PGP
name pending profile ingest
Momentum inputs (comparable managers):
holder breadth -7.1% ·
share flow +2.6% ·
net new positions -7.7%
— formula
Concentrated accumulation — rising shares among 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 | 183.35K | +3.3% | $1.58M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 2 | Morgan Stanley ✦ | 112.58K | -20.8% | $970,410 | 0.0% | ▼ Trim | 4 | SEC ↗ ×2 |
| 3 | UBS Group AG | 80.00K | 0.0% | $689,600 | 0.0% | Held | 3 | SEC ↗ |
| 4 | Truist Financial Corp | 78.29K | +1.4% | $674,860 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 5 | Envestnet Asset Management Inc | 78.29K | +1.4% | $674,860 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 6 | Cetera Investment Advisers | 38.76K | +23.9% | $334,097 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 7 | Citadel Advisors ✦ | 38.48K | New | $331,723 | 0.0% | New | 1 | SEC ↗ |
| 8 | Commonwealth Equity Services, Llc | 25.41K | +4.7% | $219,050 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 9 | Royal Bank Of Canada | 21.88K | -9.8% | $189,000 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 10 | Osaic Holdings, Inc. | 21.89K | +1.2% | $188,709 | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 11 | Fifth Third Bancorp | 15.40K | 0.0% | $132,748 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 12 | Wells Fargo & Company/Mn | 7.36K | +2021.3% | $63,454 | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 13 | Rockefeller Capital Management L.P. | 1.00K | 0.0% | $8,620 | 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 | $331,723 | 0.0% |
Exited
| Bank Of America Corp /De/ | $93,516 | was 0.0% |
| Northwestern Mutual Wealth… | $12,628 | was 0.0% |
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.