PDO
name pending profile ingest
Momentum inputs (comparable managers):
holder breadth +7.4% ·
share flow +2.9% ·
net new positions +3.4%
— formula
Broad accumulation — rising shares across more holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q2 2026
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Morgan Stanley ✦ | 5.18M | +1.7% | $68.45M | 0.0% | ▲ Add | 4 | SEC ↗ ×2 |
| 2 | UBS Group AG | 3.64M | +2.1% | $48.14M | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 3 | Royal Bank Of Canada | 2.45M | +4.5% | $32.44M | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 4 | Wells Fargo & Company/Mn | 2.24M | -5.6% | $29.64M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 5 | Cerity Partners LLC | 1.73M | -0.7% | $22.93M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 6 | Invesco Ltd. | 1.03M | +4.2% | $13.55M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 7 | Bank Of America Corp /De/ | 840.31K | -0.1% | $11.11M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 8 | Raymond James Financial Inc | 653.87K | -0.6% | $8.64M | 0.0% | ▼ Trim | 3 | SEC ↗ ×3 |
| 9 | Commonwealth Equity Services, Llc | 649.62K | -1.1% | $8.59M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 10 | Cetera Investment Advisers | 457.62K | +134.0% | $6.05M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 11 | LPL Financial LLC | 373.29K | +2.1% | $4.93M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 12 | Osaic Holdings, Inc. | 278.16K | +26.0% | $3.68M | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 13 | Wealth Enhancement Advisory… | 179.55K | +434.6% | $2.39M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 14 | Envestnet Asset Management Inc | 86.31K | +83.1% | $1.14M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 15 | Northwestern Mutual Wealth… | 77.79K | +12.7% | $1.03M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 16 | Susquehanna International Group, Llp | 74.34K | +17.0% | $982,788 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 17 | Jane Street Group, Llc | 58.74K | -66.5% | $776,529 | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 18 | Stifel Financial Corp | 43.08K | -1.7% | $569,514 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 19 | Rockefeller Capital Management L.P. | 35.54K | -0.6% | $469,863 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 20 | Fifth Third Bancorp | 34.79K | +46.2% | $459,933 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 21 | Creative Planning | 19.60K | -13.0% | $259,070 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 22 | Mml Investors Services, Llc | 18.32K | +0.4% | $242,143 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 23 | Hrt Financial Lp | 14.81K | New | $195,000 | 0.0% | New | 1 | SEC ↗ |
| 24 | Nomura Holdings Inc | 14.00K | New | $185,080 | 0.0% | New | 1 | SEC ↗ |
| 25 | Mariner, LLC | 11.40K | New | $150,773 | 0.0% | New | 1 | SEC ↗ |
| 26 | BlackRock ✦ (passive) | 10.72K | 0.0% | $141,679 | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 27 | Captrust Financial Advisors | 10.44K | New | $138,004 | 0.0% | New | 1 | SEC ↗ |
| 28 | TD Waterhouse Canada Inc. | 8.50K | +9.0% | $112,553 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 29 | National Bank Of Canada /Fi/ | 8.03K | 0.0% | $103,949 | 0.0% | Held | 3 | SEC ↗ ×2 |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| Hrt Financial Lp | $195,000 | 0.0% |
| Nomura Holdings Inc | $185,080 | 0.0% |
| Mariner, LLC | $150,773 | 0.0% |
| Captrust Financial Advisors | $138,004 | 0.0% |
Exited
| HighTower Advisors, LLC | $7.33M | was 0.0% |
| First Trust Advisors Lp | $584,746 | was 0.0% |
| Mercer Global Advisors Inc… | $162,308 | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 134 holders, 27.83M shares, $337.02M 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.