Security record · archived quarter
PBP
name pending profile ingest
22Tracked holders
0Δ holders
2.18MShares held
$49.97MReported value
+1New positions
−1Exits
Momentum inputs (comparable managers): holder breadth 0.0% · share flow +4.7% · net new positions 0.0% — formula
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q2 2026
Ownership over time
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q2 2026 | 22 | 0 | 2.18M | $49.97M | +1 | −1 |
| Q1 2026 | 22 | -1 | 2.08M | $45.83M | +2 | −3 |
| Q4 2025 | 23 | -1 | 2.71M | $61.91M | +1 | −2 |
| Q3 2025 | 3 | 0 | 781.61K | $17.29M | +1 | −1 |
| Q2 2025 | 1 | -1 | 930 | $20,330 | — | −1 |
| Q1 2025 | 1 | +1 | 14.60K | $323,704 | +1 | — |
| Q3 2024 | 1 | 0 | 44.55K | $1.02M | — | — |
| Q2 2024 | 1 | — | 49.05K | $1.09M | — | — |
Who holds it · Q2 2026
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Morgan Stanley ✦ | 827.09K | +4.0% | $18.94M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 2 | Morgan Stanley ✦ | 827.09K | +4.0% | $18.94M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 3 | Bank Of America Corp /De/ | 268.77K | +31.1% | $6.15M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 4 | Bank Of America Corp /De/ | 268.77K | +31.1% | $6.15M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 5 | Bank Of America Corp /De/ | 268.77K | +31.1% | $6.15M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 6 | LPL Financial LLC | 216.81K | +5.8% | $4.96M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 7 | Creative Planning | 157.60K | -11.0% | $3.61M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 8 | Envestnet Asset Management Inc | 124.23K | +4.0% | $2.84M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 9 | Wells Fargo & Company/Mn | 114.79K | +0.4% | $2.63M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 10 | Wells Fargo & Company/Mn | 114.79K | +0.4% | $2.63M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 11 | Ameriprise Financial Inc | 80.09K | +13.3% | $1.83M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 12 | Ameriprise Financial Inc | 80.09K | +13.3% | $1.83M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 13 | Ameriprise Financial Inc | 80.09K | +13.3% | $1.83M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 14 | Assetmark, Inc | 72.08K | +24.9% | $1.65M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 15 | Susquehanna International Group, Llp | 71.09K | +181.1% | $1.63M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 16 | Raymond James Financial Inc | 66.26K | -33.4% | $1.52M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 17 | Raymond James Financial Inc | 66.26K | -33.4% | $1.52M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 18 | Mml Investors Services, Llc | 45.31K | +20.7% | $1.04M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 19 | Royal Bank Of Canada | 41.67K | -4.4% | $954,000 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 20 | Commonwealth Equity Services, Llc | 23.40K | +0.9% | $535,950 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 21 | Stifel Financial Corp | 20.95K | +4.7% | $479,819 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 22 | HighTower Advisors, LLC | 18.23K | 0.0% | $417,467 | 0.0% | Held | 3 | SEC ↗ |
| 23 | Corient Private Wealth LP | 14.22K | 0.0% | $325,730 | 0.0% | Held | 3 | SEC ↗ |
| 24 | Citadel Advisors ✦ | 11.83K | -70.0% | $270,953 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 25 | Rockefeller Capital Management L.P. | 4.99K | +9.8% | $114,248 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 26 | Osaic Holdings, Inc. | 1.88K | -20.7% | $43,081 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 27 | Fidelity (FMR) ✦ | 400 | 0.0% | $9,160 | 0.0% | Held | 3 | SEC ↗ |
| 28 | Fifth Third Bancorp | 139 | 0.0% | $3,183 | 0.0% | Held | 3 | SEC ↗ |
| 29 | BlackRock ✦ (passive) | 118 | New | $2,702 | 0.0% | New | 1 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| BlackRock | $2,702 | 0.0% |
Exited
| Jane Street Group, Llc | $239,603 | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 57 holders, 10.18M shares, $220.80M 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 ·
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