Security record · archived quarter
PEJ
name pending profile ingest
33Tracked holders
0Δ holders
1.03MShares held
$63.20MReported value
+0New positions
−0Exits
Momentum inputs (comparable managers): holder breadth 0.0% · share flow -22.5% · net new positions 0.0% — formula
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q4 2025
Ownership over time
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q2 2026 | 33 | +2 | 845.82K | $56.32M | +3 | −1 |
| Q1 2026 | 32 | -1 | 940.23K | $54.50M | +2 | −3 |
| Q4 2025 | 33 | 0 | 1.03M | $63.20M | — | — |
| Q3 2025 | 4 | 0 | 709.86K | $43.00M | — | — |
| Q2 2025 | 1 | — | 6.58K | $374,653 | — | — |
| Q4 2024 | 2 | 0 | 44.07K | $2.30M | — | — |
| Q3 2024 | 2 | -1 | 52.16K | $2.49M | — | −1 |
| Q2 2024 | 3 | — | 48.18K | $2.19M | — | — |
Who holds it · Q4 2025
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Morgan Stanley ✦ | 243.85K | -51.0% | $14.96M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 2 | Goldman Sachs Group ✦ | 131.17K | -9.3% | $8.04M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 3 | Wells Fargo & Company/Mn | 114.33K | — | $7.01M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 4 | LPL Financial LLC | 113.16K | — | $6.94M | 0.0% | n/c | 1 | SEC ↗ |
| 5 | Bank Of America Corp /De/ | 78.65K | — | $4.82M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 6 | Raymond James Financial Inc | 72.94K | — | $4.47M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 7 | Bnp Paribas Financial Markets | 60.09K | — | $3.69M | 0.0% | n/c | 1 | SEC ↗ |
| 8 | UBS Group AG | 37.19K | — | $2.28M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 9 | JPMorgan Chase ✦ | 30.32K | -50.3% | $1.86M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 10 | Osaic Holdings, Inc. | 23.02K | — | $1.41M | 0.0% | n/c | 1 | SEC ↗ |
| 11 | HighTower Advisors, LLC | 17.22K | — | $1.06M | 0.0% | n/c | 1 | SEC ↗ |
| 12 | Commonwealth Equity Services, Llc | 15.17K | — | $930,190 | 0.0% | n/c | 1 | SEC ↗ |
| 13 | Northwestern Mutual Wealth… | 10.04K | — | $615,451 | 0.0% | n/c | 1 | SEC ↗ |
| 14 | Royal Bank Of Canada | 10.03K | — | $615,000 | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 15 | Envestnet Asset Management Inc | 8.44K | — | $517,778 | 0.0% | n/c | 1 | SEC ↗ |
| 16 | Jones Financial Companies Lllp | 8.03K | — | $492,717 | 0.0% | n/c | 1 | SEC ↗ |
| 17 | Ameriprise Financial Inc | 7.66K | — | $469,723 | 0.0% | n/c | 1 | SEC ↗ |
| 18 | Cetera Investment Advisers | 7.20K | — | $441,378 | 0.0% | n/c | 1 | SEC ↗ |
| 19 | Fidelity (FMR) ✦ | 6.18K | -3.4% | $379,331 | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 20 | Quantinno Capital Management LP | 5.97K | — | $366,202 | 0.0% | n/c | 1 | SEC ↗ |
| 21 | Citigroup Inc | 5.53K | — | $339,339 | 0.0% | n/c | 1 | SEC ↗ |
| 22 | Jane Street Group, Llc | 5.12K | — | $314,194 | 0.0% | n/c | 1 | SEC ↗ |
| 23 | Susquehanna International Group, Llp | 4.23K | — | $259,365 | 0.0% | n/c | 1 | SEC ↗ |
| 24 | Hrt Financial Lp | 3.87K | — | $237,000 | 0.0% | n/c | 1 | SEC ↗ |
| 25 | Cwm, Llc | 2.99K | — | $183,000 | 0.0% | n/c | 1 | SEC ↗ |
| 26 | Mirae Asset Global Investments Co.… | 2.60K | — | $159,458 | 0.0% | n/c | 1 | SEC ↗ |
| 27 | National Bank Of Canada /Fi/ | 2.27K | — | $138,983 | 0.0% | n/c | 1 | SEC ↗ |
| 28 | Barclays Plc | 2.16K | — | $132,473 | 0.0% | n/c | 1 | SEC ↗ |
| 29 | Pnc Financial Services Group, Inc. | 650 | — | $39,865 | 0.0% | n/c | 1 | SEC ↗ |
| 30 | Qube Research & Technologies Ltd | 255 | — | $15,639 | 0.0% | n/c | 1 | SEC ↗ |
| 31 | Bank Of Montreal /Can/ | 109 | — | $6,685 | 0.0% | n/c | 1 | SEC ↗ |
| 32 | Rockefeller Capital Management L.P. | 68 | — | $4,170 | 0.0% | n/c | 1 | SEC ↗ |
| 33 | Russell Investments Group, Ltd. | 2 | — | $123 | 0.0% | n/c | 1 | 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): 79 holders, 1.56M shares, $85.25M 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: Q4 2025 ·
Methodology ·
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