PFRL
name pending profile ingest
Momentum inputs (comparable managers):
holder breadth -7.7% ·
share flow -1.6% ·
net new positions -8.3%
· formula
Broad distribution: falling shares and fewer holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q4 2025
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Prudential Financial Inc | 585.10K | n/a | $29.07M | 0.0% | n/c | 1 | SEC ↗ |
| 2 | Raymond James Financial Inc | 333.47K | n/a | $16.57M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 3 | Wealth Enhancement Advisory… | 46.83K | n/a | $2.33M | 0.0% | n/c | 1 | SEC ↗ |
| 4 | Mariner, LLC | 36.47K | n/a | $1.81M | 0.0% | n/c | 1 | SEC ↗ |
| 5 | Cetera Investment Advisers | 28.36K | n/a | $1.41M | 0.0% | n/c | 1 | SEC ↗ |
| 6 | Mml Investors Services, Llc | 9.67K | n/a | $480,232 | 0.0% | n/c | 1 | SEC ↗ |
| 7 | Envestnet Asset Management Inc | 5.45K | n/a | $270,842 | 0.0% | n/c | 1 | SEC ↗ |
| 8 | Osaic Holdings, Inc. | 1.75K | n/a | $87,185 | 0.0% | n/c | 1 | SEC ↗ |
| 9 | Pnc Financial Services Group, Inc. | 319 | n/a | $15,834 | 0.0% | n/c | 1 | SEC ↗ |
| 10 | Morgan Stanley ✦ | 258 | +72.0% | $12,832 | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 11 | Wells Fargo & Company/Mn | 0 | n/a | $7 | 0.0% | n/c | 1 | SEC ↗ |
| 12 | Royal Bank Of Canada | 6 | n/a | $0 | 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
| No new tracked buyers this quarter. |
Exited
| Goldman Sachs Group | $863,740 | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 29 holders, 2.09M shares, $74.58M 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.