PEZ
name pending profile ingest
Momentum inputs (comparable managers):
holder breadth -7.7% ·
share flow -15.2% ·
net new positions -8.3%
— 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 | Bank Of America Corp /De/ | 25.02K | — | $2.60M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 2 | Morgan Stanley ✦ | 16.65K | -15.9% | $1.73M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 3 | LPL Financial LLC | 10.36K | — | $1.08M | 0.0% | n/c | 1 | SEC ↗ |
| 4 | Cetera Investment Advisers | 9.96K | — | $1.04M | 0.0% | n/c | 1 | SEC ↗ |
| 5 | Susquehanna International Group, Llp | 8.58K | — | $892,249 | 0.0% | n/c | 1 | SEC ↗ |
| 6 | Osaic Holdings, Inc. | 6.64K | — | $689,998 | 0.0% | n/c | 1 | SEC ↗ |
| 7 | Goldman Sachs Group ✦ | 2.35K | New | $244,711 | 0.0% | New | 1 | SEC ↗ |
| 8 | UBS Group AG | 556 | — | $57,799 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 9 | Jones Financial Companies Lllp | 105 | — | $10,915 | 0.0% | n/c | 1 | SEC ↗ |
| 10 | Wells Fargo & Company/Mn | 100 | — | $10,397 | 0.0% | n/c | 1 | SEC ↗ |
| 11 | Cwm, Llc | 100 | — | $10,000 | 0.0% | n/c | 1 | SEC ↗ |
| 12 | Blair William & Co/Il | 31 | — | $3,223 | 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
| Goldman Sachs Group | $244,711 | 0.0% |
Exited
| Two Sigma Investments | $916,056 | was 0.0% |
| Citadel Advisors | $460,847 | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 23 holders, 95.68K shares, $9.23M 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.