Security record · archived quarter
PFI
name pending profile ingest
16Tracked holders
0Δ holders
205.01KShares held
$11.84MReported value
+0New positions
−0Exits
Momentum inputs (comparable managers): holder breadth 0.0% · share flow -4.9% · net new positions 0.0% · formula
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q4 2025
Ownership over time
Who holds it · Q4 2025
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Bank Of America Corp /De/ | 53.12K | n/a | $3.07M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 2 | IMC-Chicago, LLC | 32.26K | n/a | $1.86M | 0.0% | n/c | 1 | SEC ↗ |
| 3 | Morgan Stanley ✦ | 32.05K | -10.2% | $1.85M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 4 | LPL Financial LLC | 24.19K | n/a | $1.40M | 0.0% | n/c | 1 | SEC ↗ |
| 5 | Ameriprise Financial Inc | 18.15K | n/a | $1.05M | 0.0% | n/c | 1 | SEC ↗ |
| 6 | UBS Group AG | 11.50K | n/a | $664,057 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 7 | Goldman Sachs Group ✦ | 6.84K | -42.7% | $394,846 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 8 | Raymond James Financial Inc | 6.12K | n/a | $353,467 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 9 | Royal Bank Of Canada | 5.85K | n/a | $338,000 | 0.0% | n/c | 1 | SEC ↗ |
| 10 | Citadel Advisors ✦ | 5.56K | -25.4% | $320,888 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 11 | Cetera Investment Advisers | 5.12K | n/a | $295,364 | 0.0% | n/c | 1 | SEC ↗ |
| 12 | Jones Financial Companies Lllp | 2.45K | n/a | $141,346 | 0.0% | n/c | 1 | SEC ↗ |
| 13 | Osaic Holdings, Inc. | 1.64K | n/a | $94,789 | 0.0% | n/c | 1 | SEC ↗ |
| 14 | Fidelity (FMR) ✦ | 59 | 0.0% | $3,416 | 0.0% | Held | 3 | SEC ↗ |
| 15 | Bank Of Montreal /Can/ | 62 | n/a | $3,052 | 0.0% | n/c | 1 | SEC ↗ |
| 16 | Wells Fargo & Company/Mn | 36 | n/a | $2,078 | 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
| No new tracked buyers this quarter. |
Exited
| No tracked exits this quarter. |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 33 holders, 311.10K shares, $16.16M 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 ·
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