Security record · archived quarter
PFEB
name pending profile ingest
30Tracked holders
+1Δ holders
8.01MShares held
$323.41MReported value
+5New positions
−4Exits
Momentum inputs (comparable managers):
holder breadth +3.4% ·
share flow +13.0% ·
net new positions +3.3%
— formula
Broad accumulation — rising shares across more holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q1 2026
Ownership over time
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| 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 | — | — |
Who holds it · Q1 2026
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Alliancebernstein L.P. | 3.79M | +8.4% | $154.19M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 2 | Osaic Holdings, Inc. | 1.13M | -4.9% | $45.46M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 3 | Osaic Holdings, Inc. | 1.13M | -4.9% | $45.46M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 4 | Osaic Holdings, Inc. | 1.13M | -4.9% | $45.46M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 5 | Commonwealth Equity Services, Llc | 580.20K | +31.4% | $23.27M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 6 | Focus Partners Wealth | 472.20K | +23.5% | $18.94M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 7 | Raymond James Financial Inc | 340.37K | +12.7% | $13.65M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 8 | Raymond James Financial Inc | 340.37K | +12.7% | $13.65M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 9 | LPL Financial LLC | 324.50K | +21.8% | $13.01M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 10 | Cetera Investment Advisers | 275.25K | +35.7% | $11.04M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 11 | Blair William & Co/Il | 246.69K | +18.2% | $9.89M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 12 | Envestnet Asset Management Inc | 236.74K | +370.9% | $9.49M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 13 | HighTower Advisors, LLC | 161.90K | +19.3% | $6.49M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 14 | Mml Investors Services, Llc | 87.70K | +18.5% | $3.52M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 15 | Wealth Enhancement Advisory… | 82.72K | +44.7% | $3.33M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 16 | Cerity Partners LLC | 62.78K | +135.7% | $2.52M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 17 | Truist Financial Corp | 55.99K | +16.2% | $2.25M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 18 | Mercer Global Advisors Inc /Adv | 34.55K | -3.0% | $1.39M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 19 | Susquehanna International Group, Llp | 25.00K | +2.2% | $1.00M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 20 | Mariner, LLC | 23.56K | +96.4% | $944,836 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 21 | Royal Bank Of Canada | 14.08K | -2.7% | $565,000 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 22 | Jane Street Group, Llc | 13.47K | -72.8% | $540,107 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 23 | Cwm, Llc | 10.76K | -20.3% | $431,636 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 24 | AQR Capital Management ✦ | 8.88K | 0.0% | $355,888 | 0.0% | Held | 7 | SEC ↗ |
| 25 | Lido Advisors, LLC | 7.98K | 0.0% | $319,998 | 0.0% | Held | 2 | SEC ↗ |
| 26 | Creative Planning | 7.40K | New | $296,740 | 0.0% | New | 1 | SEC ↗ |
| 27 | Bank Of America Corp /De/ | 5.85K | New | $234,585 | 0.0% | New | 1 | SEC ↗ |
| 28 | Captrust Financial Advisors | 5.78K | New | $231,658 | 0.0% | New | 1 | SEC ↗ |
| 29 | Morgan Stanley ✦ | 723 | -9.8% | $28,992 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 30 | Bank Of Montreal /Can/ | 676 | 0.0% | $27,108 | 0.0% | Held | 2 | SEC ↗ |
| 31 | Bank Of Montreal /Can/ | 676 | 0.0% | $27,108 | 0.0% | Held | 2 | SEC ↗ |
| 32 | Northwestern Mutual Wealth… | 303 | New | $12,150 | 0.0% | New | 1 | SEC ↗ |
| 33 | JPMorgan Chase ✦ | 53 | New | $2,087 | 0.0% | New | 1 | SEC ↗ |
| 34 | Assetmark, Inc | 37 | 0.0% | $1,484 | 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
| Creative Planning | $296,740 | 0.0% |
| Bank Of America Corp /De/ | $234,585 | 0.0% |
| Captrust Financial Advisors | $231,658 | 0.0% |
| Northwestern Mutual Wealth… | $12,150 | 0.0% |
| JPMorgan Chase | $2,087 | 0.0% |
Exited
| Citadel Advisors | $838,443 | was 0.0% |
| Hrt Financial Lp | $599,000 | was 0.0% |
| UBS Group AG | $30,580 | was 0.0% |
| Barclays Plc | $29,928 | 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: Q1 2026 ·
Methodology ·
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