PMAR
name pending profile ingest
Momentum inputs (comparable managers):
holder breadth -3.8% ·
share flow +12.2% ·
net new positions -4.0%
— formula
Concentrated accumulation — rising shares among fewer holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q1 2026
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| 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 | — | — |
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Alliancebernstein L.P. | 1.74M | +11.3% | $78.28M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 2 | Osaic Holdings, Inc. | 681.38K | -4.4% | $30.40M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 3 | Osaic Holdings, Inc. | 681.38K | -4.4% | $30.40M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 4 | Osaic Holdings, Inc. | 681.38K | -4.4% | $30.40M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 5 | Focus Partners Wealth | 648.21K | +12.7% | $28.92M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 6 | Commonwealth Equity Services, Llc | 365.51K | +19.6% | $16.31M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 7 | Cetera Investment Advisers | 259.67K | +1.4% | $11.59M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 8 | LPL Financial LLC | 259.48K | +23.6% | $11.58M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 9 | Raymond James Financial Inc | 223.61K | +10.0% | $9.98M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 10 | Raymond James Financial Inc | 223.61K | +10.0% | $9.98M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 11 | HighTower Advisors, LLC | 169.90K | +22.1% | $7.58M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 12 | Truist Financial Corp | 127.65K | +9.8% | $5.70M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 13 | Envestnet Asset Management Inc | 117.86K | +52.9% | $5.26M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 14 | Blair William & Co/Il | 79.43K | +121.3% | $3.54M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 15 | Cerity Partners LLC | 79.42K | +183.3% | $3.54M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 16 | Mml Investors Services, Llc | 49.70K | -5.9% | $2.22M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 17 | Lido Advisors, LLC | 34.97K | 0.0% | $1.56M | 0.0% | Held | 2 | SEC ↗ |
| 18 | Wealth Enhancement Advisory… | 31.43K | -10.0% | $1.41M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 19 | AQR Capital Management ✦ | 30.60K | +84.8% | $1.37M | 0.0% | ▲ Add | 7 | SEC ↗ |
| 20 | Susquehanna International Group, Llp | 28.57K | +134.8% | $1.27M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 21 | Mariner, LLC | 27.11K | +80.2% | $1.21M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 22 | Jane Street Group, Llc | 18.47K | New | $824,131 | 0.0% | New | 1 | SEC ↗ |
| 23 | Mercer Global Advisors Inc /Adv | 16.52K | -72.7% | $736,899 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 24 | JPMorgan Chase ✦ | 6.96K | 0.0% | $305,083 | 0.0% | Held | 3 | SEC ↗ |
| 25 | Captrust Financial Advisors | 6.80K | New | $303,416 | 0.0% | New | 1 | SEC ↗ |
| 26 | Cwm, Llc | 5.41K | -1.1% | $241,573 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 27 | Bank Of Montreal /Can/ | 543 | 0.0% | $24,229 | 0.0% | Held | 2 | SEC ↗ |
| 28 | Assetmark, Inc | 76 | -73.8% | $3,391 | 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
| Jane Street Group, Llc | $824,131 | 0.0% |
| Captrust Financial Advisors | $303,416 | 0.0% |
Exited
| Barclays Plc | $69,300 | was 0.0% |
| UBS Group AG | $8,629 | was 0.0% |
| Morgan Stanley | $3,191 | was 0.0% |
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.
What else this security's tracked holders most often hold — shared-ownership counts, not fundamental relationships.