PSMO
name pending profile ingest
Momentum inputs (comparable managers):
holder breadth +30.0% ·
share flow -2.1% ·
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
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q2 2026 | 7 | +2 | 2.77M | $90.01M | +2 | — |
| Q1 2026 | 5 | 0 | 2.83M | $85.28M | +1 | −1 |
| Q4 2025 | 5 | -2 | 2.92M | $89.86M | — | −2 |
| Q3 2025 | 2 | +1 | 32.64K | $984,187 | +1 | — |
| Q1 2025 | 1 | +1 | 36.91K | $1.00M | +1 | — |
| Q3 2024 | 1 | 0 | 16.65K | $452,129 | — | — |
| Q2 2024 | 1 | — | 18.59K | $496,470 | — | — |
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Pacer Advisors, Inc. | 2.63M | -1.9% | $85.68M | 0.2% | ▼ Trim | 3 | SEC ↗ |
| 2 | Cetera Investment Advisers | 38.12K | -11.2% | $1.24M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 3 | Commonwealth Equity Services, Llc | 36.69K | 0.0% | $1.19M | 0.0% | Held | 3 | SEC ↗ |
| 4 | Osaic Holdings, Inc. | 35.08K | +9.0% | $1.14M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 5 | Citadel Advisors ✦ | 11.92K | -60.2% | $387,911 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 6 | LPL Financial LLC | 9.60K | New | $312,398 | 0.0% | New | 1 | SEC ↗ |
| 7 | UBS Group AG | 1.65K | New | $53,520 | 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
| LPL Financial LLC | $312,398 | 0.0% |
| UBS Group AG | $53,520 | 0.0% |
Exited
| No tracked exits this quarter. |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 15 holders, 5.69M shares, $171.87M 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.