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Security record

PMBS

name pending profile ingest

Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025
22Tracked holders
+1Δ holders
12.99MShares held
$640.94MReported value
+5New positions
−4Exits
Strongly Rising 3 quarters of rising tracked shares ●●●○○○ How these are computed → Explain this at the Research Desk →

Momentum inputs (comparable managers): holder breadth +4.8% · share flow +20.8% · net new positions +4.5% — 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 22 +1 12.99M $640.94M +5 −4
Q1 2026 22 +4 12.01M $595.82M +7 −3
Q4 2025 18 0 10.02M $498.14M — —
Q3 2025 2 -1 1.48K $73,691 — −1
Q2 2025 1 0 24.35K $1.19M — —
Q1 2025 1 +1 31.16K $1.53M +1 —
Holder count
Who holds it · Q2 2026
#ManagerSharesΔ sharesValueTheir weightHeld
1 Allianz Asset Management GmbH 9.75M +16.9% $481.23M 0.4% ▲ Add 3 SEC ↗
2 Wealth Enhancement Advisory… 1.01M +12.2% $49.38M 0.1% ▲ Add 3 SEC ↗
3 LPL Financial LLC 813.67K +91.6% $40.18M 0.0% ▲ Add 3 SEC ↗
4 Focus Partners Wealth 414.44K +54.4% $20.47M 0.0% ▲ Add 3 SEC ↗
5 Envestnet Asset Management Inc 309.55K -8.2% $15.29M 0.0% ▼ Trim 3 SEC ↗
6 Raymond James Financial Inc 154.44K -7.0% $7.63M 0.0% ▼ Trim 3 SEC ↗ ×2
7 Cetera Investment Advisers 142.24K +61.7% $7.02M 0.0% ▲ Add 3 SEC ↗
8 Commonwealth Equity Services, Llc 103.64K 0.0% $5.12M 0.0% ▼ Trim 3 SEC ↗
9 Bnp Paribas Financial Markets 70.52K -10.6% $3.48M 0.0% ▼ Trim 2 SEC ↗
10 Osaic Holdings, Inc. 53.06K +490.0% $2.62M 0.0% ▲ Add 3 SEC ↗ ×2
11 Bank Of Montreal /Can/ 52.84K New $2.61M 0.0% New 1 SEC ↗ ×2
12 Goldman Sachs Group ✦ 39.29K +418.9% $1.94M 0.0% ▲ Add 2 SEC ↗
13 Jane Street Group, Llc 37.81K New $1.87M 0.0% New 1 SEC ↗
14 Mariner, LLC 21.90K New $1.08M 0.0% New 1 SEC ↗
15 Truist Financial Corp 9.80K -7.9% $484,122 0.0% ▼ Trim 3 SEC ↗
16 Citadel Advisors ✦ 7.46K +12.0% $368,474 0.0% ▲ Add 2 SEC ↗
17 Fifth Third Bancorp 2.28K 0.0% $112,735 0.0% Held 2 SEC ↗
18 Morgan Stanley ✦ 1.03K -3.5% $51,108 0.0% ▼ Trim 4 SEC ↗
19 Jones Financial Companies Lllp 244 New $12,099 0.0% New 1 SEC ↗
20 JPMorgan Chase ✦ 74 -64.2% $3,671 0.0% ▼ Trim 4 SEC ↗
21 UBS Group AG 69 0.0% $3,407 0.0% Held 3 SEC ↗
22 Rockefeller Capital Management L.P. 32 New $1,580 0.0% New 1 SEC ↗

“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.

New buyers

Exited

Susquehanna International… $578,435 was 0.0%
Us Bancorp \De\ $18,303 was 0.0%
Wells Fargo & Company/Mn $2,034 was 0.0%
Citigroup Inc $496 was 0.0%

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: Q2 2026 · Methodology · Get this via the API