PFIX
name pending profile ingest
Momentum inputs (comparable managers):
holder breadth +12.5% ·
share flow +30.0% ·
net new positions +11.1%
— 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 | 16 | -2 | 942.38K | $40.86M | +4 | −6 |
| Q1 2026 | 18 | +2 | 793.30K | $36.67M | +6 | −4 |
| Q4 2025 | 16 | +1 | 486.98K | $23.34M | +1 | — |
| Q3 2025 | 3 | 0 | 11.69K | $563,208 | — | — |
| Q2 2025 | 1 | 0 | 25.29K | $1.34M | — | — |
| Q1 2025 | 1 | +1 | 21.23K | $1.03M | +1 | — |
| Q2 2024 | 2 | — | 24.47K | $1.17M | — | — |
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Tidal Investments LLC | 241.60K | New | $11.17M | 0.0% | New | 1 | SEC ↗ |
| 2 | LPL Financial LLC | 159.00K | +227.7% | $7.35M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 3 | Envestnet Asset Management Inc | 109.54K | +998.0% | $5.06M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 4 | Goldman Sachs Group ✦ | 100.00K | +1484.8% | $4.62M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 5 | Commonwealth Equity Services, Llc | 69.72K | -64.0% | $3.22M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 6 | Point72 Asset Management ✦ | 32.60K | New | $1.51M | 0.0% | New | 1 | SEC ↗ |
| 7 | HighTower Advisors, LLC | 24.45K | +5.7% | $1.13M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 8 | Hrt Financial Lp | 18.17K | New | $840,000 | 0.0% | New | 1 | SEC ↗ |
| 9 | Mml Investors Services, Llc | 11.20K | -5.9% | $517,848 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 10 | Osaic Holdings, Inc. | 10.22K | +205.2% | $472,583 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 11 | Mercer Global Advisors Inc /Adv | 8.85K | +0.7% | $409,034 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 12 | Bank Of Montreal /Can/ | 4.57K | +335.9% | $211,182 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 13 | Bank Of Montreal /Can/ | 4.57K | +335.9% | $211,182 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 14 | Morgan Stanley ✦ | 2.00K | +66633.3% | $92,593 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 15 | Morgan Stanley ✦ | 2.00K | +66633.3% | $92,593 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 16 | Us Bancorp \De\ | 545 | 0.0% | $25,195 | 0.0% | Held | 2 | SEC ↗ |
| 17 | Rockefeller Capital Management L.P. | 446 | New | $20,633 | 0.0% | New | 1 | SEC ↗ |
| 18 | Rockefeller Capital Management L.P. | 446 | New | $20,633 | 0.0% | New | 1 | SEC ↗ |
| 19 | Simplex Trading, Llc | 289 | New | $13,360 | 0.0% | New | 1 | SEC ↗ |
| 20 | Royal Bank Of Canada | 75 | New | $3,000 | 0.0% | New | 1 | SEC ↗ |
| 21 | Wells Fargo & Company/Mn | 17 | +750.0% | $776 | 0.0% | ▲ Add | 2 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| Tidal Investments LLC | $11.17M | 0.0% |
| Point72 Asset Management | $1.51M | 0.0% |
| Hrt Financial Lp | $840,000 | 0.0% |
| Rockefeller Capital… | $20,633 | 0.0% |
| Rockefeller Capital… | $20,633 | 0.0% |
| Simplex Trading, Llc | $13,360 | 0.0% |
| Royal Bank Of Canada | $3,000 | 0.0% |
Exited
| Jane Street Group, Llc | $7.27M | was 0.0% |
| Citadel Advisors | $975,903 | was 0.0% |
| Cetera Investment Advisers | $349,162 | was 0.0% |
| JPMorgan Chase | $2,780 | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 63 holders, 1.65M shares, $75.30M 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.