Public record / Tickers / PBA

PBA — PEMBINA PIPELINE CORP†

Both disclosure regimes on one name: who in Congress filed about PBA, which institutions reported holding it. Each section keeps its own clock — congressional trades on the 45-day PTR clock, 13F holdings as quarter-end snapshots.

Congress txns
21
all PTR rows naming PBA
Members · 12m
1
0 buys · 1 sells · by trade date
Latest PTR
09-25
filed 2026-09-25
13F holders
379
top-379 slice · 2026-03-31
Congress = transactions in statutory ranges, 45-day lag · Institutions = quarter-end positions, 45-day lagas of 2026-10-01 13:54 UTCno price data — a disclosure record, not a chart

Virginia Foxx · $50.0K–$100K

SELL · traded 2025-03-07 → filed 2025-04-04. Ranked over every PBA row by the provable lower bound, never a point estimate.

1 member · 0 buys / 1 sells

Counts of disclosures by trade date, not dollars — ranges cannot be netted across members. Flow ranges per member are in the table below.

2 rows filed past the 45-day window

Late disclosure is stated on the row, never editorialised. Both dates and the receipt stay on every row.

Congress · disclosure timeline

TRADE DATES · 24M · ▲ BUY ▼ SELL · HEIGHT = LOG LOWER BOUND

3 dated disclosures in the window, placed by trade date; magnitudes are the disclosed lower bounds.

Trade date, not filing date — the lag lives in the table below. 3 rows placed.

PLANNED institutional holder flow by quarter

Congressional disclosures

ALL PTR ROWS NAMING PBA · SORTED FILED ↓ · STATUTORY RANGES · FILED ≤45D LATEfull congressional view ↗
Latest congressional filings mentioning PBA
FiledMemberSide · OwnerTraded · LagAmountRange · FlagsSrc
2026-09-25Kevin Hern R–OK-1SELLTraded 08-27 +29d$15K–$50K
2025-04-04Virginia Foxx R–NC-5SELLTraded 03-07 +28d$50K–$100K
2025-01-06Virginia Foxx R–NC-5SELL partial (partial sale)Traded 2024-12-06 +31d$50K–$100K
2022-08-05Virginia Foxx R–NC-5BUY JT (jointly owned)Traded 07-14 +22d$15K–$50K
2021-12-03Virginia Foxx R–NC-5BUY JT (jointly owned)Traded 11-30 +3d$1K–$15K
Each row shows the trade date and the filing date; the gap between them is the disclosure lag.all 21 ↗

Members active in PBA

12M · NET LOWER BOUND · COMMITTEES AS OF TRADE DATE · SNAPSHOT 2026-10-01
Members disclosing PBA in the trailing 12 months
MemberRowsNet disclosed flow for this ticker: purchases minus sales, computed as a net range on the disclosed amounts. A lower bound is provable, never a point.Number of committees the member sat on as of their latest trade date in the window, from the cc0-legislators roster snapshot. Context, never an allegation; jurisdiction overlap needs the sector join.
Kevin Hern R–OK-11−$50.0K to −$15.0K1

1 members in the window · counts of disclosures, not dollars.

Congress ↔ notable managers · PBA

who in Congress disclosed purchases or sales beside which notable managers added or trimmed

Congress · last 90 days

Buyers
0 — —
Sellers
1 Kevin Hern R–OK-1 $15K–$50K

filed 2026-07-03 → 2026-10-01 · totals are statutory ranges

Notable managers · quarter ended 2026-03-31

Adding
0 — $0 held
Trimming
1 Gotham Asset Management $974K held

NEW + ADD vs TRIM + EXIT, by shares · $ = reported value now, not the change · PEMBINA PIPELINE CORP

Merged timeline of congressional filings and notable-manager moves on PBA
DateWhoChangeSize
2026-09-25Kevin Hern CongressSELL$15K–$50K
2026-05-15Gotham Asset Management 13FTRIM−4,384 sh

2 newest rows · every row dates by its filing date: a disclosure's, or the 13F's for the quarter · a 13F row is a quarter-end snapshot, not a trade

Institutional holders · 13F · Quarter ended 2026-03-31 · longs only

full holders view ↗
Top institutional holders of PBA for quarter 2026-03-31
#FilerValueSecuritiesFlagsSrc
1ROYAL BANK OF CANADA$1.7B1
2BANK OF MONTREAL /CAN/$944M1
3VANGUARD CAPITAL MANAGEMENT LLC$740M1
4CIBC WORLD MARKET INC.$550M1
51832 Asset Management L.P.$525M1
6MANUFACTURERS LIFE INSURANCE COMPANY, THE$399M1
7Clearbridge Investments, LLC$378M1
8MACKENZIE FINANCIAL CORP$371M1
9FIL Ltd$348M1
10SCOTIA CAPITAL INC.$299M1
11TD ASSET MANAGEMENT INC$283M1
12GEODE CAPITAL MANAGEMENT, LLC$267M1
13DEUTSCHE BANK AG\$256M1
14NATIONAL BANK OF CANADA /FI/$256M1
15CIBC Asset Management Inc$253M1
16VANGUARD FIDUCIARY TRUST CO$229M1
17Legal & General Group Plc$198M1
18Vanguard Global Advisers, LLC$183M1
19MORGAN STANLEY$175M1
20BANK OF NOVA SCOTIA$169M1
21Cardinal Capital Management, Inc.$159M1
22Amundi$151M1
23DIMENSIONAL FUND ADVISORS LP$149M1
24MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.$140M1
25BANK OF AMERICA CORP /DE/$130M1
26TORONTO DOMINION BANK$119M1
27TD Waterhouse Canada Inc.$107M1
28Invesco Ltd.$102M1
29UniSuper Management Pty Ltd$97.5M1
30Alberta Investment Management Corp$96.5M1
31Swiss National Bank$87.4M1
32CHARLES SCHWAB INVESTMENT MANAGEMENT INC$81.5M1
33FMR LLC$77.2M1
34INTACT INVESTMENT MANAGEMENT INC.$76.1M1
35KAYNE ANDERSON CAPITAL ADVISORS LP$71.9M1
36BCV Asset Management Inc.$71.1M1
37Nuveen, LLC$70.4M1
38Recurrent Investment Advisors LLC$67.2M1
39WESTWOOD HOLDINGS GROUP INC$65.6M1
40CUSHING ASSET MANAGEMENT, LP dba NXG INVESTMENT MANAGEMENT$60.7M1
41Federation des caisses Desjardins du Quebec$59.8M1
42FRANKLIN RESOURCES INC$58.4M1
43D. E. Shaw & Co., Inc.$56.8M1
44CANADA PENSION PLAN INVESTMENT BOARD$56.4M1
45HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND$54.6M1
46DUFF & PHELPS INVESTMENT MANAGEMENT CO$52.9M1
47VANGUARD ASSET MANAGEMENT, Ltd$48.7M1
48MASSACHUSETTS FINANCIAL SERVICES CO /MA/$46.3M1
49FIRST TRUST ADVISORS LP$44.0M1
50Blackstone Inc.$42.7M1
51Fiera Capital Corp$41.6M1
52Addenda Capital Inc.$37.7M1
53BlackRock, Inc.$35.8M1
54UBS Group AG$33.4M1
55Maryland State Retirement & Pension System$31.9M1
56BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp$30.9M1
57NICOLA WEALTH MANAGEMENT LTD.$29.7M1
58NEOS Investment Management LLC$27.1M1
59Purpose Unlimited Inc.$26.5M1
60Vanguard Investments Australia, Ltd.$25.3M1
61BANK OF NOVA SCOTIA TRUST CO$23.8M1
62CITADEL ADVISORS LLC$22.5M1
63Bank of New York Mellon Corp$22.1M1
64AVIVA PLC$21.8M1
65NORTHERN TRUST CORP$21.2M1
66VANGUARD PORTFOLIO MANAGEMENT LLC$20.8M1
67RENAISSANCE TECHNOLOGIES LLC$20.0M1
68GUARDIAN CAPITAL LP$19.9M1
69Harvest Portfolios Group Inc.$19.6M1
70MILLENNIUM MANAGEMENT LLC$18.6M1
71Catalyst Capital Advisors LLC$16.6M1
72AMERICAN CENTURY COMPANIES INC$16.2M1
73Man Group plc$15.7M1
74Hillsdale Investment Management Inc.$15.0M1
75ENVESTNET ASSET MANAGEMENT INC$14.4M1
76Connor, Clark & Lunn Investment Management Ltd.$13.4M1
77AGF MANAGEMENT LTD$13.2M1
78Korea Investment CORP$12.8M1
79DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main$12.7M1
80BARCLAYS PLC$12.0M1
81Guardian Partners Inc.$12.0M1
82PJT Investments Corp.$11.8M1
83AQR CAPITAL MANAGEMENT LLC$11.8M1
84WELLS FARGO & COMPANY/MN$11.7M1
85Pictet Asset Management Holding SA$11.3M1
86CIDEL ASSET MANAGEMENT INC$11.2M1
87CIBC Bancorp USA Inc.$11.1M1
88Janus Henderson Group Ltd.$10.9M1
89FEDERATED HERMES, INC.$10.8M1
90SUSQUEHANNA INTERNATIONAL GROUP, LLP$10.3M1
91MONTRUSCO BOLTON INVESTMENTS INC.$10.0M1
92Northwest & Ethical Investments L.P.$10.0M1
93JANE STREET GROUP, LLC$8.6M1
94Vident Advisory, LLC$8.3M1
95Generali Asset Management SPA SGR$8.3M1
96STATE OF WISCONSIN INVESTMENT BOARD$8.2M1
97Zurcher Kantonalbank (Zurich Cantonalbank)$7.5M1
98BNP Paribas Asset Management Holding S.A.$7.4M1
99K.J. Harrison & Partners Inc$7.3M1
100Investment Management Corp of Ontario$7.0M1
101Quantinno Capital Management LP$6.6M1
102MORGAN DEMPSEY CAPITAL MANAGEMENT LLC$6.4M1
103Lansforsakringar Fondforvaltning AB (publ)$6.1M1
104WELLINGTON MANAGEMENT GROUP LLP$5.8M1
105LOUISBOURG INVESTMENTS INC.$5.8M1
106ASR Vermogensbeheer N.V.$5.8M1
107Cetera Investment Advisers$5.4M1
108Creative Planning$5.3M1
109DAVIS-REA LTD.$5.2M1
110Cumberland Partners Ltd$5.0M1
111USS Investment Management Ltd$5.0M1
112M&T BANK CORP$4.9M1
113LPL Financial LLC$4.5M1
114PCJ Investment Counsel Ltd.$4.5M1
115TWO SIGMA INVESTMENTS, LP$4.4M1
116RAYMOND JAMES FINANCIAL INC$4.3M1
117COMMONWEALTH EQUITY SERVICES, LLC$4.2M1
118Swiss Life Asset Management Ltd$4.2M1
119CITIGROUP INC$4.1M1
120AMERIPRISE FINANCIAL INC$4.0M1
121Quantbot Technologies LP$4.0M1
122Edgemoor Investment Advisors, Inc.$3.9M1
123Summit Financial, LLC$3.8M1
124EAGLE GLOBAL ADVISORS LLC$3.8M1
125NATIXIS$3.8M1
126BFSG, LLC$3.7M1
127Hudson Bay Capital Management LP$3.6M1
128Silver Lake Advisory, LLC$3.6M1
129Metis Global Partners, LLC$3.2M1
130PRINCIPAL FINANCIAL GROUP INC$3.2M1
131WORLDQUANT MILLENNIUM ADVISORS LLC$3.1M1
132Steward Partners Investment Advisory, LLC$3.0M1
133ProShare Advisors LLC$2.9M1
134Utah Retirement Systems$2.8M1
135KRAEMATON INVESTMENT ADVISORS, INC$2.6M1
136CASCADE INVESTMENT GROUP, INC.$2.5M1
137PUBLIC SECTOR PENSION INVESTMENT BOARD$2.5M1
138Baird Financial Group, Inc.$2.4M1
139Mariner, LLC$2.4M1
140Tacita Capital Inc$2.3M1
141Aviso Financial Inc.$2.3M1
142Capital World Investors$2.3M1
143Qube Research & Technologies Ltd$2.2M1
144TECTONIC ADVISORS LLC$2.2M1
145Allianz Asset Management GmbH$2.2M1
146ALLIANCEBERNSTEIN L.P.$2.1M1
147Cerity Partners LLC$1.9M1
148OSAIC HOLDINGS, INC.$1.9M1
149Capital Investment Advisors, LLC$1.9M1
150APG Asset Management N.V.$1.8M1
151PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO$1.8M1
152ALBERT D MASON INC$1.8M1
153ExodusPoint Capital Management, LP$1.8M1
154Schonfeld Strategic Advisors LLC$1.7M1
155Kestra Advisory Services, LLC$1.7M1
156Tidal Investments LLC$1.6M1
157SIG North Trading, ULC$1.6M1
158Corient Private Wealth LLC$1.5M1
159Vanguard Personalized Indexing Management, LLC$1.5M1
160Broderick Brian C$1.5M1
161ALPS ADVISORS INC$1.4M1
162Graham Capital Management, L.P.$1.3M1
163STIFEL FINANCIAL CORP$1.3M1
164Glenview Trust Co$1.2M1
165LETKO, BROSSEAU & ASSOCIATES INC$1.2M1
166MAI Capital Management$1.2M1
167Empowered Funds, LLC$1.1M1
168ROYAL LONDON ASSET MANAGEMENT LTD$1.1M1
169HighTower Advisors, LLC$1.1M1
170Cardinal Point Capital Management ULC$1.1M1
171Crossmark Global Holdings, Inc.$1.1M1
172Ensign Peak Advisors, Inc$1.1M1
173Thrive Wealth Management, LLC$1.0M1
174PICTON MAHONEY ASSET MANAGEMENT$1.0M1
175Sequoia Financial Advisors, LLC$1.0M1
176Focus Partners Wealth$1.0M1
177Gotham Asset Management, LLC$974K1
178INTECH INVESTMENT MANAGEMENT LLC$950K1
179OPPENHEIMER ASSET MANAGEMENT INC.$938K1
180TRUIST FINANCIAL CORP$938K1
181O'SHAUGHNESSY ASSET MANAGEMENT, LLC$908K1
182QUADRANT CAPITAL GROUP LLC$901K1
183Lombard Odier Asset Management (Switzerland) SA$881K1
184Atria Investments, Inc$854K1
185MERCER GLOBAL ADVISORS INC /ADV$828K1
186CAPSTONE INVESTMENT ADVISORS, LLC$818K1
187Snowden Capital Advisors LLC$813K1
188Walleye Capital LLC$795K1
189Heronetta Management, L.P.$792K1
190Rockefeller Capital Management L.P.$784K1
191DIVERSIFIED MANAGEMENT INC$782K1
192BLI - Banque de Luxembourg Investments$781K1
193Mediolanum International Funds Ltd$761K1
194SIGNATUREFD, LLC$746K1
195PFG Investments, LLC$724K1
196Assenagon Asset Management S.A.$681K1
197Ethic Inc.$679K1
198BARD ASSOCIATES INC$657K1
199WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$653K1
200Squarepoint Ops LLC$649K1
201KESTRA PRIVATE WEALTH SERVICES, LLC$636K1
202LEVEL FOUR ADVISORY SERVICES, LLC$622K1
203NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$612K1
204Summerhill Capital Management lnc.$610K1
205Cresset Asset Management, LLC$600K1
206Pacifica Partners Inc.$593K1
207Laird Norton Wetherby Trust Company, LLC$592K1
208BAXTER BROS INC$591K1
209Brooklyn Investment Group$570K1
210&PARTNERS$524K1
211MONTAG A & ASSOCIATES INC$518K1
212RITHOLTZ WEALTH MANAGEMENT$508K1
213Gold Investment Management Ltd.$494K1
214TCFG WEALTH MANAGEMENT, LLC$491K1
215TCFG Investment Advisors, LLC$491K1
216Groupe la Francaise$477K1
217CREDIT AGRICOLE S A$474K1
218NewEdge Advisors, LLC$474K1
219Texas Yale Capital Corp.$459K1
220OMERS ADMINISTRATION Corp$455K1
221VIEWPOINT INVESTMENT PARTNERS CORP$443K1
222GREENLEAF TRUST$429K1
223Brevan Howard Capital Management LP$421K1
224Pathstone Holdings, LLC$404K1
225CHILTON CAPITAL MANAGEMENT LLC$399K1
226Orion Porfolio Solutions, LLC$394K1
227One Capital Management, LLC$386K1
228Candriam S.C.A.$377K1
229Sanctuary Advisors, LLC$377K1
230TWINBEECH CAPITAL LP$376K1
231US BANCORP \DE\$373K1
232AXQ CAPITAL, LP$368K1
233CHOREO, LLC$366K1
234TWO SIGMA SECURITIES, LLC$354K1
235Prosperity Consulting Group, LLC$340K1
236ASAHI LIFE ASSET MANAGEMENT CO., LTD.$338K1
237Mayflower Financial Advisors, LLC$335K1
238M.E. ALLISON & CO., INC.$333K1
239HB Wealth Management, LLC$331K1
240BARRETT & COMPANY, INC.$331K1
241SILVIA MCCOLL WEALTH MANAGEMENT, LLC$313K1
242Acorn Wealth Advisors, LLC$308K1
243Beverly Hills Private Wealth, LLC$302K1
244ETF Store, Inc.$300K1
245DANSKE BANK A/S$290K1
246GROUP ONE TRADING LLC$288K1
247Checchi Capital Advisers, LLC$285K1
248Beacon Pointe Advisors, LLC$284K1
249JCIC Asset Management Inc.$282K1
250MONECO ADVISORS, LLC$281K1
251Continuum Advisory, LLC$278K1
252Stratos Wealth Partners, LTD.$273K1
253Granite Group Advisors, LLC$270K1
254Centiva Capital, LP$267K1
255Private Advisor Group, LLC$257K1
256DAVENPORT & Co LLC$256K1
257IHT Wealth Management, LLC$250K1
258Wernau Asset Management Inc.$249K1
259MARCO INVESTMENT MANAGEMENT LLC$249K1
260Avantax Planning Partners, Inc.$248K1
261Kingsview Wealth Management, LLC$242K1
262Kellett Wealth Advisors, LLC$242K1
263EP Wealth Advisors, LLC$236K1
264Keudell/Morrison Wealth Management$229K1
265AIGEN INVESTMENT MANAGEMENT, LP$228K1
266Disciplined Investments, LLC$224K1
267Abel Hall, LLC$224K1
268PDS Planning, Inc$221K1
269Compound Planning, Inc.$221K1
270CWM, LLC$215K1
271STEPHENS INC /AR/$211K1
272Stanich Group LLC$209K1
273SAGESPRING WEALTH PARTNERS, LLC$205K1
274Allworth Financial LP$195K1
275RHUMBLINE ADVISERS$187K1
276Dixon Mitchell Investment Counsel Inc.$168K1
277William B. Walkup & Associates, Inc.$119K1
278Arax Advisory Partners$107K1
279EXCHANGE TRADED CONCEPTS, LLC$104K1
280DekaBank Deutsche Girozentrale$100K1
281Bank Julius Baer & Co. Ltd, Zurich$91.4K1
282Twin Tree Management, LP$80.9K1
283IFG Advisory, LLC$80.6K1
284Cromwell Holdings LLC$77.8K1
285UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$73.5K1
286Larson Financial Group LLC$72.8K1
287Geneos Wealth Management Inc.$64.6K1
288Tower Research Capital LLC (TRC)$45.7K1
289MORGUARD LINCLUDEN GLOBAL INVESTMENTS Ltd$45.4K1
290Physician Wealth Advisors, Inc.$41.2K1
291MATHER GROUP, LLC.$36.6K1
292Pinnacle Wealth Planning Services, Inc.$36.4K1
293TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA$31.3K1
294PRIVATE TRUST CO NA$31.1K1
295N.E.W. Advisory Services LLC$30.4K1
296Smartleaf Asset Management LLC$29.5K1
297CANADA LIFE ASSURANCE Co$29.4K1
298FIFTH THIRD BANCORP$27.8K1
299Medallion Wealth Advisors, LLC$26.9K1
300Spire Wealth Management$24.9K1
301ASSETMARK, INC$24.8K1
302GHP Investment Advisors, Inc.$23.2K1
303CENTRAL TRUST Co$23.1K1
304Hilltop National Bank$22.4K1
305Triumph Capital Management$21.8K1
306Jackson, Grant Investment Advisers, Inc.$20.1K1
307FINANCIAL CONSULATE, INC$19.7K1
308VAN ECK ASSOCIATES CORP$16.0K1
309Manchester Capital Management LLC$15.8K1
310Lavaca Capital LLC$13.4K1
311True Wealth Design, LLC$11.5K1
312Atlantic Union Bankshares Corp$11.2K1
313DELTA ASSET MANAGEMENT LLC/TN$9.0K1
314LORD, ABBETT & CO. LLC$7.9K1
315NISA INVESTMENT ADVISORS, LLC$7.3K1
316Bell Investment Advisors, Inc$6.3K1
317SBI Securities Co., Ltd.$4.7K1
318JPL Wealth Management, LLC$4.6K1
319Vermillion Wealth Management, Inc.$4.5K1
320Parkside Financial Bank & Trust$4.0K1
321A. D. Beadell Investment Counsel, Inc.$3.9K1
322Destiny Wealth Partners, LLC$3.8K1
323CVA Family Office, LLC$3.8K1
324JFS WEALTH ADVISORS, LLC$3.2K1
325NATIXIS ADVISORS, LLC$2.1K1
326INGALLS & SNYDER LLC$1.6K1
327Claret Asset Management Corp$1.5K1
328Addison Advisors LLC$1.4K1
329HRT FINANCIAL LP$1.2K1
330GSA CAPITAL PARTNERS LLP$1.2K1
331Sienna Gestion$1.1K1
332Tradewinds Capital Management, LLC$8961
333SHP Wealth Management$8951
334JTC Employer Solutions Trustee Ltd$5691
335THRIVENT FINANCIAL FOR LUTHERANS$5461
336MV CAPITAL MANAGEMENT, INC.$4481
337Transamerica Financial Advisors, LLC$3581
338MOSAIC FINANCIAL GROUP, LLC$3021
339Old North State Trust, LLC$2591
340Godfrey Financial Associates, Inc.$2241
341Advocate Investing Services LLC$1791
342Farmers & Merchants Trust Co of Chambersburg PA$901
343Kilter Group LLC$451
344TOBAM$181
345Harvest Fund Management Co., Ltd$131
346VALLEY NATIONAL ADVISERS INC$121
347Penserra Capital Management LLC$11
348NOMURA ASSET MANAGEMENT CO LTD$01
349RNC CAPITAL MANAGEMENT LLC— value not disclosed1
350VANGUARD GROUP INC— value not disclosed1
351SMITH, MOORE & CO.— value not disclosed1
352MML INVESTORS SERVICES, LLC— value not disclosed1
353HARBOUR INVESTMENTS, INC.— value not disclosed1
354ONTARIO TEACHERS PENSION PLAN BOARD— value not disclosed1
355COUNTRY TRUST BANK— value not disclosed1
356TORTOISE CAPITAL ADVISORS, L.L.C.— value not disclosed1
357GUGGENHEIM CAPITAL LLC— value not disclosed1
358CIBC Private Wealth Group LLC— value not disclosed1
359NORGES BANK— value not disclosed1
360TCTC Holdings, LLC— value not disclosed1
361SUMMIT SECURITIES GROUP LLC— value not disclosed1
362Dynamic Technology Lab Private Ltd— value not disclosed1
363DT Investment Partners, LLC— value not disclosed1
364Caprock Group, LLC— value not disclosed1
365Quadrature Capital Ltd— value not disclosed1
366Midwest Professional Planners, LTD.— value not disclosed1
367CX Institutional— value not disclosed1
368Global Retirement Partners, LLC— value not disclosed1
369IEQ CAPITAL, LLC— value not disclosed1
370XTX Topco Ltd— value not disclosed1
371Blue Trust, Inc.— value not disclosed1
372Optiver Holding B.V.— value not disclosed1
373SageView Advisory Group, LLC— value not disclosed1
374Dunhill Financial, LLC— value not disclosed1
375Caitong International Asset Management Co., Ltd— value not disclosed1
376Quarry LP— value not disclosed1
377Safe Harbor Fiduciary, LLC— value not disclosed1
378SummitTX Capital, L.P.— value not disclosed1
379Westerkirk Capital Inc.— value not disclosed1
Truncated by Public Filings. Every one of the 348 13F filers reporting this share class for the quarter is listed. methodology §13F ↗
§ derived by Public Filings from this build's reviewed ticker-mapping holders list for this share class; that list carries each holder's share count, share change and filed date (the full holders view shows them), but no document links — the EDGAR link opens the filer's 13F list
n/c Newest filing in this build: 2026-07-31. Per-row filing dates are on each receipt.

Crowding — not available in this build. No holder rows for the selected period, so no percentile can be ranked.

Do the two regimes agree?

TRAILING 12M · CONGRESS vs FILERS NET
Congress net (rows)0 buy / 1 sell
Congress net ($ bound)−$50.0K to −$15.0K
Filers net (actions)not in build
Filers net ($ Q/Q)not in build

The filer side needs per-issuer quarter-over-quarter actions, which the published aggregate does not carry for this issuer. Convergence and divergence are stated only when both sides are computed.

Signals on PBA

RETAINED WINDOW · ACTIVE HITS
Signal hits naming PBA
KindRuleHits
FIRST FILINGfirst disclosure of this ticker by this member within the corpus — era-scoped: coverage begins 2014-01-03, so an earlier first disclosure cannot be seen and is not claimed against1 hit

Every rule, with its definition →

Planned modules for PBA · financials and macro

Financials — as filed PLANNED

PBA's as-reported XBRL fundamentals will appear here when the financials module passes its gates. Until then: PBA on EDGAR ↗

Macro context PLANNED

Rates, inflation, and positioning series land here with the macro module — vintage-aware, never nowcast.

† issuer name from the SEC's present-day ticker file (company_tickers.json) — a present-day mapping, not the name as of each filing