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Security record · archived quarter

PBD

name pending profile ingest

Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025 Q4 2024 Q3 2024
30Tracked holders
+1Δ holders
4.61MShares held
$90.29MReported value
+3New positions
−2Exits
Rising How these are computed → Explain this at the Research Desk →

Momentum inputs (comparable managers): holder breadth +3.4% · share flow +1.3% · net new positions +3.3%formula
Broad accumulation — rising shares across more holders

All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q2 2026

Ownership over time
QuarterHoldersΔSharesReported valueNewExits
Q2 2026 30 +1 4.61M $90.29M +3 −2
Q1 2026 30 +2 4.55M $81.57M +3 −1
Q4 2025 28 0 5.07M $81.49M
Q3 2025 2 -2 131.72K $1.99M −2
Q2 2025 2 0 96.77K $1.22M
Q1 2025 1 0 121.31K $1.28M
Q4 2024 1 0 75.21K $870,226
Q3 2024 1 0 21.29K $298,329
Q2 2024 1 21.53K $291,059
Holder count
Who holds it · Q2 2026
#ManagerSharesΔ sharesValueTheir weightHeld
1 HighTower Advisors, LLC 1.88M -0.8% $36.94M 0.0% ▼ Trim 3 SEC ↗
2 Raymond James Financial Inc 407.41K -0.3% $7.99M 0.0% ▼ Trim 3 SEC ↗
3 Raymond James Financial Inc 407.41K -0.3% $7.99M 0.0% ▼ Trim 3 SEC ↗
4 Morgan Stanley 381.15K -14.6% $7.47M 0.0% ▼ Trim 4 SEC ↗
5 Morgan Stanley 381.15K -14.6% $7.47M 0.0% ▼ Trim 4 SEC ↗
6 Morgan Stanley 381.15K -14.6% $7.47M 0.0% ▼ Trim 4 SEC ↗
7 Royal Bank Of Canada 351.68K +4.6% $6.89M 0.0% ▲ Add 3 SEC ↗
8 Royal Bank Of Canada 351.68K +4.6% $6.89M 0.0% ▲ Add 3 SEC ↗
9 Royal Bank Of Canada 351.68K +4.6% $6.89M 0.0% ▲ Add 3 SEC ↗
10 Mercer Global Advisors Inc /Adv 214.19K -0.5% $4.20M 0.0% ▼ Trim 3 SEC ↗
11 Truist Financial Corp 210.97K +0.9% $4.14M 0.0% ▲ Add 2 SEC ↗
12 UBS Group AG 176.34K +2.3% $3.46M 0.0% ▲ Add 3 SEC ↗
13 UBS Group AG 176.34K +2.3% $3.46M 0.0% ▲ Add 3 SEC ↗
14 Stifel Financial Corp 138.42K +0.2% $2.71M 0.0% ▲ Add 3 SEC ↗
15 LPL Financial LLC 131.28K +13.8% $2.57M 0.0% ▲ Add 3 SEC ↗
16 Cetera Investment Advisers 116.34K -0.6% $2.28M 0.0% ▼ Trim 3 SEC ↗
17 Ameriprise Financial Inc 114.45K -3.1% $2.24M 0.0% ▼ Trim 3 SEC ↗
18 Wells Fargo & Company/Mn 91.24K +22.0% $1.79M 0.0% ▲ Add 3 SEC ↗
19 Wells Fargo & Company/Mn 91.24K +22.0% $1.79M 0.0% ▲ Add 3 SEC ↗
20 Susquehanna International Group, Llp 73.27K New $1.44M 0.0% New 1 SEC ↗
21 Envestnet Asset Management Inc 61.94K -0.7% $1.21M 0.0% ▼ Trim 3 SEC ↗
22 Financial Engines Advisors L.L.C. 40.84K -10.6% $800,542 0.0% ▼ Trim 3 SEC ↗
23 Jane Street Group, Llc 40.28K -59.8% $789,488 0.0% ▼ Trim 3 SEC ↗
24 Quantinno Capital Management LP 38.11K +147.0% $746,878 0.0% ▲ Add 2 SEC ↗
25 JPMorgan Chase 37.49K +931.4% $720,577 0.0% ▲ Add 4 SEC ↗
26 JPMorgan Chase 37.49K +931.4% $720,577 0.0% ▲ Add 4 SEC ↗
27 Commonwealth Equity Services, Llc 19.67K +11.2% $385,540 0.0% ▲ Add 3 SEC ↗
28 Osaic Holdings, Inc. 19.25K -7.2% $377,307 0.0% ▼ Trim 3 SEC ↗
29 Osaic Holdings, Inc. 19.25K -7.2% $377,307 0.0% ▼ Trim 3 SEC ↗
30 Jones Financial Companies Lllp 16.63K +6.3% $313,642 0.0% ▲ Add 3 SEC ↗
31 Citadel Advisors 13.90K New $272,362 0.0% New 1 SEC ↗
32 Goldman Sachs Group 13.50K New $264,580 0.0% New 1 SEC ↗
33 Us Bancorp \De\ 7.19K 0.0% $140,963 0.0% Held 3 SEC ↗
34 Citigroup Inc 3.84K -3.0% $75,284 0.0% ▼ Trim 3 SEC ↗
35 Pnc Financial Services Group, Inc. 1.69K 0.0% $33,144 0.0% Held 3 SEC ↗
36 National Bank Of Canada /Fi/ 843 -19.2% $16,489 0.0% ▼ Trim 3 SEC ↗
37 Northwestern Mutual Wealth… 450 -31.5% $8,820 0.0% ▼ Trim 3 SEC ↗
38 Rockefeller Capital Management L.P. 435 +0.5% $8,528 0.0% ▲ Add 3 SEC ↗
39 Fifth Third Bancorp 402 0.0% $7,880 0.0% Held 3 SEC ↗

“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.

New buyers

Susquehanna International… $1.44M 0.0%
Citadel Advisors $272,362 0.0%
Goldman Sachs Group $264,580 0.0%

Exited

Simplex Trading, Llc $11,546 was 0.0%
Qube Research & Technologies… $950 was 0.0%

Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 74 holders, 5.29M shares, $92.42M 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