PMO
name pending profile ingest
Momentum inputs (comparable managers):
holder breadth -4.2% ·
share flow +0.2% ·
net new positions -4.3%
· formula
Concentrated accumulation: rising shares among fewer holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q4 2025
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Morgan Stanley ✦ | 401.21K | +4.4% | $4.29M | 0.0% | ▲ Add | 2 | SEC ↗ ×4 |
| 2 | Wells Fargo & Company/Mn | 372.02K | n/a | $3.98M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 3 | Commonwealth Equity Services, Llc | 303.91K | n/a | $3.25M | 0.0% | n/c | 1 | SEC ↗ |
| 4 | Ameriprise Financial Inc | 179.16K | n/a | $1.92M | 0.0% | n/c | 1 | SEC ↗ |
| 5 | LPL Financial LLC | 178.61K | n/a | $1.91M | 0.0% | n/c | 1 | SEC ↗ |
| 6 | Envestnet Asset Management Inc | 165.41K | n/a | $1.77M | 0.0% | n/c | 1 | SEC ↗ |
| 7 | Invesco Ltd. | 159.25K | n/a | $1.70M | 0.0% | n/c | 1 | SEC ↗ |
| 8 | Bank Of America Corp /De/ | 155.16K | n/a | $1.66M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 9 | Allspring Global Investments… | 149.72K | n/a | $1.60M | 0.0% | n/c | 1 | SEC ↗ |
| 10 | UBS Group AG | 138.00K | n/a | $1.48M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 11 | Rockefeller Capital Management L.P. | 89.45K | n/a | $957,093 | 0.0% | n/c | 1 | SEC ↗ |
| 12 | Stifel Financial Corp | 78.59K | n/a | $840,942 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 13 | Raymond James Financial Inc | 66.37K | n/a | $710,144 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 14 | Focus Partners Wealth | 53.01K | n/a | $567,196 | 0.0% | n/c | 1 | SEC ↗ |
| 15 | Royal Bank Of Canada | 38.57K | n/a | $412,000 | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 16 | Osaic Holdings, Inc. | 30.98K | n/a | $331,487 | 0.0% | n/c | 1 | SEC ↗ |
| 17 | HighTower Advisors, LLC | 24.11K | n/a | $257,998 | 0.0% | n/c | 1 | SEC ↗ |
| 18 | Susquehanna International Group, Llp | 23.19K | n/a | $248,112 | 0.0% | n/c | 1 | SEC ↗ |
| 19 | Bank Of Montreal /Can/ | 21.51K | n/a | $230,136 | 0.0% | n/c | 1 | SEC ↗ |
| 20 | Northwestern Mutual Wealth… | 20.38K | n/a | $218,045 | 0.0% | n/c | 1 | SEC ↗ |
| 21 | Jane Street Group, Llc | 12.96K | n/a | $138,725 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 22 | Mml Investors Services, Llc | 10.01K | n/a | $107,155 | 0.0% | n/c | 1 | SEC ↗ |
| 23 | Fifth Third Bancorp | 2.54K | n/a | $27,167 | 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
| No new tracked buyers this quarter. |
Exited
| Citadel Advisors | $105,955 | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 88 holders, 8.73M shares, $84.09M 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.