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Security record · archived quarter

PSCT

name pending profile ingest

Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025 Q3 2024 Q2 2024
30Tracked holders
0Δ holders
1.25MShares held
$70.85MReported value
+1New positions
−1Exits
Stable 2 quarters of rising tracked shares ●●○○○○ How these are computed → Explain this at the Research Desk →

Momentum inputs (comparable managers): holder breadth 0.0% · share flow -2.3% · net new positions 0.0%formula

All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q4 2025

Ownership over time
QuarterHoldersΔSharesReported valueNewExits
Q2 2026 30 +1 1.50M $138.70M +4 −3
Q1 2026 29 -1 1.38M $83.15M +1 −2
Q4 2025 30 0 1.25M $70.85M +1 −1
Q3 2025 4 0 376.23K $19.97M +1 −1
Q2 2025 2 -1 3.72K $172,210 −1
Q1 2025 1 +1 21.04K $843,363 +1
Q3 2024 2 0 10.90K $521,773
Q2 2024 2 36.80K $1.72M
Holder count
Who holds it · Q4 2025
#ManagerSharesΔ sharesValueTheir weightHeld
1 Bank Of America Corp /De/ 290.90K $16.47M 0.0% n/c 1 SEC ↗
2 Bank Of America Corp /De/ 290.90K $16.47M 0.0% n/c 1 SEC ↗
3 Bank Of America Corp /De/ 290.90K $16.47M 0.0% n/c 1 SEC ↗
4 Morgan Stanley 214.52K +0.4% $12.14M 0.0% ▲ Add 2 SEC ↗
5 Morgan Stanley 214.52K +0.4% $12.14M 0.0% ▲ Add 2 SEC ↗
6 Morgan Stanley 214.52K +0.4% $12.14M 0.0% ▲ Add 2 SEC ↗
7 Morgan Stanley 214.52K +0.4% $12.14M 0.0% ▲ Add 2 SEC ↗
8 Goldman Sachs Group 121.95K -12.4% $6.90M 0.0% ▼ Trim 2 SEC ↗
9 Northwestern Mutual Wealth… 101.33K $5.74M 0.0% n/c 1 SEC ↗
10 Wells Fargo & Company/Mn 91.16K $5.16M 0.0% n/c 1 SEC ↗
11 Wells Fargo & Company/Mn 91.16K $5.16M 0.0% n/c 1 SEC ↗
12 LPL Financial LLC 90.12K $5.10M 0.0% n/c 1 SEC ↗
13 UBS Group AG 59.12K $3.35M 0.0% n/c 1 SEC ↗
14 UBS Group AG 59.12K $3.35M 0.0% n/c 1 SEC ↗
15 UBS Group AG 59.12K $3.35M 0.0% n/c 1 SEC ↗
16 Royal Bank Of Canada 51.47K $2.91M 0.0% n/c 1 SEC ↗
17 Royal Bank Of Canada 51.47K $2.91M 0.0% n/c 1 SEC ↗
18 Ameriprise Financial Inc 38.24K $2.16M 0.0% n/c 1 SEC ↗
19 Cetera Investment Advisers 37.40K $2.12M 0.0% n/c 1 SEC ↗
20 Raymond James Financial Inc 33.81K $1.91M 0.0% n/c 1 SEC ↗
21 Raymond James Financial Inc 33.81K $1.91M 0.0% n/c 1 SEC ↗
22 Mariner, LLC 21.57K $1.22M 0.0% n/c 1 SEC ↗
23 Envestnet Asset Management Inc 15.91K $900,383 0.0% n/c 1 SEC ↗
24 IMC-Chicago, LLC 11.50K $651,027 0.0% n/c 1 SEC ↗
25 Creative Planning 9.78K $553,664 0.0% n/c 1 SEC ↗
26 Stifel Financial Corp 9.31K $527,121 0.0% n/c 1 SEC ↗
27 Osaic Holdings, Inc. 8.48K $479,990 0.0% n/c 1 SEC ↗
28 Commonwealth Equity Services, Llc 5.55K $314,190 0.0% n/c 1 SEC ↗
29 Mml Investors Services, Llc 5.26K $297,631 0.0% n/c 1 SEC ↗
30 Fidelity (FMR) 5.03K +49.0% $284,470 0.0% ▲ Add 3 SEC ↗
31 Citadel Advisors 4.92K New $278,445 0.0% New 1 SEC ↗
32 Susquehanna International Group, Llp 4.52K $256,086 0.0% n/c 1 SEC ↗
33 Wealth Enhancement Advisory… 4.14K $247,330 0.0% n/c 1 SEC ↗
34 Captrust Financial Advisors 4.27K $241,671 0.0% n/c 1 SEC ↗
35 Empower Advisory Group, LLC 3.60K $203,782 0.0% n/c 1 SEC ↗
36 Jones Financial Companies Lllp 3.48K $197,090 0.0% n/c 1 SEC ↗
37 Rockefeller Capital Management L.P. 3.40K $192,518 0.0% n/c 1 SEC ↗
38 Bank Of Montreal /Can/ 500 $28,759 0.0% n/c 1 SEC ↗
39 Russell Investments Group, Ltd. 63 $3,566 0.0% n/c 1 SEC ↗
40 Qube Research & Technologies Ltd 57 $3,227 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

Citadel Advisors $278,445 0.0%

Exited

Two Sigma Investments $1.05M was 0.0%

Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 101 holders, 2.09M shares, $122.78M 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 · Get this via the API