Security record · archived quarter
PEB-PE
name pending profile ingest
15Tracked holders
0Δ holders
1.61MShares held
$31.05MReported value
+0New positions
−0Exits
Momentum inputs (comparable managers): holder breadth 0.0% · share flow -6.1% · net new positions 0.0% — formula
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q1 2026
Ownership over time
Who holds it · Q1 2026
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Fidelity (FMR) ✦ | 426.89K | 0.0% | $8.29M | 0.0% | Held | 4 | SEC ↗ |
| 2 | BlackRock ✦ (passive) | 291.84K | -13.2% | $5.61M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 3 | Rockefeller Capital Management L.P. | 253.30K | -0.4% | $4.87M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 4 | Neuberger Berman Group LLC | 242.02K | -16.6% | $4.65M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 5 | Alliancebernstein L.P. | 134.09K | 0.0% | $2.56M | 0.0% | Held | 2 | SEC ↗ |
| 6 | Goldman Sachs Group ✦ | 91.13K | -1.5% | $1.75M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 7 | Wells Fargo & Company/Mn | 74.36K | -0.8% | $1.43M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 8 | JPMorgan Chase ✦ | 33.47K | -3.6% | $672,740 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 9 | HighTower Advisors, LLC | 27.88K | +5.3% | $535,575 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 10 | Daiwa Securities Group Inc. | 12.90K | -40.5% | $247,886 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 11 | Bank Of America Corp /De/ | 11.53K | 0.0% | $221,568 | 0.0% | Held | 2 | SEC ↗ |
| 12 | Morgan Stanley ✦ | 7.22K | -13.8% | $138,720 | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 13 | Osaic Holdings, Inc. | 3.88K | +2.6% | $74,438 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 14 | UBS Group AG | 216 | +8.0% | $4,149 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 15 | Northwestern Mutual Wealth… | 125 | 0.0% | $2,401 | 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
| No tracked exits this quarter. |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 27 holders, 2.89M shares, $50.44M 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: Q1 2026 ·
Methodology ·
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