PGHY
name pending profile ingest
Momentum inputs (comparable managers):
holder breadth -13.0% ·
share flow -6.4% ·
net new positions -20.0%
· formula
Broad distribution: falling shares and fewer holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q2 2026
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 362.95K | +12.8% | $7.15M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 2 | Bank Of America Corp /De/ | 261.56K | +2.1% | $5.15M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 3 | Jones Financial Companies Lllp | 104.47K | +25.5% | $2.06M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 4 | Jane Street Group, Llc | 56.05K | -71.5% | $1.10M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 5 | Cetera Investment Advisers | 50.96K | -3.5% | $1.00M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 6 | Morgan Stanley ✦ | 39.68K | -0.8% | $781,634 | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 7 | Mml Investors Services, Llc | 35.13K | +17.5% | $692,108 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 8 | Raymond James Financial Inc | 26.02K | -5.8% | $512,621 | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 9 | Osaic Holdings, Inc. | 24.56K | +10.0% | $483,809 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 10 | Hrt Financial Lp | 22.51K | New | $443,000 | 0.0% | New | 1 | SEC ↗ |
| 11 | Envestnet Asset Management Inc | 20.44K | +5.0% | $402,653 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 12 | Tidal Investments LLC | 18.30K | 0.0% | $360,530 | 0.0% | Held | 2 | SEC ↗ |
| 13 | Stifel Financial Corp | 10.73K | 0.0% | $211,480 | 0.0% | Held | 3 | SEC ↗ |
| 14 | JPMorgan Chase ✦ | 6.66K | -0.5% | $131,555 | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 15 | Royal Bank Of Canada | 3.10K | 0.0% | $61,000 | 0.0% | Held | 3 | SEC ↗ |
| 16 | Assetmark, Inc | 1.99K | -2.2% | $39,152 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 17 | Wells Fargo & Company/Mn | 918 | -15.7% | $18,076 | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 18 | Rockefeller Capital Management L.P. | 500 | 0.0% | $9,850 | 0.0% | Held | 2 | SEC ↗ |
| 19 | UBS Group AG | 332 | -52.4% | $6,540 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 20 | Pnc Financial Services Group, Inc. | 147 | 0.0% | $2,896 | 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
| Hrt Financial Lp | $443,000 | 0.0% |
Exited
| HighTower Advisors, LLC | $1.80M | was 0.0% |
| Focus Partners Wealth | $229,848 | was 0.0% |
| Citadel Advisors | $225,874 | was 0.0% |
| Bank Of Montreal /Can/ | $24,263 | was 0.0% |
| Fifth Third Bancorp | $641 | was 0.0% |
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.
What else this security's tracked holders most often hold: shared-ownership counts, not fundamental relationships.