PTBD
name pending profile ingest
Momentum inputs (comparable managers):
holder breadth +5.6% ·
share flow +16.7% ·
net new positions +5.3%
— formula
Broad accumulation — rising shares across more holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q4 2025
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Pacer Advisors, Inc. | 541.91K | — | $10.51M | 0.0% | n/c | 1 | SEC ↗ |
| 2 | LPL Financial LLC | 370.48K | — | $7.19M | 0.0% | n/c | 1 | SEC ↗ |
| 3 | Raymond James Financial Inc | 218.13K | — | $4.23M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 4 | Citadel Advisors ✦ | 211.52K | New | $4.10M | 0.0% | New | 1 | SEC ↗ |
| 5 | Wells Fargo & Company/Mn | 138.87K | — | $2.69M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 6 | Jane Street Group, Llc | 132.13K | — | $2.56M | 0.0% | n/c | 1 | SEC ↗ |
| 7 | Goldman Sachs Group ✦ | 93.27K | New | $1.81M | 0.0% | New | 1 | SEC ↗ |
| 8 | Cetera Investment Advisers | 86.00K | — | $1.67M | 0.0% | n/c | 1 | SEC ↗ |
| 9 | Morgan Stanley ✦ | 83.42K | -8.4% | $1.62M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 10 | Royal Bank Of Canada | 58.84K | — | $1.14M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 11 | Osaic Holdings, Inc. | 55.71K | — | $1.08M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 12 | Envestnet Asset Management Inc | 28.01K | — | $543,453 | 0.0% | n/c | 1 | SEC ↗ |
| 13 | Commonwealth Equity Services, Llc | 21.79K | — | $422,780 | 0.0% | n/c | 1 | SEC ↗ |
| 14 | Rockefeller Capital Management L.P. | 14.55K | — | $282,201 | 0.0% | n/c | 1 | SEC ↗ |
| 15 | Truist Financial Corp | 12.65K | — | $245,352 | 0.0% | n/c | 1 | SEC ↗ |
| 16 | Stifel Financial Corp | 11.26K | — | $218,477 | 0.0% | n/c | 1 | SEC ↗ |
| 17 | UBS Group AG | 810 | — | $15,714 | 0.0% | n/c | 1 | SEC ↗ |
| 18 | Bank Of Montreal /Can/ | 260 | — | $5,044 | 0.0% | n/c | 1 | SEC ↗ |
| 19 | JPMorgan Chase ✦ | 0 | — | $8 | 0.0% | Held | 2 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| Citadel Advisors | $4.10M | 0.0% |
| Goldman Sachs Group | $1.81M | 0.0% |
Exited
| Fidelity (FMR) | $20 | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 52 holders, 3.05M shares, $59.07M 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.