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Security record · archived quarter

PFN

name pending profile ingest

Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q4 2024 Q3 2024
29Tracked holders
+1Δ holders
7.10MShares held
$50.60MReported value
+3New positions
−3Exits
Rising 4 quarters of rising tracked shares ●●●●○○ How these are computed → Explain this at the Research Desk →

Momentum inputs (comparable managers): holder breadth +3.6% · share flow +4.5% · net new positions 0.0% — formula
Broad accumulation — rising shares across more holders

All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q2 2026

Ownership over time
QuarterHoldersΔSharesReported valueNewExits
Q2 2026 29 +1 7.10M $50.60M +3 −3
Q1 2026 30 +3 6.85M $47.20M +4 −1
Q4 2025 27 +1 6.34M $47.55M +1 —
Q3 2025 1 — 649.45K $4.93M — —
Q4 2024 1 0 12.33K $91,873 +1 −1
Q3 2024 1 +1 78.66K $599,366 +1 —
Holder count
Who holds it · Q2 2026
#ManagerSharesΔ sharesValueTheir weightHeld
1 LPL Financial LLC 1.16M -5.1% $8.29M 0.0% ▼ Trim 3 SEC ↗
2 Ameriprise Financial Inc 1.14M +6.2% $8.12M 0.0% ▲ Add 3 SEC ↗
3 Morgan Stanley ✦ 770.93K -0.4% $5.50M 0.0% ▼ Trim 4 SEC ↗ ×2
4 Invesco Ltd. 741.88K +7.2% $5.29M 0.0% ▲ Add 3 SEC ↗ ×2
5 Wells Fargo & Company/Mn 638.60K +10.8% $4.55M 0.0% ▲ Add 3 SEC ↗ ×3
6 Royal Bank Of Canada 354.15K -6.3% $2.52M 0.0% ▼ Trim 3 SEC ↗ ×2
7 Raymond James Financial Inc 316.66K +4.5% $2.26M 0.0% ▲ Add 3 SEC ↗ ×3
8 Bank Of America Corp /De/ 313.94K -21.6% $2.24M 0.0% ▼ Trim 3 SEC ↗
9 Susquehanna International Group, Llp 223.78K +760.8% $1.60M 0.0% ▲ Add 2 SEC ↗
10 Cetera Investment Advisers 212.51K +7.0% $1.52M 0.0% ▲ Add 3 SEC ↗
11 Osaic Holdings, Inc. 209.18K +25.8% $1.49M 0.0% ▲ Add 3 SEC ↗
12 Envestnet Asset Management Inc 197.17K +65.0% $1.41M 0.0% ▲ Add 3 SEC ↗
13 Commonwealth Equity Services, Llc 182.35K -1.9% $1.30M 0.0% ▼ Trim 3 SEC ↗
14 UBS Group AG 175.29K +112.4% $1.25M 0.0% ▲ Add 3 SEC ↗ ×3
15 Stifel Financial Corp 86.77K -4.7% $618,692 0.0% ▼ Trim 3 SEC ↗
16 IMC-Chicago, LLC 84.73K New $604,153 0.0% New 1 SEC ↗
17 Northwestern Mutual Wealth… 75.21K -40.7% $536,262 0.0% ▼ Trim 3 SEC ↗
18 Rockefeller Capital Management L.P. 67.61K -11.3% $482,093 0.0% ▼ Trim 3 SEC ↗
19 Citadel Advisors ✦ 35.80K New $255,218 0.0% New 1 SEC ↗
20 Focus Partners Wealth 26.36K +0.6% $187,955 0.0% ▲ Add 3 SEC ↗
21 Jane Street Group, Llc 25.09K -86.6% $178,856 0.0% ▼ Trim 3 SEC ↗
22 Nomura Holdings Inc 20.00K -23.9% $142,600 0.0% ▼ Trim 2 SEC ↗
23 Wealth Enhancement Advisory… 12.66K +3.2% $90,022 0.0% ▲ Add 3 SEC ↗
24 JPMorgan Chase ✦ 8.27K New $58,696 0.0% New 1 SEC ↗
25 Fifth Third Bancorp 7.74K -0.1% $55,158 0.0% ▼ Trim 2 SEC ↗
26 Bnp Paribas Financial Markets 3.75K +44.8% $26,730 0.0% ▲ Add 3 SEC ↗
27 Us Bancorp \De\ 3.65K 0.0% $26,010 0.0% Held 3 SEC ↗
28 Pnc Financial Services Group, Inc. 700 -51.7% $4,993 0.0% ▼ Trim 3 SEC ↗
29 Fidelity (FMR) ✦ 1 0.0% $5 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

IMC-Chicago, LLC $604,153 0.0%
Citadel Advisors $255,218 0.0%
JPMorgan Chase $58,696 0.0%

Exited

HighTower Advisors, LLC $199,975 was 0.0%
Lido Advisors, LLC $132,283 was 0.0%
Mariner, LLC $92,020 was 0.0%

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.

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