★
Trade Filings
Managers Stocks Filings Superinvestors
Signals Institutional Buying Institutional Selling Insider Activity 13D & 13G Watch Sector Rotation
Tools Stock Screener Manager Screener Compare Managers Consensus Baskets All Research Tools Data API
Learn & AI Learn Ask the Data AI Agents
News ★ Saved
About About us Methodology Contact Disclaimer
Reader
DATA PLANS

Historical data downloads — coming with accounts.

API GATEWAY

Free read-only JSON access to the site's cached data.

Dark mode

Guided View
New to markets (prices, yields, YTD, market cap)? We explain every term as you browse, in plain English. Same data, with the help built in.

Expert View
You already know the market. Just the data: clean, fast and compact, with no extra explanations. This is the default view.

Interface language
Security record

PBDC

name pending profile ingest

Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q1 2025 Q4 2024
17Tracked holders
+3Δ holders
1.07MShares held
$29.24MReported value
+3New positions
−0Exits
Strongly Rising 3 quarters of rising tracked shares ●●●○○○ How these are computed → Explain this at the Research Desk →

Momentum inputs (comparable managers): holder breadth +21.4% · share flow +30.0% · net new positions +17.6% — 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 17 +3 1.07M $29.24M +3 —
Q1 2026 15 -1 687.23K $18.95M +1 −2
Q4 2025 16 -1 602.58K $18.44M — −1
Q3 2025 2 +1 8.50K $270,130 +1 —
Q1 2025 1 0 10.22K $354,121 — —
Q4 2024 1 +1 6.26K $215,641 +1 —
Holder count
Who holds it · Q2 2026
#ManagerSharesΔ sharesValueTheir weightHeld
1 Russell Investments Group, Ltd. 359.66K New $9.79M 0.0% New 1 SEC ↗
2 Cetera Investment Advisers 236.48K +8.5% $6.43M 0.0% ▲ Add 3 SEC ↗
3 Envestnet Asset Management Inc 149.41K +0.5% $4.07M 0.0% ▲ Add 3 SEC ↗
4 Corient Private Wealth LP 108.91K +31.5% $2.96M 0.0% ▲ Add 3 SEC ↗
5 LPL Financial LLC 91.46K 0.0% $2.49M 0.0% ▲ Add 3 SEC ↗
6 Commonwealth Equity Services, Llc 21.91K -35.9% $596,150 0.0% ▼ Trim 3 SEC ↗
7 Two Sigma Investments ✦ 21.00K New $571,410 0.0% New 1 SEC ↗
8 Brown Advisory Inc 14.60K -56.2% $397,320 0.0% ▼ Trim 3 SEC ↗
9 Raymond James Financial Inc 14.14K -52.0% $384,802 0.0% ▼ Trim 3 SEC ↗ ×2
10 UBS Group AG 13.45K +1.3% $366,083 0.0% ▲ Add 3 SEC ↗ ×2
11 Osaic Holdings, Inc. 11.84K +22.0% $322,149 0.0% ▲ Add 3 SEC ↗
12 HighTower Advisors, LLC 10.17K +1.2% $276,698 0.0% ▲ Add 3 SEC ↗
13 Mml Investors Services, Llc 9.51K -3.3% $258,809 0.0% ▼ Trim 3 SEC ↗
14 Citadel Advisors ✦ 7.53K New $204,864 0.0% New 1 SEC ↗
15 Rockefeller Capital Management L.P. 3.80K +0.2% $103,298 0.0% ▲ Add 3 SEC ↗
16 Morgan Stanley ✦ 376 +4600.0% $10,232 0.0% ▲ Add 4 SEC ↗ ×2
17 Royal Bank Of Canada 251 -26.0% $7,000 0.0% ▼ Trim 2 SEC ↗

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

New buyers

Russell Investments Group… $9.79M 0.0%
Two Sigma Investments $571,410 0.0%
Citadel Advisors $204,864 0.0%

Exited

No tracked exits this quarter.

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.

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