Security record · archived quarter
PKB
name pending profile ingest
35Tracked holders
+2Δ holders
1.59MShares held
$178.63MReported value
+4New positions
−2Exits
Momentum inputs (comparable managers):
holder breadth +6.1% ·
share flow +0.8% ·
net new positions +5.7%
— 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
| 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 · Q2 2026
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | HighTower Advisors, LLC | 301.76K | -0.8% | $33.81M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 2 | Morgan Stanley ✦ | 289.76K | -0.9% | $32.47M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 3 | Morgan Stanley ✦ | 289.76K | -0.9% | $32.47M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 4 | Morgan Stanley ✦ | 289.76K | -0.9% | $32.47M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 5 | Morgan Stanley ✦ | 289.76K | -0.9% | $32.47M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 6 | LPL Financial LLC | 193.63K | -9.6% | $21.70M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 7 | Cetera Investment Advisers | 132.46K | +4.0% | $14.84M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 8 | Bank Of America Corp /De/ | 114.98K | -5.0% | $12.89M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 9 | Bank Of America Corp /De/ | 114.98K | -5.0% | $12.89M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 10 | Raymond James Financial Inc | 92.23K | +44.2% | $10.34M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 11 | Raymond James Financial Inc | 92.23K | +44.2% | $10.34M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 12 | Wells Fargo & Company/Mn | 84.24K | +40.0% | $9.44M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 13 | Wells Fargo & Company/Mn | 84.24K | +40.0% | $9.44M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 14 | Royal Bank Of Canada | 81.34K | -9.9% | $9.12M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 15 | Jones Financial Companies Lllp | 44.32K | +19.1% | $4.97M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 16 | Mml Investors Services, Llc | 43.84K | +679.2% | $4.91M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 17 | Truist Financial Corp | 41.27K | +0.6% | $4.62M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 18 | Ameriprise Financial Inc | 24.39K | -4.2% | $2.73M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 19 | Envestnet Asset Management Inc | 19.77K | +14.7% | $2.22M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 20 | Bnp Paribas Financial Markets | 19.39K | New | $2.17M | 0.0% | New | 1 | SEC ↗ |
| 21 | Osaic Holdings, Inc. | 14.49K | +2.1% | $1.62M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 22 | Osaic Holdings, Inc. | 14.49K | +2.1% | $1.62M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 23 | UBS Group AG | 14.46K | -10.8% | $1.62M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 24 | UBS Group AG | 14.46K | -10.8% | $1.62M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 25 | Quantinno Capital Management LP | 13.04K | +50.9% | $1.46M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 26 | Baird Financial Group, Inc. | 12.86K | -6.9% | $1.44M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 27 | Commonwealth Equity Services, Llc | 9.80K | -2.7% | $1.10M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 28 | Mariner, LLC | 7.72K | 0.0% | $864,767 | 0.0% | Held | 3 | SEC ↗ |
| 29 | Mariner, LLC | 7.72K | 0.0% | $864,767 | 0.0% | Held | 3 | SEC ↗ |
| 30 | Northwestern Mutual Wealth… | 7.26K | -85.2% | $814,095 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 31 | Fidelity (FMR) ✦ | 6.16K | +4.1% | $690,532 | 0.0% | ▲ Add | 5 | SEC ↗ |
| 32 | Fidelity (FMR) ✦ | 6.16K | +4.1% | $690,532 | 0.0% | ▲ Add | 5 | SEC ↗ |
| 33 | Susquehanna International Group, Llp | 5.84K | -76.2% | $654,655 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 34 | Goldman Sachs Group ✦ | 3.72K | +29.1% | $416,751 | 0.0% | ▲ Add | 4 | SEC ↗ |
| 35 | Stifel Financial Corp | 3.23K | 0.0% | $361,439 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 36 | Pnc Financial Services Group, Inc. | 3.04K | +15.2% | $340,132 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 37 | Pnc Financial Services Group, Inc. | 3.04K | +15.2% | $340,132 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 38 | Pnc Financial Services Group, Inc. | 3.04K | +15.2% | $340,132 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 39 | Pnc Financial Services Group, Inc. | 3.04K | +15.2% | $340,132 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 40 | Mercer Global Advisors Inc /Adv | 2.69K | New | $301,901 | 0.0% | New | 1 | SEC ↗ |
| 41 | Rockefeller Capital Management L.P. | 2.23K | +1.2% | $250,132 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 42 | D. E. Shaw & Co. ✦ | 2.02K | New | $226,137 | 0.0% | New | 1 | SEC ↗ |
| 43 | Allspring Global Investments… | 974 | New | $105,689 | 0.0% | New | 1 | SEC ↗ |
| 44 | Fifth Third Bancorp | 530 | 0.0% | $59,392 | 0.0% | Held | 2 | SEC ↗ |
| 45 | JPMorgan Chase ✦ | 215 | +87.0% | $24,003 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 46 | JPMorgan Chase ✦ | 215 | +87.0% | $24,003 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 47 | Russell Investments Group, Ltd. | 200 | 0.0% | $22,412 | 0.0% | Held | 3 | SEC ↗ |
| 48 | Franklin Resources Inc | 67 | 0.0% | $7,508 | 0.0% | Held | 3 | SEC ↗ |
| 49 | Us Bancorp \De\ | 51 | 0.0% | $5,715 | 0.0% | Held | 3 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| Bnp Paribas Financial Markets | $2.17M | 0.0% |
| Mercer Global Advisors Inc… | $301,901 | 0.0% |
| D. E. Shaw & Co. | $226,137 | 0.0% |
| Allspring Global Investments… | $105,689 | 0.0% |
Exited
| Loomis Sayles & Co L P | $1.30M | was 0.0% |
| Jane Street Group, Llc | $622,810 | 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: Q2 2026 ·
Methodology ·
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