Security record · archived quarter
PUI
name pending profile ingest
14Tracked holders
0Δ holders
271.03KShares held
$12.74MReported value
+2New positions
−2Exits
Momentum inputs (comparable managers): holder breadth 0.0% · share flow +12.7% · net new positions 0.0% · formula
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 | 111.49K | +8.1% | $5.24M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 2 | Morgan Stanley ✦ | 41.22K | +2.3% | $1.94M | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 3 | Jones Financial Companies Lllp | 35.98K | +53.0% | $1.69M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 4 | IMC-Chicago, LLC | 24.00K | -7.2% | $1.13M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 5 | Royal Bank Of Canada | 15.84K | +612.6% | $745,000 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 6 | Bank Of America Corp /De/ | 10.84K | -0.6% | $509,710 | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 7 | Two Sigma Investments ✦ | 8.48K | New | $398,797 | 0.0% | New | 1 | SEC ↗ |
| 8 | UBS Group AG | 6.06K | -11.7% | $285,075 | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 9 | Osaic Holdings, Inc. | 5.63K | -6.5% | $264,741 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 10 | Cetera Investment Advisers | 5.57K | +2.2% | $261,803 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 11 | Citadel Advisors ✦ | 4.71K | New | $221,611 | 0.0% | New | 1 | SEC ↗ |
| 12 | Fidelity (FMR) ✦ | 831 | 0.0% | $39,069 | 0.0% | Held | 4 | SEC ↗ |
| 13 | Wells Fargo & Company/Mn | 305 | -77.7% | $14,331 | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 14 | JPMorgan Chase ✦ | 53 | 0.0% | $2,477 | 0.0% | Held | 3 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value: the conviction measure. ✦ = curated manager.
New buyers
| Two Sigma Investments | $398,797 | 0.0% |
| Citadel Advisors | $221,611 | 0.0% |
Exited
| Susquehanna International… | $404,202 | was 0.0% |
| Commonwealth Equity Services… | $202,190 | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 40 holders, 520.20K shares, $24.40M 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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