PFI
name pending profile ingest
Momentum inputs (comparable managers):
holder breadth -11.8% ·
share flow -19.3% ·
net new positions -13.3%
— formula
Broad distribution — falling shares and fewer holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q2 2026
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 55.35K | -8.1% | $3.37M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 2 | Bank Of America Corp /De/ | 54.28K | +1.6% | $3.31M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 3 | Morgan Stanley ✦ | 28.29K | +0.1% | $1.72M | 0.0% | ▲ Add | 4 | SEC ↗ ×4 |
| 4 | Susquehanna International Group, Llp | 14.91K | +34.5% | $907,850 | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 5 | UBS Group AG | 11.41K | +1.6% | $694,987 | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 6 | Two Sigma Investments ✦ | 11.37K | -9.0% | $692,733 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 7 | Goldman Sachs Group ✦ | 6.67K | -4.3% | $406,054 | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 8 | Raymond James Financial Inc | 5.60K | 0.0% | $341,129 | 0.0% | Held | 3 | SEC ↗ ×2 |
| 9 | Cetera Investment Advisers | 4.78K | -3.7% | $291,340 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 10 | JPMorgan Chase ✦ | 4.19K | -2.6% | $253,694 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 11 | Jones Financial Companies Lllp | 4.01K | +30.9% | $244,246 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 12 | Osaic Holdings, Inc. | 745 | -1.3% | $45,377 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 13 | Royal Bank Of Canada | 246 | -13.4% | $15,000 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 14 | Fidelity (FMR) ✦ | 41 | 0.0% | $2,508 | 0.0% | Held | 5 | SEC ↗ |
| 15 | Wells Fargo & Company/Mn | 0 | -100.0% | $3 | 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
| IMC-Chicago, LLC | $1.99M | was 0.0% |
| Ameriprise Financial Inc | $533,101 | was 0.0% |
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.
What else this security's tracked holders most often hold — shared-ownership counts, not fundamental relationships.