PBDC
name pending profile ingest
Momentum inputs (comparable managers):
holder breadth -6.2% ·
share flow +14.0% ·
net new positions -6.7%
· formula
Concentrated accumulation: rising shares among fewer holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q1 2026
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Cetera Investment Advisers | 218.03K | +105.2% | $6.01M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 2 | Envestnet Asset Management Inc | 148.65K | +553.6% | $4.10M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 3 | LPL Financial LLC | 91.44K | +3.2% | $2.52M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 4 | Corient Private Wealth LP | 82.80K | -55.5% | $2.28M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 5 | Commonwealth Equity Services, Llc | 34.18K | -31.9% | $942,570 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 6 | Brown Advisory Inc | 33.32K | +12.8% | $919,021 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 7 | Raymond James Financial Inc | 29.44K | -3.7% | $811,999 | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 8 | UBS Group AG | 13.29K | -31.7% | $366,428 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 9 | HighTower Advisors, LLC | 10.04K | +9.8% | $276,986 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 10 | Mml Investors Services, Llc | 9.84K | -56.8% | $271,249 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 11 | Osaic Holdings, Inc. | 9.70K | -47.4% | $267,596 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 12 | Rockefeller Capital Management L.P. | 3.79K | +871.8% | $104,548 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 13 | Cwm, Llc | 2.38K | -70.6% | $65,585 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 14 | Royal Bank Of Canada | 339 | New | $9,000 | 0.0% | New | 1 | SEC ↗ |
| 15 | Morgan Stanley ✦ | 8 | -11.1% | $221 | 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
| Royal Bank Of Canada | $9,000 | 0.0% |
Exited
| Mariner, LLC | $306,000 | was 0.0% |
| Assetmark, Inc | $5,386 | 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.