Security record · archived quarter
PFM
name pending profile ingest
45Tracked holders
+3Δ holders
5.29MShares held
$269.95MReported value
+4New positions
−1Exits
Momentum inputs (comparable managers):
holder breadth +7.1% ·
share flow -1.4% ·
net new positions +6.7%
· formula
Ownership fragmentation: more holders, smaller aggregate stake
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q1 2026
Ownership over time
Who holds it · Q1 2026
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 1.84M | +1.8% | $94.18M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 2 | Raymond James Financial Inc | 919.68K | +6.1% | $46.99M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 3 | Morgan Stanley ✦ | 674.61K | -9.4% | $34.47M | 0.0% | ▼ Trim | 3 | SEC ↗ ×3 |
| 4 | Bank Of America Corp /De/ | 268.12K | -3.5% | $13.70M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 5 | Wells Fargo & Company/Mn | 217.12K | +5.2% | $11.09M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 6 | Jones Financial Companies Lllp | 208.53K | +16.4% | $10.45M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 7 | Rockefeller Capital Management L.P. | 100.25K | -0.5% | $5.12M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 8 | Cetera Investment Advisers | 91.35K | -2.3% | $4.67M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 9 | Baird Financial Group, Inc. | 86.71K | -0.3% | $4.43M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 10 | TD Waterhouse Canada Inc. | 83.35K | -16.4% | $4.27M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 11 | UBS Group AG | 81.04K | +7.5% | $4.14M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 12 | Commonwealth Equity Services, Llc | 78.31K | -5.2% | $4.00M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 13 | Royal Bank Of Canada | 73.96K | +4.4% | $3.78M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 14 | Mariner, LLC | 70.00K | +1.5% | $3.58M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 15 | Susquehanna International Group, Llp | 67.70K | New | $3.46M | 0.0% | New | 1 | SEC ↗ ×2 |
| 16 | Osaic Holdings, Inc. | 58.40K | +2.8% | $2.98M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 17 | HighTower Advisors, LLC | 56.41K | -0.7% | $2.88M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 18 | JPMorgan Chase ✦ | 47.05K | +40.9% | $2.36M | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 19 | Mml Investors Services, Llc | 25.21K | -18.4% | $1.29M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 20 | Bank Of Montreal /Can/ | 23.97K | +5.8% | $1.22M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 21 | Fidelity (FMR) ✦ | 21.79K | +11.3% | $1.11M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 22 | Bank of New York Mellon Corp | 19.38K | -30.2% | $989,903 | 0.0% | ▼ Trim | 2 | SEC ↗ ×4 |
| 23 | Goldman Sachs Group ✦ | 17.91K | New | $914,800 | 0.0% | New | 1 | SEC ↗ |
| 24 | Lido Advisors, LLC | 17.24K | 0.0% | $880,863 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 25 | Deutsche Bank Ag\ | 12.91K | 0.0% | $659,828 | 0.0% | Held | 2 | SEC ↗ ×3 |
| 26 | Brown Advisory Inc | 12.15K | -12.5% | $620,715 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 27 | Envestnet Asset Management Inc | 12.01K | +8.0% | $613,720 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 28 | Stifel Financial Corp | 11.73K | +0.6% | $599,478 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 29 | Creative Planning | 10.76K | +4.5% | $549,503 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 30 | Captrust Financial Advisors | 10.30K | -1.1% | $526,502 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 31 | Mercer Global Advisors Inc /Adv | 9.58K | +67.7% | $489,336 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 32 | Citadel Advisors ✦ | 8.71K | +101.0% | $444,755 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 33 | Northwestern Mutual Wealth… | 8.37K | -5.3% | $427,742 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 34 | First Manhattan Co. Llc. | 6.40K | 0.0% | $326,988 | 0.0% | Held | 2 | SEC ↗ |
| 35 | Charles Schwab Investment… | 6.39K | -22.0% | $326,426 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 36 | Gotham Asset Management ✦ | 5.65K | New | $288,618 | 0.0% | New | 1 | SEC ↗ |
| 37 | Allspring Global Investments… | 5.60K | +250.0% | $286,688 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 38 | Wealth Enhancement Advisory… | 4.30K | -56.9% | $220,569 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 39 | BlackRock ✦ (passive) | 3.98K | -98.0% | $203,222 | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 40 | Pnc Financial Services Group, Inc. | 2.87K | 0.0% | $146,685 | 0.0% | Held | 2 | SEC ↗ ×2 |
| 41 | National Bank Of Canada /Fi/ | 2.59K | 0.0% | $132,374 | 0.0% | Held | 2 | SEC ↗ |
| 42 | Assetmark, Inc | 1.11K | +900.9% | $56,763 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 43 | Cwm, Llc | 689 | 0.0% | $35,202 | 0.0% | Held | 2 | SEC ↗ |
| 44 | Fifth Third Bancorp | 547 | New | $27,947 | 0.0% | New | 1 | SEC ↗ |
| 45 | Russell Investments Group, Ltd. | 173 | -38.4% | $8,839 | 0.0% | ▼ Trim | 2 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value: the conviction measure. ✦ = curated manager.
New buyers
| Susquehanna International… | $3.46M | 0.0% |
| Goldman Sachs Group | $914,800 | 0.0% |
| Gotham Asset Management | $288,618 | 0.0% |
| Fifth Third Bancorp | $27,947 | 0.0% |
Exited
| Ameriprise Financial Inc | $906,056 | 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: Q1 2026 ·
Methodology ·
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