Security record · archived quarter
PKB
name pending profile ingest
32Tracked holders
0Δ holders
807.90KShares held
$74.83MReported value
+0New positions
−0Exits
Momentum inputs (comparable managers): holder breadth 0.0% · share flow -0.7% · 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 | 35 | +2 | 1.59M | $178.63M | +4 | −2 |
| Q1 2026 | 33 | +1 | 1.58M | $154.28M | +3 | −2 |
| Q4 2025 | 32 | 0 | 807.90K | $74.83M | — | — |
| Q3 2025 | 3 | -1 | 115.11K | $11.00M | — | −1 |
| Q2 2025 | 2 | 0 | 7.87K | $632,356 | — | — |
| Q1 2025 | 1 | +1 | 25.44K | $1.71M | +1 | — |
| Q3 2024 | 1 | -1 | 3.55K | $282,811 | — | −1 |
| Q2 2024 | 2 | — | 16.30K | $1.11M | — | — |
Who holds it · Q4 2025
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 174.62K | — | $16.17M | 0.0% | n/c | 1 | SEC ↗ |
| 2 | Morgan Stanley ✦ | 101.41K | -5.6% | $9.39M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 3 | Morgan Stanley ✦ | 101.41K | -5.6% | $9.39M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 4 | Morgan Stanley ✦ | 101.41K | -5.6% | $9.39M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 5 | Morgan Stanley ✦ | 101.41K | -5.6% | $9.39M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 6 | Northwestern Mutual Wealth… | 73.65K | — | $6.82M | 0.0% | n/c | 1 | SEC ↗ |
| 7 | Bank Of America Corp /De/ | 64.77K | — | $6.00M | 0.0% | n/c | 1 | SEC ↗ |
| 8 | Bank Of America Corp /De/ | 64.77K | — | $6.00M | 0.0% | n/c | 1 | SEC ↗ |
| 9 | Bank Of America Corp /De/ | 64.77K | — | $6.00M | 0.0% | n/c | 1 | SEC ↗ |
| 10 | Cetera Investment Advisers | 62.06K | — | $5.75M | 0.0% | n/c | 1 | SEC ↗ |
| 11 | Truist Financial Corp | 43.08K | — | $3.99M | 0.0% | n/c | 1 | SEC ↗ |
| 12 | Wells Fargo & Company/Mn | 39.84K | — | $3.69M | 0.0% | n/c | 1 | SEC ↗ |
| 13 | Wells Fargo & Company/Mn | 39.84K | — | $3.69M | 0.0% | n/c | 1 | SEC ↗ |
| 14 | Raymond James Financial Inc | 31.17K | — | $2.89M | 0.0% | n/c | 1 | SEC ↗ |
| 15 | Raymond James Financial Inc | 31.17K | — | $2.89M | 0.0% | n/c | 1 | SEC ↗ |
| 16 | Jones Financial Companies Lllp | 29.46K | — | $2.73M | 0.0% | n/c | 1 | SEC ↗ |
| 17 | Ameriprise Financial Inc | 23.32K | — | $2.16M | 0.0% | n/c | 1 | SEC ↗ |
| 18 | Royal Bank Of Canada | 22.09K | — | $2.05M | 0.0% | n/c | 1 | SEC ↗ |
| 19 | Bnp Paribas Financial Markets | 20.00K | — | $1.85M | 0.0% | n/c | 1 | SEC ↗ |
| 20 | UBS Group AG | 17.57K | — | $1.63M | 0.0% | n/c | 1 | SEC ↗ |
| 21 | UBS Group AG | 17.57K | — | $1.63M | 0.0% | n/c | 1 | SEC ↗ |
| 22 | UBS Group AG | 17.57K | — | $1.63M | 0.0% | n/c | 1 | SEC ↗ |
| 23 | Baird Financial Group, Inc. | 13.99K | — | $1.29M | 0.0% | n/c | 1 | SEC ↗ |
| 24 | Osaic Holdings, Inc. | 13.65K | — | $1.26M | 0.0% | n/c | 1 | SEC ↗ |
| 25 | Osaic Holdings, Inc. | 13.65K | — | $1.26M | 0.0% | n/c | 1 | SEC ↗ |
| 26 | Envestnet Asset Management Inc | 10.07K | — | $932,525 | 0.0% | n/c | 1 | SEC ↗ |
| 27 | Commonwealth Equity Services, Llc | 9.80K | — | $907,610 | 0.0% | n/c | 1 | SEC ↗ |
| 28 | HighTower Advisors, LLC | 8.88K | — | $822,021 | 0.0% | n/c | 1 | SEC ↗ |
| 29 | Mariner, LLC | 7.76K | — | $718,498 | 0.0% | n/c | 1 | SEC ↗ |
| 30 | Mariner, LLC | 7.76K | — | $718,498 | 0.0% | n/c | 1 | SEC ↗ |
| 31 | Mml Investors Services, Llc | 7.12K | — | $659,023 | 0.0% | n/c | 1 | SEC ↗ |
| 32 | Quantinno Capital Management LP | 6.15K | — | $569,623 | 0.0% | n/c | 1 | SEC ↗ |
| 33 | Wealth Enhancement Advisory… | 5.57K | — | $538,940 | 0.0% | n/c | 1 | SEC ↗ |
| 34 | Fidelity (FMR) ✦ | 4.82K | -0.6% | $446,143 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 35 | Jane Street Group, Llc | 3.34K | — | $309,528 | 0.0% | n/c | 1 | SEC ↗ |
| 36 | Stifel Financial Corp | 3.23K | — | $298,796 | 0.0% | n/c | 1 | SEC ↗ |
| 37 | Goldman Sachs Group ✦ | 2.88K | 0.0% | $266,659 | 0.0% | Held | 2 | SEC ↗ |
| 38 | Pnc Financial Services Group, Inc. | 2.63K | — | $244,000 | 0.0% | n/c | 1 | SEC ↗ |
| 39 | Pnc Financial Services Group, Inc. | 2.63K | — | $244,000 | 0.0% | n/c | 1 | SEC ↗ |
| 40 | Pnc Financial Services Group, Inc. | 2.63K | — | $244,000 | 0.0% | n/c | 1 | SEC ↗ |
| 41 | Susquehanna International Group, Llp | 2.35K | — | $218,049 | 0.0% | n/c | 1 | SEC ↗ |
| 42 | Rockefeller Capital Management L.P. | 2.30K | — | $212,621 | 0.0% | n/c | 1 | SEC ↗ |
| 43 | Russell Investments Group, Ltd. | 200 | — | $18,518 | 0.0% | n/c | 1 | SEC ↗ |
| 44 | Franklin Resources Inc | 67 | — | $6,204 | 0.0% | n/c | 1 | SEC ↗ |
| 45 | Us Bancorp \De\ | 51 | — | $4,722 | 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): 100 holders, 1.92M shares, $185.36M 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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