Security record · archived quarter
PSEP
name pending profile ingest
31Tracked holders
+1Δ holders
7.74MShares held
$347.16MReported value
+3New positions
−2Exits
Momentum inputs (comparable managers):
holder breadth +3.3% ·
share flow -3.4% ·
net new positions +3.2%
— 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 | 31 | +1 | 7.74M | $347.16M | +3 | −2 |
| Q1 2026 | 31 | -1 | 8.02M | $347.42M | +2 | −3 |
| Q4 2025 | 32 | 0 | 8.11M | $354.78M | +1 | −1 |
| Q3 2025 | 4 | +1 | 738.05K | $31.70M | +1 | — |
| Q2 2025 | 1 | 0 | 8.79K | $359,260 | +1 | −1 |
| Q1 2025 | 1 | 0 | 15.26K | $585,945 | — | — |
| Q4 2024 | 1 | 0 | 14.98K | $585,498 | — | — |
| Q3 2024 | 1 | 0 | 14.98K | $577,179 | +1 | −1 |
| Q2 2024 | 1 | — | 20.80K | $779,451 | — | — |
Who holds it · Q2 2026
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Alliancebernstein L.P. | 3.17M | -2.0% | $136.35M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 2 | Commonwealth Equity Services, Llc | 867.48K | -15.4% | $39.95M | 0.1% | ▼ Trim | 3 | SEC ↗ |
| 3 | Osaic Holdings, Inc. | 512.16K | +9.3% | $23.58M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 4 | Osaic Holdings, Inc. | 512.16K | +9.3% | $23.58M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 5 | Osaic Holdings, Inc. | 512.16K | +9.3% | $23.58M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 6 | Lido Advisors, LLC | 507.49K | -0.5% | $23.37M | 0.1% | ▼ Trim | 3 | SEC ↗ |
| 7 | LPL Financial LLC | 385.45K | +0.1% | $17.75M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 8 | Focus Partners Wealth | 367.87K | -3.4% | $16.94M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 9 | HighTower Advisors, LLC | 278.24K | -4.7% | $12.81M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 10 | Raymond James Financial Inc | 268.88K | -12.1% | $12.38M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 11 | Raymond James Financial Inc | 268.88K | -12.1% | $12.38M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 12 | Envestnet Asset Management Inc | 251.30K | -8.1% | $11.57M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 13 | Creative Planning | 228.40K | -4.1% | $10.52M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 14 | Cetera Investment Advisers | 215.44K | -16.9% | $9.92M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 15 | Truist Financial Corp | 125.03K | -0.4% | $5.76M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 16 | Blair William & Co/Il | 90.37K | -3.6% | $4.16M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 17 | Susquehanna International Group, Llp | 82.12K | +96.9% | $3.78M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 18 | Susquehanna International Group, Llp | 82.12K | +96.9% | $3.78M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 19 | Citadel Advisors ✦ | 68.14K | +72.0% | $3.14M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 20 | Wealth Enhancement Advisory… | 66.10K | -33.7% | $3.06M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 21 | Mml Investors Services, Llc | 59.79K | +13.6% | $2.75M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 22 | Captrust Financial Advisors | 38.31K | 0.0% | $1.76M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 23 | Mercer Global Advisors Inc /Adv | 34.12K | -0.3% | $1.57M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 24 | Hrt Financial Lp | 29.95K | +512.2% | $1.38M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 25 | Rockefeller Capital Management L.P. | 27.51K | -13.7% | $1.27M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 26 | Cerity Partners LLC | 17.89K | -46.5% | $823,696 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 27 | Jane Street Group, Llc | 17.31K | New | $797,218 | 0.0% | New | 1 | SEC ↗ |
| 28 | Northern Trust Corp | 9.93K | 0.0% | $457,277 | 0.0% | Held | 2 | SEC ↗ |
| 29 | Morgan Stanley ✦ | 9.71K | 0.0% | $447,007 | 0.0% | Held | 4 | SEC ↗ |
| 30 | AQR Capital Management ✦ | 9.48K | 0.0% | $436,462 | 0.0% | Held | 3 | SEC ↗ |
| 31 | First Manhattan Co. Llc. | 7.34K | -43.4% | $337,869 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 32 | Bank Of Montreal /Can/ | 623 | 0.0% | $28,689 | 0.0% | Held | 3 | SEC ↗ |
| 33 | JPMorgan Chase ✦ | 500 | -88.5% | $22,965 | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 34 | Royal Bank Of Canada | 280 | New | $13,000 | 0.0% | New | 1 | SEC ↗ |
| 35 | Northwestern Mutual Wealth… | 239 | New | $11,006 | 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
| Jane Street Group, Llc | $797,218 | 0.0% |
| Royal Bank Of Canada | $13,000 | 0.0% |
| Northwestern Mutual Wealth… | $11,006 | 0.0% |
Exited
| Mariner, LLC | $223,395 | was 0.0% |
| Barclays Plc | $23,468 | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 218 holders, 14.79M shares, $563.69M 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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