PFLD
name pending profile ingest
Momentum inputs (comparable managers):
holder breadth +4.3% ·
share flow +2.5% ·
net new positions +4.2%
— formula
Broad accumulation — rising shares across more holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q2 2026
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Morgan Stanley ✦ | 4.64M | +5.9% | $90.71M | 0.0% | ▲ Add | 4 | SEC ↗ ×3 |
| 2 | Wells Fargo & Company/Mn | 2.35M | +1.2% | $46.02M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 3 | LPL Financial LLC | 688.34K | -0.1% | $13.46M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 4 | Royal Bank Of Canada | 454.76K | +1.7% | $8.89M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 5 | Raymond James Financial Inc | 411.30K | -5.3% | $8.04M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 6 | Osaic Holdings, Inc. | 346.81K | +11.8% | $6.78M | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 7 | Wealth Enhancement Advisory… | 337.38K | -0.1% | $6.62M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 8 | Gotham Asset Management ✦ | 226.45K | +9.2% | $4.43M | 0.0% | ▲ Add | 6 | SEC ↗ |
| 9 | Captrust Financial Advisors | 171.10K | +1.0% | $3.35M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 10 | Commonwealth Equity Services, Llc | 122.78K | +12.8% | $2.40M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 11 | Cetera Investment Advisers | 87.47K | -14.3% | $1.71M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 12 | Envestnet Asset Management Inc | 66.72K | +28.0% | $1.30M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 13 | Citadel Advisors ✦ | 56.33K | +1.1% | $1.10M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 14 | Jane Street Group, Llc | 48.58K | -54.5% | $949,759 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 15 | Stifel Financial Corp | 47.84K | -19.9% | $935,223 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 16 | Fifth Third Bancorp | 14.24K | 0.0% | $278,353 | 0.0% | Held | 2 | SEC ↗ |
| 17 | UBS Group AG | 12.99K | +31.2% | $254,033 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 18 | Ameriprise Financial Inc | 12.59K | New | $246,056 | 0.0% | New | 1 | SEC ↗ |
| 19 | Creative Planning | 11.00K | -8.3% | $215,050 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 20 | Bank Of Montreal /Can/ | 7.00K | 0.0% | $136,850 | 0.0% | Held | 3 | SEC ↗ |
| 21 | Rockefeller Capital Management L.P. | 4.27K | 0.0% | $83,439 | 0.0% | Held | 3 | SEC ↗ |
| 22 | Fidelity (FMR) ✦ | 1.04K | New | $20,419 | 0.0% | New | 1 | SEC ↗ |
| 23 | Jones Financial Companies Lllp | 385 | New | $7,569 | 0.0% | New | 1 | SEC ↗ |
| 24 | JPMorgan Chase ✦ | 0 | — | $3 | 0.0% | Held | 4 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| Ameriprise Financial Inc | $246,056 | 0.0% |
| Fidelity (FMR) | $20,419 | 0.0% |
| Jones Financial Companies Lllp | $7,569 | 0.0% |
Exited
| Hrt Financial Lp | $459,000 | was 0.0% |
| Susquehanna International… | $410,858 | was 0.0% |
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.
What else this security's tracked holders most often hold — shared-ownership counts, not fundamental relationships.