PIM
name pending profile ingest
Momentum inputs (comparable managers):
holder breadth +18.8% ·
share flow -4.4% ·
net new positions +15.8%
— formula
Ownership fragmentation — more holders, smaller aggregate stake
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q2 2026
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Focus Partners Wealth | 189.72K | 0.0% | $612,812 | 0.0% | Held | 3 | SEC ↗ |
| 2 | Morgan Stanley ✦ | 165.35K | -3.6% | $534,093 | 0.0% | ▼ Trim | 4 | SEC ↗ ×2 |
| 3 | Envestnet Asset Management Inc | 128.86K | -49.5% | $416,211 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 4 | LPL Financial LLC | 86.45K | +17.4% | $279,245 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 5 | Royal Bank Of Canada | 68.75K | 0.0% | $222,000 | 0.0% | Held | 3 | SEC ↗ ×2 |
| 6 | Baird Financial Group, Inc. | 66.50K | +6.4% | $214,795 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 7 | Cetera Investment Advisers | 53.07K | +30.4% | $171,415 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 8 | Commonwealth Equity Services, Llc | 52.17K | -17.6% | $168,520 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 9 | Hrt Financial Lp | 50.63K | New | $163,000 | 0.0% | New | 1 | SEC ↗ |
| 10 | Fifth Third Bancorp | 35.39K | -3.3% | $114,316 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 11 | Susquehanna International Group, Llp | 30.05K | +21.2% | $97,074 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 12 | Osaic Holdings, Inc. | 28.64K | -6.2% | $92,523 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 13 | Stifel Financial Corp | 20.36K | -4.5% | $65,772 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 14 | UBS Group AG | 17.90K | -32.1% | $57,830 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 15 | Bank Of America Corp /De/ | 16.65K | New | $53,771 | 0.0% | New | 1 | SEC ↗ |
| 16 | Raymond James Financial Inc | 14.07K | New | $45,455 | 0.0% | New | 1 | SEC ↗ ×2 |
| 17 | Jane Street Group, Llc | 13.69K | New | $44,232 | 0.0% | New | 1 | SEC ↗ |
| 18 | Wells Fargo & Company/Mn | 5.31K | -0.1% | $17,157 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 19 | Northwestern Mutual Wealth… | 502 | New | $1,621 | 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
| Hrt Financial Lp | $163,000 | 0.0% |
| Bank Of America Corp /De/ | $53,771 | 0.0% |
| Raymond James Financial Inc | $45,455 | 0.0% |
| Jane Street Group, Llc | $44,232 | 0.0% |
| Northwestern Mutual Wealth… | $1,621 | 0.0% |
Exited
| Citadel Advisors | $61,182 | was 0.0% |
| Jones Financial Companies Lllp | $9,420 | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 58 holders, 25.75M shares, $9.40M 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.