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Security record · archived quarter

PGHY

name pending profile ingest

Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025
25Tracked holders
+5Δ holders
1.22MShares held
$23.58MReported value
+5New positions
−0Exits
Strongly Rising 3 quarters of rising tracked shares ●●●○○○ How these are computed → Explain this at the Research Desk →

Momentum inputs (comparable managers): holder breadth +25.0% · share flow +17.7% · net new positions +20.0% — formula
Broad accumulation — rising shares across more holders

All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q1 2026

Ownership over time
QuarterHoldersΔSharesReported valueNewExits
Q2 2026 20 -3 1.05M $20.63M +1 −5
Q1 2026 25 +5 1.22M $23.58M +5 —
Q4 2025 20 -1 1.03M $20.54M — −1
Q3 2025 3 0 193.05K $3.86M — —
Q2 2025 1 — 132 $2,617 — —
Holder count
Who holds it · Q1 2026
#ManagerSharesΔ sharesValueTheir weightHeld
1 LPL Financial LLC 321.89K +32.2% $6.25M 0.0% ▲ Add 2 SEC ↗
2 Bank Of America Corp /De/ 256.14K +4.1% $4.97M 0.0% ▲ Add 2 SEC ↗ ×2
3 Jane Street Group, Llc 196.91K +649.4% $3.82M 0.0% ▲ Add 2 SEC ↗
4 HighTower Advisors, LLC 92.78K -0.4% $1.80M 0.0% ▼ Trim 2 SEC ↗
5 Jones Financial Companies Lllp 83.24K +22.4% $1.61M 0.0% ▲ Add 2 SEC ↗
6 Cetera Investment Advisers 52.80K +5.4% $1.02M 0.0% ▲ Add 2 SEC ↗
7 Morgan Stanley ✦ 40.01K -77.1% $776,617 0.0% ▼ Trim 3 SEC ↗ ×2
8 Mml Investors Services, Llc 29.91K +74.7% $580,526 0.0% ▲ Add 2 SEC ↗
9 Raymond James Financial Inc 27.62K +0.1% $536,186 0.0% ▲ Add 2 SEC ↗ ×2
10 Osaic Holdings, Inc. 22.32K -16.2% $433,287 0.0% ▼ Trim 2 SEC ↗
11 Envestnet Asset Management Inc 19.46K +8.7% $377,781 0.0% ▲ Add 2 SEC ↗
12 Tidal Investments LLC 18.30K New $355,222 0.0% New 1 SEC ↗
13 Focus Partners Wealth 11.84K +1.6% $229,848 0.0% ▲ Add 2 SEC ↗
14 Citadel Advisors ✦ 11.64K New $225,874 0.0% New 1 SEC ↗
15 Stifel Financial Corp 10.73K 0.0% $208,366 0.0% Held 2 SEC ↗
16 JPMorgan Chase ✦ 6.69K +4580.4% $129,242 0.0% ▲ Add 3 SEC ↗
17 Cwm, Llc 4.28K -13.5% $83,133 0.0% ▼ Trim 2 SEC ↗
18 Royal Bank Of Canada 3.10K 0.0% $60,000 0.0% Held 2 SEC ↗
19 Assetmark, Inc 2.03K -15.2% $39,422 0.0% ▼ Trim 2 SEC ↗
20 Bank Of Montreal /Can/ 1.25K New $24,263 0.0% New 1 SEC ↗
21 Wells Fargo & Company/Mn 1.09K -86.5% $21,138 0.0% ▼ Trim 2 SEC ↗ ×2
22 UBS Group AG 697 +208.4% $13,529 0.0% ▲ Add 2 SEC ↗
23 Rockefeller Capital Management L.P. 500 New $9,705 0.0% New 1 SEC ↗
24 Pnc Financial Services Group, Inc. 147 -77.3% $2,853 0.0% ▼ Trim 2 SEC ↗
25 Fifth Third Bancorp 33 New $641 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

Tidal Investments LLC $355,222 0.0%
Citadel Advisors $225,874 0.0%
Bank Of Montreal /Can/ $24,263 0.0%
Rockefeller Capital… $9,705 0.0%
Fifth Third Bancorp $641 0.0%

Exited

No tracked exits this quarter.

Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 66 holders, 6.68M shares, $128.47M 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: Q1 2026 · Methodology · Get this via the API