Security record
PNQI
name pending profile ingest
42Tracked holders
+3Δ holders
3.90MShares held
$177.91MReported value
+4New positions
−1Exits
Momentum inputs (comparable managers):
holder breadth +7.7% ·
share flow -4.5% ·
net new positions +7.1%
— formula
Ownership fragmentation — more holders, smaller aggregate stake
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q2 2026
Ownership over time
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q2 2026 | 42 | +3 | 3.90M | $177.91M | +4 | −1 |
| Q1 2026 | 40 | -4 | 4.09M | $182.63M | +3 | −7 |
| Q4 2025 | 44 | 0 | 5.72M | $308.86M | +1 | −1 |
| Q3 2025 | 8 | -1 | 2.75M | $153.61M | — | −1 |
| Q2 2025 | 6 | +1 | 1.95M | $101.96M | +1 | — |
| Q1 2025 | 4 | 0 | 1.95M | $86.14M | +1 | −1 |
| Q4 2024 | 4 | +1 | 2.08M | $97.10M | +2 | −1 |
| Q3 2024 | 3 | 0 | 2.14M | $93.20M | +1 | −1 |
| Q2 2024 | 3 | — | 2.21M | $90.80M | — | — |
Who holds it · Q2 2026
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Fisher Asset Management ✦ | 1.57M | -3.2% | $71.47M | 0.0% | ▼ Trim | 9 | SEC ↗ |
| 2 | UBS Group AG | 659.33K | +0.4% | $30.05M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 3 | UBS Group AG | 659.33K | +0.4% | $30.05M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 4 | Goldman Sachs Group ✦ | 363.09K | +34.8% | $16.55M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 5 | LPL Financial LLC | 266.54K | +1.8% | $12.15M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 6 | Wells Fargo & Company/Mn | 203.07K | -7.5% | $9.26M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 7 | Wells Fargo & Company/Mn | 203.07K | -7.5% | $9.26M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 8 | Wells Fargo & Company/Mn | 203.07K | -7.5% | $9.26M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 9 | Morgan Stanley ✦ | 140.95K | -39.5% | $6.42M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 10 | Morgan Stanley ✦ | 140.95K | -39.5% | $6.42M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 11 | Bank Of America Corp /De/ | 95.48K | -25.5% | $4.35M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 12 | Bank Of America Corp /De/ | 95.48K | -25.5% | $4.35M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 13 | Bank Of America Corp /De/ | 95.48K | -25.5% | $4.35M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 14 | Royal Bank Of Canada | 90.47K | +74.0% | $4.12M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 15 | Royal Bank Of Canada | 90.47K | +74.0% | $4.12M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 16 | Royal Bank Of Canada | 90.47K | +74.0% | $4.12M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 17 | Bnp Paribas Financial Markets | 50.00K | -50.0% | $2.28M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 18 | Osaic Holdings, Inc. | 45.03K | -21.3% | $2.05M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 19 | Osaic Holdings, Inc. | 45.03K | -21.3% | $2.05M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 20 | Raymond James Financial Inc | 41.18K | -38.5% | $1.88M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 21 | Raymond James Financial Inc | 41.18K | -38.5% | $1.88M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 22 | Jones Financial Companies Lllp | 36.82K | +6.6% | $1.67M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 23 | Jones Financial Companies Lllp | 36.82K | +6.6% | $1.67M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 24 | Cetera Investment Advisers | 31.61K | -21.3% | $1.44M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 25 | JPMorgan Chase ✦ | 29.16K | -68.6% | $1.33M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 26 | JPMorgan Chase ✦ | 29.16K | -68.6% | $1.33M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 27 | JPMorgan Chase ✦ | 29.16K | -68.6% | $1.33M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 28 | Stifel Financial Corp | 26.57K | +6.7% | $1.21M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 29 | Ameriprise Financial Inc | 26.30K | -16.7% | $1.20M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 30 | Citadel Advisors ✦ | 24.79K | New | $1.13M | 0.0% | New | 1 | SEC ↗ |
| 31 | Fidelity (FMR) ✦ | 24.50K | -2.2% | $1.12M | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 32 | Mariner, LLC | 23.69K | -0.3% | $1.08M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 33 | Creative Planning | 16.83K | +7.9% | $767,115 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 34 | Commonwealth Equity Services, Llc | 15.52K | -1.9% | $707,188 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 35 | Us Bancorp \De\ | 15.52K | 0.0% | $707,104 | 0.0% | Held | 3 | SEC ↗ |
| 36 | Us Bancorp \De\ | 15.52K | 0.0% | $707,104 | 0.0% | Held | 3 | SEC ↗ |
| 37 | Mml Investors Services, Llc | 13.54K | +3.5% | $617,037 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 38 | Lido Advisors, LLC | 12.87K | +10.3% | $586,563 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 39 | Cibc World Market Inc. | 12.28K | -3.7% | $559,530 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 40 | Wealth Enhancement Advisory… | 10.25K | +1.8% | $494,653 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 41 | Envestnet Asset Management Inc | 10.16K | -8.1% | $462,915 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 42 | AQR Capital Management ✦ | 9.79K | 0.0% | $445,956 | 0.0% | Held | 7 | SEC ↗ |
| 43 | Northwestern Mutual Wealth… | 7.58K | -11.9% | $345,645 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 44 | Susquehanna International Group, Llp | 7.31K | +31.3% | $333,157 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 45 | Fifth Third Bancorp | 6.27K | -9.6% | $285,713 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 46 | Focus Partners Wealth | 4.91K | New | $223,644 | 0.0% | New | 1 | SEC ↗ |
| 47 | Captrust Financial Advisors | 4.68K | 0.0% | $213,531 | 0.0% | Held | 3 | SEC ↗ |
| 48 | Blair William & Co/Il | 2.55K | 0.0% | $116,035 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 49 | Pnc Financial Services Group, Inc. | 2.20K | 0.0% | $100,270 | 0.0% | Held | 3 | SEC ↗ |
| 50 | Pnc Financial Services Group, Inc. | 2.20K | 0.0% | $100,270 | 0.0% | Held | 3 | SEC ↗ |
| 51 | Rockefeller Capital Management L.P. | 1.96K | 0.0% | $89,100 | 0.0% | Held | 3 | SEC ↗ |
| 52 | Citigroup Inc | 1.10K | 0.0% | $50,133 | 0.0% | Held | 3 | SEC ↗ |
| 53 | National Bank Of Canada /Fi/ | 700 | 0.0% | $31,871 | 0.0% | Held | 2 | SEC ↗ |
| 54 | BlackRock ✦ (passive) | 320 | New | $14,587 | 0.0% | New | 1 | SEC ↗ |
| 55 | Qube Research & Technologies Ltd | 138 | -14.3% | $6,289 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 56 | Russell Investments Group, Ltd. | 85 | 0.0% | $3,874 | 0.0% | Held | 3 | SEC ↗ |
| 57 | Assetmark, Inc | 45 | New | $2,051 | 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
| Citadel Advisors | $1.13M | 0.0% |
| Focus Partners Wealth | $223,644 | 0.0% |
| BlackRock | $14,587 | 0.0% |
| Assetmark, Inc | $2,051 | 0.0% |
Exited
| UBS AM, a distinct business… | $6,575 | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 126 holders, 4.74M shares, $210.14M reported. This is a different, older period than the tracked-universe figures above and the two are never mixed.
Frequently co-owned
What else this security's tracked holders most often hold — shared-ownership counts, not fundamental relationships.
Provenance: Ownership from parsed 13F common-stock positions (tracked universe, comparable sets for changes); insider rows from Forms 3/4/5; stakes from Schedules 13D/13G; every filing links to its original on SEC EDGAR.
Reporting period: Q2 2026 ·
Methodology ·
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