PBDC
name pending profile ingest
Momentum inputs (comparable managers):
holder breadth -5.9% ·
share flow -1.4% ·
net new positions -6.2%
· formula
Broad distribution: falling shares and fewer holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q4 2025
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Corient Private Wealth LP | 186.28K | n/a | $5.70M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 2 | Cetera Investment Advisers | 106.26K | n/a | $3.25M | 0.0% | n/c | 1 | SEC ↗ |
| 3 | LPL Financial LLC | 88.61K | n/a | $2.71M | 0.0% | n/c | 1 | SEC ↗ |
| 4 | Commonwealth Equity Services, Llc | 50.17K | n/a | $1.54M | 0.0% | n/c | 1 | SEC ↗ |
| 5 | Raymond James Financial Inc | 30.57K | n/a | $935,521 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 6 | Brown Advisory Inc | 29.53K | n/a | $903,557 | 0.0% | n/c | 1 | SEC ↗ |
| 7 | Envestnet Asset Management Inc | 22.74K | n/a | $695,863 | 0.0% | n/c | 1 | SEC ↗ |
| 8 | Mml Investors Services, Llc | 22.74K | n/a | $695,863 | 0.0% | n/c | 1 | SEC ↗ |
| 9 | UBS Group AG | 19.44K | n/a | $594,925 | 0.0% | n/c | 1 | SEC ↗ |
| 10 | Osaic Holdings, Inc. | 18.43K | n/a | $564,089 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 11 | Mariner, LLC | 10.00K | n/a | $306,000 | 0.0% | n/c | 1 | SEC ↗ |
| 12 | HighTower Advisors, LLC | 9.15K | n/a | $279,929 | 0.0% | n/c | 1 | SEC ↗ |
| 13 | Cwm, Llc | 8.08K | n/a | $247,000 | 0.0% | n/c | 1 | SEC ↗ |
| 14 | Rockefeller Capital Management L.P. | 390 | n/a | $11,956 | 0.0% | n/c | 1 | SEC ↗ |
| 15 | Assetmark, Inc | 176 | n/a | $5,386 | 0.0% | n/c | 1 | SEC ↗ |
| 16 | Morgan Stanley ✦ | 9 | +12.5% | $304 | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
“Their weight” = the position's share of that manager's reported 13F equity value: the conviction measure. ✦ = curated manager.
New buyers
| No new tracked buyers this quarter. |
Exited
| D. E. Shaw & Co. | $269,876 | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 58 holders, 2.29M shares, $61.18M 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.