Security record · archived quarter
PQDI
name pending profile ingest
8Tracked holders
0Δ holders
3.00MShares held
$57.72MReported value
+0New positions
−0Exits
Momentum inputs (comparable managers): holder breadth 0.0% · share flow -1.0% · net new positions 0.0% — formula
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q1 2026
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 · Q1 2026
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Principal Financial Group Inc | 2.07M | 0.0% | $39.83M | 0.0% | Held | 2 | SEC ↗ |
| 2 | Envestnet Asset Management Inc | 794.28K | +7.8% | $15.30M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 3 | Wealth Enhancement Advisory… | 98.91K | -47.0% | $1.90M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 4 | Jane Street Group, Llc | 32.78K | +4.5% | $631,517 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 5 | Osaic Holdings, Inc. | 2.56K | +1.4% | $49,261 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 6 | Assetmark, Inc | 88 | 0.0% | $1,695 | 0.0% | Held | 2 | SEC ↗ |
| 7 | UBS Group AG | 7 | -87.9% | $135 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 8 | Morgan Stanley ✦ | 1 | 0.0% | $27 | 0.0% | Held | 3 | 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: Q1 2026 ·
Methodology ·
Get this via the API