PZT
name pending profile ingest
Momentum inputs (comparable managers):
holder breadth -4.5% ·
share flow +4.7% ·
net new positions -4.8%
— formula
Concentrated accumulation — rising shares among fewer holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q2 2026
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q2 2026 | 21 | -1 | 1.26M | $28.66M | +2 | −3 |
| Q1 2026 | 23 | -2 | 1.21M | $26.65M | +3 | −5 |
| Q4 2025 | 25 | 0 | 1.36M | $30.37M | +1 | −1 |
| Q3 2025 | 3 | 0 | 195.21K | $4.34M | +1 | −1 |
| Q2 2025 | 1 | — | 4 | $87 | — | — |
| Q3 2024 | 1 | +1 | 35.25K | $823,134 | +1 | — |
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Morgan Stanley ✦ | 266.66K | +40.0% | $6.06M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 2 | Morgan Stanley ✦ | 266.66K | +40.0% | $6.06M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 3 | Bank Of America Corp /De/ | 223.35K | +29.2% | $5.08M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 4 | Bank Of America Corp /De/ | 223.35K | +29.2% | $5.08M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 5 | Bank Of America Corp /De/ | 223.35K | +29.2% | $5.08M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 6 | LPL Financial LLC | 181.47K | +6.6% | $4.13M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 7 | HighTower Advisors, LLC | 179.55K | -25.8% | $4.08M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 8 | Jane Street Group, Llc | 50.85K | -40.6% | $1.16M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 9 | Cetera Investment Advisers | 49.98K | +0.9% | $1.14M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 10 | Envestnet Asset Management Inc | 49.05K | +3.9% | $1.12M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 11 | JPMorgan Chase ✦ | 39.79K | +354.8% | $902,932 | 0.0% | ▲ Add | 4 | SEC ↗ |
| 12 | JPMorgan Chase ✦ | 39.79K | +354.8% | $902,932 | 0.0% | ▲ Add | 4 | SEC ↗ |
| 13 | Mml Investors Services, Llc | 37.50K | +4.9% | $852,581 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 14 | Commonwealth Equity Services, Llc | 36.19K | -31.1% | $822,837 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 15 | Ameriprise Financial Inc | 36.99K | +161.6% | $817,700 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 16 | Osaic Holdings, Inc. | 27.62K | +745.6% | $628,029 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 17 | Osaic Holdings, Inc. | 27.62K | +745.6% | $628,029 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 18 | Wealthfront Advisers LLC | 14.07K | -4.1% | $319,944 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 19 | Wells Fargo & Company/Mn | 13.58K | +102.4% | $308,672 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 20 | Wells Fargo & Company/Mn | 13.58K | +102.4% | $308,672 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 21 | Susquehanna International Group, Llp | 12.34K | New | $280,545 | 0.0% | New | 1 | SEC ↗ |
| 22 | Bank of New York Mellon Corp | 10.37K | +0.1% | $235,820 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 23 | Bank of New York Mellon Corp | 10.37K | +0.1% | $235,820 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 24 | UBS Group AG | 10.30K | -70.0% | $234,171 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 25 | Mercer Global Advisors Inc /Adv | 9.66K | +6.2% | $219,630 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 26 | Royal Bank Of Canada | 8.84K | +47.3% | $201,000 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 27 | Jones Financial Companies Lllp | 2.22K | +1.6% | $50,172 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 28 | Assetmark, Inc | 1.23K | New | $28,009 | 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
| Susquehanna International… | $280,545 | 0.0% |
| Assetmark, Inc | $28,009 | 0.0% |
Exited
| UBS AM, a distinct business… | $641,685 | was 0.0% |
| Raymond James Financial Inc | $240,740 | was 0.0% |
| Citigroup Inc | $198,630 | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 43 holders, 2.28M shares, $49.71M 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.