Security record · archived quarter
PFD
name pending profile ingest
17Tracked holders
0Δ holders
1.51MShares held
$17.56MReported value
+1New positions
−1Exits
Momentum inputs (comparable managers): holder breadth 0.0% · share flow -0.6% · net new positions 0.0% — formula
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q2 2026
Ownership over time
Who holds it · Q2 2026
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | CIBC Bancorp USA Inc. | 441.36K | 0.0% | $5.13M | 0.0% | Held | 2 | SEC ↗ |
| 2 | Morgan Stanley ✦ | 297.51K | -1.8% | $3.46M | 0.0% | ▼ Trim | 4 | SEC ↗ ×2 |
| 3 | Bank Of America Corp /De/ | 157.98K | +0.2% | $1.84M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 4 | UBS Group AG | 115.97K | +3.0% | $1.35M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 5 | LPL Financial LLC | 109.01K | -0.8% | $1.27M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 6 | Wells Fargo & Company/Mn | 93.15K | -3.1% | $1.08M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 7 | Osaic Holdings, Inc. | 85.43K | -1.0% | $993,585 | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 8 | Raymond James Financial Inc | 58.87K | +4.8% | $684,632 | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 9 | Royal Bank Of Canada | 42.87K | -12.9% | $499,000 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 10 | Commonwealth Equity Services, Llc | 36.83K | -1.3% | $428,320 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 11 | Citadel Advisors ✦ | 16.70K | New | $194,279 | 0.0% | New | 1 | SEC ↗ |
| 12 | Cetera Investment Advisers | 11.66K | +0.3% | $135,588 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 13 | BlackRock ✦ (passive) | 11.53K | 0.0% | $134,129 | 0.0% | Held | 5 | SEC ↗ |
| 14 | Wealth Enhancement Advisory… | 11.06K | 0.0% | $127,632 | 0.0% | Held | 3 | SEC ↗ |
| 15 | Rockefeller Capital Management L.P. | 10.53K | +1.3% | $122,498 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 16 | Fifth Third Bancorp | 8.84K | +0.4% | $102,821 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 17 | Us Bancorp \De\ | 300 | 0.0% | $3,489 | 0.0% | Held | 3 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| Citadel Advisors | $194,279 | 0.0% |
Exited
| Susquehanna International… | $174,050 | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 51 holders, 3.80M shares, $27.49M 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: Q2 2026 ·
Methodology ·
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