Security record · archived quarter
PSCH
name pending profile ingest
25Tracked holders
0Δ holders
396.12KShares held
$17.45MReported value
+0New positions
−0Exits
Momentum inputs (comparable managers): holder breadth 0.0% · share flow +4.2% · net new positions 0.0% · formula
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q4 2025
Ownership over time
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q2 2026 | 24 | +1 | 364.41K | $19.08M | +3 | −3 |
| Q1 2026 | 25 | 0 | 354.75K | $14.58M | +2 | −2 |
| Q4 2025 | 25 | 0 | 396.12K | $17.45M | n/a | n/a |
| Q3 2025 | 4 | 0 | 71.82K | $2.99M | n/a | n/a |
| Q2 2025 | 2 | 0 | 20.29K | $812,843 | n/a | n/a |
| Q1 2025 | 1 | 0 | 6.74K | $291,707 | n/a | n/a |
| Q4 2024 | 1 | 0 | 14.50K | $642,294 | n/a | n/a |
| Q3 2024 | 1 | +1 | 11.52K | $531,809 | +1 | n/a |
Who holds it · Q4 2025
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Morgan Stanley ✦ | 76.42K | +43.5% | $3.37M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 2 | Bank Of America Corp /De/ | 69.05K | n/a | $3.04M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 3 | LPL Financial LLC | 53.62K | n/a | $2.36M | 0.0% | n/c | 1 | SEC ↗ |
| 4 | Wells Fargo & Company/Mn | 43.24K | n/a | $1.90M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 5 | Royal Bank Of Canada | 29.38K | n/a | $1.29M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 6 | UBS Group AG | 24.37K | n/a | $1.07M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 7 | Ameriprise Financial Inc | 14.19K | n/a | $625,238 | 0.0% | n/c | 1 | SEC ↗ |
| 8 | Envestnet Asset Management Inc | 13.37K | n/a | $588,913 | 0.0% | n/c | 1 | SEC ↗ |
| 9 | Raymond James Financial Inc | 12.34K | n/a | $543,548 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 10 | Cetera Investment Advisers | 11.15K | n/a | $491,152 | 0.0% | n/c | 1 | SEC ↗ |
| 11 | Citadel Advisors ✦ | 10.11K | -42.1% | $445,399 | 0.0% | ▼ Trim | 6 | SEC ↗ |
| 12 | Baird Financial Group, Inc. | 7.59K | n/a | $334,512 | 0.0% | n/c | 1 | SEC ↗ |
| 13 | Osaic Holdings, Inc. | 6.38K | n/a | $281,031 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 14 | Susquehanna International Group, Llp | 6.36K | n/a | $280,148 | 0.0% | n/c | 1 | SEC ↗ |
| 15 | Commonwealth Equity Services, Llc | 5.71K | n/a | $251,590 | 0.0% | n/c | 1 | SEC ↗ |
| 16 | HighTower Advisors, LLC | 5.27K | n/a | $232,217 | 0.0% | n/c | 1 | SEC ↗ |
| 17 | Jones Financial Companies Lllp | 4.03K | n/a | $177,542 | 0.0% | n/c | 1 | SEC ↗ |
| 18 | Fidelity (FMR) ✦ | 1.23K | +24.6% | $54,208 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 19 | Pnc Financial Services Group, Inc. | 720 | n/a | $31,720 | 0.0% | n/c | 1 | SEC ↗ |
| 20 | Cwm, Llc | 646 | n/a | $28,000 | 0.0% | n/c | 1 | SEC ↗ |
| 21 | Rockefeller Capital Management L.P. | 600 | n/a | $26,433 | 0.0% | n/c | 1 | SEC ↗ |
| 22 | Qube Research & Technologies Ltd | 151 | n/a | $6,652 | 0.0% | n/c | 1 | SEC ↗ |
| 23 | Northwestern Mutual Wealth… | 141 | n/a | $6,212 | 0.0% | n/c | 1 | SEC ↗ |
| 24 | JPMorgan Chase ✦ | 50 | -50.0% | $2,203 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 25 | Citigroup Inc | 1 | n/a | $44 | 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
| No tracked exits this quarter. |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 69 holders, 705.55K shares, $25.77M 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 ·
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