PMO
name pending profile ingest
Momentum inputs (comparable managers):
holder breadth -8.7% ·
share flow +0.2% ·
net new positions -9.5%
· formula
Concentrated accumulation: rising shares among fewer holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q1 2026
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Morgan Stanley ✦ | 434.51K | +8.3% | $4.48M | 0.0% | ▲ Add | 3 | SEC ↗ ×4 |
| 2 | Commonwealth Equity Services, Llc | 307.91K | +1.3% | $3.17M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 3 | Wells Fargo & Company/Mn | 292.66K | -21.3% | $3.01M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 4 | Ameriprise Financial Inc | 214.83K | +19.9% | $2.21M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 5 | Invesco Ltd. | 195.02K | +22.5% | $2.01M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 6 | LPL Financial LLC | 183.90K | +3.0% | $1.89M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 7 | Envestnet Asset Management Inc | 162.79K | -1.6% | $1.68M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 8 | Bank Of America Corp /De/ | 153.19K | -1.3% | $1.58M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 9 | Allspring Global Investments… | 149.89K | +0.1% | $1.54M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 10 | UBS Group AG | 126.19K | -8.6% | $1.30M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 11 | Raymond James Financial Inc | 91.05K | +37.2% | $937,856 | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 12 | Stifel Financial Corp | 81.10K | +3.2% | $835,369 | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 13 | Rockefeller Capital Management L.P. | 80.20K | -10.3% | $826,104 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 14 | Bank of New York Mellon Corp | 48.50K | New | $499,521 | 0.0% | New | 1 | SEC ↗ ×3 |
| 15 | Osaic Holdings, Inc. | 32.19K | +3.9% | $331,569 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 16 | Royal Bank Of Canada | 31.42K | -18.5% | $324,000 | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 17 | Focus Partners Wealth | 24.81K | -53.2% | $255,533 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 18 | Susquehanna International Group, Llp | 24.23K | +4.5% | $249,559 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 19 | Northwestern Mutual Wealth… | 19.78K | -2.9% | $203,713 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 20 | HighTower Advisors, LLC | 15.71K | -34.9% | $161,792 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 21 | Fifth Third Bancorp | 9.38K | +269.4% | $96,604 | 0.0% | ▲ Add | 2 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value: the conviction measure. ✦ = curated manager.
New buyers
| Bank of New York Mellon Corp | $499,521 | 0.0% |
Exited
| Bank Of Montreal /Can/ | $230,136 | was 0.0% |
| Jane Street Group, Llc | $138,725 | was 0.0% |
| Mml Investors Services, Llc | $107,155 | 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.