PBE
name pending profile ingest
Momentum inputs (comparable managers):
holder breadth +20.0% ·
share flow +2.8% ·
net new positions +16.7%
· formula
Broad accumulation: rising shares across more holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q3 2025
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q2 2026 | 33 | 0 | 633.91K | $56.83M | +3 | −4 |
| Q1 2026 | 35 | 0 | 620.69K | $49.12M | +3 | −3 |
| Q4 2025 | 35 | 0 | 637.92K | $52.41M | +1 | −1 |
| Q3 2025 | 6 | +1 | 106.77K | $7.46M | +1 | n/a |
| Q2 2025 | 2 | -1 | 1.17K | $74,861 | n/a | −1 |
| Q1 2025 | 1 | -1 | 3.90K | $247,416 | n/a | −1 |
| Q4 2024 | 2 | +1 | 12.65K | $841,653 | +1 | n/a |
| Q3 2024 | 1 | +1 | 6.20K | $432,884 | +1 | n/a |
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Morgan Stanley ✦ | 97.99K | n/a | $6.85M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 2 | Goldman Sachs Group ✦ | 3.70K | n/a | $258,519 | 0.0% | n/c | 1 | SEC ↗ |
| 3 | Citadel Advisors ✦ | 2.95K | New | $206,326 | 0.0% | New | 1 | SEC ↗ |
| 4 | JPMorgan Chase ✦ | 1.00K | n/a | $69,870 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 5 | BlackRock ✦ (passive) | 663 | 0.0% | $46,324 | 0.0% | Held | 2 | SEC ↗ ×2 |
| 6 | Fidelity (FMR) ✦ | 467 | -7.5% | $32,597 | 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
| Citadel Advisors | $206,326 | 0.0% |
Exited
| No tracked exits this quarter. |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 98 holders, 1.02M shares, $80.05M 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.