PXQ
name pending profile ingest
Momentum inputs (comparable managers):
holder breadth -5.6% ·
share flow +25.4% ·
net new positions -11.8%
— formula
Concentrated accumulation — rising shares among fewer holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q2 2026
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Raymond James Financial Inc | 46.46K | +84.0% | $9.80M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 2 | LPL Financial LLC | 46.27K | +170.5% | $9.76M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 3 | Morgan Stanley ✦ | 44.25K | -3.2% | $9.33M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 4 | Truist Financial Corp | 23.51K | +0.7% | $4.96M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 5 | Stifel Financial Corp | 14.78K | -0.7% | $3.12M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 6 | Cetera Investment Advisers | 11.07K | -18.6% | $2.33M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 7 | Jane Street Group, Llc | 8.11K | -40.7% | $1.71M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 8 | Envestnet Asset Management Inc | 6.38K | -3.8% | $1.35M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 9 | Quantinno Capital Management LP | 4.31K | New | $909,949 | 0.0% | New | 1 | SEC ↗ |
| 10 | Mercer Global Advisors Inc /Adv | 1.56K | 0.0% | $328,839 | 0.0% | Held | 3 | SEC ↗ |
| 11 | Osaic Holdings, Inc. | 1.43K | +38.5% | $301,202 | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 12 | Focus Partners Wealth | 950 | New | $200,384 | 0.0% | New | 1 | SEC ↗ |
| 13 | JPMorgan Chase ✦ | 802 | +686.3% | $165,749 | 0.0% | ▲ Add | 4 | SEC ↗ ×2 |
| 14 | Assetmark, Inc | 544 | 0.0% | $114,746 | 0.0% | Held | 3 | SEC ↗ |
| 15 | UBS Group AG | 401 | +3.6% | $84,583 | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 16 | Rockefeller Capital Management L.P. | 209 | 0.0% | $44,084 | 0.0% | Held | 3 | SEC ↗ |
| 17 | Wells Fargo & Company/Mn | 0 | -100.0% | $16 | 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
| Quantinno Capital Management… | $909,949 | 0.0% |
| Focus Partners Wealth | $200,384 | 0.0% |
Exited
| HighTower Advisors, LLC | $22.94M | was 0.0% |
| Susquehanna International… | $576,143 | was 0.0% |
| Northwestern Mutual Wealth… | $3,603 | was 0.0% |
| Fidelity (FMR) | $3,464 | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 41 holders, 386.12K shares, $52.68M 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.