Security record · archived quarter
PKB
name pending profile ingest
33Tracked holders
+1Δ holders
1.58MShares held
$154.28MReported value
+3New positions
−2Exits
Momentum inputs (comparable managers):
holder breadth +3.1% ·
share flow +30.0% ·
net new positions +3.0%
— 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 | 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 · Q1 2026
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | HighTower Advisors, LLC | 304.26K | +3327.1% | $29.69M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 2 | Morgan Stanley ✦ | 292.31K | +188.3% | $28.52M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 3 | Morgan Stanley ✦ | 292.31K | +188.3% | $28.52M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 4 | Morgan Stanley ✦ | 292.31K | +188.3% | $28.52M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 5 | Morgan Stanley ✦ | 292.31K | +188.3% | $28.52M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 6 | LPL Financial LLC | 214.27K | +22.7% | $20.91M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 7 | Cetera Investment Advisers | 127.43K | +105.3% | $12.43M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 8 | Bank Of America Corp /De/ | 121.03K | +86.9% | $11.81M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 9 | Bank Of America Corp /De/ | 121.03K | +86.9% | $11.81M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 10 | Royal Bank Of Canada | 90.25K | +308.4% | $8.80M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 11 | Raymond James Financial Inc | 63.96K | +105.2% | $6.24M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 12 | Raymond James Financial Inc | 63.96K | +105.2% | $6.24M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 13 | Wells Fargo & Company/Mn | 60.15K | +51.0% | $5.87M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 14 | Wells Fargo & Company/Mn | 60.15K | +51.0% | $5.87M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 15 | Northwestern Mutual Wealth… | 48.96K | -33.5% | $4.78M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 16 | Truist Financial Corp | 41.04K | -4.7% | $4.00M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 17 | Jones Financial Companies Lllp | 37.20K | +26.2% | $3.57M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 18 | Ameriprise Financial Inc | 25.46K | +9.2% | $2.48M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 19 | Susquehanna International Group, Llp | 24.53K | +941.7% | $2.39M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 20 | Susquehanna International Group, Llp | 24.53K | +941.7% | $2.39M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 21 | Envestnet Asset Management Inc | 17.24K | +71.1% | $1.68M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 22 | UBS Group AG | 16.20K | -7.8% | $1.58M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 23 | UBS Group AG | 16.20K | -7.8% | $1.58M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 24 | Osaic Holdings, Inc. | 14.18K | +3.9% | $1.38M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 25 | Osaic Holdings, Inc. | 14.18K | +3.9% | $1.38M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 26 | Baird Financial Group, Inc. | 13.81K | -1.2% | $1.35M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 27 | Loomis Sayles & Co L P | 13.28K | New | $1.30M | 0.0% | New | 1 | SEC ↗ |
| 28 | Commonwealth Equity Services, Llc | 10.08K | +2.9% | $983,630 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 29 | Quantinno Capital Management LP | 8.64K | +40.5% | $843,335 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 30 | Mariner, LLC | 7.72K | -0.6% | $752,973 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 31 | Mariner, LLC | 7.72K | -0.6% | $752,973 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 32 | Jane Street Group, Llc | 6.38K | +90.9% | $622,810 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 33 | Fidelity (FMR) ✦ | 5.92K | +22.9% | $577,712 | 0.0% | ▲ Add | 4 | SEC ↗ |
| 34 | Fidelity (FMR) ✦ | 5.92K | +22.9% | $577,712 | 0.0% | ▲ Add | 4 | SEC ↗ |
| 35 | Mml Investors Services, Llc | 5.63K | -21.0% | $548,959 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 36 | Stifel Financial Corp | 3.22K | -0.1% | $314,635 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 37 | Goldman Sachs Group ✦ | 2.88K | 0.0% | $281,011 | 0.0% | Held | 3 | SEC ↗ |
| 38 | Pnc Financial Services Group, Inc. | 2.63K | 0.0% | $257,131 | 0.0% | Held | 2 | SEC ↗ |
| 39 | Pnc Financial Services Group, Inc. | 2.63K | 0.0% | $257,131 | 0.0% | Held | 2 | SEC ↗ |
| 40 | Pnc Financial Services Group, Inc. | 2.63K | 0.0% | $257,131 | 0.0% | Held | 2 | SEC ↗ |
| 41 | Rockefeller Capital Management L.P. | 2.21K | -3.9% | $215,277 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 42 | Fifth Third Bancorp | 530 | New | $51,714 | 0.0% | New | 1 | SEC ↗ |
| 43 | Russell Investments Group, Ltd. | 200 | 0.0% | $19,515 | 0.0% | Held | 2 | SEC ↗ |
| 44 | JPMorgan Chase ✦ | 115 | New | $10,836 | 0.0% | New | 1 | SEC ↗ |
| 45 | Franklin Resources Inc | 67 | 0.0% | $6,537 | 0.0% | Held | 2 | SEC ↗ |
| 46 | Us Bancorp \De\ | 51 | 0.0% | $4,976 | 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
| Loomis Sayles & Co L P | $1.30M | 0.0% |
| Fifth Third Bancorp | $51,714 | 0.0% |
| JPMorgan Chase | $10,836 | 0.0% |
Exited
| Bnp Paribas Financial Markets | $1.85M | was 0.0% |
| Wealth Enhancement Advisory… | $538,940 | was 0.0% |
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: Q1 2026 ·
Methodology ·
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