PBFR
name pending profile ingest
Momentum inputs (comparable managers):
holder breadth +30.0% ·
share flow +30.0% ·
net new positions +20.0%
· formula
Broad accumulation: rising shares across more holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q1 2026
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Raymond James Financial Inc | 119.35K | +76.9% | $3.46M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 2 | Cetera Investment Advisers | 60.77K | +7.6% | $1.76M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 3 | Commonwealth Equity Services, Llc | 13.61K | +46.3% | $394,800 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 4 | LPL Financial LLC | 11.88K | New | $344,636 | 0.0% | New | 1 | SEC ↗ |
| 5 | Royal Bank Of Canada | 3.63K | -77.0% | $105,000 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 6 | Osaic Holdings, Inc. | 3.41K | New | $98,847 | 0.0% | New | 1 | SEC ↗ |
| 7 | Pnc Financial Services Group, Inc. | 1.34K | +21.4% | $38,831 | 0.0% | ▲ Add | 2 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value: the conviction measure. ✦ = curated manager.
New buyers
| LPL Financial LLC | $344,636 | 0.0% |
| Osaic Holdings, Inc. | $98,847 | 0.0% |
Exited
| No tracked exits this quarter. |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 33 holders, 3.17M shares, $80.38M 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.