Security record · archived quarter
PFLD
name pending profile ingest
20Tracked holders
0Δ holders
10.33MShares held
$202.12MReported value
+0New positions
−0Exits
Momentum inputs (comparable managers): holder breadth 0.0% · share flow -7.3% · net new positions 0.0% — formula
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q4 2025
Ownership over time
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q2 2026 | 24 | +1 | 10.12M | $197.93M | +3 | −2 |
| Q1 2026 | 23 | +3 | 9.88M | $191.30M | +3 | — |
| Q4 2025 | 20 | 0 | 10.33M | $202.12M | — | — |
| Q3 2025 | 4 | 0 | 5.27M | $103.86M | — | — |
| Q2 2025 | 2 | +1 | 141.74K | $2.78M | +1 | — |
| Q1 2025 | 1 | 0 | 60.09K | $1.21M | +1 | −1 |
| Q4 2024 | 1 | +1 | 169.32K | $3.48M | +1 | — |
Who holds it · Q4 2025
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Morgan Stanley ✦ | 4.31M | -15.8% | $84.26M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 2 | Morgan Stanley ✦ | 4.31M | -15.8% | $84.26M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 3 | Wells Fargo & Company/Mn | 2.41M | — | $47.18M | 0.0% | n/c | 1 | SEC ↗ |
| 4 | Wells Fargo & Company/Mn | 2.41M | — | $47.18M | 0.0% | n/c | 1 | SEC ↗ |
| 5 | LPL Financial LLC | 741.08K | — | $14.50M | 0.0% | n/c | 1 | SEC ↗ |
| 6 | Raymond James Financial Inc | 499.00K | — | $9.76M | 0.0% | n/c | 1 | SEC ↗ |
| 7 | Raymond James Financial Inc | 499.00K | — | $9.76M | 0.0% | n/c | 1 | SEC ↗ |
| 8 | Royal Bank Of Canada | 493.60K | — | $9.66M | 0.0% | n/c | 1 | SEC ↗ |
| 9 | Royal Bank Of Canada | 493.60K | — | $9.66M | 0.0% | n/c | 1 | SEC ↗ |
| 10 | Jane Street Group, Llc | 387.33K | — | $7.58M | 0.0% | n/c | 1 | SEC ↗ |
| 11 | Wealth Enhancement Advisory… | 369.42K | — | $7.26M | 0.0% | n/c | 1 | SEC ↗ |
| 12 | Osaic Holdings, Inc. | 340.39K | — | $6.66M | 0.0% | n/c | 1 | SEC ↗ |
| 13 | Osaic Holdings, Inc. | 340.39K | — | $6.66M | 0.0% | n/c | 1 | SEC ↗ |
| 14 | Osaic Holdings, Inc. | 340.39K | — | $6.66M | 0.0% | n/c | 1 | SEC ↗ |
| 15 | Cetera Investment Advisers | 188.19K | — | $3.68M | 0.0% | n/c | 1 | SEC ↗ |
| 16 | Captrust Financial Advisors | 168.45K | — | $3.30M | 0.0% | n/c | 1 | SEC ↗ |
| 17 | Gotham Asset Management ✦ | 113.92K | 0.0% | $2.23M | 0.0% | Held | 4 | SEC ↗ |
| 18 | Commonwealth Equity Services, Llc | 95.78K | — | $1.87M | 0.0% | n/c | 1 | SEC ↗ |
| 19 | Stifel Financial Corp | 80.30K | — | $1.57M | 0.0% | n/c | 1 | SEC ↗ |
| 20 | Envestnet Asset Management Inc | 58.76K | — | $1.15M | 0.0% | n/c | 1 | SEC ↗ |
| 21 | Citadel Advisors ✦ | 40.70K | +1.3% | $796,217 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 22 | Creative Planning | 12.02K | — | $235,113 | 0.0% | n/c | 1 | SEC ↗ |
| 23 | UBS Group AG | 10.47K | — | $204,885 | 0.0% | n/c | 1 | SEC ↗ |
| 24 | Bank Of Montreal /Can/ | 7.00K | — | $136,955 | 0.0% | n/c | 1 | SEC ↗ |
| 25 | Rockefeller Capital Management L.P. | 4.27K | — | $83,503 | 0.0% | n/c | 1 | SEC ↗ |
| 26 | JPMorgan Chase ✦ | 0 | — | $3 | 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
| No new tracked buyers this quarter. |
Exited
| No tracked exits this quarter. |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 59 holders, 12.31M shares, $231.62M 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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