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Security record · archived quarter

PDLB

name pending profile ingest

Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025 Q4 2024 Q3 2024
42Tracked holders
-7Δ holders
6.80MShares held
$134.38MReported value
+0New positions
−7Exits
Falling How these are computed → Explain this at the Research Desk →

Momentum inputs (comparable managers): holder breadth -14.3% · share flow +3.6% · net new positions -16.7%formula
Concentrated accumulation — rising shares among fewer holders

All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q2 2026

Ownership over time
QuarterHoldersΔSharesReported valueNewExits
Q2 2026 42 -7 6.80M $134.38M −7
Q1 2026 51 +2 6.56M $109.52M +4 −2
Q4 2025 49 +1 6.62M $108.21M +1
Q3 2025 13 -1 4.02M $59.10M −1
Q2 2025 11 +4 3.86M $53.39M +4
Q1 2025 4 0 934.40K $11.84M
Q4 2024 4 -1 925.33K $12.03M −1
Q3 2024 4 +2 655.65K $7.67M +2
Q2 2024 2 535.22K $4.89M
Holder count
Who holds it · Q2 2026
#ManagerSharesΔ sharesValueTheir weightHeld
1 BlackRock (passive) 1.74M +7.0% $34.60M 0.0% ▲ Add 5 SEC ↗
2 BlackRock (passive) 1.74M +7.0% $34.60M 0.0% ▲ Add 5 SEC ↗
3 BlackRock (passive) 1.74M +7.0% $34.60M 0.0% ▲ Add 5 SEC ↗
4 BlackRock (passive) 1.74M +7.0% $34.60M 0.0% ▲ Add 5 SEC ↗
5 BlackRock (passive) 1.74M +7.0% $34.60M 0.0% ▲ Add 5 SEC ↗
6 BlackRock (passive) 1.74M +7.0% $34.60M 0.0% ▲ Add 5 SEC ↗
7 Dimensional Fund Advisors Lp 954.54K +1.6% $19.03M 0.0% ▲ Add 3 SEC ↗
8 Dimensional Fund Advisors Lp 954.54K +1.6% $19.03M 0.0% ▲ Add 3 SEC ↗
9 Dimensional Fund Advisors Lp 954.54K +1.6% $19.03M 0.0% ▲ Add 3 SEC ↗
10 Dimensional Fund Advisors Lp 954.54K +1.6% $19.03M 0.0% ▲ Add 3 SEC ↗
11 Vanguard Capital Management Llc 877.78K +0.8% $17.50M 0.0% ▲ Add 2 SEC ↗
12 Bank Of America Corp /De/ 508.10K +0.7% $10.13M 0.0% ▲ Add 3 SEC ↗
13 Bank Of America Corp /De/ 508.10K +0.7% $10.13M 0.0% ▲ Add 3 SEC ↗
14 Geode Capital Management (passive) 496.28K +7.1% $9.90M 0.0% ▲ Add 9 SEC ↗
15 Geode Capital Management (passive) 496.28K +7.1% $9.90M 0.0% ▲ Add 9 SEC ↗
16 State Street Global Advisors (passive) 380.81K +12.4% $7.59M 0.0% ▲ Add 7 SEC ↗
17 Alliancebernstein L.P. 358.48K +24.0% $5.99M 0.0% ▲ Add 3 SEC ↗
18 American Century Companies Inc 234.91K +447.6% $4.68M 0.0% ▲ Add 3 SEC ↗
19 Renaissance Technologies 231.13K -4.5% $4.61M 0.0% ▼ Trim 9 SEC ↗
20 Northern Trust Corp 162.59K +10.3% $3.24M 0.0% ▲ Add 3 SEC ↗
21 Northern Trust Corp 162.59K +10.3% $3.24M 0.0% ▲ Add 3 SEC ↗
22 Northern Trust Corp 162.59K +10.3% $3.24M 0.0% ▲ Add 3 SEC ↗
23 Marshall Wace 151.27K -13.3% $3.02M 0.0% ▼ Trim 5 SEC ↗
24 Marshall Wace 151.27K -13.3% $3.02M 0.0% ▼ Trim 5 SEC ↗
25 Connor, Clark & Lunn Investment… 130.00K +9.5% $2.59M 0.0% ▲ Add 3 SEC ↗
26 Goldman Sachs Group 63.17K +3.2% $1.26M 0.0% ▲ Add 4 SEC ↗
27 Goldman Sachs Group 63.17K +3.2% $1.26M 0.0% ▲ Add 4 SEC ↗
28 Charles Schwab Investment… 60.80K +11.4% $1.21M 0.0% ▲ Add 3 SEC ↗
29 Citadel Advisors 57.54K -32.9% $1.15M 0.0% ▼ Trim 8 SEC ↗
30 Citadel Advisors 57.54K -32.9% $1.15M 0.0% ▼ Trim 8 SEC ↗
31 Bank of New York Mellon Corp 54.88K +2.7% $1.09M 0.0% ▲ Add 3 SEC ↗
32 Bank of New York Mellon Corp 54.88K +2.7% $1.09M 0.0% ▲ Add 3 SEC ↗
33 Bank of New York Mellon Corp 54.88K +2.7% $1.09M 0.0% ▲ Add 3 SEC ↗
34 State Of Wisconsin Investment Board 37.15K +98.9% $740,791 0.0% ▲ Add 2 SEC ↗
35 Nuveen, LLC 33.04K +12.5% $658,738 0.0% ▲ Add 3 SEC ↗
36 Nuveen, LLC 33.04K +12.5% $658,738 0.0% ▲ Add 3 SEC ↗
37 Sei Investments Co 26.70K -47.1% $532,458 0.0% ▼ Trim 3 SEC ↗
38 Creative Planning 26.43K +9.4% $527,074 0.0% ▲ Add 3 SEC ↗
39 Morgan Stanley 26.12K -22.6% $520,754 0.0% ▼ Trim 4 SEC ↗
40 Morgan Stanley 26.12K -22.6% $520,754 0.0% ▼ Trim 4 SEC ↗
41 Morgan Stanley 26.12K -22.6% $520,754 0.0% ▼ Trim 4 SEC ↗
42 Morgan Stanley 26.12K -22.6% $520,754 0.0% ▼ Trim 4 SEC ↗
43 Morgan Stanley 26.12K -22.6% $520,754 0.0% ▼ Trim 4 SEC ↗
44 Rhumbline Advisers 25.24K -7.0% $503,357 0.0% ▼ Trim 3 SEC ↗
45 AQR Capital Management 23.10K +31.4% $460,595 0.0% ▲ Add 3 SEC ↗
46 AQR Capital Management 23.10K +31.4% $460,595 0.0% ▲ Add 3 SEC ↗
47 AQR Capital Management 23.10K +31.4% $460,595 0.0% ▲ Add 3 SEC ↗
48 AQR Capital Management 23.10K +31.4% $460,595 0.0% ▲ Add 3 SEC ↗
49 AQR Capital Management 23.10K +31.4% $460,595 0.0% ▲ Add 3 SEC ↗
50 AQR Capital Management 23.10K +31.4% $460,595 0.0% ▲ Add 3 SEC ↗
51 Deutsche Bank Ag\ 19.75K +207.0% $393,755 0.0% ▲ Add 3 SEC ↗
52 UBS Group AG 17.55K -9.5% $349,967 0.0% ▼ Trim 3 SEC ↗
53 UBS Group AG 17.55K -9.5% $349,967 0.0% ▼ Trim 3 SEC ↗
54 UBS Group AG 17.55K -9.5% $349,967 0.0% ▼ Trim 3 SEC ↗
55 Wells Fargo & Company/Mn 16.98K +128.5% $338,661 0.0% ▲ Add 3 SEC ↗
56 Wells Fargo & Company/Mn 16.98K +128.5% $338,661 0.0% ▲ Add 3 SEC ↗
57 Russell Investments Group, Ltd. 15.51K +558.4% $309,169 0.0% ▲ Add 3 SEC ↗
58 Russell Investments Group, Ltd. 15.51K +558.4% $309,169 0.0% ▲ Add 3 SEC ↗
59 Russell Investments Group, Ltd. 15.51K +558.4% $309,169 0.0% ▲ Add 3 SEC ↗
60 Invesco Ltd. 12.46K +17.8% $248,472 0.0% ▲ Add 3 SEC ↗
61 Invesco Ltd. 12.46K +17.8% $248,472 0.0% ▲ Add 3 SEC ↗
62 Invesco Ltd. 12.46K +17.8% $248,472 0.0% ▲ Add 3 SEC ↗
63 Invesco Ltd. 12.46K +17.8% $248,472 0.0% ▲ Add 3 SEC ↗
64 Franklin Resources Inc 11.36K 0.0% $226,518 0.0% Held 2 SEC ↗
65 JPMorgan Chase 10.79K +34.4% $215,604 0.0% ▲ Add 4 SEC ↗
66 JPMorgan Chase 10.79K +34.4% $215,604 0.0% ▲ Add 4 SEC ↗
67 JPMorgan Chase 10.79K +34.4% $215,604 0.0% ▲ Add 4 SEC ↗
68 JPMorgan Chase 10.79K +34.4% $215,604 0.0% ▲ Add 4 SEC ↗
69 Citigroup Inc 9.79K +236.1% $195,152 0.0% ▲ Add 3 SEC ↗
70 Citigroup Inc 9.79K +236.1% $195,152 0.0% ▲ Add 3 SEC ↗
71 MIRAE ASSET GLOBAL ETFS HOLDINGS… 9.32K -1.9% $185,781 0.0% ▼ Trim 3 SEC ↗
72 New York State Common Retirement… 4.76K +155.6% $94,994 0.0% ▲ Add 3 SEC ↗
73 Bnp Paribas Financial Markets 3.31K -21.1% $66,021 0.0% ▼ Trim 3 SEC ↗
74 Barclays Plc 3.11K -30.0% $62,094 0.0% ▼ Trim 3 SEC ↗
75 Barclays Plc 3.11K -30.0% $62,094 0.0% ▼ Trim 3 SEC ↗
76 Fidelity (FMR) 2.90K +204.7% $57,855 0.0% ▲ Add 5 SEC ↗
77 Fidelity (FMR) 2.90K +204.7% $57,855 0.0% ▲ Add 5 SEC ↗
78 Legal & General Group Plc 2.08K +14.0% $41,475 0.0% ▲ Add 3 SEC ↗
79 Royal Bank Of Canada 1.78K +178100.0% $35,000 0.0% ▲ Add 3 SEC ↗
80 Royal Bank Of Canada 1.78K +178100.0% $35,000 0.0% ▲ Add 3 SEC ↗
81 UBS AM, a distinct business unit of… 246 0.0% $4,905 0.0% Held 3 SEC ↗
82 Pnc Financial Services Group, Inc. 64 +12.3% $1,276 0.0% ▲ Add 3 SEC ↗
83 Optiver Holding B.V. 46 -76.8% $917 0.0% ▼ Trim 3 SEC ↗
84 Us Bancorp \De\ 20 0.0% $399 0.0% Held 2 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

Raymond James Financial Inc $2.01M was 0.0%
Qube Research & Technologies… $916,527 was 0.0%
GAMCO Investors $646,978 was 0.0%
Jane Street Group, Llc $436,566 was 0.0%
Millennium Management $258,270 was 0.0%
Northwestern Mutual Wealth… $31,665 was 0.0%
Osaic Holdings, Inc. $7,184 was 0.0%

Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 90 holders, 11.77M shares, $130.55M 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 · Get this via the API