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Security record

PICB

name pending profile ingest

Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025 Q4 2024 Q3 2024
25Tracked holders
+2Δ holders
3.14MShares held
$110.26MReported value
+4New positions
−2Exits
Strongly Rising 4 quarters of rising tracked shares ●●●●○○ How these are computed → Explain this at the Research Desk →

Momentum inputs (comparable managers): holder breadth +8.7% · share flow +30.0% · net new positions +8.0%formula
Broad accumulation — rising shares across more holders

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

Ownership over time
QuarterHoldersΔSharesReported valueNewExits
Q2 2026 25 +2 3.14M $110.26M +4 −2
Q1 2026 23 +3 1.99M $45.87M +4 −1
Q4 2025 20 0 1.46M $34.83M
Q3 2025 2 -2 417.05K $9.94M −2
Q2 2025 2 0 52.55K $1.27M
Q1 2025 1 0 73.16K $1.63M
Q4 2024 1 0 11.90K $256,780
Q3 2024 1 0 25.78K $603,416
Q2 2024 1 18.04K $396,836
Holder count
Who holds it · Q2 2026
#ManagerSharesΔ sharesValueTheir weightHeld
1 Manufacturers Life Insurance… 1.25M New $66.41M 0.1% New 1 SEC ↗
2 Wells Fargo & Company/Mn 487.27K +8.7% $11.29M 0.0% ▲ Add 3 SEC ↗
3 Wells Fargo & Company/Mn 487.27K +8.7% $11.29M 0.0% ▲ Add 3 SEC ↗
4 LPL Financial LLC 460.91K +11.0% $10.67M 0.0% ▲ Add 3 SEC ↗
5 Morgan Stanley 316.54K -34.5% $7.33M 0.0% ▼ Trim 4 SEC ↗
6 Morgan Stanley 316.54K -34.5% $7.33M 0.0% ▼ Trim 4 SEC ↗
7 Stifel Financial Corp 132.38K +35.1% $3.07M 0.0% ▲ Add 3 SEC ↗
8 Stifel Financial Corp 132.38K +35.1% $3.07M 0.0% ▲ Add 3 SEC ↗
9 Nomura Asset Management Co Ltd 120.10K +180.2% $2.78M 0.0% ▲ Add 3 SEC ↗
10 Jones Financial Companies Lllp 61.04K +93.5% $1.41M 0.0% ▲ Add 3 SEC ↗
11 Cerity Partners LLC 43.85K 0.0% $1.02M 0.0% Held 2 SEC ↗
12 Envestnet Asset Management Inc 40.01K +71.8% $926,600 0.0% ▲ Add 3 SEC ↗
13 Bank Of America Corp /De/ 31.06K +98.6% $719,280 0.0% ▲ Add 3 SEC ↗
14 Osaic Holdings, Inc. 23.40K +5.8% $541,895 0.0% ▲ Add 3 SEC ↗
15 Osaic Holdings, Inc. 23.40K +5.8% $541,895 0.0% ▲ Add 3 SEC ↗
16 UBS Group AG 23.29K +22.3% $539,489 0.0% ▲ Add 3 SEC ↗
17 Captrust Financial Advisors 22.72K 0.0% $526,185 0.0% ▲ Add 3 SEC ↗
18 Citadel Advisors 22.46K New $520,289 0.0% New 1 SEC ↗
19 Hrt Financial Lp 20.62K New $477,000 0.0% New 1 SEC ↗
20 Royal Bank Of Canada 20.36K -2.1% $472,000 0.0% ▼ Trim 3 SEC ↗
21 Royal Bank Of Canada 20.36K -2.1% $472,000 0.0% ▼ Trim 3 SEC ↗
22 Royal Bank Of Canada 20.36K -2.1% $472,000 0.0% ▼ Trim 3 SEC ↗
23 Cetera Investment Advisers 16.80K +13.1% $388,991 0.0% ▲ Add 3 SEC ↗
24 Mml Investors Services, Llc 12.38K +18.3% $286,843 0.0% ▲ Add 3 SEC ↗
25 Rockefeller Capital Management L.P. 12.15K -5.2% $281,482 0.0% ▼ Trim 3 SEC ↗
26 Bank Of Montreal /Can/ 11.98K 0.0% $277,503 0.0% Held 3 SEC ↗
27 Susquehanna International Group, Llp 10.62K New $246,029 0.0% New 1 SEC ↗
28 Us Bancorp \De\ 1.95K +922.5% $45,232 0.0% ▲ Add 3 SEC ↗
29 Us Bancorp \De\ 1.95K +922.5% $45,232 0.0% ▲ Add 3 SEC ↗
30 National Bank Of Canada /Fi/ 1.00K 0.0% $23,160 0.0% Held 3 SEC ↗
31 JPMorgan Chase 672 -56.4% $15,570 0.0% ▼ Trim 4 SEC ↗
32 Fidelity (FMR) 42 0.0% $973 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

Manufacturers Life Insurance… $66.41M 0.1%
Citadel Advisors $520,289 0.0%
Hrt Financial Lp $477,000 0.0%
Susquehanna International… $246,029 0.0%

Exited

Mariner, LLC $3.23M was 0.0%
Jane Street Group, Llc $2.45M was 0.0%

Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 64 holders, 10.57M shares, $241.91M 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