Security record · archived quarter
PTY
name pending profile ingest
35Tracked holders
-3Δ holders
17.64MShares held
$212.76MReported value
+2New positions
−5Exits
Momentum inputs (comparable managers):
holder breadth -7.9% ·
share flow +7.3% ·
net new positions -8.6%
— formula
Concentrated accumulation — rising shares among fewer holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q1 2026
Ownership over time
Who holds it · Q1 2026
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 2.74M | +3.2% | $33.07M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 2 | Northwestern Mutual Wealth… | 2.72M | +5.0% | $32.77M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 3 | Morgan Stanley ✦ | 2.58M | +2.5% | $31.11M | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 4 | Wells Fargo & Company/Mn | 2.14M | +241.8% | $25.86M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 5 | Invesco Ltd. | 1.38M | +3.9% | $16.61M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 6 | Cetera Investment Advisers | 1.15M | +3.0% | $13.92M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 7 | Envestnet Asset Management Inc | 836.91K | +7.1% | $10.09M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 8 | Osaic Holdings, Inc. | 817.24K | +0.1% | $9.86M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 9 | Royal Bank Of Canada | 600.31K | +2.8% | $7.24M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 10 | Commonwealth Equity Services, Llc | 458.92K | -7.5% | $5.53M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 11 | Bank Of America Corp /De/ | 312.00K | -11.3% | $3.76M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 12 | Truist Financial Corp | 288.16K | -35.8% | $3.48M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 13 | Raymond James Financial Inc | 231.01K | -60.5% | $2.79M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 14 | Jane Street Group, Llc | 209.44K | -39.9% | $2.53M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 15 | UBS Group AG | 186.21K | -5.0% | $2.25M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 16 | Stifel Financial Corp | 175.28K | +3.7% | $2.11M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 17 | Mariner, LLC | 130.45K | +34.2% | $1.57M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 18 | Captrust Financial Advisors | 106.71K | +33.6% | $1.29M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 19 | Financial Engines Advisors L.L.C. | 106.03K | +8.8% | $1.28M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 20 | HighTower Advisors, LLC | 69.10K | +10.4% | $833,391 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 21 | Wealth Enhancement Advisory… | 62.14K | +60.5% | $756,837 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 22 | Susquehanna International Group, Llp | 61.27K | -30.6% | $738,977 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 23 | Mml Investors Services, Llc | 59.55K | -9.7% | $718,192 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 24 | Rockefeller Capital Management L.P. | 41.32K | +23.5% | $498,298 | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 25 | Lido Advisors, LLC | 30.95K | +1.1% | $373,467 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 26 | Fifth Third Bancorp | 29.82K | New | $359,569 | 0.0% | New | 1 | SEC ↗ |
| 27 | Northern Trust Corp | 24.36K | 0.0% | $293,745 | 0.0% | Held | 2 | SEC ↗ |
| 28 | Creative Planning | 21.44K | -11.9% | $258,526 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 29 | Focus Partners Wealth | 19.08K | +53.1% | $230,076 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 30 | Nomura Holdings Inc | 14.80K | -25.2% | $178,488 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 31 | BlackRock ✦ (passive) | 13.16K | 0.0% | $158,710 | 0.0% | Held | 2 | SEC ↗ |
| 32 | Cwm, Llc | 10.61K | +66.9% | $127,932 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 33 | Pnc Financial Services Group, Inc. | 7.89K | +2.8% | $95,106 | 0.0% | ▲ Add | 2 | SEC ↗ ×4 |
| 34 | Jones Financial Companies Lllp | 2.00K | New | $23,380 | 0.0% | New | 1 | SEC ↗ |
| 35 | Assetmark, Inc | 598 | +510.2% | $7,212 | 0.0% | ▲ Add | 2 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| Fifth Third Bancorp | $359,569 | 0.0% |
| Jones Financial Companies Lllp | $23,380 | 0.0% |
Exited
| Millennium Management | $620,051 | was 0.0% |
| Cerity Partners LLC | $581,322 | was 0.0% |
| Barclays Plc | $268,965 | was 0.0% |
| Corient Private Wealth LP | $116,575 | was 0.0% |
| TD Waterhouse Canada Inc. | $77,340 | was 0.0% |
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.
Frequently co-owned
What else this security's tracked holders most often hold — shared-ownership counts, not fundamental relationships.
Provenance: Ownership from parsed 13F common-stock positions (tracked universe, comparable sets for changes); insider rows from Forms 3/4/5; stakes from Schedules 13D/13G; every filing links to its original on SEC EDGAR.
Reporting period: Q1 2026 ·
Methodology ·
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