Security record · archived quarter
AFB
name pending profile ingest
23Tracked holders
0Δ holders
3.86MShares held
$41.26MReported value
+4New positions
−4Exits
Momentum inputs (comparable managers): holder breadth 0.0% · share flow -9.0% · net new positions 0.0% — formula
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q1 2026
Ownership over time
Who holds it · Q1 2026
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Allspring Global Investments… | 1.46M | +2.2% | $15.66M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 2 | Morgan Stanley ✦ | 879.50K | +23.1% | $9.40M | 0.0% | ▲ Add | 3 | SEC ↗ ×4 |
| 3 | Wells Fargo & Company/Mn | 508.07K | +2.7% | $5.43M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 4 | Commonwealth Equity Services, Llc | 194.42K | -1.4% | $2.08M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 5 | Bank of New York Mellon Corp | 147.06K | +4.4% | $1.57M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 6 | LPL Financial LLC | 99.32K | 0.0% | $1.06M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 7 | Royal Bank Of Canada | 78.45K | -63.5% | $839,000 | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 8 | Bank Of America Corp /De/ | 66.51K | +18.0% | $710,952 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 9 | Ameriprise Financial Inc | 57.55K | +35.7% | $615,156 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 10 | Envestnet Asset Management Inc | 56.80K | +33.7% | $607,139 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 11 | Creative Planning | 45.28K | -14.8% | $484,019 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 12 | HighTower Advisors, LLC | 41.84K | -18.1% | $447,214 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 13 | Lido Advisors, LLC | 37.54K | -88.0% | $401,288 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 14 | Invesco Ltd. | 35.35K | New | $377,870 | 0.0% | New | 1 | SEC ↗ |
| 15 | Stifel Financial Corp | 32.66K | +0.1% | $349,155 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 16 | UBS Group AG | 26.88K | -82.8% | $287,315 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 17 | Raymond James Financial Inc | 23.56K | +21.0% | $251,834 | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 18 | Osaic Holdings, Inc. | 20.49K | +64.3% | $218,994 | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 19 | Us Bancorp \De\ | 17.23K | 0.0% | $184,210 | 0.0% | Held | 2 | SEC ↗ |
| 20 | Cerity Partners LLC | 15.61K | +35.3% | $166,892 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 21 | Nomura Holdings Inc | 10.00K | New | $106,900 | 0.0% | New | 1 | SEC ↗ |
| 22 | BlackRock ✦ (passive) | 595 | New | $6,361 | 0.0% | New | 1 | SEC ↗ |
| 23 | Fifth Third Bancorp | 77 | New | $822 | 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
| Invesco Ltd. | $377,870 | 0.0% |
| Nomura Holdings Inc | $106,900 | 0.0% |
| BlackRock | $6,361 | 0.0% |
| Fifth Third Bancorp | $822 | 0.0% |
Exited
| Balyasny Asset Management L.P. | $1.02M | was 0.0% |
| Susquehanna International… | $180,445 | was 0.0% |
| Jane Street Group, Llc | $163,079 | was 0.0% |
| Bank Of Montreal /Can/ | $139,989 | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 90 holders, 18.55M shares, $185.91M 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: Q1 2026 ·
Methodology ·
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