Security record · archived quarter
PSCI
name pending profile ingest
23Tracked holders
0Δ holders
358.33KShares held
$55.39MReported value
+3New positions
−3Exits
Momentum inputs (comparable managers): holder breadth 0.0% · share flow +8.6% · net new positions 0.0% — formula
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q1 2026
Ownership over time
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q2 2026 | 25 | +2 | 344.86K | $64.16M | +6 | −4 |
| Q1 2026 | 23 | 0 | 358.33K | $55.39M | +3 | −3 |
| Q4 2025 | 23 | +1 | 329.92K | $49.58M | +1 | — |
| Q3 2025 | 4 | 0 | 16.98K | $2.54M | — | — |
| Q2 2025 | 2 | 0 | 9.01K | $1.21M | — | — |
| Q1 2025 | 1 | 0 | 6.39K | $759,013 | — | — |
| Q4 2024 | 1 | 0 | 2.42K | $325,439 | — | — |
| Q3 2024 | 1 | 0 | 6.41K | $847,646 | — | — |
| Q2 2024 | 1 | — | 2.35K | $281,781 | — | — |
Who holds it · Q1 2026
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Bank Of America Corp /De/ | 161.11K | +3.9% | $24.91M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 2 | Bank Of America Corp /De/ | 161.11K | +3.9% | $24.91M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 3 | UBS Group AG | 52.87K | +5.3% | $8.18M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 4 | UBS Group AG | 52.87K | +5.3% | $8.18M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 5 | LPL Financial LLC | 23.92K | +8.8% | $3.70M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 6 | Osaic Holdings, Inc. | 20.11K | +7.9% | $3.11M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 7 | Susquehanna International Group, Llp | 16.53K | +538.7% | $2.56M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 8 | Susquehanna International Group, Llp | 16.53K | +538.7% | $2.56M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 9 | Mariner, LLC | 14.45K | New | $2.23M | 0.0% | New | 1 | SEC ↗ |
| 10 | Morgan Stanley ✦ | 14.23K | +52.5% | $2.20M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 11 | Morgan Stanley ✦ | 14.23K | +52.5% | $2.20M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 12 | Morgan Stanley ✦ | 14.23K | +52.5% | $2.20M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 13 | Bnp Paribas Financial Markets | 10.00K | New | $1.55M | 0.0% | New | 1 | SEC ↗ |
| 14 | Raymond James Financial Inc | 8.75K | +115.2% | $1.35M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 15 | Raymond James Financial Inc | 8.75K | +115.2% | $1.35M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 16 | Wells Fargo & Company/Mn | 8.51K | -1.7% | $1.32M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 17 | Wells Fargo & Company/Mn | 8.51K | -1.7% | $1.32M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 18 | Mml Investors Services, Llc | 5.56K | +15.1% | $859,103 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 19 | Envestnet Asset Management Inc | 4.47K | +137.5% | $691,049 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 20 | Cetera Investment Advisers | 2.79K | +0.2% | $432,157 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 21 | Rockefeller Capital Management L.P. | 2.75K | 0.0% | $425,073 | 0.0% | Held | 2 | SEC ↗ |
| 22 | Jane Street Group, Llc | 2.50K | New | $385,952 | 0.0% | New | 1 | SEC ↗ |
| 23 | HighTower Advisors, LLC | 2.05K | 0.0% | $317,606 | 0.0% | Held | 2 | SEC ↗ |
| 24 | Us Bancorp \De\ | 2.03K | +1.7% | $314,514 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 25 | Royal Bank Of Canada | 1.96K | +3.2% | $302,000 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 26 | JPMorgan Chase ✦ | 1.92K | -2.3% | $287,337 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 27 | JPMorgan Chase ✦ | 1.92K | -2.3% | $287,337 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 28 | Jones Financial Companies Lllp | 1.48K | +92.7% | $225,311 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 29 | Fidelity (FMR) ✦ | 281 | +1.1% | $43,501 | 0.0% | ▲ Add | 4 | SEC ↗ |
| 30 | Pnc Financial Services Group, Inc. | 37 | 0.0% | $5,767 | 0.0% | Held | 2 | SEC ↗ |
| 31 | Russell Investments Group, Ltd. | 27 | 0.0% | $4,175 | 0.0% | Held | 2 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| Mariner, LLC | $2.23M | 0.0% |
| Bnp Paribas Financial Markets | $1.55M | 0.0% |
| Jane Street Group, Llc | $385,952 | 0.0% |
Exited
| Bank Of Montreal /Can/ | $4.67M | was 0.0% |
| Citadel Advisors | $883,693 | was 0.0% |
| Two Sigma Investments | $217,922 | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 51 holders, 465.90K shares, $69.34M 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: Q1 2026 ·
Methodology ·
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