Security record · archived quarter
PMBS
name pending profile ingest
18Tracked holders
0Δ holders
10.02MShares held
$498.14MReported value
+0New positions
−0Exits
Momentum inputs (comparable managers): holder breadth 0.0% · share flow 0.0% · net new positions 0.0% · formula
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q4 2025
Ownership over time
Who holds it · Q4 2025
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Allianz Asset Management GmbH | 7.04M | n/a | $349.85M | 0.4% | n/c | 1 | SEC ↗ |
| 2 | Wealth Enhancement Advisory… | 1.61M | n/a | $80.03M | 0.1% | n/c | 1 | SEC ↗ |
| 3 | Cwm, Llc | 526.94K | n/a | $26.19M | 0.1% | n/c | 1 | SEC ↗ |
| 4 | LPL Financial LLC | 295.57K | n/a | $14.69M | 0.0% | n/c | 1 | SEC ↗ |
| 5 | Focus Partners Wealth | 205.48K | n/a | $10.21M | 0.0% | n/c | 1 | SEC ↗ |
| 6 | Raymond James Financial Inc | 173.52K | n/a | $8.62M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 7 | Envestnet Asset Management Inc | 76.09K | n/a | $3.78M | 0.0% | n/c | 1 | SEC ↗ |
| 8 | Commonwealth Equity Services, Llc | 42.74K | n/a | $2.12M | 0.0% | n/c | 1 | SEC ↗ |
| 9 | Mariner, LLC | 21.40K | n/a | $1.06M | 0.0% | n/c | 1 | SEC ↗ |
| 10 | Truist Financial Corp | 11.29K | n/a | $560,957 | 0.0% | n/c | 1 | SEC ↗ |
| 11 | Cetera Investment Advisers | 11.24K | n/a | $558,351 | 0.0% | n/c | 1 | SEC ↗ |
| 12 | Mercer Global Advisors Inc /Adv | 6.36K | n/a | $316,209 | 0.0% | n/c | 1 | SEC ↗ |
| 13 | Morgan Stanley ✦ | 1.08K | -25.6% | $53,820 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 14 | Osaic Holdings, Inc. | 871 | n/a | $43,288 | 0.0% | n/c | 1 | SEC ↗ |
| 15 | Rockefeller Capital Management L.P. | 459 | n/a | $22,810 | 0.0% | n/c | 1 | SEC ↗ |
| 16 | JPMorgan Chase ✦ | 435 | +1453.6% | $21,617 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 17 | UBS Group AG | 69 | n/a | $3,429 | 0.0% | n/c | 1 | SEC ↗ |
| 18 | Citigroup Inc | 10 | n/a | $497 | 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): 97 holders, 21.62M shares, $1.06B 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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