PTY
name pending profile ingest
Momentum inputs (comparable managers):
holder breadth +2.7% ·
share flow -0.3% ·
net new positions +2.6%
— formula
Ownership fragmentation — more holders, smaller aggregate stake
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 | 2.66M | — | $34.27M | 0.0% | n/c | 1 | SEC ↗ |
| 2 | Northwestern Mutual Wealth… | 2.59M | — | $33.39M | 0.0% | n/c | 1 | SEC ↗ |
| 3 | Morgan Stanley ✦ | 2.52M | -3.0% | $32.47M | 0.0% | ▼ Trim | 2 | SEC ↗ ×4 |
| 4 | Invesco Ltd. | 1.32M | — | $17.09M | 0.0% | n/c | 1 | SEC ↗ |
| 5 | Cetera Investment Advisers | 1.12M | — | $14.45M | 0.0% | n/c | 1 | SEC ↗ |
| 6 | Osaic Holdings, Inc. | 816.48K | — | $10.53M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 7 | Envestnet Asset Management Inc | 781.20K | — | $10.08M | 0.0% | n/c | 1 | SEC ↗ |
| 8 | Wells Fargo & Company/Mn | 627.24K | — | $8.09M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 9 | Raymond James Financial Inc | 584.29K | — | $7.54M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 10 | Royal Bank Of Canada | 584.07K | — | $7.54M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 11 | Commonwealth Equity Services, Llc | 496.06K | — | $6.40M | 0.0% | n/c | 1 | SEC ↗ |
| 12 | Truist Financial Corp | 449.14K | — | $5.79M | 0.0% | n/c | 1 | SEC ↗ |
| 13 | Bank Of America Corp /De/ | 351.57K | — | $4.54M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 14 | Jane Street Group, Llc | 348.33K | — | $4.49M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 15 | UBS Group AG | 196.06K | — | $2.53M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 16 | Stifel Financial Corp | 169.05K | — | $2.18M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 17 | Financial Engines Advisors L.L.C. | 97.41K | — | $1.26M | 0.0% | n/c | 1 | SEC ↗ |
| 18 | Mariner, LLC | 97.21K | — | $1.25M | 0.0% | n/c | 1 | SEC ↗ |
| 19 | Susquehanna International Group, Llp | 88.32K | — | $1.14M | 0.0% | n/c | 1 | SEC ↗ |
| 20 | Captrust Financial Advisors | 79.86K | — | $1.03M | 0.0% | n/c | 1 | SEC ↗ |
| 21 | Mml Investors Services, Llc | 65.95K | — | $850,715 | 0.0% | n/c | 1 | SEC ↗ |
| 22 | HighTower Advisors, LLC | 62.58K | — | $807,277 | 0.0% | n/c | 1 | SEC ↗ |
| 23 | Millennium Management ✦ | 48.07K | +61.8% | $620,051 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 24 | Cerity Partners LLC | 45.06K | — | $581,322 | 0.0% | n/c | 1 | SEC ↗ |
| 25 | Wealth Enhancement Advisory… | 38.71K | — | $510,569 | 0.0% | n/c | 1 | SEC ↗ |
| 26 | Rockefeller Capital Management L.P. | 33.45K | — | $431,575 | 0.0% | n/c | 1 | SEC ↗ |
| 27 | Lido Advisors, LLC | 30.63K | — | $397,275 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 28 | Northern Trust Corp | 24.36K | — | $314,205 | 0.0% | n/c | 1 | SEC ↗ |
| 29 | Creative Planning | 24.34K | — | $313,996 | 0.0% | n/c | 1 | SEC ↗ |
| 30 | Barclays Plc | 20.85K | — | $268,965 | 0.0% | n/c | 1 | SEC ↗ |
| 31 | Nomura Holdings Inc | 19.80K | — | $255,420 | 0.0% | n/c | 1 | SEC ↗ |
| 32 | BlackRock ✦ (passive) | 13.16K | New | $169,764 | 0.0% | New | 1 | SEC ↗ |
| 33 | Focus Partners Wealth | 12.46K | — | $160,776 | 0.0% | n/c | 1 | SEC ↗ |
| 34 | Corient Private Wealth LP | 10.27K | — | $116,575 | 0.0% | n/c | 1 | SEC ↗ |
| 35 | Pnc Financial Services Group, Inc. | 7.67K | — | $98,968 | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 36 | Cwm, Llc | 6.36K | — | $82,000 | 0.0% | n/c | 1 | SEC ↗ |
| 37 | TD Waterhouse Canada Inc. | 6.00K | — | $77,340 | 0.0% | n/c | 1 | SEC ↗ |
| 38 | Assetmark, Inc | 98 | — | $1,264 | 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
| BlackRock | $169,764 | 0.0% |
Exited
| No tracked exits this quarter. |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 220 holders, 33.42M shares, $377.81M 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.