PIM
name pending profile ingest
Momentum inputs (comparable managers):
holder breadth +23.1% ·
share flow +17.0% ·
net new positions +18.8%
· 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 | Envestnet Asset Management Inc | 255.09K | +12.9% | $834,157 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 2 | Focus Partners Wealth | 189.72K | 0.0% | $620,401 | 0.0% | Held | 2 | SEC ↗ |
| 3 | Morgan Stanley ✦ | 171.60K | -0.6% | $561,128 | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 4 | LPL Financial LLC | 73.64K | +4.6% | $240,817 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 5 | Royal Bank Of Canada | 68.75K | 0.0% | $225,000 | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 6 | Commonwealth Equity Services, Llc | 63.31K | +1.3% | $207,040 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 7 | Baird Financial Group, Inc. | 62.50K | +111.9% | $204,375 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 8 | Cetera Investment Advisers | 40.70K | +2.1% | $133,092 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 9 | Fifth Third Bancorp | 36.60K | New | $119,682 | 0.0% | New | 1 | SEC ↗ |
| 10 | Osaic Holdings, Inc. | 30.53K | +17.0% | $99,827 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 11 | UBS Group AG | 26.38K | +13.8% | $86,263 | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 12 | Susquehanna International Group, Llp | 24.80K | New | $81,089 | 0.0% | New | 1 | SEC ↗ |
| 13 | Stifel Financial Corp | 21.33K | +26.6% | $69,736 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 14 | Citadel Advisors ✦ | 18.71K | New | $61,182 | 0.0% | New | 1 | SEC ↗ |
| 15 | Wells Fargo & Company/Mn | 5.32K | +15.2% | $17,388 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 16 | Jones Financial Companies Lllp | 3.00K | New | $9,420 | 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
| Fifth Third Bancorp | $119,682 | 0.0% |
| Susquehanna International… | $81,089 | 0.0% |
| Citadel Advisors | $61,182 | 0.0% |
| Jones Financial Companies Lllp | $9,420 | 0.0% |
Exited
| Bank Of America Corp /De/ | $10,738 | 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.