PSET
name pending profile ingest
Momentum inputs (comparable managers):
holder breadth +27.3% ·
share flow -19.5% ·
net new positions +20.0%
— formula
Ownership fragmentation — more holders, smaller aggregate stake
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q2 2026
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Envestnet Asset Management Inc | 89.76K | -7.4% | $6.80M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 2 | Osaic Holdings, Inc. | 21.05K | -10.8% | $1.60M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 3 | LPL Financial LLC | 14.58K | -73.7% | $1.11M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 4 | Susquehanna International Group, Llp | 8.29K | New | $628,354 | 0.0% | New | 1 | SEC ↗ |
| 5 | Raymond James Financial Inc | 7.10K | -12.0% | $538,080 | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 6 | Cetera Investment Advisers | 6.13K | 0.0% | $464,709 | 0.0% | Held | 3 | SEC ↗ |
| 7 | Principal Financial Group Inc | 5.86K | -6.0% | $444,044 | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 8 | Citadel Advisors ✦ | 4.81K | New | $364,430 | 0.0% | New | 1 | SEC ↗ |
| 9 | Morgan Stanley ✦ | 2.27K | -18.1% | $172,286 | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 10 | Assetmark, Inc | 1.41K | 0.0% | $107,101 | 0.0% | Held | 3 | SEC ↗ |
| 11 | JPMorgan Chase ✦ | 383 | +87.8% | $28,789 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 12 | UBS Group AG | 228 | -33.3% | $17,282 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 13 | Northwestern Mutual Wealth… | 59 | New | $4,472 | 0.0% | New | 1 | SEC ↗ |
| 14 | Wells Fargo & Company/Mn | 1 | 0.0% | $66 | 0.0% | Held | 3 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| Susquehanna International… | $628,354 | 0.0% |
| Citadel Advisors | $364,430 | 0.0% |
| Northwestern Mutual Wealth… | $4,472 | 0.0% |
Exited
| No tracked exits this quarter. |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 17 holders, 376.47K shares, $26.18M reported. This is a different, older period than the tracked-universe figures above and the two are never mixed.
What else this security's tracked holders most often hold — shared-ownership counts, not fundamental relationships.