Security record · archived quarter
PQDI
name pending profile ingest
8Tracked holders
0Δ holders
3.02MShares held
$59.22MReported value
+0New positions
−0Exits
Momentum inputs (comparable managers): holder breadth 0.0% · share flow 0.0% · net new positions 0.0% — formula
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q4 2025
Ownership over time
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q2 2026 | 7 | -1 | 3.03M | $59.07M | — | −1 |
| Q1 2026 | 8 | 0 | 3.00M | $57.72M | — | — |
| Q4 2025 | 8 | 0 | 3.02M | $59.22M | — | — |
| Q3 2025 | 1 | — | 1 | $35 | — | — |
| Q4 2024 | 1 | 0 | 18.00K | $341,877 | — | — |
| Q3 2024 | 1 | +1 | 28.39K | $548,146 | +1 | — |
Who holds it · Q4 2025
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Principal Financial Group Inc | 2.07M | — | $40.47M | 0.0% | n/c | 1 | SEC ↗ |
| 2 | Envestnet Asset Management Inc | 736.63K | — | $14.42M | 0.0% | n/c | 1 | SEC ↗ |
| 3 | Wealth Enhancement Advisory… | 186.73K | — | $3.67M | 0.0% | n/c | 1 | SEC ↗ |
| 4 | Jane Street Group, Llc | 31.38K | — | $614,322 | 0.0% | n/c | 1 | SEC ↗ |
| 5 | Osaic Holdings, Inc. | 2.52K | — | $49,373 | 0.0% | n/c | 1 | SEC ↗ |
| 6 | Assetmark, Inc | 88 | — | $1,723 | 0.0% | n/c | 1 | SEC ↗ |
| 7 | UBS Group AG | 58 | — | $1,135 | 0.0% | n/c | 1 | SEC ↗ |
| 8 | Morgan Stanley ✦ | 1 | 0.0% | $37 | 0.0% | Held | 2 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| No new tracked buyers this quarter. |
Exited
| No tracked exits this quarter. |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 13 holders, 3.87M shares, $74.35M 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: Q4 2025 ·
Methodology ·
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