PGP
name pending profile ingest
Momentum inputs (comparable managers):
holder breadth +15.4% ·
share flow +3.6% ·
net new positions +13.3%
· formula
Broad accumulation: rising shares across more holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q1 2026
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 177.45K | 0.0% | $1.48M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 2 | Morgan Stanley ✦ | 142.22K | +8.6% | $1.18M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 3 | UBS Group AG | 80.00K | -0.6% | $666,400 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 4 | Truist Financial Corp | 77.21K | -2.4% | $643,143 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 5 | Envestnet Asset Management Inc | 77.21K | -2.8% | $643,143 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 6 | Cetera Investment Advisers | 31.28K | +4.6% | $260,581 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 7 | Commonwealth Equity Services, Llc | 24.27K | -3.7% | $202,170 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 8 | Royal Bank Of Canada | 24.27K | 0.0% | $202,000 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 9 | Osaic Holdings, Inc. | 21.63K | -1.1% | $180,175 | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 10 | Fifth Third Bancorp | 15.40K | New | $128,299 | 0.0% | New | 1 | SEC ↗ |
| 11 | Bank Of America Corp /De/ | 11.23K | +1.8% | $93,516 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 12 | Cwm, Llc | 1.79K | 0.0% | $14,902 | 0.0% | Held | 2 | SEC ↗ |
| 13 | Northwestern Mutual Wealth… | 1.52K | New | $12,628 | 0.0% | New | 1 | SEC ↗ |
| 14 | Rockefeller Capital Management L.P. | 1.00K | 0.0% | $8,330 | 0.0% | Held | 2 | SEC ↗ |
| 15 | Wells Fargo & Company/Mn | 347 | +14.9% | $2,887 | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
“Their weight” = the position's share of that manager's reported 13F equity value: the conviction measure. ✦ = curated manager.
New buyers
| Fifth Third Bancorp | $128,299 | 0.0% |
| Northwestern Mutual Wealth… | $12,628 | 0.0% |
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.
What else this security's tracked holders most often hold: shared-ownership counts, not fundamental relationships.