Security record
PFM
name pending profile ingest
45Tracked holders
+2Δ holders
5.17MShares held
$286.80MReported value
+3New positions
−2Exits
Momentum inputs (comparable managers):
holder breadth +4.7% ·
share flow -1.1% ·
net new positions +2.2%
— formula
Ownership fragmentation — more holders, smaller aggregate stake
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q2 2026
Ownership over time
Who holds it · Q2 2026
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 1.81M | -1.8% | $100.42M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 2 | Raymond James Financial Inc | 910.25K | -1.0% | $50.48M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 3 | Morgan Stanley ✦ | 625.66K | -7.3% | $34.70M | 0.0% | ▼ Trim | 4 | SEC ↗ ×4 |
| 4 | Bank Of America Corp /De/ | 271.22K | +1.1% | $15.04M | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 5 | Jones Financial Companies Lllp | 231.53K | +11.0% | $12.79M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 6 | Wells Fargo & Company/Mn | 225.10K | +3.7% | $12.48M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 7 | Royal Bank Of Canada | 193.56K | +161.7% | $10.73M | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 8 | Rockefeller Capital Management L.P. | 99.58K | -0.7% | $5.52M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 9 | Baird Financial Group, Inc. | 85.97K | -0.8% | $4.77M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 10 | Cetera Investment Advisers | 85.29K | -6.6% | $4.73M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 11 | TD Waterhouse Canada Inc. | 77.04K | -7.6% | $4.26M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 12 | Commonwealth Equity Services, Llc | 75.67K | -3.4% | $4.20M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 13 | UBS Group AG | 75.53K | -6.8% | $4.19M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 14 | Osaic Holdings, Inc. | 63.34K | +8.5% | $3.51M | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 15 | JPMorgan Chase ✦ | 50.54K | +7.4% | $2.80M | 0.0% | ▲ Add | 4 | SEC ↗ ×3 |
| 16 | Mml Investors Services, Llc | 33.05K | +31.1% | $1.83M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 17 | Bank Of Montreal /Can/ | 23.18K | -3.3% | $1.29M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 18 | Fidelity (FMR) ✦ | 22.98K | +5.5% | $1.27M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 19 | Lido Advisors, LLC | 17.24K | 0.0% | $956,165 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 20 | Bank of New York Mellon Corp | 15.23K | -21.4% | $844,574 | 0.0% | ▼ Trim | 3 | SEC ↗ ×4 |
| 21 | Mercer Global Advisors Inc /Adv | 15.15K | +58.2% | $840,388 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 22 | Deutsche Bank Ag\ | 14.99K | +16.1% | $831,085 | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 23 | Susquehanna International Group, Llp | 14.71K | -78.3% | $815,679 | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 24 | Brown Advisory Inc | 12.15K | 0.0% | $673,716 | 0.0% | Held | 3 | SEC ↗ |
| 25 | Envestnet Asset Management Inc | 12.04K | +0.2% | $667,802 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 26 | Goldman Sachs Group ✦ | 11.68K | -34.7% | $647,929 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 27 | Stifel Financial Corp | 11.29K | -3.8% | $626,141 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 28 | Captrust Financial Advisors | 10.30K | 0.0% | $571,458 | 0.0% | Held | 3 | SEC ↗ |
| 29 | Creative Planning | 10.29K | -4.3% | $570,908 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 30 | Allspring Global Investments… | 9.85K | +75.9% | $548,941 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 31 | Citadel Advisors ✦ | 9.24K | +6.2% | $512,565 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 32 | Northwestern Mutual Wealth… | 7.37K | -11.9% | $408,809 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 33 | First Manhattan Co. Llc. | 6.40K | 0.0% | $354,908 | 0.0% | Held | 3 | SEC ↗ |
| 34 | Charles Schwab Investment… | 5.81K | -9.1% | $322,246 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 35 | Gotham Asset Management ✦ | 5.65K | 0.0% | $313,262 | 0.0% | Held | 2 | SEC ↗ |
| 36 | Wealth Enhancement Advisory… | 4.15K | -3.4% | $232,627 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 37 | Hrt Financial Lp | 4.14K | New | $229,000 | 0.0% | New | 1 | SEC ↗ |
| 38 | BlackRock ✦ (passive) | 3.98K | 0.0% | $220,574 | 0.0% | Held | 3 | SEC ↗ ×2 |
| 39 | Pnc Financial Services Group, Inc. | 2.87K | 0.0% | $159,209 | 0.0% | Held | 3 | SEC ↗ ×2 |
| 40 | National Bank Of Canada /Fi/ | 2.59K | 0.0% | $143,567 | 0.0% | Held | 3 | SEC ↗ |
| 41 | Blair William & Co/Il | 2.34K | New | $129,930 | 0.0% | New | 1 | SEC ↗ |
| 42 | Assetmark, Inc | 1.11K | 0.0% | $61,610 | 0.0% | Held | 3 | SEC ↗ |
| 43 | Citigroup Inc | 1.02K | New | $56,563 | 0.0% | New | 1 | SEC ↗ |
| 44 | Fifth Third Bancorp | 547 | 0.0% | $30,334 | 0.0% | Held | 2 | SEC ↗ |
| 45 | Russell Investments Group, Ltd. | 173 | 0.0% | $9,594 | 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
| Hrt Financial Lp | $229,000 | 0.0% |
| Blair William & Co/Il | $129,930 | 0.0% |
| Citigroup Inc | $56,563 | 0.0% |
Exited
| Mariner, LLC | $3.58M | was 0.0% |
| HighTower Advisors, LLC | $2.88M | 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: Q2 2026 ·
Methodology ·
Get this via the API