Security record
PFFR
name pending profile ingest
17Tracked holders
0Δ holders
720.04KShares held
$12.58MReported value
+2New positions
−2Exits
Momentum inputs (comparable managers): holder breadth 0.0% · share flow -9.7% · net new positions 0.0% — formula
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q2 2026
Ownership over time
Who holds it · Q2 2026
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Wealth Enhancement Advisory… | 158.97K | +0.5% | $2.82M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 2 | Royal Bank Of Canada | 117.63K | +5.2% | $2.05M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 3 | Envestnet Asset Management Inc | 102.56K | +23.2% | $1.78M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 4 | LPL Financial LLC | 87.36K | -2.7% | $1.52M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 5 | UBS Group AG | 60.09K | -5.2% | $1.05M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 6 | Osaic Holdings, Inc. | 54.47K | +12.9% | $947,723 | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 7 | Lido Advisors, LLC | 32.96K | 0.0% | $573,504 | 0.0% | Held | 3 | SEC ↗ |
| 8 | Raymond James Financial Inc | 26.83K | -71.6% | $466,793 | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 9 | Hrt Financial Lp | 25.38K | New | $441,000 | 0.0% | New | 1 | SEC ↗ |
| 10 | Fifth Third Bancorp | 17.73K | +4.1% | $308,502 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 11 | HighTower Advisors, LLC | 14.00K | 0.0% | $243,645 | 0.0% | Held | 3 | SEC ↗ |
| 12 | Cetera Investment Advisers | 10.00K | New | $173,990 | 0.0% | New | 1 | SEC ↗ |
| 13 | Morgan Stanley ✦ | 6.97K | +0.6% | $121,334 | 0.0% | ▲ Add | 4 | SEC ↗ ×2 |
| 14 | Fidelity (FMR) ✦ | 3.02K | +21435.7% | $52,454 | 0.0% | ▲ Add | 5 | SEC ↗ ×2 |
| 15 | Us Bancorp \De\ | 1.38K | 0.0% | $24,012 | 0.0% | Held | 3 | SEC ↗ |
| 16 | National Bank Of Canada /Fi/ | 700 | 0.0% | $12,180 | 0.0% | Held | 3 | SEC ↗ |
| 17 | Wells Fargo & Company/Mn | 1 | — | $15 | 0.0% | ▲ Add | 3 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| Hrt Financial Lp | $441,000 | 0.0% |
| Cetera Investment Advisers | $173,990 | 0.0% |
Exited
| Citadel Advisors | $1.12M | was 0.0% |
| Susquehanna International… | $188,134 | 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.
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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