PSCC
name pending profile ingest
Momentum inputs (comparable managers):
holder breadth -6.7% ·
share flow -4.4% ·
net new positions -7.1%
· formula
Broad distribution: falling shares and fewer holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q4 2025
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q2 2026 | 16 | +1 | 150.04K | $5.29M | +3 | −2 |
| Q1 2026 | 15 | +1 | 138.84K | $4.37M | +1 | n/a |
| Q4 2025 | 14 | -1 | 147.47K | $4.58M | n/a | −1 |
| Q3 2025 | 2 | 0 | 19.53K | $643,808 | n/a | n/a |
| Q2 2025 | 1 | -1 | 11.07K | $368,177 | n/a | −1 |
| Q1 2025 | 2 | +1 | 12.04K | $422,017 | +1 | n/a |
| Q4 2024 | 1 | +1 | 5.76K | $219,249 | +1 | n/a |
| Q2 2024 | 1 | n/a | 11.58K | $408,792 | n/a | n/a |
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 52.65K | n/a | $1.64M | 0.0% | n/c | 1 | SEC ↗ |
| 2 | Raymond James Financial Inc | 32.31K | n/a | $1.00M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 3 | Cetera Investment Advisers | 18.18K | n/a | $564,912 | 0.0% | n/c | 1 | SEC ↗ |
| 4 | Bank Of America Corp /De/ | 14.91K | n/a | $463,350 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 5 | Morgan Stanley ✦ | 12.66K | +17.9% | $393,640 | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 6 | Commonwealth Equity Services, Llc | 8.91K | n/a | $276,850 | 0.0% | n/c | 1 | SEC ↗ |
| 7 | Bank Of Montreal /Can/ | 2.17K | n/a | $67,686 | 0.0% | n/c | 1 | SEC ↗ |
| 8 | Osaic Holdings, Inc. | 2.12K | n/a | $65,834 | 0.0% | n/c | 1 | SEC ↗ |
| 9 | Pnc Financial Services Group, Inc. | 1.33K | n/a | $41,318 | 0.0% | n/c | 1 | SEC ↗ |
| 10 | Us Bancorp \De\ | 900 | n/a | $27,973 | 0.0% | n/c | 1 | SEC ↗ |
| 11 | Royal Bank Of Canada | 708 | n/a | $22,000 | 0.0% | n/c | 1 | SEC ↗ |
| 12 | UBS Group AG | 464 | n/a | $14,422 | 0.0% | n/c | 1 | SEC ↗ |
| 13 | Russell Investments Group, Ltd. | 166 | n/a | $5,159 | 0.0% | n/c | 1 | SEC ↗ |
| 14 | Wells Fargo & Company/Mn | 0 | n/a | $12 | 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
| Citadel Advisors | $289,811 | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 34 holders, 361.45K shares, $10.59M 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.