PPI
name pending profile ingest
Momentum inputs (comparable managers):
holder breadth +11.1% ·
share flow +29.1% ·
net new positions +10.0%
· formula
Broad accumulation: rising shares across more holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q1 2026
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q3 2026 | 1 | 0 | 32.29K | $653,886 | n/a | n/a |
| Q2 2026 | 12 | +2 | 338.63K | $7.20M | +4 | −2 |
| Q1 2026 | 10 | +1 | 277.91K | $5.78M | +4 | −3 |
| Q4 2025 | 9 | 0 | 215.22K | $4.01M | n/a | n/a |
| Q3 2025 | 1 | -2 | 931 | $17,075 | n/a | −2 |
| Q2 2025 | 2 | 0 | 52.26K | $854,124 | n/a | n/a |
| Q1 2025 | 1 | 0 | 17.22K | $249,547 | n/a | n/a |
| Q4 2024 | 1 | +1 | 52.61K | $762,362 | +1 | n/a |
| Q2 2024 | 1 | n/a | 41.94K | $624,936 | n/a | n/a |
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 162.00K | +66.2% | $3.37M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 2 | Raymond James Financial Inc | 30.12K | 0.0% | $626,510 | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 3 | Citadel Advisors ✦ | 26.69K | New | $555,047 | 0.0% | New | 1 | SEC ↗ |
| 4 | Osaic Holdings, Inc. | 19.08K | +11.7% | $396,771 | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 5 | Wealth Enhancement Advisory… | 16.28K | New | $341,149 | 0.0% | New | 1 | SEC ↗ |
| 6 | Commonwealth Equity Services, Llc | 11.84K | +0.1% | $246,180 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 7 | Fifth Third Bancorp | 10.10K | New | $210,077 | 0.0% | New | 1 | SEC ↗ |
| 8 | Morgan Stanley ✦ | 931 | 0.0% | $19,380 | 0.0% | Held | 3 | SEC ↗ ×2 |
| 9 | Assetmark, Inc | 857 | New | $17,824 | 0.0% | New | 1 | SEC ↗ |
| 10 | UBS Group AG | 18 | -50.0% | $374 | 0.0% | ▼ Trim | 2 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value: the conviction measure. ✦ = curated manager.
New buyers
| Citadel Advisors | $555,047 | 0.0% |
| Wealth Enhancement Advisory… | $341,149 | 0.0% |
| Fifth Third Bancorp | $210,077 | 0.0% |
| Assetmark, Inc | $17,824 | 0.0% |
Exited
| Jane Street Group, Llc | $528,891 | was 0.0% |
| Ameriprise Financial Inc | $350,880 | was 0.0% |
| Susquehanna International… | $195,054 | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 46 holders, 4.05M shares, $80.43M 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.