PKB(PKB)
PKB
Institutional Ownership
Top 145 Institutional Holders
| Holder | Shares | Date | Change | % Held |
|---|---|---|---|---|
| RMG Wealth Management LLC | 1.33M | Jun 30, 26 | +1.33M | 36.84% |
| HighTower Advisors, LLC | 301.76K | Jun 30, 26 | -2.50K | 8.38% |
| MORGAN STANLEY | 289.76K | Jun 30, 26 | -2.56K | 8.05% |
| LPL Financial LLC | 193.63K | Jun 30, 26 | -20.64K | 5.38% |
| Cetera Investment Advisers | 132.46K | Jun 30, 26 | +5.03K | 3.68% |
| BANK OF AMERICA CORP /DE/ | 114.98K | Jun 30, 26 | -6.04K | 3.19% |
| RAYMOND JAMES FINANCIAL INC | 92.23K | Jun 30, 26 | +28.27K | 2.56% |
| WELLS FARGO & COMPANY/MN | 84.24K | Jun 30, 26 | +24.09K | 2.34% |
| ROYAL BANK OF CANADA | 81.34K | Jun 30, 26 | -8.90K | 2.26% |
| JONES FINANCIAL COMPANIES LLLP | 44.32K | Jun 30, 26 | +7.12K | 1.23% |
| MML INVESTORS SERVICES, LLC | 43.84K | Jun 30, 26 | +38.21K | 1.22% |
| TRUIST FINANCIAL CORP | 41.27K | Jun 30, 26 | +236 | 1.15% |
| MAI Capital Management | 28.94K | Jun 30, 26 | +8 | 0.80% |
| HighPoint Advisor Group LLC | 28.74K | Jun 30, 26 | -61 | 0.80% |
| Great Diamond Partners, LLC | 25.48K | Jun 30, 26 | +175 | 0.71% |
| FIFTH THIRD SECURITIES, INC. | 25.19K | Jun 30, 26 | +16.74K | 0.70% |
| AMERIPRISE FINANCIAL INC | 24.39K | Jun 30, 26 | -1.06K | 0.68% |
| INDEPENDENT FINANCIAL GROUP, LLC | 20.68K | Jun 30, 26 | +902 | 0.57% |
| ENVESTNET ASSET MANAGEMENT INC | 19.77K | Jun 30, 26 | +2.54K | 0.55% |
| Capital Asset Advisory Services LLC | 19.68K | Jun 30, 26 | -639 | 0.55% |
| AXXCESS WEALTH MANAGEMENT, LLC | 19.68K | Jun 30, 26 | +19.68K | 0.55% |
| Cambridge Investment Research Advisors, Inc. | 19.44K | Jun 30, 26 | +276 | 0.54% |
| BNP PARIBAS ARBITRAGE, SNC | 19.39K | Jun 30, 26 | +19.39K | 0.54% |
| Outlook Wealth Advisors, LLC | 19.32K | Jun 30, 26 | +19.32K | 0.54% |
| Braeburn Wealth Management LLC | 16.41K | Jun 30, 26 | +16.41K | 0.46% |
| ADVISOR GROUP HOLDINGS, INC. | 14.49K | Jun 30, 26 | +304 | 0.40% |
| UBS Group AG | 14.46K | Jun 30, 26 | -1.75K | 0.40% |
| Nilsine Partners, LLC | 14.10K | Jun 30, 26 | +404 | 0.39% |
| Kestra Advisory Services, LLC | 14.02K | Jun 30, 26 | +1.41K | 0.39% |
| Quantinno Capital Management LP | 13.04K | Jun 30, 26 | +4.40K | 0.36% |
| Baird Financial Group, Inc. | 12.86K | Jun 30, 26 | -954 | 0.36% |
| LEUTHOLD GROUP, LLC | 11.20K | Jun 30, 26 | -578 | 0.31% |
| COMMONWEALTH EQUITY SERVICES, LLC | 9.80K | Jun 30, 26 | -276 | 0.27% |
| Hennion & Walsh Asset Management, Inc. | 7.90K | Jun 30, 26 | +550 | 0.22% |
| Mariner, LLC | 7.72K | Jun 30, 26 | -- | 0.21% |
| Accel Wealth Management | 7.55K | Jun 30, 26 | -595 | 0.21% |
| Equitable Holdings, Inc. | 7.55K | Jun 30, 26 | +1.14K | 0.21% |
| IBEX WEALTH ADVISORS | 7.27K | Jun 30, 26 | -178 | 0.20% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 7.26K | Jun 30, 26 | -41.69K | 0.20% |
| EP Wealth Advisors, LLC | 6.54K | Jun 30, 26 | -204 | 0.18% |
| Private Advisor Group, LLC | 6.17K | Jun 30, 26 | +294 | 0.17% |
| FMR LLC | 6.16K | Jun 30, 26 | +241 | 0.17% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 5.84K | Jun 30, 26 | -18.69K | 0.16% |
| Wealthcare Advisory Partners LLC | 5.79K | Jun 30, 26 | +808 | 0.16% |
| Elm3 Financial Group, LLC | 5.64K | Jun 30, 26 | -385 | 0.16% |
| OneAscent Financial Services LLC | 5.49K | Jun 30, 26 | -15 | 0.15% |
| Prospera Financial Services Inc | 5.10K | Jun 30, 26 | +1.23K | 0.14% |
| Sound Income Strategies, LLC | 5.08K | Jun 30, 26 | +1.46K | 0.14% |
| SOA Wealth Advisors, LLC. | 4.79K | Jun 30, 26 | +5 | 0.13% |
| Sigma Planning Corp | 4.63K | Jun 30, 26 | +3 | 0.13% |
| High Point Wealth Management, LLC | 4.47K | Jun 30, 26 | -242 | 0.12% |
| KKM Financial LLC | 4.05K | Jun 30, 26 | +396 | 0.11% |
| WILEY BROS.-AINTREE CAPITAL, LLC | 3.86K | Jun 30, 26 | -94 | 0.11% |
| GOLDMAN SACHS GROUP INC | 3.72K | Jun 30, 26 | +839 | 0.10% |
| CHOREO, LLC | 3.69K | Jun 30, 26 | -- | 0.10% |
| Beacon Pointe Advisors, LLC | 3.55K | Jun 30, 26 | +1.25K | 0.10% |
| MinichMacGregor Wealth Management, LLC | 3.44K | Jun 30, 26 | +138 | 0.10% |
| STIFEL FINANCIAL CORP | 3.23K | Jun 30, 26 | +1 | 0.09% |
| Carr Financial Group Corp | 3.20K | Jun 30, 26 | -215 | 0.09% |
| Global Retirement Partners, LLC | 3.07K | Jun 30, 26 | +3.07K | 0.09% |
| PNC FINANCIAL SERVICES GROUP, INC. | 3.04K | Jun 30, 26 | +400 | 0.08% |
| Wellington Shields & Co., LLC | 3.00K | Jun 30, 26 | +196 | 0.08% |
| PFG Investments, LLC | 2.98K | Jun 30, 26 | +2 | 0.08% |
| Summit Financial, LLC | 2.94K | Jun 30, 26 | +1 | 0.08% |
| Northwest Financial Advisors | 2.85K | Jun 30, 26 | -- | 0.08% |
| MERCER GLOBAL ADVISORS INC /ADV | 2.69K | Jun 30, 26 | +2.69K | 0.07% |
| SRS Capital Advisors, Inc. | 2.62K | Jun 30, 26 | +1.54K | 0.07% |
| EQUITABLE TRUST CO | 2.57K | Jun 30, 26 | -- | 0.07% |
| Janney Montgomery Scott LLC | 2.51K | Jun 30, 26 | -323 | 0.07% |
| DAVENPORT & Co LLC | 2.43K | Jun 30, 26 | -7.41K | 0.07% |
| PFG Advisors | 2.33K | Jun 30, 26 | +2.33K | 0.06% |
| Focus Financial Network, Inc. | 2.32K | Jun 30, 26 | -1.08K | 0.06% |
| Rockefeller Capital Management L.P. | 2.23K | Jun 30, 26 | +26 | 0.06% |
| Western Financial Corp/CA | 2.14K | Jun 30, 26 | +36 | 0.06% |
| D. E. Shaw & Co., Inc. | 2.02K | Jun 30, 26 | +2.02K | 0.06% |
| J.W. COLE ADVISORS, INC. | 2.02K | Jun 30, 26 | +2.02K | 0.06% |
| Integrated Wealth Concepts LLC | 1.52K | Jun 30, 26 | +1.52K | 0.04% |
| Institute for Wealth Management, LLC. | 1.13K | Jun 30, 26 | +1.13K | 0.03% |
| Allspring Global Investments Holdings, LLC | 974 | Jun 30, 26 | +974 | 0.03% |
| Colonial Trust Co / SC | 793 | Jun 30, 26 | -- | 0.02% |
| NewEdge Advisors, LLC | 743 | Jun 30, 26 | -4.37K | 0.02% |
| Steward Partners Investment Advisory, LLC | 724 | Jun 30, 26 | -- | 0.02% |
| FLAGSHIP WEALTH ADVISORS, LLC | 700 | Jun 30, 26 | +700 | 0.02% |
| PRIVATE TRUST CO NA | 586 | Jun 30, 26 | -- | 0.02% |
| FIFTH THIRD BANCORP | 530 | Jun 30, 26 | -- | 0.01% |
| Spire Wealth Management | 468 | Jun 30, 26 | -26 | 0.01% |
| one8zero8, LLC | 335 | Jun 30, 26 | -- | 0.01% |
| GLENMEDE TRUST CO NA | 283 | Jun 30, 26 | -- | 0.01% |
| Strategic Advocates LLC | 279 | Jun 30, 26 | -- | 0.01% |
| FIDUCIARY FINANCIAL ADVISORS | 276 | Jun 30, 26 | +276 | 0.01% |
| Regatta Research & Money Management | 235 | Jun 30, 26 | +235 | 0.01% |
| JPMORGAN CHASE & CO | 215 | Jun 30, 26 | +100 | 0.01% |
| Russell Investments Group, Ltd. | 200 | Jun 30, 26 | -- | 0.01% |
| Coppell Advisory Solutions LLC | 189 | Jun 30, 26 | +189 | 0.01% |
| Copia Wealth Management | 139 | Jun 30, 26 | -- | 0.00% |
| Benson Wealth Management INC | 91 | Jun 30, 26 | -- | 0.00% |
| HOWE & RUSLING INC | 90 | Jun 30, 26 | -- | 0.00% |
| Caldwell Trust Co | 90 | Jun 30, 26 | +90 | 0.00% |
| FRANKLIN RESOURCES INC | 67 | Jun 30, 26 | -- | 0.00% |
| HANTZ FINANCIAL SERVICES, INC. | 60 | Jun 30, 26 | -- | 0.00% |
| HARBOUR INVESTMENTS, INC. | 51 | Jun 30, 26 | -- | 0.00% |
| CREATIVE FINANCIAL DESIGNS INC /ADV | 51 | Jun 30, 26 | -- | 0.00% |
| US BANCORP \DE\ | 51 | Jun 30, 26 | -- | 0.00% |
| CoreCap Advisors, LLC | 45 | Jun 30, 26 | -- | 0.00% |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 25 | Jun 30, 26 | -400 | 0.00% |
| EVERMAY WEALTH MANAGEMENT LLC | 20 | Jun 30, 26 | -105 | 0.00% |
| Capital Investment Counsel, Inc | 14 | Jun 30, 26 | +14 | 0.00% |
| Peterson Wealth Services | 4 | Jun 30, 26 | -- | 0.00% |
| Apollon Wealth Management, LLC | -- | Jun 30, 26 | -4.91K | -- |
| Independent Advisor Alliance | -- | Jun 30, 26 | -3.04K | -- |
| LOOMIS SAYLES & CO L P | -- | Jun 30, 26 | -13.28K | -- |
| JANE STREET GROUP, LLC | -- | Jun 30, 26 | -6.38K | -- |
| Advisory Services Network, LLC | -- | Jun 30, 26 | -41 | -- |
| Aptus Capital Advisors, LLC | -- | Jun 30, 26 | -498 | -- |
| TWO SIGMA SECURITIES, LLC | -- | Jun 30, 26 | -2.58K | -- |
| Western Wealth Management, LLC | -- | Jun 30, 26 | -996 | -- |
| Tower Research Capital LLC (TRC) | -- | Jun 30, 26 | -2 | -- |
| IAG Wealth Partners, LLC | -- | Jun 30, 26 | -127 | -- |
| FLOW TRADERS U.S. LLC | -- | Jun 30, 26 | -4.11K | -- |
| AE Wealth Management LLC | -- | Jun 30, 26 | -45 | -- |
| Sunbelt Securities, Inc. | 1 | Mar 31, 26 | -- | 0.00% |
| COMERICA BANK | 530 | Dec 31, 25 | -- | 0.01% |
| MGB Wealth Management, LLC | 250 | Dec 31, 25 | -- | 0.01% |
| GPS Wealth Strategies Group, LLC | -- | Dec 31, 25 | -387 | -- |
| Guerra Advisors Inc | 12.84K | Sep 30, 25 | +12.84K | 0.36% |
| CROWLEY WEALTH MANAGEMENT, INC. | 307 | Sep 30, 25 | -- | 0.01% |
| AVANTAX ADVISORY SERVICES, INC. | 50.80K | Jun 30, 25 | +6.54K | 1.41% |
| Householder Group Estate & Retirement Specialist, LLC | 19 | Dec 31, 24 | -- | 0.00% |
| Raymond James Financial Services Advisors, Inc. | 106.04K | Sep 30, 24 | +40.66K | 2.95% |
| RAYMOND JAMES & ASSOCIATES | 77.06K | Sep 30, 24 | +4.90K | 2.14% |
| FinTrust Capital Advisors, LLC | 275 | Sep 30, 24 | -- | 0.01% |
| Planning Capital Management Corp | 51 | Sep 30, 24 | +51 | 0.00% |
| BENJAMIN F. EDWARDS & COMPANY, INC. | 200 | Jun 30, 24 | -- | 0.01% |
| FOCUS FINANCIAL NETWORK INC /ADV | 3.25K | Dec 31, 23 | +3.25K | 0.09% |
| Steward Financial Group LLC | 556 | Sep 30, 23 | -- | 0.02% |
| BDO Wealth Advisors, LLC | 3.67K | Jun 30, 23 | -- | 0.10% |
| American Portfolios Advisors | 300 | Sep 30, 22 | -- | 0.01% |
| NEXT Financial Group, Inc | 6.01K | Dec 31, 21 | -2.93K | 0.17% |
| Carroll Financial Associates, Inc. | 1.60K | Dec 31, 21 | -- | 0.04% |
| MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV | 4.70K | Sep 30, 21 | -800 | 0.13% |
| LifePlan Financial Group, Inc | 194 | Sep 30, 20 | -- | 0.01% |
| LADENBURG THALMANN FINANCIAL SERVICES INC. | 53.74K | Dec 31, 19 | +1.52K | 1.49% |
| Advisor Group, Inc. | 11.81K | Dec 31, 19 | -811 | 0.33% |
| NEXT Financial Holdings | 1.00K | Mar 31, 19 | +1.00K | 0.03% |
| Kabarec Financial Advisors, Ltd. | 76.29K | Jun 30, 18 | +76.29K | 2.12% |
