PRFD
name pending profile ingest
Momentum inputs (comparable managers):
holder breadth -10.0% ·
share flow -2.2% ·
net new positions -11.1%
— formula
Broad distribution — falling shares and fewer holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q4 2025
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Allianz Asset Management GmbH | 1.08M | — | $55.63M | 0.1% | n/c | 1 | SEC ↗ |
| 2 | LPL Financial LLC | 308.69K | — | $15.90M | 0.0% | n/c | 1 | SEC ↗ |
| 3 | Mariner, LLC | 48.05K | — | $2.48M | 0.0% | n/c | 1 | SEC ↗ |
| 4 | HighTower Advisors, LLC | 31.20K | — | $1.61M | 0.0% | n/c | 1 | SEC ↗ |
| 5 | Royal Bank Of Canada | 11.89K | — | $612,000 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 6 | Jane Street Group, Llc | 6.36K | — | $327,449 | 0.0% | n/c | 1 | SEC ↗ |
| 7 | JPMorgan Chase ✦ | 5.91K | -84.9% | $304,372 | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 8 | Osaic Holdings, Inc. | 2.29K | — | $117,850 | 0.0% | n/c | 1 | SEC ↗ |
| 9 | Northwestern Mutual Wealth… | 21 | — | $1,082 | 0.0% | n/c | 1 | 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
| Morgan Stanley | $13,934 | was 0.0% |
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.