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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
0Δ holders
28.81MShares held
$538.41MReported value
+2New positions
−2Exits
Stable How these are computed → Explain this at the Research Desk →

Momentum inputs (comparable managers): holder breadth 0.0% · share flow -4.0% · net new positions 0.0%formula

All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q2 2026

Ownership over time
QuarterHoldersΔSharesReported valueNewExits
Q2 2026 48 0 28.81M $538.41M +2 −2
Q1 2026 49 0 30.13M $554.30M +5 −5
Q4 2025 48 +1 30.50M $577.59M +1
Q3 2025 5 -1 4.72M $91.64M +1 −2
Q2 2025 4 +1 126.08K $2.37M +1
Q1 2025 2 +1 37.90K $721,521 +1
Q4 2024 1 -1 21.30K $415,641 −1
Q3 2024 2 0 160.43K $3.33M
Q2 2024 2 27.56K $542,361
Holder count
Who holds it · Q2 2026
#ManagerSharesΔ sharesValueTheir weightHeld
1 Bank Of America Corp /De/ 5.08M -4.2% $94.99M 0.0% ▼ Trim 3 SEC ↗
2 Bank Of America Corp /De/ 5.08M -4.2% $94.99M 0.0% ▼ Trim 3 SEC ↗
3 Bank Of America Corp /De/ 5.08M -4.2% $94.99M 0.0% ▼ Trim 3 SEC ↗
4 LPL Financial LLC 3.40M -5.8% $63.55M 0.0% ▼ Trim 3 SEC ↗
5 Morgan Stanley 2.80M -2.2% $52.28M 0.0% ▼ Trim 4 SEC ↗
6 Morgan Stanley 2.80M -2.2% $52.28M 0.0% ▼ Trim 4 SEC ↗
7 Morgan Stanley 2.80M -2.2% $52.28M 0.0% ▼ Trim 4 SEC ↗
8 Morgan Stanley 2.80M -2.2% $52.28M 0.0% ▼ Trim 4 SEC ↗
9 Wells Fargo & Company/Mn 2.53M -1.3% $47.23M 0.0% ▼ Trim 3 SEC ↗
10 Wells Fargo & Company/Mn 2.53M -1.3% $47.23M 0.0% ▼ Trim 3 SEC ↗
11 Envestnet Asset Management Inc 2.52M +12.1% $47.15M 0.0% ▲ Add 3 SEC ↗
12 Lido Advisors, LLC 1.73M +5.1% $32.26M 0.1% ▲ Add 3 SEC ↗
13 Lido Advisors, LLC 1.73M +5.1% $32.26M 0.1% ▲ Add 3 SEC ↗
14 Lido Advisors, LLC 1.73M +5.1% $32.26M 0.1% ▲ Add 3 SEC ↗
15 Lido Advisors, LLC 1.73M +5.1% $32.26M 0.1% ▲ Add 3 SEC ↗
16 Cetera Investment Advisers 1.47M +17.4% $27.52M 0.0% ▲ Add 3 SEC ↗
17 Sei Investments Co 1.27M +13.6% $23.72M 0.0% ▲ Add 3 SEC ↗
18 Creative Planning 1.11M +6.5% $20.68M 0.0% ▲ Add 3 SEC ↗
19 Creative Planning 1.11M +6.5% $20.68M 0.0% ▲ Add 3 SEC ↗
20 Assetmark, Inc 943.08K +9.4% $17.63M 0.0% ▲ Add 3 SEC ↗
21 Raymond James Financial Inc 665.42K +17.7% $12.44M 0.0% ▲ Add 3 SEC ↗
22 Raymond James Financial Inc 665.42K +17.7% $12.44M 0.0% ▲ Add 3 SEC ↗
23 UBS Group AG 663.80K -1.8% $12.41M 0.0% ▼ Trim 3 SEC ↗
24 Mml Investors Services, Llc 640.24K +54.0% $11.97M 0.0% ▲ Add 3 SEC ↗
25 Royal Bank Of Canada 571.98K -0.6% $10.69M 0.0% ▼ Trim 3 SEC ↗
26 Royal Bank Of Canada 571.98K -0.6% $10.69M 0.0% ▼ Trim 3 SEC ↗
27 Royal Bank Of Canada 571.98K -0.6% $10.69M 0.0% ▼ Trim 3 SEC ↗
28 Royal Bank Of Canada 571.98K -0.6% $10.69M 0.0% ▼ Trim 3 SEC ↗
29 MIRAE ASSET GLOBAL ETFS HOLDINGS… 476.03K +8.1% $8.90M 0.0% ▲ Add 3 SEC ↗
30 Ameriprise Financial Inc 394.59K +4.7% $7.37M 0.0% ▲ Add 3 SEC ↗
31 Ameriprise Financial Inc 394.59K +4.7% $7.37M 0.0% ▲ Add 3 SEC ↗
32 Mercer Global Advisors Inc /Adv 365.71K -57.6% $6.84M 0.0% ▼ Trim 3 SEC ↗
33 HighTower Advisors, LLC 265.58K +14.1% $4.96M 0.0% ▲ Add 3 SEC ↗
34 Bnp Paribas Financial Markets 262.36K -14.1% $4.90M 0.0% ▼ Trim 3 SEC ↗
35 Osaic Holdings, Inc. 209.23K +14.4% $3.91M 0.0% ▲ Add 3 SEC ↗
36 Osaic Holdings, Inc. 209.23K +14.4% $3.91M 0.0% ▲ Add 3 SEC ↗
37 Osaic Holdings, Inc. 209.23K +14.4% $3.91M 0.0% ▲ Add 3 SEC ↗
38 Cibc World Market Inc. 206.18K +138.1% $3.85M 0.0% ▲ Add 3 SEC ↗
39 Baird Financial Group, Inc. 179.60K -1.1% $3.36M 0.0% ▼ Trim 2 SEC ↗
40 CIBC Bancorp USA Inc. 116.97K +3.2% $2.19M 0.0% ▲ Add 2 SEC ↗
41 CIBC Bancorp USA Inc. 116.97K +3.2% $2.19M 0.0% ▲ Add 2 SEC ↗
42 JPMorgan Chase 109.71K -22.1% $2.05M 0.0% ▼ Trim 4 SEC ↗
43 JPMorgan Chase 109.71K -22.1% $2.05M 0.0% ▼ Trim 4 SEC ↗
44 JPMorgan Chase 109.71K -22.1% $2.05M 0.0% ▼ Trim 4 SEC ↗
45 Wealth Enhancement Advisory… 102.38K +3.8% $1.91M 0.0% ▲ Add 3 SEC ↗
46 Citadel Advisors 80.51K +255.7% $1.50M 0.0% ▲ Add 2 SEC ↗
47 Rockefeller Capital Management L.P. 79.86K +33.9% $1.49M 0.0% ▲ Add 3 SEC ↗
48 Susquehanna International Group, Llp 74.86K -95.3% $1.40M 0.0% ▼ Trim 3 SEC ↗
49 Commonwealth Equity Services, Llc 57.46K +3.8% $1.07M 0.0% ▲ Add 3 SEC ↗
50 Captrust Financial Advisors 56.25K +5.8% $1.05M 0.0% ▲ Add 3 SEC ↗
51 Fifth Third Bancorp 54.58K +78.6% $1.02M 0.0% ▲ Add 2 SEC ↗
52 Mirae Asset Global Investments Co.… 47.45K -7.3% $886,766 0.0% ▼ Trim 3 SEC ↗
53 AQR Capital Management 45.36K +108.8% $847,816 0.0% ▲ Add 4 SEC ↗
54 Northwestern Mutual Wealth… 39.07K -45.0% $730,256 0.0% ▼ Trim 3 SEC ↗
55 Wealthfront Advisers LLC 33.66K +94.9% $629,031 0.0% ▲ Add 3 SEC ↗
56 Mariner, LLC 27.11K -51.1% $506,683 0.0% ▼ Trim 3 SEC ↗
57 Gotham Asset Management 26.72K +4.6% $499,472 0.0% ▲ Add 9 SEC ↗
58 Corient Private Wealth LP 26.70K New $499,123 0.0% New 1 SEC ↗
59 First Manhattan Co. Llc. 26.34K -14.9% $492,220 0.0% ▼ Trim 2 SEC ↗
60 Focus Partners Wealth 21.04K -13.8% $393,168 0.0% ▼ Trim 3 SEC ↗
61 Stifel Financial Corp 13.26K -11.2% $247,778 0.0% ▼ Trim 3 SEC ↗
62 Pnc Financial Services Group, Inc. 12.56K 0.0% $234,690 0.0% Held 3 SEC ↗
63 Pnc Financial Services Group, Inc. 12.56K 0.0% $234,690 0.0% Held 3 SEC ↗
64 Pnc Financial Services Group, Inc. 12.56K 0.0% $234,690 0.0% Held 3 SEC ↗
65 Blair William & Co/Il 5.25K 0.0% $98,123 0.0% Held 3 SEC ↗
66 Bank Of Montreal /Can/ 1.94K -39.3% $36,203 0.0% ▼ Trim 3 SEC ↗
67 Bank Of Montreal /Can/ 1.94K -39.3% $36,203 0.0% ▼ Trim 3 SEC ↗
68 Fidelity (FMR) 891 +45.6% $16,644 0.0% ▲ Add 5 SEC ↗
69 Simplex Trading, Llc 879 +76.2% $16,428 0.0% ▲ Add 3 SEC ↗
70 Us Bancorp \De\ 250 New $4,673 0.0% New 1 SEC ↗
71 National Bank Of Canada /Fi/ 95 0.0% $1,773 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

Corient Private Wealth LP $499,123 0.0%
Us Bancorp \De\ $4,673 0.0%

Exited

Jane Street Group, Llc $2.21M was 0.0%
TD Waterhouse Canada Inc. $36,760 was 0.0%

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: Q2 2026 · Methodology · Get this via the API