PSFF
name pending profile ingest
Momentum inputs (comparable managers):
holder breadth -7.7% ·
share flow -1.2% ·
net new positions -8.3%
· formula
Broad distribution: falling shares and fewer holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q4 2025
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Cetera Investment Advisers | 1.69M | n/a | $54.58M | 0.1% | n/c | 1 | SEC ↗ |
| 2 | Osaic Holdings, Inc. | 1.48M | n/a | $47.74M | 0.1% | n/c | 1 | SEC ↗ ×3 |
| 3 | Envestnet Asset Management Inc | 1.10M | n/a | $35.55M | 0.0% | n/c | 1 | SEC ↗ |
| 4 | Mml Investors Services, Llc | 498.94K | n/a | $16.13M | 0.0% | n/c | 1 | SEC ↗ |
| 5 | LPL Financial LLC | 265.57K | n/a | $8.59M | 0.0% | n/c | 1 | SEC ↗ |
| 6 | Commonwealth Equity Services, Llc | 259.67K | n/a | $8.40M | 0.0% | n/c | 1 | SEC ↗ |
| 7 | JPMorgan Chase ✦ | 102.55K | -39.9% | $3.32M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 8 | HighTower Advisors, LLC | 56.21K | n/a | $1.82M | 0.0% | n/c | 1 | SEC ↗ |
| 9 | Wealth Enhancement Advisory… | 14.27K | n/a | $463,616 | 0.0% | n/c | 1 | SEC ↗ |
| 10 | Bank of New York Mellon Corp | 11.38K | n/a | $368,014 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 11 | Cwm, Llc | 7.66K | n/a | $248,000 | 0.0% | n/c | 1 | SEC ↗ |
| 12 | Bank Of America Corp /De/ | 65 | n/a | $2,101 | 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
| No new tracked buyers this quarter. |
Exited
| Morgan Stanley | $9,321 | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 90 holders, 14.45M shares, $446.63M 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.