PFEB

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+0.07 (+0.16%)

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Institutional ownership· 13F filers holding PFEB · 2026-Q1 methodology → sources →

233 holders

% of shares outstanding held

—

Shares held (13F)

17,089,390

Reporting holders

233

Top holders

largest 100 of 233 · Δ vs 2025-Q4

#	Holder	Shares	Value	% of shares out	Δ QoQ
1	ALLIANCEBERNSTEIN L.P.	3,786,6403.8M	$154M	—	ADD 8%
2	Penserra Capital Management LLC	1,628,3911.6M	$65M	—	ADD 6%
3	OSAIC HOLDINGS, INC.	1,133,6201.1M	$45M	—	TRIM -5%
4	Brookstone Capital Management	902,110902,110	$36M	—	ADD 480%
5	COMMONWEALTH EQUITY SERVICES, LLC	580,198580,198	$23M	—	ADD 31%
6	Focus Partners Wealth	472,199472,199	$19M	—	ADD 24%
7	RAYMOND JAMES FINANCIAL INC	340,372340,372	$14M	—	ADD 13%
8	Kestra Advisory Services, LLC	334,764334,764	$13M	—	ADD 11%
9	LPL Financial LLC	324,499324,499	$13M	—	ADD 22%
10	Cetera Investment Advisers	275,252275,252	$11M	—	ADD 36%
11	Beacon Pointe Advisors, LLC	260,251260,251	$10M	—	ADD 102%
12	BLAIR WILLIAM & CO/IL	246,692246,692	$10M	—	ADD 18%
13	Integrity Advisory Solutions, LLC	243,038243,038	$10M	—	NEW
14	ENVESTNET ASSET MANAGEMENT INC	236,737236,737	$9M	—	ADD 371%
15	Cassady Wealth & Retirement Planning, LLC	192,620192,620	$8M	—	ADD 50%
16	HighTower Advisors, LLC	161,902161,902	$6M	—	ADD 19%
17	Southland Equity Partners LLC	161,134161,134	$6M	—	TRIM -4%
18	World Investment Advisors	159,203159,203	$6M	—	ADD 9%
19	CoreCap Advisors, LLC	156,646156,646	$6M	—	ADD 11%
20	Cornerstone Wealth, LLC/TN	128,563128,563	$5M	—	NEW
21	Americana Partners, LLC	131,428131,428	$5M	—	NEW
22	Cambridge Investment Research Advisors, Inc.	120,788120,788	$5M	—	ADD 12%
23	BCS Wealth Management	114,488114,488	$5M	—	TRIM -52%
24	Advisory Alpha, LLC	111,910111,910	$4M	—	ADD 9%
25	Weaver Consulting Group	103,506103,506	$4M	—	ADD 4%
26	Vestmark Advisory Solutions, Inc.	100,189100,189	$4M	—	ADD 21%
27	Castle Rock Wealth Management, LLC	95,86995,869	$4M	—	TRIM -3%
28	Keating Financial Advisory Services, Inc.	92,69492,694	$4M	—	ADD 9%
29	Ascent Wealth Partners, LLC	88,78188,781	$4M	—	ADD 6%
30	Steward Partners Investment Advisory, LLC	88,39388,393	$4M	—	ADD 73561%
31	MML INVESTORS SERVICES, LLC	87,70587,705	$4M	—	ADD 19%
32	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	82,72082,720	$3M	—	ADD 45%
33	Bellwether Advisors, LLC	80,85480,854	$3M	—	ADD 51%
34	YARGER WEALTH STRATEGIES, LLC	76,60976,609	$3M	—	ADD 5%
35	GILL CAPITAL PARTNERS, LLC	76,43076,430	$3M	—	—
36	Diligent Investors, LLC	76,42076,420	$3M	—	ADD 41%
37	AE Wealth Management LLC	75,76875,768	$3M	—	TRIM -2%
38	Advisory Services Network, LLC	75,19875,198	$3M	—	ADD 23%
39	Patriot Financial Group Insurance Agency, LLC	74,91874,918	$3M	—	ADD 114%
40	Chris Bulman Inc	71,17571,175	$3M	—	ADD 11%
41	KFG WEALTH MANAGEMENT, LLC	63,84163,841	$3M	—	ADD 31%
42	Janney Montgomery Scott LLC	63,05463,054	$3M	—	—
43	Forvis Mazars Wealth Advisors, LLC	62,88862,888	$3M	—	TRIM -10%
44	Cerity Partners LLC	62,78362,783	$3M	—	ADD 136%
45	Blue Water Asset Management	62,17162,171	$2M	—	ADD 631%
46	LeClair Wealth Partners LLC	62,17162,171	$2M	—	NEW
47	OneDigital Investment Advisors LLC	61,84061,840	$2M	—	ADD 12%
48	MAI Capital Management	59,16659,166	$2M	—	ADD 51%
49	NATIONS FINANCIAL GROUP INC, /IA/ /ADV	58,97258,972	$2M	—	ADD 80%
50	Tradition Wealth Management, LLC	58,73858,738	$2M	—	TRIM -8%
51	TRUIST FINANCIAL CORP	55,98655,986	$2M	—	ADD 16%
52	RIVERCHASE WEALTH MANAGEMENT, LLC	55,66355,663	$2M	—	—
53	Cresset Asset Management, LLC	53,03153,031	$2M	—	ADD 40%
54	Stratos Wealth Advisors, LLC	50,42850,428	$2M	—	ADD 5%
55	BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC	50,26150,261	$2M	—	—
56	WEALTH ALLIANCE, LLC	49,69949,699	$2M	—	—
57	Capital Analysts, LLC	47,71347,713	$2M	—	ADD 255%
58	CreativeOne Wealth, LLC	45,23145,231	$2M	—	ADD 9%
59	Foundations Investment Advisors, LLC	43,49243,492	$2M	—	ADD 46%
60	Trek Financial, LLC	43,06743,067	$2M	—	ADD 58%
61	CORRADO ADVISORS, LLC	42,91442,914	$2M	—	ADD 51%
62	Weaver Capital Management LLC	40,57840,578	$2M	—	—
63	Archer Investment Corp	39,83739,837	$2M	—	ADD 7%
64	Lineweaver Wealth Advisors, LLC	39,49739,497	$2M	—	ADD 14%
65	Global Assets Advisory, LLC	39,49339,493	$2M	—	ADD 6%
66	FSA Advisors, Inc.	39,22639,226	$2M	—	—
67	DIVERSIFY WEALTH MANAGEMENT, LLC	36,89636,896	$2M	—	NEW
68	Visionary Wealth Advisors	38,31738,317	$2M	—	TRIM -13%
69	PCA Investment Advisory Services Inc.	38,15738,157	$2M	—	ADD 21%
70	Pinnacle Wealth Management Group, Inc.	37,72837,728	$2M	—	ADD 10%
71	Sequoia Financial Advisors, LLC	37,42837,428	$2M	—	—
72	BFI Wealth Solutions, LLC	37,03837,038	$1M	—	ADD 27%
73	MERCER GLOBAL ADVISORS INC /ADV	34,54634,546	$1M	—	TRIM -3%
74	ATTICUS WEALTH MANAGEMENT, LLC	34,42134,421	$1M	—	—
75	Lakeridge Wealth Management LLC	31,19731,197	$1M	—	ADD 68%
76	Spire Wealth Management	31,04331,043	$1M	—	ADD 129%
77	Cornerstone Wealth Group, LLC	29,75229,752	$1M	—	TRIM -4%
78	IFP Advisors, Inc	30,44630,446	$1M	—	TRIM -41%
79	Arkadios Wealth Advisors	29,51829,518	$1M	—	NEW
80	Talon Private Wealth, LLC	29,12329,123	$1M	—	NEW
81	Concurrent Investment Advisors, LLC	28,82928,829	$1M	—	ADD 53%
82	Continuum Advisory, LLC	28,04728,047	$1M	—	ADD 4%
83	AssuredPartners Investment Advisors, LLC	27,82227,822	$1M	—	ADD 33%
84	Phoenix Financial Ltd.	28,13428,134	$1M	—	ADD 96%
85	Composition Wealth, LLC	27,83227,832	$1M	—	—
86	Blossom Wealth Management	27,46827,468	$1M	—	NEW
87	CRA Financial Services, LLC	27,28527,285	$1M	—	TRIM -3%
88	Farther Finance Advisors, LLC	26,79826,798	$1M	—	ADD 120%
89	Beacon Financial Advisory LLC	26,66726,667	$1M	—	ADD 209%
90	Cape Investment Advisory, Inc.	26,21526,215	$1M	—	—
91	TrustBank	26,00526,005	$1M	—	ADD 395%
92	Apollon Wealth Management, LLC	25,85025,850	$1M	—	ADD 10%
93	COFG Advisors, LLC	25,38525,385	$1M	—	ADD 41%
94	SYON CAPITAL LLC	25,23625,236	$1M	—	NEW
95	SUSQUEHANNA INTERNATIONAL GROUP, LLP	25,00325,003	$1M	—	ADD 2%
96	Mariner, LLC	23,56223,562	$944,836	—	ADD 96%
97	Forty-three Eighteen Advisors, LLC	23,29623,296	$934,170	—	—
98	Certified Advisory Corp	22,90522,905	$918,491	—	—
99	IHT Wealth Management, LLC	22,69822,698	$910,190	—	ADD 92%
100	First Commonwealth Financial Corp /PA/	22,46822,468	$900,967	—	ADD 112%

Rows rank by the value each filer reported — 13F filers price their own positions, so a holder with fewer shares can rank just above one with more.

Holder trends· top 15 holders · shares held over 6 quarters

green added · red trimmed

Holder

2024-Q4

2025-Q1

2025-Q2

2025-Q3

2025-Q4

2026-Q1

Latest value

ALLIANCEBERNSTEIN L.P.

2.8M

3.7M

3.6M

3.5M

3.8M

$154M

Penserra Capital Management LLC

1.3M

1.5M

1.6M

1.5M

1.6M

$65M

OSAIC HOLDINGS, INC.

786K

723K

1.2M

1.3M

1.2M

1.1M

$45M

Brookstone Capital Management

143K

1.0M

989K

965K

156K

902K

$36M

COMMONWEALTH EQUITY SERVICES, LLC

400K

1.1M

1.2M

1.0M

442K

580K

$23M

Focus Partners Wealth

45K

37K

53K

49K

382K

472K

$19M

RAYMOND JAMES FINANCIAL INC

262K

395K

378K

292K

302K

340K

$14M

Kestra Advisory Services, LLC

341K

334K

331K

309K

301K

335K

$13M

LPL Financial LLC

117K

213K

222K

250K

267K

324K

$13M

Cetera Investment Advisers

172K

250K

252K

250K

203K

275K

$11M

Beacon Pointe Advisors, LLC

135K

192K

176K

127K

129K

260K

$10M

BLAIR WILLIAM & CO/IL

16K

228K

230K

221K

209K

247K

$10M

Integrity Advisory Solutions, LLC

—

243K

$10M

ENVESTNET ASSET MANAGEMENT INC

73K

215K

219K

213K

50K

237K

$9M

Cassady Wealth & Retirement Planning, LLC

—

128K

193K

$8M

Shares reported each quarter by the largest current holders. Green = added vs the prior filing, red = trimmed, grey = roughly held; a dash is a quarter with no 13F on file (a gap is skipped, not read as an exit). 13F is filed up to 45 days after quarter-end. Up to 40 quarters (10 years) available — use the selector above.

Institutional footprint by quarter

Holder count only — too few computable %-of-shares-outstanding quarters for a % pane. Line breaks are quarters with no 13F record, never interpolated.

Quarter	Holders	Shares held	% shares out	Value held
2026-Q1	233	17,089,390	—	$687M
2025-Q4	208	13,895,276	—	$566M
2025-Q3	198	16,171,876	—	$641M
2025-Q2	207	17,431,768	—	$663M
2025-Q1	207	17,296,393	—	$620M
2024-Q4	179	11,200,058	—	$412M
2024-Q3	174	14,074,747	—	$499M
2024-Q2	180	15,163,585	—	$533M
2024-Q1	175	16,787,645	—	$573M
2023-Q4	138	10,669,033	—	$348M
2023-Q3	131	11,062,538	—	$337M
2023-Q2

Short interest has its own tab now — open SI →

Source: SEC Form 13F — every institution manager (≥ $100M in 13F securities) reporting a long US-listed position, across ~10,250 filers over 10 years of history. 13F is long-only, US-listed, filed up to 45 days after quarter-end.

Institutional ownership· 13F filers holding PFEB · 2026-Q1 methodology → sources →

233 holders

% of shares outstanding held

—

Shares held (13F)

17,089,390

Reporting holders

233

Top holders

largest 100 of 233 · Δ vs 2025-Q4

#	Holder	Shares	Value	% of shares out	Δ QoQ
1	ALLIANCEBERNSTEIN L.P.	3,786,6403.8M	$154M	—	ADD 8%
2	Penserra Capital Management LLC	1,628,3911.6M	$65M	—	ADD 6%
3	OSAIC HOLDINGS, INC.	1,133,6201.1M	$45M	—	TRIM -5%
4	Brookstone Capital Management	902,110902,110	$36M	—	ADD 480%
5	COMMONWEALTH EQUITY SERVICES, LLC	580,198580,198	$23M	—	ADD 31%
6	Focus Partners Wealth	472,199472,199	$19M	—	ADD 24%
7	RAYMOND JAMES FINANCIAL INC	340,372340,372	$14M	—	ADD 13%
8	Kestra Advisory Services, LLC	334,764334,764	$13M	—	ADD 11%
9	LPL Financial LLC	324,499324,499	$13M	—	ADD 22%
10	Cetera Investment Advisers	275,252275,252	$11M	—	ADD 36%
11	Beacon Pointe Advisors, LLC	260,251260,251	$10M	—	ADD 102%
12	BLAIR WILLIAM & CO/IL	246,692246,692	$10M	—	ADD 18%
13	Integrity Advisory Solutions, LLC	243,038243,038	$10M	—	NEW
14	ENVESTNET ASSET MANAGEMENT INC	236,737236,737	$9M	—	ADD 371%
15	Cassady Wealth & Retirement Planning, LLC	192,620192,620	$8M	—	ADD 50%
16	HighTower Advisors, LLC	161,902161,902	$6M	—	ADD 19%
17	Southland Equity Partners LLC	161,134161,134	$6M	—	TRIM -4%
18	World Investment Advisors	159,203159,203	$6M	—	ADD 9%
19	CoreCap Advisors, LLC	156,646156,646	$6M	—	ADD 11%
20	Cornerstone Wealth, LLC/TN	128,563128,563	$5M	—	NEW
21	Americana Partners, LLC	131,428131,428	$5M	—	NEW
22	Cambridge Investment Research Advisors, Inc.	120,788120,788	$5M	—	ADD 12%
23	BCS Wealth Management	114,488114,488	$5M	—	TRIM -52%
24	Advisory Alpha, LLC	111,910111,910	$4M	—	ADD 9%
25	Weaver Consulting Group	103,506103,506	$4M	—	ADD 4%
26	Vestmark Advisory Solutions, Inc.	100,189100,189	$4M	—	ADD 21%
27	Castle Rock Wealth Management, LLC	95,86995,869	$4M	—	TRIM -3%
28	Keating Financial Advisory Services, Inc.	92,69492,694	$4M	—	ADD 9%
29	Ascent Wealth Partners, LLC	88,78188,781	$4M	—	ADD 6%
30	Steward Partners Investment Advisory, LLC	88,39388,393	$4M	—	ADD 73561%
31	MML INVESTORS SERVICES, LLC	87,70587,705	$4M	—	ADD 19%
32	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	82,72082,720	$3M	—	ADD 45%
33	Bellwether Advisors, LLC	80,85480,854	$3M	—	ADD 51%
34	YARGER WEALTH STRATEGIES, LLC	76,60976,609	$3M	—	ADD 5%
35	GILL CAPITAL PARTNERS, LLC	76,43076,430	$3M	—	—
36	Diligent Investors, LLC	76,42076,420	$3M	—	ADD 41%
37	AE Wealth Management LLC	75,76875,768	$3M	—	TRIM -2%
38	Advisory Services Network, LLC	75,19875,198	$3M	—	ADD 23%
39	Patriot Financial Group Insurance Agency, LLC	74,91874,918	$3M	—	ADD 114%
40	Chris Bulman Inc	71,17571,175	$3M	—	ADD 11%
41	KFG WEALTH MANAGEMENT, LLC	63,84163,841	$3M	—	ADD 31%
42	Janney Montgomery Scott LLC	63,05463,054	$3M	—	—
43	Forvis Mazars Wealth Advisors, LLC	62,88862,888	$3M	—	TRIM -10%
44	Cerity Partners LLC	62,78362,783	$3M	—	ADD 136%
45	Blue Water Asset Management	62,17162,171	$2M	—	ADD 631%
46	LeClair Wealth Partners LLC	62,17162,171	$2M	—	NEW
47	OneDigital Investment Advisors LLC	61,84061,840	$2M	—	ADD 12%
48	MAI Capital Management	59,16659,166	$2M	—	ADD 51%
49	NATIONS FINANCIAL GROUP INC, /IA/ /ADV	58,97258,972	$2M	—	ADD 80%
50	Tradition Wealth Management, LLC	58,73858,738	$2M	—	TRIM -8%
51	TRUIST FINANCIAL CORP	55,98655,986	$2M	—	ADD 16%
52	RIVERCHASE WEALTH MANAGEMENT, LLC	55,66355,663	$2M	—	—
53	Cresset Asset Management, LLC	53,03153,031	$2M	—	ADD 40%
54	Stratos Wealth Advisors, LLC	50,42850,428	$2M	—	ADD 5%
55	BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC	50,26150,261	$2M	—	—
56	WEALTH ALLIANCE, LLC	49,69949,699	$2M	—	—
57	Capital Analysts, LLC	47,71347,713	$2M	—	ADD 255%
58	CreativeOne Wealth, LLC	45,23145,231	$2M	—	ADD 9%
59	Foundations Investment Advisors, LLC	43,49243,492	$2M	—	ADD 46%
60	Trek Financial, LLC	43,06743,067	$2M	—	ADD 58%
61	CORRADO ADVISORS, LLC	42,91442,914	$2M	—	ADD 51%
62	Weaver Capital Management LLC	40,57840,578	$2M	—	—
63	Archer Investment Corp	39,83739,837	$2M	—	ADD 7%
64	Lineweaver Wealth Advisors, LLC	39,49739,497	$2M	—	ADD 14%
65	Global Assets Advisory, LLC	39,49339,493	$2M	—	ADD 6%
66	FSA Advisors, Inc.	39,22639,226	$2M	—	—
67	DIVERSIFY WEALTH MANAGEMENT, LLC	36,89636,896	$2M	—	NEW
68	Visionary Wealth Advisors	38,31738,317	$2M	—	TRIM -13%
69	PCA Investment Advisory Services Inc.	38,15738,157	$2M	—	ADD 21%
70	Pinnacle Wealth Management Group, Inc.	37,72837,728	$2M	—	ADD 10%
71	Sequoia Financial Advisors, LLC	37,42837,428	$2M	—	—
72	BFI Wealth Solutions, LLC	37,03837,038	$1M	—	ADD 27%
73	MERCER GLOBAL ADVISORS INC /ADV	34,54634,546	$1M	—	TRIM -3%
74	ATTICUS WEALTH MANAGEMENT, LLC	34,42134,421	$1M	—	—
75	Lakeridge Wealth Management LLC	31,19731,197	$1M	—	ADD 68%
76	Spire Wealth Management	31,04331,043	$1M	—	ADD 129%
77	Cornerstone Wealth Group, LLC	29,75229,752	$1M	—	TRIM -4%
78	IFP Advisors, Inc	30,44630,446	$1M	—	TRIM -41%
79	Arkadios Wealth Advisors	29,51829,518	$1M	—	NEW
80	Talon Private Wealth, LLC	29,12329,123	$1M	—	NEW
81	Concurrent Investment Advisors, LLC	28,82928,829	$1M	—	ADD 53%
82	Continuum Advisory, LLC	28,04728,047	$1M	—	ADD 4%
83	AssuredPartners Investment Advisors, LLC	27,82227,822	$1M	—	ADD 33%
84	Phoenix Financial Ltd.	28,13428,134	$1M	—	ADD 96%
85	Composition Wealth, LLC	27,83227,832	$1M	—	—
86	Blossom Wealth Management	27,46827,468	$1M	—	NEW
87	CRA Financial Services, LLC	27,28527,285	$1M	—	TRIM -3%
88	Farther Finance Advisors, LLC	26,79826,798	$1M	—	ADD 120%
89	Beacon Financial Advisory LLC	26,66726,667	$1M	—	ADD 209%
90	Cape Investment Advisory, Inc.	26,21526,215	$1M	—	—
91	TrustBank	26,00526,005	$1M	—	ADD 395%
92	Apollon Wealth Management, LLC	25,85025,850	$1M	—	ADD 10%
93	COFG Advisors, LLC	25,38525,385	$1M	—	ADD 41%
94	SYON CAPITAL LLC	25,23625,236	$1M	—	NEW
95	SUSQUEHANNA INTERNATIONAL GROUP, LLP	25,00325,003	$1M	—	ADD 2%
96	Mariner, LLC	23,56223,562	$944,836	—	ADD 96%
97	Forty-three Eighteen Advisors, LLC	23,29623,296	$934,170	—	—
98	Certified Advisory Corp	22,90522,905	$918,491	—	—
99	IHT Wealth Management, LLC	22,69822,698	$910,190	—	ADD 92%
100	First Commonwealth Financial Corp /PA/	22,46822,468	$900,967	—	ADD 112%

Rows rank by the value each filer reported — 13F filers price their own positions, so a holder with fewer shares can rank just above one with more.

Holder trends· top 15 holders · shares held over 6 quarters

green added · red trimmed

Holder

2024-Q4

2025-Q1

2025-Q2

2025-Q3

2025-Q4

2026-Q1

Latest value

ALLIANCEBERNSTEIN L.P.

2.8M

3.7M

3.6M

3.5M

3.8M

$154M

Penserra Capital Management LLC

1.3M

1.5M

1.6M

1.5M

1.6M

$65M

OSAIC HOLDINGS, INC.

786K

723K

1.2M

1.3M

1.2M

1.1M

$45M

Brookstone Capital Management

143K

1.0M

989K

965K

156K

902K

$36M

COMMONWEALTH EQUITY SERVICES, LLC

400K

1.1M

1.2M

1.0M

442K

580K

$23M

Focus Partners Wealth

45K

37K

53K

49K

382K

472K

$19M

RAYMOND JAMES FINANCIAL INC

262K

395K

378K

292K

302K

340K

$14M

Kestra Advisory Services, LLC

341K

334K

331K

309K

301K

335K

$13M

LPL Financial LLC

117K

213K

222K

250K

267K

324K

$13M

Cetera Investment Advisers

172K

250K

252K

250K

203K

275K

$11M

Beacon Pointe Advisors, LLC

135K

192K

176K

127K

129K

260K

$10M

BLAIR WILLIAM & CO/IL

16K

228K

230K

221K

209K

247K

$10M

Integrity Advisory Solutions, LLC

—

243K

$10M

ENVESTNET ASSET MANAGEMENT INC

73K

215K

219K

213K

50K

237K

$9M

Cassady Wealth & Retirement Planning, LLC

—

128K

193K

$8M

Institutional footprint by quarter

Holder count only — too few computable %-of-shares-outstanding quarters for a % pane. Line breaks are quarters with no 13F record, never interpolated.

Quarter	Holders	Shares held	% shares out	Value held
2026-Q1	233	17,089,390	—	$687M
2025-Q4	208	13,895,276	—	$566M
2025-Q3	198	16,171,876	—	$641M
2025-Q2	207	17,431,768	—	$663M
2025-Q1	207	17,296,393	—	$620M
2024-Q4	179	11,200,058	—	$412M
2024-Q3	174	14,074,747	—	$499M
2024-Q2	180	15,163,585	—	$533M
2024-Q1	175	16,787,645	—	$573M
2023-Q4	138	10,669,033	—	$348M
2023-Q3	131	11,062,538	—	$337M
2023-Q2

Short interest has its own tab now — open SI →

PFEB☆

Institutional ownership· 13F filers holding PFEB · 2026-Q1 methodology → sources →

Top holders

Holder trends· top 15 holders · shares held over 6 quarters

Institutional footprint by quarter

Institutional ownership· 13F filers holding PFEB · 2026-Q1 methodology → sources →

Top holders

Holder trends· top 15 holders · shares held over 6 quarters

Institutional footprint by quarter

PFEB