Security record
PFL
name pending profile ingest
32Tracked holders
+3Δ holders
4.35MShares held
$34.61MReported value
+5New positions
−2Exits
Momentum inputs (comparable managers):
holder breadth +10.3% ·
share flow +1.5% ·
net new positions +9.4%
— formula
Broad accumulation — rising shares across more holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q2 2026
Ownership over time
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q2 2026 | 32 | +3 | 4.35M | $34.61M | +5 | −2 |
| Q1 2026 | 29 | +3 | 4.28M | $34.24M | +3 | — |
| Q4 2025 | 26 | 0 | 4.14M | $34.94M | — | — |
| Q3 2025 | 2 | 0 | 518.64K | $4.42M | — | — |
| Q2 2025 | 1 | — | 26.82K | $223,645 | — | — |
Who holds it · Q2 2026
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Ameriprise Financial Inc | 886.43K | +10.1% | $6.99M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 2 | Ameriprise Financial Inc | 886.43K | +10.1% | $6.99M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 3 | Morgan Stanley ✦ | 594.86K | +1.0% | $4.69M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 4 | Morgan Stanley ✦ | 594.86K | +1.0% | $4.69M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 5 | LPL Financial LLC | 432.73K | +3.1% | $3.41M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 6 | Invesco Ltd. | 348.67K | +5.2% | $2.75M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 7 | Stifel Financial Corp | 281.19K | +1.9% | $2.22M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 8 | Cetera Investment Advisers | 254.10K | +18.5% | $2.00M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 9 | Royal Bank Of Canada | 246.96K | +4.9% | $1.95M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 10 | Osaic Holdings, Inc. | 224.18K | -4.5% | $1.77M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 11 | Osaic Holdings, Inc. | 224.18K | -4.5% | $1.77M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 12 | Bank Of America Corp /De/ | 204.41K | -0.4% | $1.61M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 13 | Commonwealth Equity Services, Llc | 180.61K | -8.7% | $1.42M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 14 | Lido Advisors, LLC | 123.88K | +558.4% | $1.35M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 15 | Truist Financial Corp | 93.98K | +1.7% | $740,566 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 16 | Raymond James Financial Inc | 62.21K | +4.8% | $490,208 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 17 | Raymond James Financial Inc | 62.21K | +4.8% | $490,208 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 18 | Raymond James Financial Inc | 62.21K | +4.8% | $490,208 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 19 | UBS Group AG | 60.25K | +251.5% | $474,754 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 20 | UBS Group AG | 60.25K | +251.5% | $474,754 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 21 | Wells Fargo & Company/Mn | 60.13K | -85.4% | $473,853 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 22 | Wells Fargo & Company/Mn | 60.13K | -85.4% | $473,853 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 23 | Jane Street Group, Llc | 52.12K | +36.0% | $410,689 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 24 | Jane Street Group, Llc | 52.12K | +36.0% | $410,689 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 25 | Citadel Advisors ✦ | 42.56K | New | $335,404 | 0.0% | New | 1 | SEC ↗ |
| 26 | TD Waterhouse Canada Inc. | 41.66K | +68.1% | $328,924 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 27 | IMC-Chicago, LLC | 31.93K | New | $251,624 | 0.0% | New | 1 | SEC ↗ |
| 28 | BlackRock ✦ (passive) | 19.76K | 0.0% | $155,740 | 0.0% | Held | 5 | SEC ↗ |
| 29 | Northwestern Mutual Wealth… | 17.94K | -16.2% | $141,367 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 30 | National Bank Of Canada /Fi/ | 17.11K | 0.0% | $134,508 | 0.0% | Held | 3 | SEC ↗ |
| 31 | Focus Partners Wealth | 15.18K | +0.6% | $119,642 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 32 | Envestnet Asset Management Inc | 13.23K | +12.7% | $104,252 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 33 | Hrt Financial Lp | 12.46K | New | $98,000 | 0.0% | New | 1 | SEC ↗ |
| 34 | Nomura Holdings Inc | 12.00K | New | $94,560 | 0.0% | New | 1 | SEC ↗ |
| 35 | Barclays Plc | 8.00K | 0.0% | $63,040 | 0.0% | Held | 2 | SEC ↗ |
| 36 | JPMorgan Chase ✦ | 3.12K | New | $24,281 | 0.0% | New | 1 | SEC ↗ |
| 37 | Bnp Paribas Financial Markets | 1.65K | +15.2% | $13,018 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 38 | Assetmark, Inc | 1.10K | 0.0% | $8,668 | 0.0% | Held | 3 | SEC ↗ |
| 39 | Fifth Third Bancorp | 730 | 0.0% | $5,752 | 0.0% | Held | 2 | SEC ↗ |
| 40 | Rockefeller Capital Management L.P. | 178 | 0.0% | $1,405 | 0.0% | Held | 3 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| Citadel Advisors | $335,404 | 0.0% |
| IMC-Chicago, LLC | $251,624 | 0.0% |
| Hrt Financial Lp | $98,000 | 0.0% |
| Nomura Holdings Inc | $94,560 | 0.0% |
| JPMorgan Chase | $24,281 | 0.0% |
Exited
| Mariner, LLC | $91,007 | was 0.0% |
| Jones Financial Companies Lllp | $4,896 | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 86 holders, 8.01M shares, $60.65M 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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