PFFR
name pending profile ingest
Momentum inputs (comparable managers):
holder breadth +21.4% ·
share flow +22.5% ·
net new positions +17.6%
· formula
Broad accumulation: rising shares across more holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q1 2026
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Wealth Enhancement Advisory… | 158.16K | -7.4% | $2.73M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 2 | Royal Bank Of Canada | 111.78K | -2.5% | $1.93M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 3 | Raymond James Financial Inc | 94.34K | +22.2% | $1.63M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 4 | LPL Financial LLC | 89.78K | +20.3% | $1.55M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 5 | Envestnet Asset Management Inc | 83.24K | -0.9% | $1.44M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 6 | Citadel Advisors ✦ | 64.75K | New | $1.12M | 0.0% | New | 1 | SEC ↗ |
| 7 | UBS Group AG | 63.42K | +11.7% | $1.09M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 8 | Osaic Holdings, Inc. | 48.24K | +14.8% | $832,706 | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 9 | Lido Advisors, LLC | 32.96K | +205.2% | $568,890 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 10 | Fifth Third Bancorp | 17.04K | New | $294,024 | 0.0% | New | 1 | SEC ↗ |
| 11 | HighTower Advisors, LLC | 14.00K | +0.1% | $241,685 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 12 | Susquehanna International Group, Llp | 10.90K | New | $188,134 | 0.0% | New | 1 | SEC ↗ |
| 13 | Morgan Stanley ✦ | 6.93K | +100.1% | $119,607 | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 14 | Us Bancorp \De\ | 1.38K | 0.0% | $23,819 | 0.0% | Held | 2 | SEC ↗ |
| 15 | National Bank Of Canada /Fi/ | 700 | 0.0% | $11,991 | 0.0% | Held | 2 | SEC ↗ |
| 16 | Fidelity (FMR) ✦ | 14 | -65.0% | $235 | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 17 | Wells Fargo & Company/Mn | 0 | -100.0% | $9 | 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
| Citadel Advisors | $1.12M | 0.0% |
| Fifth Third Bancorp | $294,024 | 0.0% |
| Susquehanna International… | $188,134 | 0.0% |
Exited
| No tracked exits this quarter. |
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.