Security record · archived quarter
PBE
name pending profile ingest
35Tracked holders
0Δ holders
637.92KShares held
$52.41MReported value
+1New positions
−1Exits
Momentum inputs (comparable managers): holder breadth 0.0% · share flow +6.9% · net new positions 0.0% — formula
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q4 2025
Ownership over time
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q2 2026 | 34 | 0 | 640.67K | $57.44M | +3 | −3 |
| 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 | — |
| Q2 2025 | 2 | -1 | 1.17K | $74,861 | — | −1 |
| Q1 2025 | 1 | -1 | 3.90K | $247,416 | — | −1 |
| Q4 2024 | 2 | +1 | 12.65K | $841,653 | +1 | — |
| Q3 2024 | 1 | +1 | 6.20K | $432,884 | +1 | — |
Who holds it · Q4 2025
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Morgan Stanley ✦ | 133.30K | +36.0% | $10.95M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 2 | Morgan Stanley ✦ | 133.30K | +36.0% | $10.95M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 3 | LPL Financial LLC | 97.30K | — | $7.99M | 0.0% | n/c | 1 | SEC ↗ |
| 4 | UBS Group AG | 67.36K | — | $5.53M | 0.0% | n/c | 1 | SEC ↗ |
| 5 | Bank Of America Corp /De/ | 61.73K | — | $5.07M | 0.0% | n/c | 1 | SEC ↗ |
| 6 | Bank Of America Corp /De/ | 61.73K | — | $5.07M | 0.0% | n/c | 1 | SEC ↗ |
| 7 | Bank Of America Corp /De/ | 61.73K | — | $5.07M | 0.0% | n/c | 1 | SEC ↗ |
| 8 | Royal Bank Of Canada | 47.11K | — | $3.87M | 0.0% | n/c | 1 | SEC ↗ |
| 9 | Royal Bank Of Canada | 47.11K | — | $3.87M | 0.0% | n/c | 1 | SEC ↗ |
| 10 | Royal Bank Of Canada | 47.11K | — | $3.87M | 0.0% | n/c | 1 | SEC ↗ |
| 11 | Wells Fargo & Company/Mn | 46.86K | — | $3.85M | 0.0% | n/c | 1 | SEC ↗ |
| 12 | Wells Fargo & Company/Mn | 46.86K | — | $3.85M | 0.0% | n/c | 1 | SEC ↗ |
| 13 | Cetera Investment Advisers | 22.68K | — | $1.86M | 0.0% | n/c | 1 | SEC ↗ |
| 14 | Commonwealth Equity Services, Llc | 21.91K | — | $1.80M | 0.0% | n/c | 1 | SEC ↗ |
| 15 | Envestnet Asset Management Inc | 20.66K | — | $1.70M | 0.0% | n/c | 1 | SEC ↗ |
| 16 | Us Bancorp \De\ | 16.50K | — | $1.36M | 0.0% | n/c | 1 | SEC ↗ |
| 17 | Mariner, LLC | 12.22K | — | $1.00M | 0.0% | n/c | 1 | SEC ↗ |
| 18 | Rockefeller Capital Management L.P. | 10.67K | — | $876,274 | 0.0% | n/c | 1 | SEC ↗ |
| 19 | Rockefeller Capital Management L.P. | 10.67K | — | $876,274 | 0.0% | n/c | 1 | SEC ↗ |
| 20 | Raymond James Financial Inc | 9.91K | — | $814,546 | 0.0% | n/c | 1 | SEC ↗ |
| 21 | Raymond James Financial Inc | 9.91K | — | $814,546 | 0.0% | n/c | 1 | SEC ↗ |
| 22 | Two Sigma Investments ✦ | 9.00K | New | $739,350 | 0.0% | New | 1 | SEC ↗ |
| 23 | Osaic Holdings, Inc. | 8.96K | — | $736,374 | 0.0% | n/c | 1 | SEC ↗ |
| 24 | Osaic Holdings, Inc. | 8.96K | — | $736,374 | 0.0% | n/c | 1 | SEC ↗ |
| 25 | HighTower Advisors, LLC | 6.89K | — | $566,148 | 0.0% | n/c | 1 | SEC ↗ |
| 26 | Jones Financial Companies Lllp | 6.50K | — | $534,304 | 0.0% | n/c | 1 | SEC ↗ |
| 27 | Stifel Financial Corp | 6.41K | — | $526,487 | 0.0% | n/c | 1 | SEC ↗ |
| 28 | Wealth Enhancement Advisory… | 4.56K | — | $383,482 | 0.0% | n/c | 1 | SEC ↗ |
| 29 | Susquehanna International Group, Llp | 4.60K | — | $378,219 | 0.0% | n/c | 1 | SEC ↗ |
| 30 | Goldman Sachs Group ✦ | 3.61K | -2.5% | $296,315 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 31 | Cwm, Llc | 3.32K | — | $272,000 | 0.0% | n/c | 1 | SEC ↗ |
| 32 | Creative Planning | 3.10K | — | $255,058 | 0.0% | n/c | 1 | SEC ↗ |
| 33 | Baird Financial Group, Inc. | 3.00K | — | $246,450 | 0.0% | n/c | 1 | SEC ↗ |
| 34 | Mml Investors Services, Llc | 2.50K | — | $205,153 | 0.0% | n/c | 1 | SEC ↗ |
| 35 | Northwestern Mutual Wealth… | 2.33K | — | $191,851 | 0.0% | n/c | 1 | SEC ↗ |
| 36 | Blair William & Co/Il | 1.00K | — | $82,150 | 0.0% | n/c | 1 | SEC ↗ |
| 37 | Fidelity (FMR) ✦ | 888 | +90.2% | $72,985 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 38 | Bank Of Montreal /Can/ | 730 | — | $59,970 | 0.0% | n/c | 1 | SEC ↗ |
| 39 | BlackRock ✦ (passive) | 663 | 0.0% | $54,486 | 0.0% | Held | 3 | SEC ↗ |
| 40 | BlackRock ✦ (passive) | 663 | 0.0% | $54,486 | 0.0% | Held | 3 | SEC ↗ |
| 41 | Pnc Financial Services Group, Inc. | 515 | — | $42,282 | 0.0% | n/c | 1 | SEC ↗ |
| 42 | Pnc Financial Services Group, Inc. | 515 | — | $42,282 | 0.0% | n/c | 1 | SEC ↗ |
| 43 | JPMorgan Chase ✦ | 500 | -50.0% | $41,075 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 44 | Assetmark, Inc | 325 | — | $26,699 | 0.0% | n/c | 1 | SEC ↗ |
| 45 | Citigroup Inc | 150 | — | $12,323 | 0.0% | n/c | 1 | SEC ↗ |
| 46 | National Bank Of Canada /Fi/ | 140 | — | $11,486 | 0.0% | n/c | 1 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| Two Sigma Investments | $739,350 | 0.0% |
Exited
| Citadel Advisors | $206,326 | was 0.0% |
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.
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: Q4 2025 ·
Methodology ·
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