PMO
name pending profile ingest
Momentum inputs (comparable managers):
holder breadth +4.8% ·
share flow +9.3% ·
net new positions +4.5%
· formula
Broad accumulation: rising shares across more holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q2 2026
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Morgan Stanley ✦ | 443.30K | +2.0% | $4.67M | 0.0% | ▲ Add | 4 | SEC ↗ ×4 |
| 2 | Allspring Global Investments… | 307.43K | +105.1% | $3.24M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 3 | Commonwealth Equity Services, Llc | 306.53K | -0.5% | $3.23M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 4 | Wells Fargo & Company/Mn | 280.63K | -4.1% | $2.96M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 5 | Invesco Ltd. | 236.50K | +21.3% | $2.49M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 6 | Ameriprise Financial Inc | 210.00K | -2.2% | $2.21M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 7 | Bank Of America Corp /De/ | 197.11K | +28.7% | $2.08M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 8 | LPL Financial LLC | 178.49K | -2.9% | $1.88M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 9 | Envestnet Asset Management Inc | 165.60K | +1.7% | $1.75M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 10 | UBS Group AG | 123.85K | -1.9% | $1.31M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 11 | Stifel Financial Corp | 86.28K | +6.4% | $909,343 | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 12 | Raymond James Financial Inc | 83.20K | -8.6% | $876,916 | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 13 | Rockefeller Capital Management L.P. | 77.24K | -3.7% | $814,068 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 14 | Bank of New York Mellon Corp | 59.77K | +23.2% | $629,919 | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 15 | Osaic Holdings, Inc. | 44.25K | +37.5% | $466,435 | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 16 | Royal Bank Of Canada | 29.33K | -6.7% | $309,000 | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 17 | Toronto Dominion Bank | 28.10K | New | $296,174 | 0.0% | New | 1 | SEC ↗ |
| 18 | Focus Partners Wealth | 21.01K | -15.3% | $221,435 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 19 | Northwestern Mutual Wealth… | 19.78K | 0.0% | $208,460 | 0.0% | Held | 3 | SEC ↗ |
| 20 | Hrt Financial Lp | 11.77K | New | $124,000 | 0.0% | New | 1 | SEC ↗ |
| 21 | HighTower Advisors, LLC | 10.23K | -34.9% | $107,814 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 22 | Fifth Third Bancorp | 9.35K | -0.3% | $98,581 | 0.0% | ▼ Trim | 3 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value: the conviction measure. ✦ = curated manager.
New buyers
| Toronto Dominion Bank | $296,174 | 0.0% |
| Hrt Financial Lp | $124,000 | 0.0% |
Exited
| Susquehanna International… | $249,559 | 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.