Security record
PUI
name pending profile ingest
14Tracked holders
0Δ holders
291.55KShares held
$13.89MReported value
+2New positions
−2Exits
Momentum inputs (comparable managers): holder breadth 0.0% · share flow +7.6% · net new positions 0.0% — formula
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q2 2026
Ownership over time
Who holds it · Q2 2026
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 117.45K | +5.3% | $5.59M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 2 | Jones Financial Companies Lllp | 42.18K | +17.2% | $2.03M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 3 | Morgan Stanley ✦ | 41.73K | +1.2% | $1.98M | 0.0% | ▲ Add | 4 | SEC ↗ ×3 |
| 4 | Osaic Holdings, Inc. | 37.74K | +570.2% | $1.80M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 5 | Bank Of America Corp /De/ | 11.63K | +7.2% | $552,973 | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 6 | Envestnet Asset Management Inc | 10.61K | New | $504,543 | 0.0% | New | 1 | SEC ↗ |
| 7 | Citadel Advisors ✦ | 7.19K | +52.4% | $341,736 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 8 | Raymond James Financial Inc | 6.82K | New | $324,521 | 0.0% | New | 1 | SEC ↗ ×2 |
| 9 | UBS Group AG | 5.78K | -4.7% | $274,731 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 10 | Cetera Investment Advisers | 5.32K | -4.4% | $253,118 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 11 | Royal Bank Of Canada | 3.14K | -80.2% | $149,000 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 12 | JPMorgan Chase ✦ | 1.12K | +2013.2% | $53,669 | 0.0% | ▲ Add | 4 | SEC ↗ ×2 |
| 13 | Fidelity (FMR) ✦ | 831 | 0.0% | $39,521 | 0.0% | Held | 5 | SEC ↗ |
| 14 | Wells Fargo & Company/Mn | 0 | -100.0% | $12 | 0.0% | ▼ Trim | 3 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| Envestnet Asset Management Inc | $504,543 | 0.0% |
| Raymond James Financial Inc | $324,521 | 0.0% |
Exited
| IMC-Chicago, LLC | $1.13M | was 0.0% |
| Two Sigma Investments | $398,797 | 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: Q2 2026 ·
Methodology ·
Get this via the API