Security record · archived quarter
PFFA
name pending profile ingest
36Tracked holders
+6Δ holders
7.44MShares held
$151.52MReported value
+8New positions
−2Exits
Momentum inputs (comparable managers):
holder breadth +20.0% ·
share flow -8.2% ·
net new positions +16.7%
· formula
Ownership fragmentation: more holders, smaller aggregate stake
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q1 2026
Ownership over time
Who holds it · Q1 2026
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 2.02M | -43.4% | $41.23M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 2 | Royal Bank Of Canada | 1.02M | 0.0% | $20.86M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 3 | Osaic Holdings, Inc. | 990.05K | +10.7% | $20.16M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 4 | Envestnet Asset Management Inc | 862.82K | +105.6% | $17.57M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 5 | Mml Investors Services, Llc | 700.06K | -0.3% | $14.25M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 6 | Stifel Financial Corp | 454.49K | +58.5% | $9.25M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 7 | Raymond James Financial Inc | 339.04K | +17.2% | $6.90M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 8 | Cetera Investment Advisers | 239.20K | +7.0% | $4.87M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 9 | Commonwealth Equity Services, Llc | 174.44K | -28.7% | $3.55M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 10 | Lido Advisors, LLC | 169.05K | +16.0% | $3.44M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 11 | Hrt Financial Lp | 70.70K | New | $1.44M | 0.0% | New | 1 | SEC ↗ |
| 12 | Mariner, LLC | 66.29K | +47.4% | $1.35M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 13 | Jane Street Group, Llc | 57.97K | New | $1.18M | 0.0% | New | 1 | SEC ↗ |
| 14 | Allspring Global Investments… | 47.40K | 0.0% | $965,064 | 0.0% | Held | 2 | SEC ↗ |
| 15 | Susquehanna International Group, Llp | 42.20K | New | $859,090 | 0.0% | New | 1 | SEC ↗ |
| 16 | Bank of New York Mellon Corp | 32.97K | +31.0% | $671,357 | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 17 | HighTower Advisors, LLC | 26.47K | -65.1% | $538,988 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 18 | Truist Financial Corp | 22.42K | +39.1% | $456,397 | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 19 | Wealth Enhancement Advisory… | 20.21K | -34.8% | $416,994 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 20 | Cwm, Llc | 13.62K | +0.7% | $277,329 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 21 | Rockefeller Capital Management L.P. | 11.00K | 0.0% | $223,960 | 0.0% | Held | 2 | SEC ↗ |
| 22 | Qube Research & Technologies Ltd | 10.52K | New | $214,146 | 0.0% | New | 1 | SEC ↗ |
| 23 | Simplex Trading, Llc | 9.06K | +183.2% | $184,461 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 24 | JPMorgan Chase ✦ | 7.53K | +2599.6% | $153,200 | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 25 | Morgan Stanley ✦ | 6.47K | -21.5% | $131,656 | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 26 | TD Waterhouse Canada Inc. | 5.00K | 0.0% | $103,000 | 0.0% | Held | 2 | SEC ↗ |
| 27 | Fifth Third Bancorp | 4.11K | New | $83,700 | 0.0% | New | 1 | SEC ↗ |
| 28 | Blair William & Co/Il | 4.00K | New | $81,440 | 0.0% | New | 1 | SEC ↗ |
| 29 | National Bank Of Canada /Fi/ | 2.85K | 0.0% | $57,843 | 0.0% | Held | 2 | SEC ↗ |
| 30 | Pnc Financial Services Group, Inc. | 1.36K | New | $27,710 | 0.0% | New | 1 | SEC ↗ |
| 31 | Assetmark, Inc | 545 | -56.1% | $11,096 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 32 | Jones Financial Companies Lllp | 104 | New | $2,117 | 0.0% | New | 1 | SEC ↗ |
| 33 | UBS Group AG | 101 | +10000.0% | $2,056 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 34 | Bnp Paribas Financial Markets | 5 | -72.2% | $102 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 35 | Russell Investments Group, Ltd. | 1 | -75.0% | $20 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 36 | Wells Fargo & Company/Mn | 1 | -99.8% | $19 | 0.0% | ▼ Trim | 2 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value: the conviction measure. ✦ = curated manager.
New buyers
| Hrt Financial Lp | $1.44M | 0.0% |
| Jane Street Group, Llc | $1.18M | 0.0% |
| Susquehanna International… | $859,090 | 0.0% |
| Qube Research & Technologies… | $214,146 | 0.0% |
| Fifth Third Bancorp | $83,700 | 0.0% |
| Blair William & Co/Il | $81,440 | 0.0% |
| Pnc Financial Services Group… | $27,710 | 0.0% |
| Jones Financial Companies Lllp | $2,117 | 0.0% |
Exited
| Creative Planning | $226,133 | was 0.0% |
| Us Bancorp \De\ | $4,310 | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 194 holders, 17.69M shares, $334.18M 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 ·
Get this via the API