PUSA
name pending profile ingest
Momentum inputs (comparable managers):
holder breadth +25.0% ·
share flow +0.3% ·
net new positions +20.0%
— formula
Broad accumulation — rising shares across more holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q1 2026
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q2 2026 | 16 | +6 | 2.15M | $8.57M | +7 | −1 |
| Q1 2026 | 10 | +2 | 529.87K | $1.80M | +5 | −3 |
| Q4 2025 | 8 | +1 | 431.34K | $1.36M | +1 | — |
| Q3 2025 | 3 | +1 | 222.59K | $725,650 | +2 | −1 |
| Q2 2025 | 2 | +1 | 126.82K | $73,821 | +1 | — |
| Q1 2025 | 1 | +1 | 24.97K | $17,203 | +1 | — |
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Vanguard Capital Management Llc | 320.32K | — | $1.09M | 0.0% | n/c | 1 | SEC ↗ |
| 2 | Geode Capital Management ✦ (passive) | 104.61K | +1.1% | $354,808 | 0.0% | ▲ Add | 5 | SEC ↗ |
| 3 | Geode Capital Management ✦ (passive) | 104.61K | +1.1% | $354,808 | 0.0% | ▲ Add | 5 | SEC ↗ |
| 4 | State Street Global Advisors ✦ (passive) | 34.30K | 0.0% | $116,277 | 0.0% | Held | 3 | SEC ↗ |
| 5 | UBS Group AG | 32.58K | New | $110,446 | 0.0% | New | 1 | SEC ↗ |
| 6 | UBS Group AG | 32.58K | New | $110,446 | 0.0% | New | 1 | SEC ↗ |
| 7 | Northern Trust Corp | 23.97K | 0.0% | $81,262 | 0.0% | Held | 2 | SEC ↗ |
| 8 | Jones Financial Companies Lllp | 6.70K | New | $22,847 | 0.0% | New | 1 | SEC ↗ |
| 9 | Morgan Stanley ✦ | 4.00K | +4778.1% | $13,560 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 10 | BlackRock ✦ (passive) | 2.88K | New | $9,777 | 0.0% | New | 1 | SEC ↗ |
| 11 | Osaic Holdings, Inc. | 500 | New | $1,695 | 0.0% | New | 1 | SEC ↗ |
| 12 | Citigroup Inc | 8 | New | $27 | 0.0% | New | 1 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| UBS Group AG | $110,446 | 0.0% |
| UBS Group AG | $110,446 | 0.0% |
| Jones Financial Companies Lllp | $22,847 | 0.0% |
| BlackRock | $9,777 | 0.0% |
| Osaic Holdings, Inc. | $1,695 | 0.0% |
| Citigroup Inc | $27 | 0.0% |
Exited
| Jane Street Group, Llc | $93,955 | was 0.0% |
| Hrt Financial Lp | $51,000 | was 0.0% |
| Bank Of America Corp /De/ | $255 | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 23 holders, 770.34K shares, $2.54M 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.