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Security record · archived quarter

PRFZ

name pending profile ingest

Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025 Q4 2024 Q3 2024
51Tracked holders
+2Δ holders
12.58MShares held
$578.27MReported value
+2New positions
−0Exits
Rising 3 quarters of rising tracked shares ●●●○○○ How these are computed → Explain this at the Research Desk →

Momentum inputs (comparable managers): holder breadth +4.1% · share flow -0.5% · net new positions +3.9%formula
Ownership fragmentation — more holders, smaller aggregate stake

All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q4 2025

Ownership over time
QuarterHoldersΔSharesReported valueNewExits
Q2 2026 57 +7 13.01M $724.91M +7
Q1 2026 51 -1 12.83M $588.46M +2 −3
Q4 2025 51 +2 12.58M $578.27M +2
Q3 2025 5 -1 1.54M $70.08M −1
Q2 2025 4 0 71.00K $2.89M +1 −1
Q1 2025 2 0 13.24K $501,153 +1 −1
Q4 2024 2 -1 140.10K $5.83M −1
Q3 2024 3 +1 67.75K $2.81M +1
Q2 2024 2 72.09K $2.75M
Holder count
Who holds it · Q4 2025
#ManagerSharesΔ sharesValueTheir weightHeld
1 Bank Of America Corp /De/ 2.49M $114.21M 0.0% n/c 1 SEC ↗
2 Bank Of America Corp /De/ 2.49M $114.21M 0.0% n/c 1 SEC ↗
3 Bank Of America Corp /De/ 2.49M $114.21M 0.0% n/c 1 SEC ↗
4 Bank Of America Corp /De/ 2.49M $114.21M 0.0% n/c 1 SEC ↗
5 LPL Financial LLC 1.33M $61.13M 0.0% n/c 1 SEC ↗
6 Morgan Stanley 1.12M +2.8% $51.44M 0.0% ▲ Add 2 SEC ↗
7 Morgan Stanley 1.12M +2.8% $51.44M 0.0% ▲ Add 2 SEC ↗
8 Morgan Stanley 1.12M +2.8% $51.44M 0.0% ▲ Add 2 SEC ↗
9 Morgan Stanley 1.12M +2.8% $51.44M 0.0% ▲ Add 2 SEC ↗
10 Raymond James Financial Inc 1.03M $47.46M 0.0% n/c 1 SEC ↗
11 Raymond James Financial Inc 1.03M $47.46M 0.0% n/c 1 SEC ↗
12 Cetera Investment Advisers 995.86K $45.70M 0.1% n/c 1 SEC ↗
13 Royal Bank Of Canada 784.67K $36.01M 0.0% n/c 1 SEC ↗
14 Royal Bank Of Canada 784.67K $36.01M 0.0% n/c 1 SEC ↗
15 Royal Bank Of Canada 784.67K $36.01M 0.0% n/c 1 SEC ↗
16 Wells Fargo & Company/Mn 681.49K $31.27M 0.0% n/c 1 SEC ↗
17 Wells Fargo & Company/Mn 681.49K $31.27M 0.0% n/c 1 SEC ↗
18 Wealth Enhancement Advisory… 579.10K $27.54M 0.0% n/c 1 SEC ↗
19 Invesco Ltd. 473.04K $21.71M 0.0% n/c 1 SEC ↗
20 Invesco Ltd. 473.04K $21.71M 0.0% n/c 1 SEC ↗
21 Invesco Ltd. 473.04K $21.71M 0.0% n/c 1 SEC ↗
22 Baird Financial Group, Inc. 293.37K $13.46M 0.0% n/c 1 SEC ↗
23 Baird Financial Group, Inc. 293.37K $13.46M 0.0% n/c 1 SEC ↗
24 Commonwealth Equity Services, Llc 258.70K $11.87M 0.0% n/c 1 SEC ↗
25 UBS Group AG 257.30K $11.81M 0.0% n/c 1 SEC ↗
26 UBS Group AG 257.30K $11.81M 0.0% n/c 1 SEC ↗
27 UBS Group AG 257.30K $11.81M 0.0% n/c 1 SEC ↗
28 Captrust Financial Advisors 251.51K $11.54M 0.0% n/c 1 SEC ↗
29 Mariner, LLC 228.02K $10.46M 0.0% n/c 1 SEC ↗
30 Creative Planning 153.03K $7.02M 0.0% n/c 1 SEC ↗
31 Creative Planning 153.03K $7.02M 0.0% n/c 1 SEC ↗
32 AQR Capital Management 148.95K +12.4% $6.84M 0.0% ▲ Add 3 SEC ↗
33 Mercer Global Advisors Inc /Adv 144.49K $6.63M 0.0% n/c 1 SEC ↗
34 Bank of New York Mellon Corp 140.93K $6.47M 0.0% n/c 1 SEC ↗
35 Bank of New York Mellon Corp 140.93K $6.47M 0.0% n/c 1 SEC ↗
36 Cerity Partners LLC 120.46K $5.53M 0.0% n/c 1 SEC ↗
37 Cerity Partners LLC 120.46K $5.53M 0.0% n/c 1 SEC ↗
38 HighTower Advisors, LLC 117.19K $5.38M 0.0% n/c 1 SEC ↗
39 JPMorgan Chase 115.71K -55.1% $5.31M 0.0% ▼ Trim 2 SEC ↗
40 JPMorgan Chase 115.71K -55.1% $5.31M 0.0% ▼ Trim 2 SEC ↗
41 JPMorgan Chase 115.71K -55.1% $5.31M 0.0% ▼ Trim 2 SEC ↗
42 JPMorgan Chase 115.71K -55.1% $5.31M 0.0% ▼ Trim 2 SEC ↗
43 JPMorgan Chase 115.71K -55.1% $5.31M 0.0% ▼ Trim 2 SEC ↗
44 Focus Partners Wealth 110.94K $5.09M 0.0% n/c 1 SEC ↗
45 Envestnet Asset Management Inc 77.77K $3.57M 0.0% n/c 1 SEC ↗
46 Ameriprise Financial Inc 77.46K $3.55M 0.0% n/c 1 SEC ↗
47 Ameriprise Financial Inc 77.46K $3.55M 0.0% n/c 1 SEC ↗
48 Jones Financial Companies Lllp 70.64K $3.24M 0.0% n/c 1 SEC ↗
49 TD Waterhouse Canada Inc. 55.26K $2.53M 0.0% n/c 1 SEC ↗
50 Osaic Holdings, Inc. 54.48K $2.50M 0.0% n/c 1 SEC ↗
51 Osaic Holdings, Inc. 54.48K $2.50M 0.0% n/c 1 SEC ↗
52 Osaic Holdings, Inc. 54.48K $2.50M 0.0% n/c 1 SEC ↗
53 Fidelity (FMR) 49.87K -13.0% $2.29M 0.0% ▼ Trim 3 SEC ↗
54 Quantinno Capital Management LP 48.60K $2.23M 0.0% n/c 1 SEC ↗
55 Corient Private Wealth LP 46.68K $2.14M 0.0% n/c 1 SEC ↗
56 Corient Private Wealth LP 46.68K $2.14M 0.0% n/c 1 SEC ↗
57 Corient Private Wealth LP 46.68K $2.14M 0.0% n/c 1 SEC ↗
58 Rockefeller Capital Management L.P. 36.42K $1.67M 0.0% n/c 1 SEC ↗
59 Rockefeller Capital Management L.P. 36.42K $1.67M 0.0% n/c 1 SEC ↗
60 Us Bancorp \De\ 31.87K $1.46M 0.0% n/c 1 SEC ↗
61 Northwestern Mutual Wealth… 28.83K $1.32M 0.0% n/c 1 SEC ↗
62 Lido Advisors, LLC 26.37K $1.20M 0.0% n/c 1 SEC ↗
63 Citigroup Inc 20.05K $920,318 0.0% n/c 1 SEC ↗
64 Citadel Advisors 18.15K New $832,812 0.0% New 1 SEC ↗
65 Northern Trust Corp 16.45K $755,120 0.0% n/c 1 SEC ↗
66 Northern Trust Corp 16.45K $755,120 0.0% n/c 1 SEC ↗
67 Goldman Sachs Group 15.40K New $706,889 0.0% New 1 SEC ↗
68 Goldman Sachs Group 15.40K New $706,889 0.0% New 1 SEC ↗
69 Wealthfront Advisers LLC 12.91K $592,623 0.0% n/c 1 SEC ↗
70 Stifel Financial Corp 8.17K $374,818 0.0% n/c 1 SEC ↗
71 Stifel Financial Corp 8.17K $374,818 0.0% n/c 1 SEC ↗
72 Brown Advisory Inc 7.18K $329,720 0.0% n/c 1 SEC ↗
73 Brown Advisory Inc 7.18K $329,720 0.0% n/c 1 SEC ↗
74 Blair William & Co/Il 7.12K $326,814 0.0% n/c 1 SEC ↗
75 Cwm, Llc 6.08K $279,000 0.0% n/c 1 SEC ↗
76 Bank Of Montreal /Can/ 5.49K $252,074 0.0% n/c 1 SEC ↗
77 Bank Of Montreal /Can/ 5.49K $252,074 0.0% n/c 1 SEC ↗
78 Assetmark, Inc 5.40K $247,760 0.0% n/c 1 SEC ↗
79 BlackRock (passive) 5.06K +5.8% $232,341 0.0% ▲ Add 3 SEC ↗
80 BlackRock (passive) 5.06K +5.8% $232,341 0.0% ▲ Add 3 SEC ↗
81 Truist Financial Corp 4.91K $225,505 0.0% n/c 1 SEC ↗
82 Truist Financial Corp 4.91K $225,505 0.0% n/c 1 SEC ↗
83 Susquehanna International Group, Llp 4.89K $224,356 0.0% n/c 1 SEC ↗
84 Pnc Financial Services Group, Inc. 4.65K $213,297 0.0% n/c 1 SEC ↗
85 Pnc Financial Services Group, Inc. 4.65K $213,297 0.0% n/c 1 SEC ↗
86 UBS AM, a distinct business unit of… 1.86K $85,585 0.0% n/c 1 SEC ↗
87 Russell Investments Group, Ltd. 1.68K $77,095 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

Citadel Advisors $832,812 0.0%
Goldman Sachs Group $706,889 0.0%
Goldman Sachs Group $706,889 0.0%

Exited

No tracked exits this quarter.

Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 317 holders, 23.30M shares, $1.06B 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 · Get this via the API