PMAY
name pending profile ingest
Momentum inputs (comparable managers):
holder breadth +3.8% ·
share flow -0.1% ·
net new positions +3.7%
· formula
Ownership fragmentation: more holders, smaller aggregate stake
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q4 2025
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q3 2026 | 1 | 0 | 428.36K | $18.21M | n/a | n/a |
| Q2 2026 | 31 | +5 | 7.49M | $304.94M | +6 | −2 |
| Q1 2026 | 27 | 0 | 5.86M | $232.75M | +4 | −4 |
| Q4 2025 | 27 | +1 | 6.26M | $247.71M | +1 | n/a |
| Q3 2025 | 2 | -1 | 19.70K | $766,194 | n/a | −1 |
| Q2 2025 | 1 | -1 | 14.90K | $563,082 | n/a | −1 |
| Q1 2025 | 2 | 0 | 36.77K | $1.32M | n/a | n/a |
| Q4 2024 | 2 | 0 | 22.32K | $801,417 | n/a | n/a |
| Q3 2024 | 2 | +1 | 28.36K | $999,440 | +1 | n/a |
| Q2 2024 | 1 | n/a | 8.70K | $296,757 | n/a | n/a |
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Alliancebernstein L.P. | 3.45M | n/a | $136.64M | 0.0% | n/c | 1 | SEC ↗ |
| 2 | Osaic Holdings, Inc. | 611.13K | n/a | $24.19M | 0.0% | n/c | 1 | SEC ↗ ×4 |
| 3 | Focus Partners Wealth | 365.33K | n/a | $14.46M | 0.0% | n/c | 1 | SEC ↗ |
| 4 | Commonwealth Equity Services, Llc | 315.87K | n/a | $12.51M | 0.0% | n/c | 1 | SEC ↗ |
| 5 | Raymond James Financial Inc | 314.20K | n/a | $12.44M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 6 | LPL Financial LLC | 288.85K | n/a | $11.44M | 0.0% | n/c | 1 | SEC ↗ |
| 7 | Cetera Investment Advisers | 239.59K | n/a | $9.49M | 0.0% | n/c | 1 | SEC ↗ |
| 8 | Truist Financial Corp | 140.81K | n/a | $5.57M | 0.0% | n/c | 1 | SEC ↗ |
| 9 | HighTower Advisors, LLC | 113.51K | n/a | $4.49M | 0.0% | n/c | 1 | SEC ↗ |
| 10 | Envestnet Asset Management Inc | 86.47K | n/a | $3.42M | 0.0% | n/c | 1 | SEC ↗ |
| 11 | Mercer Global Advisors Inc /Adv | 63.61K | n/a | $2.52M | 0.0% | n/c | 1 | SEC ↗ |
| 12 | Captrust Financial Advisors | 55.04K | n/a | $2.18M | 0.0% | n/c | 1 | SEC ↗ |
| 13 | Blair William & Co/Il | 47.72K | n/a | $1.89M | 0.0% | n/c | 1 | SEC ↗ |
| 14 | Wealth Enhancement Advisory… | 39.57K | n/a | $1.57M | 0.0% | n/c | 1 | SEC ↗ |
| 15 | Mml Investors Services, Llc | 39.47K | n/a | $1.56M | 0.0% | n/c | 1 | SEC ↗ |
| 16 | Lido Advisors, LLC | 21.48K | n/a | $850,393 | 0.0% | n/c | 1 | SEC ↗ |
| 17 | Susquehanna International Group, Llp | 19.74K | n/a | $781,388 | 0.0% | n/c | 1 | SEC ↗ |
| 18 | Mariner, LLC | 12.67K | n/a | $501,724 | 0.0% | n/c | 1 | SEC ↗ |
| 19 | Creative Planning | 8.85K | n/a | $350,530 | 0.0% | n/c | 1 | SEC ↗ |
| 20 | Hrt Financial Lp | 7.03K | n/a | $278,000 | 0.0% | n/c | 1 | SEC ↗ |
| 21 | Citadel Advisors ✦ | 5.53K | New | $218,972 | 0.0% | New | 1 | SEC ↗ |
| 22 | JPMorgan Chase ✦ | 4.79K | -75.1% | $189,636 | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 23 | Barclays Plc | 2.00K | n/a | $79,338 | 0.0% | n/c | 1 | SEC ↗ |
| 24 | Morgan Stanley ✦ | 1.85K | +298.3% | $73,321 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 25 | UBS Group AG | 212 | n/a | $8,393 | 0.0% | n/c | 1 | SEC ↗ |
| 26 | Assetmark, Inc | 59 | n/a | $2,336 | 0.0% | n/c | 1 | SEC ↗ |
| 27 | Wells Fargo & Company/Mn | 0 | n/a | $3 | 0.0% | n/c | 1 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value: the conviction measure. ✦ = curated manager.
New buyers
| Citadel Advisors | $218,972 | 0.0% |
Exited
| No tracked exits this quarter. |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 175 holders, 11.92M shares, $399.93M 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.