PTBD
name pending profile ingest
Momentum inputs (comparable managers):
holder breadth -5.6% ·
share flow -3.5% ·
net new positions -5.9%
— formula
Broad distribution — falling shares and fewer holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q2 2026
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Pacer Advisors, Inc. | 651.53K | +14.8% | $12.49M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 2 | LPL Financial LLC | 307.78K | -0.9% | $5.90M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 3 | Raymond James Financial Inc | 124.16K | -0.5% | $2.38M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 4 | Wells Fargo & Company/Mn | 113.56K | -12.9% | $2.18M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 5 | Morgan Stanley ✦ | 68.39K | -13.5% | $1.31M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 6 | Envestnet Asset Management Inc | 63.48K | +2.7% | $1.22M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 7 | Cetera Investment Advisers | 59.42K | -24.6% | $1.14M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 8 | Royal Bank Of Canada | 54.79K | +2.0% | $1.05M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 9 | Osaic Holdings, Inc. | 19.64K | +20.4% | $376,569 | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 10 | Hrt Financial Lp | 16.96K | New | $325,000 | 0.0% | New | 1 | SEC ↗ |
| 11 | Commonwealth Equity Services, Llc | 16.63K | -5.2% | $318,730 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 12 | Truist Financial Corp | 12.06K | +0.9% | $231,171 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 13 | Stifel Financial Corp | 10.81K | -2.3% | $207,212 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 14 | Rockefeller Capital Management L.P. | 9.74K | +1.4% | $186,713 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 15 | UBS Group AG | 614 | +139.8% | $11,770 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 16 | Northwestern Mutual Wealth… | 365 | New | $6,997 | 0.0% | New | 1 | SEC ↗ |
| 17 | JPMorgan Chase ✦ | 0 | -100.0% | $13 | 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 | $325,000 | 0.0% |
| Northwestern Mutual Wealth… | $6,997 | 0.0% |
Exited
| Citadel Advisors | $750,166 | was 0.0% |
| Jane Street Group, Llc | $742,706 | was 0.0% |
| Assetmark, Inc | $266 | 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.