Who owns PFEB (PFEB)
Which tracked institutional funds hold PFEB, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See PFEB company fundamentals →
Ownership as of the 2026-Q1 13F filings. 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.
How the tape is positioned
The tracked-fund tape on PFEB is one-sided between 2025-Q4 and 2026-Q1: 70 added or opened and 18 trimmed or exited — on balance accumulating.
A prompt to read the filings, not a verdict. 13F is a quarter-end snapshot disclosed up to 45 days late; a fund adds or exits for mandate, benchmark, and timing reasons that have nothing to do with a view on the stock. This is a starting question, not a signal to trade.
Conviction spread
PFEB’s largest tracked holder by dollar value, ALLIANCEBERNSTEIN L.P., sizes it at 0.0% of its own reported 13F book, while the median holder sizes it at 0.1% of theirs — a 0.1pp gap the other way — the median holder sizes PFEB more heavily than its largest holder by dollar value does.
Book-share is each fund’s reported value in PFEB divided by its whole reported 13F book, so it is comparable across funds of different sizes and is unaffected by stock splits. A higher share means a fund has committed more of its book to the name — a starting question about conviction, not a verdict or a signal to trade.
Institutional & insider positioning
Between 2025-Q4 and 2026-Q1, across 233 tracked filers holding PFEB, 141 increased or opened the position and 65 reduced or closed it; over the same quarter, there were no open-market insider Form 4s.
This fuses two public signals for the same quarter — how tracked institutions changed their positions and whether insiders bought or sold in the open market. It describes what was filed; it is a starting question, not a verdict or a signal to trade.
New buyers & exits
Funds opening or closing a position in PFEB between the 2025-Q4 and 2026-Q1 13F filings, and the largest changes among funds holding it in both. New buyers and exits are counted on fund presence (split-invariant); adds and trims are measured on reported value.
New buyers 17
- Integrity Advisory Solutions, LLC$10M
- Cornerstone Wealth, LLC/TN$5M
- Americana Partners, LLC$5M
- LeClair Wealth Partners LLC$2M
- DIVERSIFY WEALTH MANAGEMENT, LLC$2M
- Arkadios Wealth Advisors$1M
Full exits 7
- McAlister, Sweet & Associates, Inc.$3M
- Diversify Advisory Services, LLC$2M
- COMMONS CAPITAL, LLC$2M
- RK Capital Management, LLC/FL$969K
- CITADEL ADVISORS LLC$838K
- HRT FINANCIAL LP$599K
Largest adds
- Brookstone Capital Management$30M
- ALLIANCEBERNSTEIN L.P.$12M
- ENVESTNET ASSET MANAGEMENT INC$7M
- COMMONWEALTH EQUITY SERVICES, LLC$5M
- Beacon Pointe Advisors, LLC$5M
- Steward Partners Investment Advisory, LLC$4M
Largest trims
- BCS Wealth Management$5M
- OSAIC HOLDINGS, INC.$3M
- JANE STREET GROUP, LLC$1M
- WorthPointe, LLC$1M
- NewEdge Advisors, LLC$1M
- IFP Advisors, Inc$884K
Institutional holders
One row per tracked fund, largest reported value first. “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding. Rows marked stale are from an earlier filing than the security’s latest quarter — that fund is absent from the newest snapshot (position exited, or reported under a different name).
Ownership over time
Tracked institutional holder count and total shares held by filing quarter (independent scales). The curated-era tail and any mid-ingest latest quarter are handled honestly — a partial quarter is not drawn as a collapse.
Reading this table
Funds hold the same stock for different reasons — an index fund “holds” almost everything, an active manager sizes a name to a mandate and a benchmark, and each fund entered at its own price and time. Because 13F is filed up to 45 days after quarter-end, every row is a backward-looking snapshot; a manager may have traded since. Share-class siblings (a company’s A and C shares) are rolled up to one line so a dual-class name is never double-counted. Compare like-for-like. A large holder is not an endorsement, and a fund exiting is not a warning — this is a starting question, not a verdict.
About 13F filings
A Form 13F is a quarterly disclosure that institutional investment managers with over $100 million in US-listed equities must file with the SEC. In plain English: it is a snapshot of the long stock positions a fund held at the end of a quarter. It covers long US-listed equities only — not short positions, options, cash, or private holdings — and the funds shown are the large sample we track, not the complete 13F universe.