PVI
name pending profile ingest
Momentum inputs (comparable managers):
holder breadth +30.0% ·
share flow +11.2% ·
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
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Bank Of America Corp /De/ | 110.81K | -2.1% | $2.76M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 2 | LPL Financial LLC | 35.31K | -17.3% | $878,058 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 3 | Osaic Holdings, Inc. | 29.00K | +29.0% | $721,101 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 4 | Cetera Investment Advisers | 28.22K | +1.7% | $701,856 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 5 | Envestnet Asset Management Inc | 26.71K | New | $664,338 | 0.0% | New | 1 | SEC ↗ |
| 6 | Jane Street Group, Llc | 17.43K | New | $433,584 | 0.0% | New | 1 | SEC ↗ |
| 7 | Morgan Stanley ✦ | 13.18K | -62.5% | $327,833 | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 8 | Raymond James Financial Inc | 11.51K | 0.0% | $286,254 | 0.0% | Held | 2 | SEC ↗ ×2 |
| 9 | Stifel Financial Corp | 8.67K | New | $215,623 | 0.0% | New | 1 | SEC ↗ |
| 10 | Us Bancorp \De\ | 1.07K | 0.0% | $26,536 | 0.0% | Held | 2 | SEC ↗ |
| 11 | Rockefeller Capital Management L.P. | 248 | 0.0% | $6,168 | 0.0% | Held | 2 | SEC ↗ |
| 12 | UBS Group AG | 216 | New | $5,372 | 0.0% | New | 1 | SEC ↗ |
| 13 | Wells Fargo & Company/Mn | 0 | -100.0% | $9 | 0.0% | ▼ Trim | 2 | 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 | $664,338 | 0.0% |
| Jane Street Group, Llc | $433,584 | 0.0% |
| Stifel Financial Corp | $215,623 | 0.0% |
| UBS Group AG | $5,372 | 0.0% |
Exited
| No tracked exits this quarter. |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 32 holders, 711.72K shares, $16.71M 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.