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Security record · archived quarter

PFFD

name pending profile ingest

Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025 Q4 2024 Q3 2024
48Tracked holders
+1Δ holders
30.50MShares held
$577.59MReported value
+1New positions
−0Exits
Stable 4 quarters of rising tracked shares ●●●●○○ How these are computed → Explain this at the Research Desk →

Momentum inputs (comparable managers): holder breadth +2.1% · share flow -4.8% · net new positions +2.1% · formula
Ownership fragmentation: more holders, smaller aggregate stake

All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q4 2025

Ownership over time
QuarterHoldersΔSharesReported valueNewExits
Q2 2026 47 0 28.54M $533.44M +2 −3
Q1 2026 49 0 30.13M $554.30M +5 −5
Q4 2025 48 +1 30.50M $577.59M +1 n/a
Q3 2025 5 -1 4.72M $91.64M +1 −2
Q2 2025 4 +1 126.08K $2.37M +1 n/a
Q1 2025 2 +1 37.90K $721,521 +1 n/a
Q4 2024 1 -1 21.30K $415,641 n/a −1
Q3 2024 2 0 160.43K $3.33M n/a n/a
Q2 2024 2 n/a 27.56K $542,361 n/a n/a
Holder count
Who holds it · Q4 2025
#ManagerSharesΔ sharesValueTheir weightHeld
1 Bank Of America Corp /De/ 6.01M n/a $113.69M 0.0% n/c 1 SEC ↗ ×4
2 LPL Financial LLC 3.85M n/a $72.71M 0.0% n/c 1 SEC ↗
3 Morgan Stanley ✦ 2.97M -33.4% $56.13M 0.0% ▼ Trim 2 SEC ↗ ×3
4 Wells Fargo & Company/Mn 2.68M n/a $50.61M 0.0% n/c 1 SEC ↗ ×2
5 Envestnet Asset Management Inc 1.68M n/a $31.70M 0.0% n/c 1 SEC ↗
6 Lido Advisors, LLC 1.53M n/a $29.62M 0.1% n/c 1 SEC ↗ ×4
7 Cwm, Llc 1.43M n/a $26.98M 0.1% n/c 1 SEC ↗
8 Mercer Global Advisors Inc /Adv 1.40M n/a $26.50M 0.0% n/c 1 SEC ↗
9 Cetera Investment Advisers 1.07M n/a $20.26M 0.0% n/c 1 SEC ↗
10 Creative Planning 1.03M n/a $19.41M 0.0% n/c 1 SEC ↗ ×2
11 Sei Investments Co 993.38K n/a $18.78M 0.0% n/c 1 SEC ↗
12 Assetmark, Inc 852.38K n/a $16.12M 0.0% n/c 1 SEC ↗
13 Royal Bank Of Canada 722.82K n/a $13.67M 0.0% n/c 1 SEC ↗ ×5
14 UBS Group AG 703.67K n/a $13.31M 0.0% n/c 1 SEC ↗ ×2
15 Mml Investors Services, Llc 470.69K n/a $8.90M 0.0% n/c 1 SEC ↗
16 Ameriprise Financial Inc 465.93K n/a $8.80M 0.0% n/c 1 SEC ↗ ×2
17 Raymond James Financial Inc 458.75K n/a $8.67M 0.0% n/c 1 SEC ↗ ×2
18 MIRAE ASSET GLOBAL ETFS HOLDINGS… 407.15K n/a $7.70M 0.0% n/c 1 SEC ↗
19 Bnp Paribas Financial Markets 396.56K n/a $7.50M 0.0% n/c 1 SEC ↗
20 HighTower Advisors, LLC 251.04K n/a $4.75M 0.0% n/c 1 SEC ↗
21 Northwestern Mutual Wealth… 160.15K n/a $3.03M 0.0% n/c 1 SEC ↗
22 JPMorgan Chase ✦ 133.61K -38.0% $2.53M 0.0% ▼ Trim 2 SEC ↗ ×2
23 Osaic Holdings, Inc. 129.03K n/a $2.44M 0.0% n/c 1 SEC ↗ ×3
24 Wealth Enhancement Advisory… 106.82K n/a $2.06M 0.0% n/c 1 SEC ↗
25 Cibc World Market Inc. 86.60K n/a $1.64M 0.0% n/c 1 SEC ↗
26 Mariner, LLC 61.84K n/a $1.17M 0.0% n/c 1 SEC ↗ ×2
27 Rockefeller Capital Management L.P. 61.07K n/a $1.15M 0.0% n/c 1 SEC ↗
28 Commonwealth Equity Services, Llc 55.40K n/a $1.05M 0.0% n/c 1 SEC ↗
29 Corient Private Wealth LP 55.07K n/a $1.04M 0.0% n/c 1 SEC ↗ ×2
30 Jane Street Group, Llc 52.36K n/a $990,109 0.0% n/c 1 SEC ↗
31 Susquehanna International Group, Llp 35.98K n/a $680,401 0.0% n/c 1 SEC ↗ ×2
32 Focus Partners Wealth 33.33K n/a $630,143 0.0% n/c 1 SEC ↗
33 Mirae Asset Global Investments Co.… 27.00K n/a $510,570 0.0% n/c 1 SEC ↗
34 Gotham Asset Management ✦ 24.84K +8.0% $469,649 0.0% ▲ Add 7 SEC ↗
35 AQR Capital Management ✦ 21.73K 0.0% $410,839 0.0% Held 2 SEC ↗
36 Wealthfront Advisers LLC 20.54K n/a $388,374 0.0% n/c 1 SEC ↗
37 Stifel Financial Corp 19.59K n/a $370,460 0.0% n/c 1 SEC ↗ ×2
38 Renaissance Technologies ✦ 16.89K New $319,390 0.0% New 1 SEC ↗
39 Captrust Financial Advisors 14.42K n/a $272,632 0.0% n/c 1 SEC ↗
40 Hrt Financial Lp 11.65K n/a $220,000 0.0% n/c 1 SEC ↗
41 Pnc Financial Services Group, Inc. 10.31K n/a $195,038 0.0% n/c 1 SEC ↗ ×3
42 Us Bancorp \De\ 7.29K n/a $137,892 0.0% n/c 1 SEC ↗
43 Blair William & Co/Il 2.73K n/a $51,641 0.0% n/c 1 SEC ↗
44 Fidelity (FMR) ✦ 706 +4.6% $13,345 0.0% ▲ Add 3 SEC ↗
45 Simplex Trading, Llc 517 n/a $9,776 0.0% n/c 1 SEC ↗
46 Bank Of Montreal /Can/ 1.94K n/a $6,641 0.0% n/c 1 SEC ↗ ×2
47 National Bank Of Canada /Fi/ 95 n/a $1,796 0.0% n/c 1 SEC ↗
48 Citigroup Inc 4 n/a $76 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

Renaissance Technologies $319,390 0.0%

Exited

No tracked exits this quarter.

Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 278 holders, 64.59M shares, $1.15B 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: Q4 2025 · Methodology · Get this via the API