PNI
name pending profile ingest
Momentum inputs (comparable managers):
holder breadth — ·
share flow — ·
net new positions +20.0%
— formula
Broad accumulation — rising shares across more 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 ✦ | 157.87K | New | $1.08M | 0.0% | New | 1 | SEC ↗ ×2 |
| 2 | Bank of New York Mellon Corp | 154.90K | New | $1.06M | 0.0% | New | 1 | SEC ↗ ×2 |
| 3 | Toronto Dominion Bank | 99.04K | New | $678,410 | 0.0% | New | 1 | SEC ↗ |
| 4 | Commonwealth Equity Services, Llc | 98.76K | New | $676,500 | 0.0% | New | 1 | SEC ↗ |
| 5 | Lido Advisors, LLC | 97.69K | New | $672,065 | 0.0% | New | 1 | SEC ↗ |
| 6 | Bank Of America Corp /De/ | 89.56K | New | $613,479 | 0.0% | New | 1 | SEC ↗ |
| 7 | Raymond James Financial Inc | 63.56K | New | $435,379 | 0.0% | New | 1 | SEC ↗ |
| 8 | Baird Financial Group, Inc. | 61.13K | New | $418,768 | 0.0% | New | 1 | SEC ↗ |
| 9 | Cetera Investment Advisers | 48.56K | New | $332,618 | 0.0% | New | 1 | SEC ↗ |
| 10 | Mml Investors Services, Llc | 28.12K | New | $192,595 | 0.0% | New | 1 | SEC ↗ |
| 11 | UBS Group AG | 27.31K | New | $187,080 | 0.0% | New | 1 | SEC ↗ ×2 |
| 12 | LPL Financial LLC | 14.74K | New | $100,993 | 0.0% | New | 1 | SEC ↗ |
| 13 | Susquehanna International Group, Llp | 14.50K | New | $99,318 | 0.0% | New | 1 | SEC ↗ |
| 14 | Envestnet Asset Management Inc | 12.23K | New | $83,748 | 0.0% | New | 1 | SEC ↗ |
| 15 | Focus Partners Wealth | 11.68K | New | $80,037 | 0.0% | New | 1 | SEC ↗ |
| 16 | Rockefeller Capital Management L.P. | 10.43K | New | $71,425 | 0.0% | New | 1 | SEC ↗ |
| 17 | Osaic Holdings, Inc. | 9.54K | New | $65,329 | 0.0% | New | 1 | SEC ↗ |
| 18 | Northwestern Mutual Wealth… | 3.34K | New | $22,893 | 0.0% | New | 1 | SEC ↗ |
| 19 | Royal Bank Of Canada | 1.00K | New | $7,000 | 0.0% | New | 1 | SEC ↗ |
| 20 | Wells Fargo & Company/Mn | 1 | New | $5 | 0.0% | New | 1 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| Morgan Stanley | $1.08M | 0.0% |
| Bank of New York Mellon Corp | $1.06M | 0.0% |
| Toronto Dominion Bank | $678,410 | 0.0% |
| Commonwealth Equity Services… | $676,500 | 0.0% |
| Lido Advisors, LLC | $672,065 | 0.0% |
| Bank Of America Corp /De/ | $613,479 | 0.0% |
| Raymond James Financial Inc | $435,379 | 0.0% |
| Baird Financial Group, Inc. | $418,768 | 0.0% |
| Cetera Investment Advisers | $332,618 | 0.0% |
| Mml Investors Services, Llc | $192,595 | 0.0% |
| UBS Group AG | $187,080 | 0.0% |
| LPL Financial LLC | $100,993 | 0.0% |
Exited
| No tracked exits this quarter. |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 57 holders, 7.73M shares, $52.84M 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.
100.0% of class · View original SEC filing ↗