PFIG
name pending profile ingest
Momentum inputs (comparable managers):
holder breadth +15.4% ·
share flow +18.9% ·
net new positions +13.3%
— formula
Broad accumulation — rising shares across more holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q1 2026
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q2 2026 | 17 | +2 | 2.84M | $67.81M | +2 | — |
| Q1 2026 | 15 | +2 | 2.83M | $67.97M | +2 | — |
| Q4 2025 | 13 | +1 | 2.38M | $57.81M | +1 | — |
| Q3 2025 | 1 | -2 | 16.97K | $411,290 | — | −2 |
| Q2 2025 | 2 | 0 | 28.06K | $675,334 | — | — |
| Q1 2025 | 1 | 0 | 22.52K | $536,106 | — | — |
| Q4 2024 | 1 | 0 | 35.43K | $831,826 | — | — |
| Q3 2024 | 1 | 0 | 19.38K | $468,051 | — | — |
| Q2 2024 | 1 | — | 37.95K | $886,442 | — | — |
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Bank of New York Mellon Corp | 1.26M | +11.5% | $30.38M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 2 | Bank of New York Mellon Corp | 1.26M | +11.5% | $30.38M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 3 | Ameriprise Financial Inc | 542.27K | +47.0% | $13.03M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 4 | LPL Financial LLC | 529.17K | +10.6% | $12.72M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 5 | Truist Financial Corp | 265.08K | +26.8% | $6.37M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 6 | Jones Financial Companies Lllp | 65.97K | +3.7% | $1.57M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 7 | Cetera Investment Advisers | 55.36K | +30.2% | $1.33M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 8 | Bank Of America Corp /De/ | 46.49K | -0.9% | $1.12M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 9 | Royal Bank Of Canada | 17.98K | +0.1% | $432,000 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 10 | Morgan Stanley ✦ | 16.11K | +0.3% | $387,135 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 11 | Morgan Stanley ✦ | 16.11K | +0.3% | $387,135 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 12 | Jane Street Group, Llc | 13.43K | New | $322,675 | 0.0% | New | 1 | SEC ↗ |
| 13 | Envestnet Asset Management Inc | 11.44K | New | $274,897 | 0.0% | New | 1 | SEC ↗ |
| 14 | TD Waterhouse Canada Inc. | 725 | 0.0% | $17,364 | 0.0% | Held | 2 | SEC ↗ |
| 15 | Osaic Holdings, Inc. | 600 | -67.5% | $14,416 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 16 | Fidelity (FMR) ✦ | 429 | -5.1% | $10,304 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 17 | Wells Fargo & Company/Mn | 1 | 0.0% | $22 | 0.0% | Held | 2 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| Jane Street Group, Llc | $322,675 | 0.0% |
| Envestnet Asset Management Inc | $274,897 | 0.0% |
Exited
| No tracked exits this quarter. |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 32 holders, 3.50M shares, $84.02M 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.