PRFD
name pending profile ingest
Momentum inputs (comparable managers):
holder breadth +9.1% ·
share flow +4.5% ·
net new positions +8.3%
— formula
Broad accumulation — rising shares across more holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q2 2026
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Allianz Asset Management GmbH | 1.27M | 0.0% | $65.40M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 2 | LPL Financial LLC | 341.55K | +7.1% | $17.54M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 3 | Mariner, LLC | 61.48K | +155.8% | $3.16M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 4 | Cerity Partners LLC | 45.70K | +13.8% | $2.35M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 5 | HighTower Advisors, LLC | 32.38K | -1.4% | $1.66M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 6 | Jane Street Group, Llc | 7.97K | +50.1% | $409,439 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 7 | Raymond James Financial Inc | 6.79K | New | $348,387 | 0.0% | New | 1 | SEC ↗ |
| 8 | Envestnet Asset Management Inc | 6.05K | +40.8% | $310,794 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 9 | Osaic Holdings, Inc. | 2.29K | +3.6% | $117,486 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 10 | Royal Bank Of Canada | 1.79K | 0.0% | $92,000 | 0.0% | Held | 3 | SEC ↗ |
| 11 | Wells Fargo & Company/Mn | 642 | 0.0% | $32,965 | 0.0% | Held | 2 | SEC ↗ |
| 12 | JPMorgan Chase ✦ | 179 | +244.2% | $9,193 | 0.0% | ▲ Add | 4 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| Raymond James Financial Inc | $348,387 | 0.0% |
Exited
| No tracked exits this quarter. |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 43 holders, 3.56M shares, $176.13M 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.