PSMJ
name pending profile ingest
Momentum inputs (comparable managers):
holder breadth -30.0% ·
share flow +4.9% ·
net new positions -20.0%
— formula
Concentrated accumulation — rising shares among fewer holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q2 2026
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q2 2026 | 5 | -4 | 2.50M | $84.66M | — | −4 |
| Q1 2026 | 9 | 0 | 2.39M | $75.93M | — | — |
| Q4 2025 | 9 | -1 | 2.50M | $80.46M | — | −1 |
| Q3 2025 | 3 | 0 | 39.98K | $1.26M | — | — |
| Q2 2025 | 1 | 0 | 18.17K | $551,059 | — | — |
| Q1 2025 | 1 | +1 | 53.60K | $1.49M | +1 | — |
| Q2 2024 | 1 | — | 10.53K | $282,784 | — | — |
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Pacer Advisors, Inc. | 2.35M | +4.9% | $79.40M | 0.2% | ▲ Add | 3 | SEC ↗ |
| 2 | Osaic Holdings, Inc. | 61.61K | +21.3% | $2.08M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 3 | LPL Financial LLC | 46.07K | +74.0% | $1.56M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 4 | Rockefeller Capital Management L.P. | 26.21K | -7.4% | $886,553 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 5 | Commonwealth Equity Services, Llc | 21.71K | -0.7% | $734,370 | 0.0% | ▼ Trim | 3 | 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
| Citadel Advisors | $327,218 | was 0.0% |
| Cetera Investment Advisers | $211,343 | was 0.0% |
| JPMorgan Chase | $62,811 | was 0.0% |
| UBS Group AG | $10,442 | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 23 holders, 4.75M shares, $151.13M 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.