PBJ
name pending profile ingest
Momentum inputs (comparable managers):
holder breadth -9.1% ·
share flow -13.6% ·
net new positions -10.0%
— formula
Broad distribution — falling shares and fewer holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q2 2026
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Bank Of America Corp /De/ | 59.63K | -29.6% | $2.81M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 2 | Raymond James Financial Inc | 40.28K | +42.9% | $1.90M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 3 | LPL Financial LLC | 34.34K | -0.1% | $1.62M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 4 | Morgan Stanley ✦ | 27.81K | +7.3% | $1.31M | 0.0% | ▲ Add | 4 | SEC ↗ ×2 |
| 5 | Royal Bank Of Canada | 17.90K | +74.5% | $844,000 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 6 | Commonwealth Equity Services, Llc | 17.41K | -0.4% | $820,350 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 7 | Envestnet Asset Management Inc | 10.87K | -28.7% | $512,498 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 8 | Cetera Investment Advisers | 10.75K | -10.3% | $506,550 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 9 | UBS Group AG | 9.04K | -33.5% | $425,867 | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 10 | Osaic Holdings, Inc. | 6.60K | +17.6% | $311,257 | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 11 | HighTower Advisors, LLC | 5.28K | -1.2% | $248,904 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 12 | Jones Financial Companies Lllp | 2.86K | -6.8% | $136,966 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 13 | Fidelity (FMR) ✦ | 851 | +2.6% | $40,102 | 0.0% | ▲ Add | 5 | SEC ↗ |
| 14 | Us Bancorp \De\ | 768 | 0.0% | $36,195 | 0.0% | Held | 3 | SEC ↗ |
| 15 | JPMorgan Chase ✦ | 702 | 0.0% | $33,450 | 0.0% | Held | 2 | SEC ↗ |
| 16 | Bank Of Montreal /Can/ | 461 | 0.0% | $21,727 | 0.0% | Held | 3 | SEC ↗ |
| 17 | Pnc Financial Services Group, Inc. | 266 | 0.0% | $12,540 | 0.0% | Held | 3 | SEC ↗ |
| 18 | BlackRock ✦ (passive) | 244 | 0.0% | $11,500 | 0.0% | Held | 3 | SEC ↗ |
| 19 | Russell Investments Group, Ltd. | 123 | -72.6% | $5,797 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 20 | Wells Fargo & Company/Mn | 0 | — | $10 | 0.0% | Held | 3 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| No new tracked buyers this quarter. |
Exited
| Susquehanna International… | $1.22M | was 0.0% |
| Citigroup Inc | $24,039 | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 52 holders, 565.86K shares, $27.08M 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.