PFN
name pending profile ingest
Momentum inputs (comparable managers):
holder breadth +3.8% ·
share flow +2.5% ·
net new positions +3.7%
— formula
Broad accumulation — rising shares across more holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q4 2025
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 1.31M | — | $9.86M | 0.0% | n/c | 1 | SEC ↗ |
| 2 | Ameriprise Financial Inc | 1.09M | — | $8.18M | 0.0% | n/c | 1 | SEC ↗ |
| 3 | Morgan Stanley ✦ | 806.14K | +24.1% | $6.05M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 4 | Wells Fargo & Company/Mn | 782.18K | — | $5.87M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 5 | Invesco Ltd. | 674.38K | — | $5.06M | 0.0% | n/c | 1 | SEC ↗ |
| 6 | Raymond James Financial Inc | 207.21K | — | $1.55M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 7 | Commonwealth Equity Services, Llc | 189.55K | — | $1.42M | 0.0% | n/c | 1 | SEC ↗ |
| 8 | Cetera Investment Advisers | 189.39K | — | $1.42M | 0.0% | n/c | 1 | SEC ↗ |
| 9 | Osaic Holdings, Inc. | 151.18K | — | $1.14M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 10 | Northwestern Mutual Wealth… | 133.60K | — | $1.00M | 0.0% | n/c | 1 | SEC ↗ |
| 11 | Bank Of America Corp /De/ | 116.67K | — | $875,038 | 0.0% | n/c | 1 | SEC ↗ |
| 12 | UBS Group AG | 112.74K | — | $845,528 | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 13 | Stifel Financial Corp | 92.34K | — | $692,555 | 0.0% | n/c | 1 | SEC ↗ |
| 14 | Jane Street Group, Llc | 77.01K | — | $577,604 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 15 | Royal Bank Of Canada | 74.97K | — | $563,000 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 16 | Rockefeller Capital Management L.P. | 74.12K | — | $555,878 | 0.0% | n/c | 1 | SEC ↗ |
| 17 | Hrt Financial Lp | 68.46K | — | $513,000 | 0.0% | n/c | 1 | SEC ↗ |
| 18 | Envestnet Asset Management Inc | 63.18K | — | $473,850 | 0.0% | n/c | 1 | SEC ↗ |
| 19 | Cwm, Llc | 29.35K | — | $220,000 | 0.0% | n/c | 1 | SEC ↗ |
| 20 | HighTower Advisors, LLC | 27.42K | — | $205,680 | 0.0% | n/c | 1 | SEC ↗ |
| 21 | Focus Partners Wealth | 26.08K | — | $195,578 | 0.0% | n/c | 1 | SEC ↗ |
| 22 | Lido Advisors, LLC | 19.00K | — | $145,583 | 0.0% | n/c | 1 | SEC ↗ |
| 23 | Wealth Enhancement Advisory… | 12.37K | — | $91,792 | 0.0% | n/c | 1 | SEC ↗ |
| 24 | Us Bancorp \De\ | 3.65K | — | $27,360 | 0.0% | n/c | 1 | SEC ↗ |
| 25 | Bnp Paribas Financial Markets | 2.59K | — | $19,418 | 0.0% | n/c | 1 | SEC ↗ |
| 26 | Pnc Financial Services Group, Inc. | 700 | — | $5,252 | 0.0% | n/c | 1 | SEC ↗ |
| 27 | Fidelity (FMR) ✦ | 1 | New | $6 | 0.0% | New | 1 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| Fidelity (FMR) | $6 | 0.0% |
Exited
| No tracked exits this quarter. |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 121 holders, 14.08M shares, $88.71M 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.