Security record · archived quarter
PSP
name pending profile ingest
25Tracked holders
+2Δ holders
1.49MShares held
$84.19MReported value
+5New positions
−3Exits
Momentum inputs (comparable managers):
holder breadth +8.7% ·
share flow +16.9% ·
net new positions +8.0%
— formula
Broad accumulation — rising shares across more holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q1 2026
Ownership over time
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q2 2026 | 25 | 0 | 1.35M | $75.27M | +4 | −4 |
| Q1 2026 | 25 | +2 | 1.49M | $84.19M | +5 | −3 |
| Q4 2025 | 23 | 0 | 1.27M | $85.46M | +1 | −1 |
| Q3 2025 | 4 | 0 | 428.75K | $29.59M | — | — |
| Q2 2025 | 2 | 0 | 27.11K | $1.87M | — | — |
| Q1 2025 | 1 | 0 | 19.64K | $1.26M | — | — |
| Q4 2024 | 1 | 0 | 5.38K | $358,889 | — | — |
| Q3 2024 | 1 | +1 | 10.12K | $690,386 | +1 | — |
Who holds it · Q1 2026
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Raymond James Financial Inc | 350.66K | +21.8% | $19.82M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 2 | Raymond James Financial Inc | 350.66K | +21.8% | $19.82M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 3 | Bank Of America Corp /De/ | 304.66K | +0.2% | $17.22M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 4 | Bank Of America Corp /De/ | 304.66K | +0.2% | $17.22M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 5 | Morgan Stanley ✦ | 238.61K | +15.7% | $13.49M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 6 | Morgan Stanley ✦ | 238.61K | +15.7% | $13.49M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 7 | Morgan Stanley ✦ | 238.61K | +15.7% | $13.49M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 8 | Wells Fargo & Company/Mn | 140.61K | +9.7% | $7.95M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 9 | Wells Fargo & Company/Mn | 140.61K | +9.7% | $7.95M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 10 | Wells Fargo & Company/Mn | 140.61K | +9.7% | $7.95M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 11 | Wells Fargo & Company/Mn | 140.61K | +9.7% | $7.95M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 12 | LPL Financial LLC | 134.83K | +27.2% | $7.62M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 13 | Envestnet Asset Management Inc | 121.44K | +100.6% | $6.86M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 14 | Jane Street Group, Llc | 33.20K | +189.8% | $1.88M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 15 | Hrt Financial Lp | 28.70K | New | $1.62M | 0.0% | New | 1 | SEC ↗ |
| 16 | Mml Investors Services, Llc | 28.63K | -8.6% | $1.62M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 17 | UBS Group AG | 26.83K | +43.3% | $1.52M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 18 | UBS Group AG | 26.83K | +43.3% | $1.52M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 19 | Osaic Holdings, Inc. | 13.79K | -41.7% | $780,530 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 20 | Cetera Investment Advisers | 13.71K | +305.5% | $774,661 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 21 | National Bank Of Canada /Fi/ | 12.92K | +3.6% | $730,295 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 22 | Susquehanna International Group, Llp | 12.69K | -70.4% | $717,408 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 23 | Royal Bank Of Canada | 11.34K | -6.6% | $641,000 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 24 | Royal Bank Of Canada | 11.34K | -6.6% | $641,000 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 25 | Royal Bank Of Canada | 11.34K | -6.6% | $641,000 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 26 | Northwestern Mutual Wealth… | 9.56K | +731.2% | $540,275 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 27 | Commonwealth Equity Services, Llc | 5.01K | -4.5% | $283,280 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 28 | Belvedere Trading LLC | 1.04K | New | $58,668 | 0.0% | New | 1 | SEC ↗ |
| 29 | Jones Financial Companies Lllp | 526 | +2404.8% | $28,714 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 30 | Simplex Trading, Llc | 353 | New | $19,951 | 0.0% | New | 1 | SEC ↗ |
| 31 | Fifth Third Bancorp | 275 | New | $15,543 | 0.0% | New | 1 | SEC ↗ |
| 32 | Bank Of Montreal /Can/ | 155 | 0.0% | $8,761 | 0.0% | Held | 2 | SEC ↗ |
| 33 | JPMorgan Chase ✦ | 58 | 0.0% | $3,198 | 0.0% | Held | 3 | SEC ↗ |
| 34 | Rockefeller Capital Management L.P. | 26 | New | $1,470 | 0.0% | New | 1 | SEC ↗ |
| 35 | Fidelity (FMR) ✦ | 11 | -97.0% | $622 | 0.0% | ▼ Trim | 4 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| Hrt Financial Lp | $1.62M | 0.0% |
| Belvedere Trading LLC | $58,668 | 0.0% |
| Simplex Trading, Llc | $19,951 | 0.0% |
| Fifth Third Bancorp | $15,543 | 0.0% |
| Rockefeller Capital… | $1,470 | 0.0% |
Exited
| Goldman Sachs Group | $946,750 | was 0.0% |
| Tidal Investments LLC | $268,766 | was 0.0% |
| Pnc Financial Services Group… | $10,329 | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 94 holders, 2.33M shares, $128.15M 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: Q1 2026 ·
Methodology ·
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