PEXL
name pending profile ingest
Momentum inputs (comparable managers):
holder breadth +30.0% ·
share flow +30.0% ·
net new positions +20.0%
· formula
Broad accumulation: rising shares across more holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q1 2026
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q2 2026 | 8 | -2 | 120.06K | $9.10M | +1 | −3 |
| Q1 2026 | 11 | +4 | 193.06K | $11.33M | +4 | n/a |
| Q4 2025 | 7 | 0 | 141.99K | $8.66M | +1 | −1 |
| Q3 2025 | 2 | 0 | 15.30K | $877,669 | n/a | n/a |
| Q2 2025 | 1 | 0 | 6.05K | $314,348 | n/a | n/a |
| Q1 2025 | 1 | 0 | 14.31K | $652,754 | n/a | n/a |
| Q4 2024 | 1 | 0 | 22.11K | $1.06M | n/a | n/a |
| Q3 2024 | 1 | 0 | 45.45K | $2.29M | n/a | n/a |
| Q2 2024 | 1 | n/a | 16.15K | $791,634 | n/a | n/a |
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Cwm, Llc | 58.26K | -6.2% | $3.42M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 2 | LPL Financial LLC | 50.76K | +55.0% | $2.98M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 3 | Susquehanna International Group, Llp | 16.32K | New | $957,630 | 0.0% | New | 1 | SEC ↗ |
| 4 | Citadel Advisors ✦ | 14.46K | New | $848,834 | 0.0% | New | 1 | SEC ↗ |
| 5 | Osaic Holdings, Inc. | 13.78K | +10.2% | $808,653 | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 6 | Mml Investors Services, Llc | 11.30K | -26.7% | $663,276 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 7 | Cetera Investment Advisers | 10.60K | -3.9% | $621,790 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 8 | Jane Street Group, Llc | 9.41K | New | $552,490 | 0.0% | New | 1 | SEC ↗ |
| 9 | Goldman Sachs Group ✦ | 8.14K | -0.9% | $477,436 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 10 | Morgan Stanley ✦ | 18 | -5.3% | $1,056 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 11 | UBS Group AG | 16 | New | $939 | 0.0% | New | 1 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value: the conviction measure. ✦ = curated manager.
New buyers
| Susquehanna International… | $957,630 | 0.0% |
| Citadel Advisors | $848,834 | 0.0% |
| Jane Street Group, Llc | $552,490 | 0.0% |
| UBS Group AG | $939 | 0.0% |
Exited
| No tracked exits this quarter. |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 25 holders, 301.37K shares, $14.56M 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.