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Security record · archived quarter

PMAR

name pending profile ingest

Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025 Q4 2024 Q3 2024
26Tracked holders
0Δ holders
4.47MShares held
$200.73MReported value
+0New positions
−0Exits
Stable 2 quarters of rising tracked shares ●●○○○○ How these are computed → Explain this at the Research Desk →

Momentum inputs (comparable managers): holder breadth 0.0% · share flow -0.3% · net new positions 0.0%formula

All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q4 2025

Ownership over time
QuarterHoldersΔSharesReported valueNewExits
Q2 2026 26 +2 5.06M $236.11M +4 −2
Q1 2026 25 -1 5.01M $224.16M +2 −3
Q4 2025 26 0 4.47M $200.73M
Q3 2025 3 0 35.12K $1.54M
Q2 2025 1 -1 13.80K $582,774 −1
Q1 2025 2 0 23.99K $958,076
Q4 2024 2 0 38.02K $1.53M
Q3 2024 2 +1 22.74K $892,702 +1
Q2 2024 1 16.06K $609,147
Holder count
Who holds it · Q4 2025
#ManagerSharesΔ sharesValueTheir weightHeld
1 Alliancebernstein L.P. 1.56M $70.33M 0.0% n/c 1 SEC ↗
2 Osaic Holdings, Inc. 712.82K $32.03M 0.0% n/c 1 SEC ↗
3 Osaic Holdings, Inc. 712.82K $32.03M 0.0% n/c 1 SEC ↗
4 Osaic Holdings, Inc. 712.82K $32.03M 0.0% n/c 1 SEC ↗
5 Osaic Holdings, Inc. 712.82K $32.03M 0.0% n/c 1 SEC ↗
6 Focus Partners Wealth 575.12K $25.85M 0.0% n/c 1 SEC ↗
7 Commonwealth Equity Services, Llc 305.57K $13.73M 0.0% n/c 1 SEC ↗
8 Cetera Investment Advisers 256.14K $11.51M 0.0% n/c 1 SEC ↗
9 LPL Financial LLC 209.85K $9.43M 0.0% n/c 1 SEC ↗
10 Raymond James Financial Inc 203.25K $9.13M 0.0% n/c 1 SEC ↗
11 Raymond James Financial Inc 203.25K $9.13M 0.0% n/c 1 SEC ↗
12 HighTower Advisors, LLC 139.16K $6.25M 0.0% n/c 1 SEC ↗
13 Truist Financial Corp 116.24K $5.22M 0.0% n/c 1 SEC ↗
14 Envestnet Asset Management Inc 77.06K $3.46M 0.0% n/c 1 SEC ↗
15 Mercer Global Advisors Inc /Adv 60.55K $2.72M 0.0% n/c 1 SEC ↗
16 Mml Investors Services, Llc 52.82K $2.37M 0.0% n/c 1 SEC ↗
17 Blair William & Co/Il 35.90K $1.61M 0.0% n/c 1 SEC ↗
18 Wealth Enhancement Advisory… 34.93K $1.58M 0.0% n/c 1 SEC ↗
19 Lido Advisors, LLC 34.97K $1.57M 0.0% n/c 1 SEC ↗
20 Cerity Partners LLC 28.03K $1.26M 0.0% n/c 1 SEC ↗
21 AQR Capital Management 16.56K 0.0% $744,101 0.0% Held 6 SEC ↗
22 Mariner, LLC 15.05K $676,419 0.0% n/c 1 SEC ↗
23 Susquehanna International Group, Llp 12.17K $546,807 0.0% n/c 1 SEC ↗
24 JPMorgan Chase 6.96K -50.0% $312,750 0.0% ▼ Trim 2 SEC ↗
25 Cwm, Llc 5.47K $246,000 0.0% n/c 1 SEC ↗
26 Barclays Plc 1.54K $69,300 0.0% n/c 1 SEC ↗
27 Bank Of Montreal /Can/ 543 $24,403 0.0% n/c 1 SEC ↗
28 Assetmark, Inc 290 $13,033 0.0% n/c 1 SEC ↗
29 UBS Group AG 192 $8,629 0.0% n/c 1 SEC ↗
30 Morgan Stanley 71 -98.5% $3,191 0.0% ▼ Trim 2 SEC ↗

“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): 204 holders, 12.06M shares, $463.13M 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 · Get this via the API