Security record · archived quarter
PSCI
name pending profile ingest
25Tracked holders
+2Δ holders
344.86KShares held
$64.16MReported value
+6New positions
−4Exits
Momentum inputs (comparable managers):
holder breadth +8.7% ·
share flow -3.8% ·
net new positions +8.0%
— formula
Ownership fragmentation — more holders, smaller aggregate stake
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q2 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 · Q2 2026
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Bank Of America Corp /De/ | 151.46K | -6.0% | $28.18M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 2 | Bank Of America Corp /De/ | 151.46K | -6.0% | $28.18M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 3 | UBS Group AG | 49.87K | -5.7% | $9.28M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 4 | UBS Group AG | 49.87K | -5.7% | $9.28M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 5 | LPL Financial LLC | 47.20K | +97.3% | $8.78M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 6 | Osaic Holdings, Inc. | 21.50K | +6.9% | $4.00M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 7 | Osaic Holdings, Inc. | 21.50K | +6.9% | $4.00M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 8 | Morgan Stanley ✦ | 18.28K | +28.4% | $3.40M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 9 | Morgan Stanley ✦ | 18.28K | +28.4% | $3.40M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 10 | Morgan Stanley ✦ | 18.28K | +28.4% | $3.40M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 11 | Morgan Stanley ✦ | 18.28K | +28.4% | $3.40M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 12 | Wells Fargo & Company/Mn | 9.16K | +7.7% | $1.70M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 13 | Wells Fargo & Company/Mn | 9.16K | +7.7% | $1.70M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 14 | Raymond James Financial Inc | 8.76K | +0.1% | $1.63M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 15 | Raymond James Financial Inc | 8.76K | +0.1% | $1.63M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 16 | Mml Investors Services, Llc | 6.43K | +15.7% | $1.20M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 17 | Citadel Advisors ✦ | 6.21K | New | $1.16M | 0.0% | New | 1 | SEC ↗ |
| 18 | Envestnet Asset Management Inc | 5.82K | +30.3% | $1.08M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 19 | Jones Financial Companies Lllp | 2.82K | +90.2% | $521,330 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 20 | Cetera Investment Advisers | 2.78K | -0.7% | $516,458 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 21 | Rockefeller Capital Management L.P. | 2.75K | 0.0% | $511,480 | 0.0% | Held | 3 | SEC ↗ |
| 22 | HighTower Advisors, LLC | 2.05K | 0.0% | $382,168 | 0.0% | Held | 3 | SEC ↗ |
| 23 | Us Bancorp \De\ | 2.00K | -1.7% | $372,121 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 24 | JPMorgan Chase ✦ | 1.96K | +2.0% | $361,846 | 0.0% | ▲ Add | 4 | SEC ↗ |
| 25 | JPMorgan Chase ✦ | 1.96K | +2.0% | $361,846 | 0.0% | ▲ Add | 4 | SEC ↗ |
| 26 | JPMorgan Chase ✦ | 1.96K | +2.0% | $361,846 | 0.0% | ▲ Add | 4 | SEC ↗ |
| 27 | Royal Bank Of Canada | 1.91K | -2.6% | $354,000 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 28 | Bank Of Montreal /Can/ | 1.79K | New | $333,978 | 0.0% | New | 1 | SEC ↗ |
| 29 | Baird Financial Group, Inc. | 1.25K | New | $232,203 | 0.0% | New | 1 | SEC ↗ |
| 30 | Kayne Anderson Rudnick Investment… | 563 | New | $104,670 | 0.0% | New | 1 | SEC ↗ |
| 31 | Fidelity (FMR) ✦ | 215 | -23.5% | $40,072 | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 32 | Pnc Financial Services Group, Inc. | 37 | 0.0% | $6,939 | 0.0% | Held | 3 | SEC ↗ |
| 33 | Russell Investments Group, Ltd. | 27 | 0.0% | $5,024 | 0.0% | Held | 3 | SEC ↗ |
| 34 | Lazard Asset Management Llc | 16 | New | $2,945 | 0.0% | New | 1 | SEC ↗ |
| 35 | Allspring Global Investments… | 11 | New | $1,988 | 0.0% | New | 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 | $1.16M | 0.0% |
| Bank Of Montreal /Can/ | $333,978 | 0.0% |
| Baird Financial Group, Inc. | $232,203 | 0.0% |
| Kayne Anderson Rudnick… | $104,670 | 0.0% |
| Lazard Asset Management Llc | $2,945 | 0.0% |
| Allspring Global Investments… | $1,988 | 0.0% |
Exited
| Susquehanna International… | $2.56M | was 0.0% |
| Mariner, LLC | $2.23M | was 0.0% |
| Bnp Paribas Financial Markets | $1.55M | was 0.0% |
| Jane Street Group, Llc | $385,952 | 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: Q2 2026 ·
Methodology ·
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