Security record · archived quarter
PDT
name pending profile ingest
27Tracked holders
+2Δ holders
2.15MShares held
$28.16MReported value
+3New positions
−1Exits
Momentum inputs (comparable managers):
holder breadth +8.0% ·
share flow +1.0% ·
net new positions +7.4%
— formula
Broad accumulation — rising shares across more 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 | 29 | +3 | 2.51M | $32.53M | +4 | −1 |
| Q1 2026 | 27 | +2 | 2.15M | $28.16M | +3 | −1 |
| Q4 2025 | 25 | +1 | 2.13M | $27.04M | +1 | — |
| Q3 2025 | 1 | — | 250.52K | $3.34M | — | — |
| Q2 2024 | 2 | — | 206.47K | $2.43M | — | — |
Who holds it · Q1 2026
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Invesco Ltd. | 773.88K | +6.0% | $10.14M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 2 | Invesco Ltd. | 773.88K | +6.0% | $10.14M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 3 | Morgan Stanley ✦ | 209.40K | +1.1% | $2.74M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 4 | Morgan Stanley ✦ | 209.40K | +1.1% | $2.74M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 5 | LPL Financial LLC | 197.86K | -41.2% | $2.59M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 6 | First Trust Advisors Lp | 142.76K | +36.6% | $1.87M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 7 | Commonwealth Equity Services, Llc | 121.33K | -2.2% | $1.59M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 8 | Osaic Holdings, Inc. | 109.99K | +24.1% | $1.44M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 9 | Osaic Holdings, Inc. | 109.99K | +24.1% | $1.44M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 10 | Wells Fargo & Company/Mn | 107.15K | +16.1% | $1.40M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 11 | Wells Fargo & Company/Mn | 107.15K | +16.1% | $1.40M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 12 | Royal Bank Of Canada | 88.82K | -9.5% | $1.16M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 13 | Cetera Investment Advisers | 69.35K | +30.7% | $908,476 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 14 | UBS Group AG | 47.15K | -2.2% | $617,679 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 15 | UBS Group AG | 47.15K | -2.2% | $617,679 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 16 | Raymond James Financial Inc | 46.85K | +122.4% | $613,806 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 17 | Raymond James Financial Inc | 46.85K | +122.4% | $613,806 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 18 | HighTower Advisors, LLC | 39.62K | +149.5% | $519,033 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 19 | Bank Of America Corp /De/ | 38.62K | -1.0% | $505,965 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 20 | Two Sigma Investments ✦ | 31.96K | New | $418,676 | 0.0% | New | 1 | SEC ↗ |
| 21 | Envestnet Asset Management Inc | 29.67K | +132.7% | $388,647 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 22 | Mariner, LLC | 13.88K | +1.6% | $181,842 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 23 | Millennium Management ✦ | 13.28K | -84.6% | $173,981 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 24 | Wealth Enhancement Advisory… | 11.35K | -9.4% | $149,991 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 25 | Creative Planning | 11.10K | -3.1% | $145,426 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 26 | Captrust Financial Advisors | 11.03K | New | $144,470 | 0.0% | New | 1 | SEC ↗ |
| 27 | Pnc Financial Services Group, Inc. | 10.64K | +103.3% | $139,363 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 28 | Pnc Financial Services Group, Inc. | 10.64K | +103.3% | $139,363 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 29 | Rockefeller Capital Management L.P. | 9.47K | 0.0% | $124,028 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 30 | Fifth Third Bancorp | 8.81K | New | $115,459 | 0.0% | New | 1 | SEC ↗ |
| 31 | Cwm, Llc | 2.96K | -0.2% | $38,802 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 32 | Northwestern Mutual Wealth… | 2.00K | 0.0% | $26,200 | 0.0% | Held | 2 | SEC ↗ |
| 33 | Us Bancorp \De\ | 500 | 0.0% | $6,550 | 0.0% | Held | 2 | SEC ↗ |
| 34 | Assetmark, Inc | 336 | 0.0% | $4,402 | 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
| Two Sigma Investments | $418,676 | 0.0% |
| Captrust Financial Advisors | $144,470 | 0.0% |
| Fifth Third Bancorp | $115,459 | 0.0% |
Exited
| Nomura Holdings Inc | $170,028 | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 97 holders, 6.30M shares, $70.00M 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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