PFFR
name pending profile ingest
Momentum inputs (comparable managers):
holder breadth -6.7% ·
share flow -2.2% ·
net new positions -7.1%
· formula
Broad distribution: falling shares and fewer holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q4 2025
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Wealth Enhancement Advisory… | 170.88K | n/a | $3.08M | 0.0% | n/c | 1 | SEC ↗ |
| 2 | Royal Bank Of Canada | 114.60K | n/a | $2.06M | 0.0% | n/c | 1 | SEC ↗ |
| 3 | Envestnet Asset Management Inc | 83.97K | n/a | $1.51M | 0.0% | n/c | 1 | SEC ↗ |
| 4 | Raymond James Financial Inc | 77.18K | n/a | $1.39M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 5 | LPL Financial LLC | 74.62K | n/a | $1.34M | 0.0% | n/c | 1 | SEC ↗ |
| 6 | UBS Group AG | 56.80K | n/a | $1.02M | 0.0% | n/c | 1 | SEC ↗ |
| 7 | Osaic Holdings, Inc. | 42.04K | n/a | $757,606 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 8 | HighTower Advisors, LLC | 13.99K | n/a | $252,145 | 0.0% | n/c | 1 | SEC ↗ |
| 9 | Lido Advisors, LLC | 10.80K | n/a | $201,960 | 0.0% | n/c | 1 | SEC ↗ |
| 10 | Morgan Stanley ✦ | 3.46K | +1.1% | $62,385 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 11 | Us Bancorp \De\ | 1.38K | n/a | $24,868 | 0.0% | n/c | 1 | SEC ↗ |
| 12 | National Bank Of Canada /Fi/ | 700 | n/a | $12,600 | 0.0% | n/c | 1 | SEC ↗ |
| 13 | Wells Fargo & Company/Mn | 540 | n/a | $9,739 | 0.0% | n/c | 1 | SEC ↗ |
| 14 | Fidelity (FMR) ✦ | 40 | -96.5% | $714 | 0.0% | ▼ Trim | 3 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value: the conviction measure. ✦ = curated manager.
New buyers
| No new tracked buyers this quarter. |
Exited
| Citadel Advisors | $260,435 | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 33 holders, 1.22M shares, $19.19M reported. This is a different, older period than the tracked-universe figures above and the two are never mixed.
What else this security's tracked holders most often hold: shared-ownership counts, not fundamental relationships.