PSCE
name pending profile ingest
Momentum inputs (comparable managers):
holder breadth -7.7% ·
share flow -6.4% ·
net new positions -8.3%
· 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 | 19 | 0 | 244.12K | $13.42M | +3 | −3 |
| Q1 2026 | 19 | +7 | 224.23K | $13.67M | +8 | −1 |
| Q4 2025 | 12 | -1 | 118.78K | $5.10M | n/a | −1 |
| Q3 2025 | 2 | -1 | 27.79K | $1.18M | n/a | −1 |
| Q2 2025 | 1 | -1 | 1 | $39 | n/a | −1 |
| Q1 2025 | 1 | 0 | 8.76K | $367,002 | n/a | n/a |
| Q4 2024 | 1 | 0 | 15.23K | $736,938 | n/a | n/a |
| Q3 2024 | 1 | -1 | 12.91K | $633,217 | n/a | −1 |
| Q2 2024 | 2 | n/a | 21.38K | $1.12M | n/a | n/a |
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 22.94K | n/a | $985,873 | 0.0% | n/c | 1 | SEC ↗ |
| 2 | Raymond James Financial Inc | 21.35K | n/a | $917,650 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 3 | UBS Group AG | 20.92K | n/a | $899,059 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 4 | Morgan Stanley ✦ | 19.63K | -6.5% | $843,747 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 5 | Blair William & Co/Il | 15.70K | n/a | $674,536 | 0.0% | n/c | 1 | SEC ↗ |
| 6 | Bank Of America Corp /De/ | 7.74K | n/a | $332,447 | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 7 | Cetera Investment Advisers | 4.74K | n/a | $203,655 | 0.0% | n/c | 1 | SEC ↗ |
| 8 | Osaic Holdings, Inc. | 4.50K | n/a | $193,206 | 0.0% | n/c | 1 | SEC ↗ |
| 9 | Northwestern Mutual Wealth… | 672 | n/a | $28,879 | 0.0% | n/c | 1 | SEC ↗ |
| 10 | Royal Bank Of Canada | 408 | n/a | $18,000 | 0.0% | n/c | 1 | SEC ↗ |
| 11 | Rockefeller Capital Management L.P. | 184 | n/a | $7,930 | 0.0% | n/c | 1 | SEC ↗ |
| 12 | Wells Fargo & Company/Mn | 0 | n/a | $1 | 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
| Goldman Sachs Group | $289,353 | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 48 holders, 468.53K shares, $25.19M 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.