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Security record

PGF

name pending profile ingest

Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q4 2024 Q3 2024 Q2 2024
36Tracked holders
-1Δ holders
6.28MShares held
$86.10MReported value
+1New positions
−2Exits
Stable How these are computed → Explain this at the Research Desk →

Momentum inputs (comparable managers): holder breadth -2.7% · share flow +0.5% · net new positions -2.8%formula
Concentrated accumulation — rising shares among fewer holders

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

Ownership over time
QuarterHoldersΔSharesReported valueNewExits
Q2 2026 36 -1 6.28M $86.10M +1 −2
Q1 2026 38 +1 6.25M $86.00M +4 −3
Q4 2025 37 -1 6.35M $89.87M −1
Q3 2025 5 +2 1.72M $25.13M +2
Q2 2025 1 160 $2,258
Q4 2024 1 0 79.70K $1.16M
Q3 2024 1 0 65.04K $1.02M
Q2 2024 1 46.75K $688,657
Holder count
Who holds it · Q2 2026
#ManagerSharesΔ sharesValueTheir weightHeld
1 Morgan Stanley 1.49M -3.1% $20.46M 0.0% ▼ Trim 4 SEC ↗
2 Morgan Stanley 1.49M -3.1% $20.46M 0.0% ▼ Trim 4 SEC ↗
3 UBS Group AG 1.34M +1.5% $18.43M 0.0% ▲ Add 3 SEC ↗
4 UBS Group AG 1.34M +1.5% $18.43M 0.0% ▲ Add 3 SEC ↗
5 Bank Of America Corp /De/ 720.22K -2.1% $9.87M 0.0% ▼ Trim 3 SEC ↗
6 Bank Of America Corp /De/ 720.22K -2.1% $9.87M 0.0% ▼ Trim 3 SEC ↗
7 LPL Financial LLC 711.68K -7.4% $9.76M 0.0% ▼ Trim 3 SEC ↗
8 Wells Fargo & Company/Mn 678.60K +9.8% $9.30M 0.0% ▲ Add 3 SEC ↗
9 Wells Fargo & Company/Mn 678.60K +9.8% $9.30M 0.0% ▲ Add 3 SEC ↗
10 Raymond James Financial Inc 177.97K +8.7% $2.44M 0.0% ▲ Add 3 SEC ↗
11 Raymond James Financial Inc 177.97K +8.7% $2.44M 0.0% ▲ Add 3 SEC ↗
12 Royal Bank Of Canada 160.13K +22.8% $2.20M 0.0% ▲ Add 3 SEC ↗
13 Royal Bank Of Canada 160.13K +22.8% $2.20M 0.0% ▲ Add 3 SEC ↗
14 Wealth Enhancement Advisory… 108.75K -5.8% $1.49M 0.0% ▼ Trim 3 SEC ↗
15 Osaic Holdings, Inc. 98.50K -4.4% $1.35M 0.0% ▼ Trim 3 SEC ↗
16 Osaic Holdings, Inc. 98.50K -4.4% $1.35M 0.0% ▼ Trim 3 SEC ↗
17 Envestnet Asset Management Inc 80.05K -4.4% $1.10M 0.0% ▼ Trim 3 SEC ↗
18 Commonwealth Equity Services, Llc 77.00K +1.1% $1.06M 0.0% ▲ Add 3 SEC ↗
19 Fifth Third Bancorp 71.22K -4.0% $976,385 0.0% ▼ Trim 2 SEC ↗
20 Cetera Investment Advisers 70.86K +0.2% $971,468 0.0% ▲ Add 3 SEC ↗
21 Mml Investors Services, Llc 69.91K +3.7% $958,451 0.0% ▲ Add 3 SEC ↗
22 Citadel Advisors 61.56K New $844,015 0.0% New 1 SEC ↗
23 HighTower Advisors, LLC 53.56K -1.0% $734,257 0.0% ▼ Trim 3 SEC ↗
24 Captrust Financial Advisors 50.69K +15.2% $695,018 0.0% ▲ Add 3 SEC ↗
25 Susquehanna International Group, Llp 50.22K +26.1% $688,447 0.0% ▲ Add 3 SEC ↗
26 Susquehanna International Group, Llp 50.22K +26.1% $688,447 0.0% ▲ Add 3 SEC ↗
27 Ameriprise Financial Inc 42.94K -0.9% $588,765 0.0% ▼ Trim 3 SEC ↗
28 Jones Financial Companies Lllp 34.02K +8.0% $464,780 0.0% ▲ Add 3 SEC ↗
29 Truist Financial Corp 25.92K +2.8% $355,315 0.0% ▲ Add 3 SEC ↗
30 AQR Capital Management 22.06K +4.0% $302,452 0.0% ▲ Add 4 SEC ↗
31 Stifel Financial Corp 21.36K -25.9% $292,781 0.0% ▼ Trim 3 SEC ↗
32 Gotham Asset Management 18.49K 0.0% $253,498 0.0% Held 2 SEC ↗
33 Bank Of Montreal /Can/ 11.73K -5.1% $160,805 0.0% ▼ Trim 3 SEC ↗
34 Focus Partners Wealth 11.37K -2.3% $155,826 0.0% ▼ Trim 3 SEC ↗
35 Rockefeller Capital Management L.P. 7.37K +1.0% $101,059 0.0% ▲ Add 3 SEC ↗
36 Us Bancorp \De\ 2.25K 0.0% $30,848 0.0% Held 3 SEC ↗
37 Us Bancorp \De\ 2.25K 0.0% $30,848 0.0% Held 3 SEC ↗
38 Fidelity (FMR) 2.07K +1309.5% $28,409 0.0% ▲ Add 5 SEC ↗
39 Simplex Trading, Llc 954 +8.7% $13,079 0.0% ▲ Add 2 SEC ↗
40 Qube Research & Technologies Ltd 600 +552.2% $8,226 0.0% ▲ Add 3 SEC ↗
41 Northwestern Mutual Wealth… 355 -97.3% $4,867 0.0% ▼ Trim 3 SEC ↗
42 Bnp Paribas Financial Markets 228 0.0% $3,126 0.0% Held 3 SEC ↗
43 Blair William & Co/Il 150 0.0% $2,057 0.0% Held 3 SEC ↗
44 Assetmark, Inc 14 0.0% $192 0.0% Held 3 SEC ↗
45 Russell Investments Group, Ltd. 2 0.0% $21 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

Citadel Advisors $844,015 0.0%

Exited

Jane Street Group, Llc $281,708 was 0.0%
JPMorgan Chase $12,817 was 0.0%

Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 148 holders, 10.17M shares, $135.71M 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