Security record · archived quarter
PGP
name pending profile ingest
13Tracked holders
0Δ holders
662.67KShares held
$6.05MReported value
+0New positions
−0Exits
Momentum inputs (comparable managers): holder breadth 0.0% · share flow -1.5% · net new positions 0.0% · formula
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q4 2025
Ownership over time
Who holds it · Q4 2025
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 177.39K | n/a | $1.62M | 0.0% | n/c | 1 | SEC ↗ |
| 2 | Morgan Stanley ✦ | 130.97K | -6.9% | $1.20M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 3 | UBS Group AG | 80.46K | n/a | $734,618 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 4 | Envestnet Asset Management Inc | 79.39K | n/a | $724,849 | 0.0% | n/c | 1 | SEC ↗ |
| 5 | Truist Financial Corp | 79.09K | n/a | $722,119 | 0.0% | n/c | 1 | SEC ↗ |
| 6 | Cetera Investment Advisers | 29.89K | n/a | $272,944 | 0.0% | n/c | 1 | SEC ↗ |
| 7 | Commonwealth Equity Services, Llc | 25.21K | n/a | $230,140 | 0.0% | n/c | 1 | SEC ↗ |
| 8 | Royal Bank Of Canada | 24.27K | n/a | $222,000 | 0.0% | n/c | 1 | SEC ↗ |
| 9 | Osaic Holdings, Inc. | 21.88K | n/a | $199,766 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 10 | Bank Of America Corp /De/ | 11.03K | n/a | $100,681 | 0.0% | n/c | 1 | SEC ↗ |
| 11 | Cwm, Llc | 1.79K | n/a | $16,000 | 0.0% | n/c | 1 | SEC ↗ |
| 12 | Rockefeller Capital Management L.P. | 1.00K | n/a | $9,130 | 0.0% | n/c | 1 | SEC ↗ |
| 13 | Wells Fargo & Company/Mn | 302 | n/a | $2,754 | 0.0% | n/c | 1 | SEC ↗ ×2 |
“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
| No tracked exits this quarter. |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 30 holders, 1.73M shares, $13.23M 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: Q4 2025 ·
Methodology ·
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