Security record · archived quarter
PFM
name pending profile ingest
42Tracked holders
+1Δ holders
5.37MShares held
$276.34MReported value
+2New positions
−1Exits
Momentum inputs (comparable managers):
holder breadth +2.4% ·
share flow +2.7% ·
net new positions +2.4%
— formula
Broad accumulation — rising shares across more holders
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 | 46 | +2 | 5.23M | $289.95M | +3 | −1 |
| Q1 2026 | 45 | +3 | 5.29M | $269.95M | +4 | −1 |
| Q4 2025 | 42 | +1 | 5.37M | $276.34M | +2 | −1 |
| Q3 2025 | 4 | 0 | 859.11K | $43.59M | — | — |
| Q2 2025 | 1 | -1 | 16.11K | $775,809 | — | −1 |
| Q1 2025 | 1 | +1 | 16.22K | $742,735 | +1 | — |
Who holds it · Q4 2025
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 1.81M | — | $93.24M | 0.0% | n/c | 1 | SEC ↗ |
| 2 | Raymond James Financial Inc | 866.57K | — | $44.63M | 0.0% | n/c | 1 | SEC ↗ |
| 3 | Raymond James Financial Inc | 866.57K | — | $44.63M | 0.0% | n/c | 1 | SEC ↗ |
| 4 | Morgan Stanley ✦ | 744.55K | +2.8% | $38.35M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 5 | Morgan Stanley ✦ | 744.55K | +2.8% | $38.35M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 6 | Morgan Stanley ✦ | 744.55K | +2.8% | $38.35M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 7 | Bank Of America Corp /De/ | 277.78K | — | $14.31M | 0.0% | n/c | 1 | SEC ↗ |
| 8 | Bank Of America Corp /De/ | 277.78K | — | $14.31M | 0.0% | n/c | 1 | SEC ↗ |
| 9 | Bank Of America Corp /De/ | 277.78K | — | $14.31M | 0.0% | n/c | 1 | SEC ↗ |
| 10 | Wells Fargo & Company/Mn | 206.36K | — | $10.63M | 0.0% | n/c | 1 | SEC ↗ |
| 11 | Wells Fargo & Company/Mn | 206.36K | — | $10.63M | 0.0% | n/c | 1 | SEC ↗ |
| 12 | BlackRock ✦ (passive) | 197.45K | New | $10.17M | 0.0% | New | 1 | SEC ↗ |
| 13 | Jones Financial Companies Lllp | 179.17K | — | $9.23M | 0.0% | n/c | 1 | SEC ↗ |
| 14 | Rockefeller Capital Management L.P. | 100.72K | — | $5.19M | 0.0% | n/c | 1 | SEC ↗ |
| 15 | TD Waterhouse Canada Inc. | 99.66K | — | $5.13M | 0.0% | n/c | 1 | SEC ↗ |
| 16 | Cetera Investment Advisers | 93.54K | — | $4.82M | 0.0% | n/c | 1 | SEC ↗ |
| 17 | Baird Financial Group, Inc. | 86.97K | — | $4.48M | 0.0% | n/c | 1 | SEC ↗ |
| 18 | Commonwealth Equity Services, Llc | 82.56K | — | $4.25M | 0.0% | n/c | 1 | SEC ↗ |
| 19 | UBS Group AG | 75.41K | — | $3.88M | 0.0% | n/c | 1 | SEC ↗ |
| 20 | Royal Bank Of Canada | 70.84K | — | $3.65M | 0.0% | n/c | 1 | SEC ↗ |
| 21 | Royal Bank Of Canada | 70.84K | — | $3.65M | 0.0% | n/c | 1 | SEC ↗ |
| 22 | Royal Bank Of Canada | 70.84K | — | $3.65M | 0.0% | n/c | 1 | SEC ↗ |
| 23 | Royal Bank Of Canada | 70.84K | — | $3.65M | 0.0% | n/c | 1 | SEC ↗ |
| 24 | Mariner, LLC | 68.96K | — | $3.55M | 0.0% | n/c | 1 | SEC ↗ |
| 25 | Osaic Holdings, Inc. | 56.83K | — | $2.93M | 0.0% | n/c | 1 | SEC ↗ |
| 26 | Osaic Holdings, Inc. | 56.83K | — | $2.93M | 0.0% | n/c | 1 | SEC ↗ |
| 27 | Osaic Holdings, Inc. | 56.83K | — | $2.93M | 0.0% | n/c | 1 | SEC ↗ |
| 28 | HighTower Advisors, LLC | 56.79K | — | $2.92M | 0.0% | n/c | 1 | SEC ↗ |
| 29 | JPMorgan Chase ✦ | 33.40K | -55.5% | $1.72M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 30 | JPMorgan Chase ✦ | 33.40K | -55.5% | $1.72M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 31 | Mml Investors Services, Llc | 30.90K | — | $1.59M | 0.0% | n/c | 1 | SEC ↗ |
| 32 | Bank of New York Mellon Corp | 27.75K | — | $1.43M | 0.0% | n/c | 1 | SEC ↗ |
| 33 | Bank of New York Mellon Corp | 27.75K | — | $1.43M | 0.0% | n/c | 1 | SEC ↗ |
| 34 | Bank of New York Mellon Corp | 27.75K | — | $1.43M | 0.0% | n/c | 1 | SEC ↗ |
| 35 | Bank of New York Mellon Corp | 27.75K | — | $1.43M | 0.0% | n/c | 1 | SEC ↗ |
| 36 | Bank Of Montreal /Can/ | 22.66K | — | $1.17M | 0.0% | n/c | 1 | SEC ↗ |
| 37 | Fidelity (FMR) ✦ | 19.58K | +17.9% | $1.01M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 38 | Ameriprise Financial Inc | 17.59K | — | $906,056 | 0.0% | n/c | 1 | SEC ↗ |
| 39 | Lido Advisors, LLC | 17.24K | — | $875,097 | 0.0% | n/c | 1 | SEC ↗ |
| 40 | Brown Advisory Inc | 13.88K | — | $715,040 | 0.0% | n/c | 1 | SEC ↗ |
| 41 | Brown Advisory Inc | 13.88K | — | $715,040 | 0.0% | n/c | 1 | SEC ↗ |
| 42 | Deutsche Bank Ag\ | 12.91K | — | $665,252 | 0.0% | n/c | 1 | SEC ↗ |
| 43 | Deutsche Bank Ag\ | 12.91K | — | $665,252 | 0.0% | n/c | 1 | SEC ↗ |
| 44 | Deutsche Bank Ag\ | 12.91K | — | $665,252 | 0.0% | n/c | 1 | SEC ↗ |
| 45 | Stifel Financial Corp | 11.66K | — | $600,719 | 0.0% | n/c | 1 | SEC ↗ |
| 46 | Envestnet Asset Management Inc | 11.12K | — | $572,694 | 0.0% | n/c | 1 | SEC ↗ |
| 47 | Captrust Financial Advisors | 10.42K | — | $536,524 | 0.0% | n/c | 1 | SEC ↗ |
| 48 | Creative Planning | 10.29K | — | $529,968 | 0.0% | n/c | 1 | SEC ↗ |
| 49 | Wealth Enhancement Advisory… | 9.97K | — | $522,657 | 0.0% | n/c | 1 | SEC ↗ |
| 50 | Northwestern Mutual Wealth… | 8.84K | — | $455,199 | 0.0% | n/c | 1 | SEC ↗ |
| 51 | Charles Schwab Investment… | 8.19K | — | $421,669 | 0.0% | n/c | 1 | SEC ↗ |
| 52 | First Manhattan Co. Llc. | 6.40K | — | $329,630 | 0.0% | n/c | 1 | SEC ↗ |
| 53 | Mercer Global Advisors Inc /Adv | 5.71K | — | $294,121 | 0.0% | n/c | 1 | SEC ↗ |
| 54 | Citadel Advisors ✦ | 4.33K | New | $223,015 | 0.0% | New | 1 | SEC ↗ |
| 55 | Pnc Financial Services Group, Inc. | 2.87K | — | $147,871 | 0.0% | n/c | 1 | SEC ↗ |
| 56 | Pnc Financial Services Group, Inc. | 2.87K | — | $147,871 | 0.0% | n/c | 1 | SEC ↗ |
| 57 | National Bank Of Canada /Fi/ | 2.59K | — | $133,359 | 0.0% | n/c | 1 | SEC ↗ |
| 58 | Allspring Global Investments… | 1.60K | — | $83,168 | 0.0% | n/c | 1 | SEC ↗ |
| 59 | Cwm, Llc | 689 | — | $35,000 | 0.0% | n/c | 1 | SEC ↗ |
| 60 | Russell Investments Group, Ltd. | 281 | — | $14,473 | 0.0% | n/c | 1 | SEC ↗ |
| 61 | Assetmark, Inc | 111 | — | $5,717 | 0.0% | n/c | 1 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| BlackRock | $10.17M | 0.0% |
| Citadel Advisors | $223,015 | 0.0% |
Exited
| Goldman Sachs Group | $2.18M | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 134 holders, 7.55M shares, $382.34M 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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