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Security record

PFEB

name pending profile ingest

Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025 Q4 2024 Q3 2024
29Tracked holders
0Δ holders
7.98MShares held
$332.44MReported value
+3New positions
−3Exits
Stable How these are computed → Explain this at the Research Desk →

Momentum inputs (comparable managers): holder breadth 0.0% · share flow -0.2% · net new positions 0.0%formula

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

Ownership over time
QuarterHoldersΔSharesReported valueNewExits
Q2 2026 29 0 7.98M $332.44M +3 −3
Q1 2026 30 +1 8.01M $323.41M +5 −4
Q4 2025 29 0 7.09M $288.51M
Q3 2025 3 +1 49.31K $1.96M +1
Q2 2025 1 0 6.62K $251,702
Q1 2025 1 -1 21.78K $780,088 −1
Q4 2024 2 0 35.31K $1.30M
Q3 2024 2 +1 31.52K $1.14M +1
Q2 2024 1 21.95K $770,998
Holder count
Who holds it · Q2 2026
#ManagerSharesΔ sharesValueTheir weightHeld
1 Alliancebernstein L.P. 3.76M -0.7% $150.81M 0.1% ▼ Trim 3 SEC ↗
2 Osaic Holdings, Inc. 1.23M +8.8% $53.10M 0.1% ▲ Add 3 SEC ↗
3 Osaic Holdings, Inc. 1.23M +8.8% $53.10M 0.1% ▲ Add 3 SEC ↗
4 Osaic Holdings, Inc. 1.23M +8.8% $53.10M 0.1% ▲ Add 3 SEC ↗
5 Osaic Holdings, Inc. 1.23M +8.8% $53.10M 0.1% ▲ Add 3 SEC ↗
6 Commonwealth Equity Services, Llc 497.25K -14.3% $21.41M 0.0% ▼ Trim 3 SEC ↗
7 Focus Partners Wealth 450.31K -4.6% $19.39M 0.0% ▼ Trim 3 SEC ↗
8 Raymond James Financial Inc 321.56K -5.5% $13.85M 0.0% ▼ Trim 3 SEC ↗
9 Raymond James Financial Inc 321.56K -5.5% $13.85M 0.0% ▼ Trim 3 SEC ↗
10 LPL Financial LLC 321.37K -1.0% $13.84M 0.0% ▼ Trim 3 SEC ↗
11 Cetera Investment Advisers 260.96K -5.2% $11.24M 0.0% ▼ Trim 3 SEC ↗
12 Blair William & Co/Il 236.40K -4.2% $10.18M 0.0% ▼ Trim 3 SEC ↗
13 Envestnet Asset Management Inc 220.29K -7.0% $9.49M 0.0% ▼ Trim 3 SEC ↗
14 HighTower Advisors, LLC 167.18K +3.3% $7.20M 0.0% ▲ Add 3 SEC ↗
15 Mml Investors Services, Llc 109.16K +24.5% $4.70M 0.0% ▲ Add 3 SEC ↗
16 Wealth Enhancement Advisory… 84.66K +2.4% $3.66M 0.0% ▲ Add 3 SEC ↗
17 Cerity Partners LLC 75.62K +20.4% $3.26M 0.0% ▲ Add 3 SEC ↗
18 Truist Financial Corp 56.94K +1.7% $2.45M 0.0% ▲ Add 3 SEC ↗
19 Hrt Financial Lp 35.95K New $1.55M 0.0% New 1 SEC ↗
20 Citadel Advisors 35.65K New $1.53M 0.0% New 1 SEC ↗
21 Mercer Global Advisors Inc /Adv 34.28K -0.8% $1.48M 0.0% ▼ Trim 3 SEC ↗
22 Royal Bank Of Canada 14.08K 0.0% $606,000 0.0% Held 3 SEC ↗
23 Jane Street Group, Llc 13.48K +0.1% $580,578 0.0% ▲ Add 3 SEC ↗
24 Susquehanna International Group, Llp 11.06K -55.8% $476,157 0.0% ▼ Trim 3 SEC ↗
25 AQR Capital Management 8.88K 0.0% $382,158 0.0% Held 8 SEC ↗
26 Lido Advisors, LLC 7.98K 0.0% $343,619 0.0% Held 3 SEC ↗
27 Creative Planning 7.40K 0.0% $318,644 0.0% Held 2 SEC ↗
28 JPMorgan Chase 6.84K +12811.3% $293,770 0.0% ▲ Add 2 SEC ↗
29 JPMorgan Chase 6.84K +12811.3% $293,770 0.0% ▲ Add 2 SEC ↗
30 Captrust Financial Advisors 5.78K 0.0% $248,758 0.0% Held 2 SEC ↗
31 Morgan Stanley 723 0.0% $31,132 0.0% Held 4 SEC ↗
32 Bank Of Montreal /Can/ 676 0.0% $29,109 0.0% Held 3 SEC ↗
33 Bank Of Montreal /Can/ 676 0.0% $29,109 0.0% Held 3 SEC ↗
34 Assetmark, Inc 37 0.0% $1,593 0.0% Held 3 SEC ↗
35 Barclays Plc 1 New $43 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

Hrt Financial Lp $1.55M 0.0%
Citadel Advisors $1.53M 0.0%
Barclays Plc $43 0.0%

Exited

Mariner, LLC $944,836 was 0.0%
Bank Of America Corp /De/ $234,585 was 0.0%
Northwestern Mutual Wealth… $12,150 was 0.0%

Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 232 holders, 17.09M shares, $611.35M 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