PTIN
name pending profile ingest
Momentum inputs (comparable managers): holder breadth 0.0% · share flow -0.7% · net new positions 0.0% · formula
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q4 2025
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 582.75K | n/a | $18.33M | 0.0% | n/c | 1 | SEC ↗ |
| 2 | Cetera Investment Advisers | 438.46K | n/a | $13.79M | 0.0% | n/c | 1 | SEC ↗ |
| 3 | Pacer Advisors, Inc. | 353.49K | n/a | $11.12M | 0.0% | n/c | 1 | SEC ↗ |
| 4 | Raymond James Financial Inc | 311.42K | n/a | $9.79M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 5 | Wells Fargo & Company/Mn | 293.68K | n/a | $9.24M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 6 | Envestnet Asset Management Inc | 126.71K | n/a | $3.98M | 0.0% | n/c | 1 | SEC ↗ |
| 7 | Commonwealth Equity Services, Llc | 96.51K | n/a | $3.04M | 0.0% | n/c | 1 | SEC ↗ |
| 8 | Mml Investors Services, Llc | 91.95K | n/a | $2.89M | 0.0% | n/c | 1 | SEC ↗ |
| 9 | Stifel Financial Corp | 51.43K | n/a | $1.62M | 0.0% | n/c | 1 | SEC ↗ |
| 10 | Osaic Holdings, Inc. | 46.35K | n/a | $1.46M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 11 | Royal Bank Of Canada | 36.42K | n/a | $1.15M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 12 | Ameriprise Financial Inc | 33.33K | n/a | $1.05M | 0.0% | n/c | 1 | SEC ↗ |
| 13 | Jane Street Group, Llc | 24.18K | n/a | $760,587 | 0.0% | n/c | 1 | SEC ↗ |
| 14 | Citadel Advisors ✦ | 7.61K | -67.9% | $239,429 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 15 | Morgan Stanley ✦ | 1.60K | +18.7% | $50,247 | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 16 | UBS Group AG | 61 | n/a | $1,918 | 0.0% | n/c | 1 | SEC ↗ |
| 17 | JPMorgan Chase ✦ | 1 | -99.8% | $48 | 0.0% | ▼ Trim | 2 | 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
| No tracked exits this quarter. |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 50 holders, 4.06M shares, $127.75M 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.