Security record · archived quarter
PFFA
name pending profile ingest
35Tracked holders
0Δ holders
8.50MShares held
$174.81MReported value
+4New positions
−4Exits
Momentum inputs (comparable managers): holder breadth 0.0% · share flow +14.4% · net new positions 0.0% — formula
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q2 2026
Ownership over time
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q2 2026 | 35 | 0 | 8.50M | $174.81M | +4 | −4 |
| Q1 2026 | 36 | +6 | 7.44M | $151.52M | +8 | −2 |
| Q4 2025 | 30 | -2 | 8.11M | $174.73M | — | −2 |
| Q3 2025 | 4 | -1 | 115.69K | $2.51M | — | −1 |
| Q2 2025 | 3 | -1 | 26.91K | $560,556 | — | −1 |
| Q1 2025 | 2 | -1 | 48.05K | $1.02M | — | −1 |
| Q4 2024 | 3 | +3 | 159.63K | $3.50M | +3 | — |
Who holds it · Q2 2026
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 2.14M | +5.9% | $44.12M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 2 | Osaic Holdings, Inc. | 1.25M | +26.4% | $25.73M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 3 | Osaic Holdings, Inc. | 1.25M | +26.4% | $25.73M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 4 | Osaic Holdings, Inc. | 1.25M | +26.4% | $25.73M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 5 | Osaic Holdings, Inc. | 1.25M | +26.4% | $25.73M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 6 | Royal Bank Of Canada | 1.03M | +0.4% | $21.16M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 7 | Royal Bank Of Canada | 1.03M | +0.4% | $21.16M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 8 | Envestnet Asset Management Inc | 951.44K | +10.3% | $19.57M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 9 | Mml Investors Services, Llc | 801.14K | +14.4% | $16.48M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 10 | Raymond James Financial Inc | 540.48K | +59.4% | $11.12M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 11 | Raymond James Financial Inc | 540.48K | +59.4% | $11.12M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 12 | Stifel Financial Corp | 507.07K | +11.6% | $10.43M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 13 | Lido Advisors, LLC | 284.28K | +68.2% | $5.85M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 14 | Cetera Investment Advisers | 233.69K | -2.3% | $4.81M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 15 | Commonwealth Equity Services, Llc | 189.90K | +8.9% | $3.91M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 16 | Mariner, LLC | 82.11K | +23.9% | $1.69M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 17 | Bank Of America Corp /De/ | 74.00K | New | $1.52M | 0.0% | New | 1 | SEC ↗ |
| 18 | HighTower Advisors, LLC | 67.31K | +154.3% | $1.38M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 19 | AQR Capital Management ✦ | 56.43K | New | $1.16M | 0.0% | New | 1 | SEC ↗ |
| 20 | Allspring Global Investments… | 52.40K | +10.6% | $1.08M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 21 | Jane Street Group, Llc | 45.42K | -21.6% | $934,289 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 22 | Truist Financial Corp | 45.13K | +101.3% | $928,236 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 23 | Truist Financial Corp | 45.13K | +101.3% | $928,236 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 24 | Truist Financial Corp | 45.13K | +101.3% | $928,236 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 25 | Wealth Enhancement Advisory… | 40.26K | +99.2% | $843,339 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 26 | Bank of New York Mellon Corp | 37.39K | +13.4% | $769,128 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 27 | Bank of New York Mellon Corp | 37.39K | +13.4% | $769,128 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 28 | Bank of New York Mellon Corp | 37.39K | +13.4% | $769,128 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 29 | Fifth Third Bancorp | 23.10K | +461.9% | $475,131 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 30 | Rockefeller Capital Management L.P. | 13.30K | +20.9% | $273,581 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 31 | Morgan Stanley ✦ | 6.91K | +6.9% | $142,191 | 0.0% | ▲ Add | 4 | SEC ↗ |
| 32 | Morgan Stanley ✦ | 6.91K | +6.9% | $142,191 | 0.0% | ▲ Add | 4 | SEC ↗ |
| 33 | TD Waterhouse Canada Inc. | 5.00K | 0.0% | $103,900 | 0.0% | Held | 3 | SEC ↗ |
| 34 | UBS Group AG | 4.92K | +4775.2% | $101,287 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 35 | UBS Group AG | 4.92K | +4775.2% | $101,287 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 36 | UBS Group AG | 4.92K | +4775.2% | $101,287 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 37 | Blair William & Co/Il | 4.00K | 0.0% | $82,280 | 0.0% | Held | 2 | SEC ↗ |
| 38 | National Bank Of Canada /Fi/ | 2.85K | 0.0% | $58,583 | 0.0% | Held | 3 | SEC ↗ |
| 39 | Pnc Financial Services Group, Inc. | 1.36K | 0.0% | $27,996 | 0.0% | Held | 2 | SEC ↗ |
| 40 | Simplex Trading, Llc | 1.33K | -85.3% | $27,440 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 41 | Wells Fargo & Company/Mn | 1.02K | +102000.0% | $21,010 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 42 | Wells Fargo & Company/Mn | 1.02K | +102000.0% | $21,010 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 43 | Assetmark, Inc | 545 | 0.0% | $11,211 | 0.0% | Held | 3 | SEC ↗ |
| 44 | Fidelity (FMR) ✦ | 149 | New | $3,065 | 0.0% | New | 1 | SEC ↗ |
| 45 | Group One Trading Llc | 100 | New | $2,057 | 0.0% | New | 1 | SEC ↗ |
| 46 | JPMorgan Chase ✦ | 27 | -99.6% | $558 | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 47 | Bnp Paribas Financial Markets | 25 | +400.0% | $514 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 48 | Russell Investments Group, Ltd. | 1 | 0.0% | $21 | 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
| Bank Of America Corp /De/ | $1.52M | 0.0% |
| AQR Capital Management | $1.16M | 0.0% |
| Fidelity (FMR) | $3,065 | 0.0% |
| Group One Trading Llc | $2,057 | 0.0% |
Exited
| Hrt Financial Lp | $1.44M | was 0.0% |
| Susquehanna International… | $859,090 | was 0.0% |
| Qube Research & Technologies… | $214,146 | was 0.0% |
| Jones Financial Companies Lllp | $2,117 | 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: Q2 2026 ·
Methodology ·
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