PDX
name pending profile ingest
Momentum inputs (comparable managers):
holder breadth -3.8% ·
share flow -0.1% ·
net new positions -4.0%
· formula
Broad distribution: falling shares and fewer holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q4 2025
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | UBS Group AG | 962.67K | n/a | $18.08M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 2 | Royal Bank Of Canada | 960.47K | n/a | $18.04M | 0.0% | n/c | 1 | SEC ↗ ×4 |
| 3 | Wells Fargo & Company/Mn | 876.15K | n/a | $16.45M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 4 | Envestnet Asset Management Inc | 774.73K | n/a | $14.55M | 0.0% | n/c | 1 | SEC ↗ |
| 5 | Morgan Stanley ✦ | 728.76K | -0.9% | $13.69M | 0.0% | ▼ Trim | 2 | SEC ↗ ×5 |
| 6 | Bank Of America Corp /De/ | 622.60K | n/a | $11.69M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 7 | Stifel Financial Corp | 439.72K | n/a | $8.26M | 0.0% | n/c | 1 | SEC ↗ |
| 8 | Focus Partners Wealth | 144.51K | n/a | $2.72M | 0.0% | n/c | 1 | SEC ↗ |
| 9 | First Trust Advisors Lp | 103.29K | n/a | $1.94M | 0.0% | n/c | 1 | SEC ↗ |
| 10 | Osaic Holdings, Inc. | 78.79K | n/a | $1.48M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 11 | Rockefeller Capital Management L.P. | 67.92K | n/a | $1.28M | 0.0% | n/c | 1 | SEC ↗ |
| 12 | Raymond James Financial Inc | 62.93K | n/a | $1.18M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 13 | Invesco Ltd. | 57.14K | n/a | $1.07M | 0.0% | n/c | 1 | SEC ↗ |
| 14 | LPL Financial LLC | 44.59K | n/a | $837,409 | 0.0% | n/c | 1 | SEC ↗ |
| 15 | Jane Street Group, Llc | 44.51K | n/a | $835,823 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 16 | Cetera Investment Advisers | 40.82K | n/a | $766,666 | 0.0% | n/c | 1 | SEC ↗ |
| 17 | Allspring Global Investments… | 34.83K | n/a | $654,070 | 0.0% | n/c | 1 | SEC ↗ |
| 18 | HighTower Advisors, LLC | 31.48K | n/a | $591,251 | 0.0% | n/c | 1 | SEC ↗ |
| 19 | Wealth Enhancement Advisory… | 22.75K | n/a | $432,192 | 0.0% | n/c | 1 | SEC ↗ |
| 20 | Truist Financial Corp | 16.39K | n/a | $307,743 | 0.0% | n/c | 1 | SEC ↗ |
| 21 | Commonwealth Equity Services, Llc | 12.53K | n/a | $235,250 | 0.0% | n/c | 1 | SEC ↗ |
| 22 | Susquehanna International Group, Llp | 11.26K | n/a | $211,463 | 0.0% | n/c | 1 | SEC ↗ |
| 23 | Harris Associates (Oakmark) ✦ | 10.00K | 0.0% | $187,800 | 0.0% | Held | 3 | SEC ↗ |
| 24 | Us Bancorp \De\ | 3.78K | n/a | $71,045 | 0.0% | n/c | 1 | SEC ↗ |
| 25 | Northwestern Mutual Wealth… | 625 | n/a | $11,738 | 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
| JPMorgan Chase | $14,958 | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 100 holders, 21.93M shares, $454.24M 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)
Other · 6.02K sh @ 21.77 · $131,048
Other · 25.00K sh @ 21.62 · $540,468
Open-market sales (S)
10% owner · 2.10K sh · $43,070
10% owner · 146.93K sh · $3.03M
10% owner · 72.91K sh · $1.51M
10% owner · 218 sh · $4,528
10% owner · 3.61K sh · $74,815
10% owner · 14.06K sh · $290,781
10% owner · 11.57K sh · $239,193
10% owner · 19.69K sh · $406,837
10% owner · 10.13K sh · $219,372
10% owner · 11.56K sh · $252,933
Awards, exercises and tax withholding are never counted as buys or sales here. Methodology