp | 7.93K | +16.5% | $334,311 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 26 | UBS Group AG | 7.53K | -2.7% | $326,489 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 27 | Quantinno Capital Management LP | 7.22K | +2.6% | $313,262 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 28 | Truist Financial Corp | 4.75K | 0.0% | $205,834 | 0.0% | Held | 2 | SEC ↗ |
| 29 | Osaic Holdings, Inc. | 3.45K | -22.7% | $149,450 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 30 | BlackRock ✦ (passive) | 3.13K | +152.7% | $135,791 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 31 | Cwm, Llc | 1.81K | 0.0% | $78,413 | 0.0% | Held | 2 | SEC ↗ |
| 32 | Bank Of Montreal /Can/ | 1.80K | +8.4% | $77,980 | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 33 | JPMorgan Chase ✦ | 1.41K | +29.8% | $59,227 | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 34 | Pnc Financial Services Group, Inc. | 934 | -7.2% | $40,495 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 35 | Us Bancorp \De\ | 519 | New | $22,509 | 0.0% | New | 1 | SEC ↗ |
| 36 | Qube Research & Technologies Ltd | 236 | -7.8% | $10,235 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 37 | Blair William & Co/Il | 176 | 0.0% | $7,633 | 0.0% | Held | 2 | SEC ↗ |
| 38 | Rockefeller Capital Management L.P. | 145 | +0.7% | $6,289 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 39 | TD Waterhouse Canada Inc. | 89 | 0.0% | $3,919 | 0.0% | Held | 2 | SEC ↗ |
| 40 | UBS AM, a distinct business unit of… | 50 | 0.0% | $2,169 | 0.0% | Held | 2 | SEC ↗ |
| 41 | Russell Investments Group, Ltd. | 10 | 0.0% | $434 | 0.0% | Held | 2 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value: the conviction measure. ✦ = curated manager.
New buyers
| Us Bancorp \De\ | $22,509 | 0.0% |
Exited
| Citigroup Inc | $32,441 | was 0.0% |
| Assetmark, Inc | $6,286 | 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: Q1 2026 ·
Methodology ·
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