PSR
name pending profile ingest
Momentum inputs (comparable managers):
holder breadth -6.7% ·
share flow -1.9% ·
net new positions -7.1%
· 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 | 51.48K | n/a | $4.65M | 0.0% | n/c | 1 | SEC ↗ |
| 2 | Morgan Stanley ✦ | 22.37K | +0.7% | $2.02M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 3 | LPL Financial LLC | 20.61K | n/a | $1.86M | 0.0% | n/c | 1 | SEC ↗ |
| 4 | Raymond James Financial Inc | 14.67K | n/a | $1.33M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 5 | Royal Bank Of Canada | 12.79K | n/a | $1.16M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 6 | Osaic Holdings, Inc. | 10.39K | n/a | $938,789 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 7 | Envestnet Asset Management Inc | 8.91K | n/a | $805,179 | 0.0% | n/c | 1 | SEC ↗ |
| 8 | Susquehanna International Group, Llp | 5.35K | n/a | $482,958 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 9 | Jones Financial Companies Lllp | 4.61K | n/a | $416,275 | 0.0% | n/c | 1 | SEC ↗ |
| 10 | Goldman Sachs Group ✦ | 3.89K | 0.0% | $351,332 | 0.0% | Held | 2 | SEC ↗ |
| 11 | Mml Investors Services, Llc | 3.12K | n/a | $281,469 | 0.0% | n/c | 1 | SEC ↗ |
| 12 | Commonwealth Equity Services, Llc | 2.28K | n/a | $205,770 | 0.0% | n/c | 1 | SEC ↗ |
| 13 | Wells Fargo & Company/Mn | 1.85K | n/a | $167,564 | 0.0% | n/c | 1 | SEC ↗ |
| 14 | National Bank Of Canada /Fi/ | 35 | n/a | $3,162 | 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
| Citadel Advisors | $310,797 | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 48 holders, 293.43K shares, $50.80M 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.