PFRL
name pending profile ingest
Momentum inputs (comparable managers):
holder breadth +16.7% ·
share flow +16.2% ·
net new positions +14.3%
— formula
Broad accumulation — rising shares across more holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q1 2026
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q2 2026 | 14 | 0 | 1.24M | $61.37M | +2 | −2 |
| Q1 2026 | 14 | +2 | 1.22M | $59.27M | +2 | — |
| Q4 2025 | 12 | -1 | 1.05M | $52.05M | — | −1 |
| Q3 2025 | 2 | -1 | 17.38K | $871,260 | — | −1 |
| Q2 2025 | 1 | +1 | 5.01K | $251,101 | +1 | — |
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Prudential Financial Inc | 685.10K | +17.1% | $33.37M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 2 | Raymond James Financial Inc | 350.23K | +5.0% | $17.06M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 3 | Raymond James Financial Inc | 350.23K | +5.0% | $17.06M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 4 | Osaic Holdings, Inc. | 76.81K | +4276.5% | $3.74M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 5 | Osaic Holdings, Inc. | 76.81K | +4276.5% | $3.74M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 6 | Mariner, LLC | 36.61K | +0.4% | $1.78M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 7 | Cetera Investment Advisers | 26.41K | -6.8% | $1.29M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 8 | Wealth Enhancement Advisory… | 18.11K | -61.3% | $884,520 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 9 | Jane Street Group, Llc | 9.93K | New | $483,504 | 0.0% | New | 1 | SEC ↗ |
| 10 | Mml Investors Services, Llc | 6.80K | -29.6% | $331,386 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 11 | Envestnet Asset Management Inc | 5.72K | +4.9% | $278,550 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 12 | Royal Bank Of Canada | 818 | +13533.3% | $40,000 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 13 | Morgan Stanley ✦ | 151 | -41.5% | $7,364 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 14 | Morgan Stanley ✦ | 151 | -41.5% | $7,364 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 15 | Pnc Financial Services Group, Inc. | 139 | -56.4% | $6,770 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 16 | UBS Group AG | 85 | New | $4,140 | 0.0% | New | 1 | SEC ↗ |
| 17 | Wells Fargo & Company/Mn | 0 | — | $24 | 0.0% | Held | 2 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| Jane Street Group, Llc | $483,504 | 0.0% |
| UBS Group AG | $4,140 | 0.0% |
Exited
| No tracked exits this quarter. |
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.