Security record · archived quarter
AINV
name pending profile ingest
49Tracked holders
+2Δ holders
14.03MShares held
$141.43MReported value
+6New positions
−4Exits
Momentum inputs (comparable managers):
holder breadth +4.3% ·
share flow +4.5% ·
net new positions +4.1%
— formula
Broad accumulation — rising shares across more holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q2 2026
Ownership over time
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q2 2026 | 49 | +2 | 14.03M | $141.43M | +6 | −4 |
| Q1 2026 | 48 | +1 | 13.42M | $150.88M | +6 | −5 |
| Q4 2025 | 47 | -2 | 10.76M | $123.11M | — | −2 |
| Q3 2025 | 9 | +2 | 2.73M | $32.72M | +3 | −1 |
| Q2 2025 | 4 | +1 | 1.11M | $13.95M | +1 | — |
| Q1 2025 | 2 | 0 | 230.83K | $2.97M | +1 | −1 |
| Q4 2024 | 2 | +1 | 136.99K | $1.85M | +1 | — |
| Q3 2024 | 1 | 0 | 399.17K | $5.34M | — | — |
| Q2 2024 | 1 | — | 340.07K | $5.15M | — | — |
Who holds it · Q2 2026
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Soros Fund Management ✦ | 1.94M | 0.0% | $19.60M | 0.3% | Held | 2 | SEC ↗ |
| 2 | UBS Group AG | 1.93M | +6.1% | $19.45M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 3 | UBS Group AG | 1.93M | +6.1% | $19.45M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 4 | Morgan Stanley ✦ | 1.53M | -5.2% | $15.43M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 5 | Morgan Stanley ✦ | 1.53M | -5.2% | $15.43M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 6 | Morgan Stanley ✦ | 1.53M | -5.2% | $15.43M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 7 | Morgan Stanley ✦ | 1.53M | -5.2% | $15.43M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 8 | Morgan Stanley ✦ | 1.53M | -5.2% | $15.43M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 9 | Russell Investments Group, Ltd. | 1.14M | +45.8% | $11.51M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 10 | Wellington Management ✦ | 1.08M | New | $10.87M | 0.0% | New | 1 | SEC ↗ |
| 11 | Invesco Ltd. | 1.05M | -18.7% | $10.61M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 12 | Legal & General Group Plc | 789.58K | +8.8% | $7.96M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 13 | Sumitomo Mitsui Trust Group, Inc. | 549.58K | 0.0% | $5.54M | 0.0% | Held | 3 | SEC ↗ |
| 14 | Raymond James Financial Inc | 527.87K | -13.1% | $5.32M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 15 | Raymond James Financial Inc | 527.87K | -13.1% | $5.32M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 16 | Franklin Resources Inc | 441.52K | +3.0% | $4.45M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 17 | BlackRock ✦ (passive) | 383.94K | -4.9% | $3.87M | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 18 | BlackRock ✦ (passive) | 383.94K | -4.9% | $3.87M | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 19 | Wells Fargo & Company/Mn | 302.77K | +1.5% | $3.05M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 20 | Wells Fargo & Company/Mn | 302.77K | +1.5% | $3.05M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 21 | Citadel Advisors ✦ | 245.49K | +776.8% | $2.47M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 22 | LPL Financial LLC | 236.65K | -9.6% | $2.39M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 23 | Royal Bank Of Canada | 213.20K | -0.8% | $2.15M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 24 | Royal Bank Of Canada | 213.20K | -0.8% | $2.15M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 25 | Royal Bank Of Canada | 213.20K | -0.8% | $2.15M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 26 | Lazard Asset Management Llc | 207.24K | +152.6% | $2.09M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 27 | Neuberger Berman Group LLC | 186.68K | -8.6% | $1.88M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 28 | Cerity Partners LLC | 151.63K | +105.7% | $1.53M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 29 | Cerity Partners LLC | 151.63K | +105.7% | $1.53M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 30 | Two Sigma Investments ✦ | 146.15K | -41.2% | $1.47M | 0.0% | ▼ Trim | 9 | SEC ↗ |
| 31 | Bank Of America Corp /De/ | 122.10K | -4.8% | $1.23M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 32 | Bank Of America Corp /De/ | 122.10K | -4.8% | $1.23M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 33 | Osaic Holdings, Inc. | 118.35K | -10.0% | $1.19M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 34 | Osaic Holdings, Inc. | 118.35K | -10.0% | $1.19M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 35 | Osaic Holdings, Inc. | 118.35K | -10.0% | $1.19M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 36 | Osaic Holdings, Inc. | 118.35K | -10.0% | $1.19M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 37 | Envestnet Asset Management Inc | 108.33K | +58.2% | $1.09M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 38 | Focus Partners Wealth | 102.07K | -21.9% | $1.03M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 39 | Balyasny Asset Management L.P. | 96.80K | +14.2% | $975,754 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 40 | Lido Advisors, LLC | 69.53K | +3.4% | $700,859 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 41 | Stifel Financial Corp | 38.58K | +4.2% | $388,906 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 42 | Victory Capital Management Inc | 36.92K | -94.4% | $372,174 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 43 | JPMorgan Chase ✦ | 29.52K | 0.0% | $296,991 | 0.0% | Held | 4 | SEC ↗ |
| 44 | JPMorgan Chase ✦ | 29.52K | 0.0% | $296,991 | 0.0% | Held | 4 | SEC ↗ |
| 45 | Ameriprise Financial Inc | 28.91K | -62.2% | $291,377 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 46 | Susquehanna International Group, Llp | 27.22K | +71.5% | $274,418 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 47 | Susquehanna International Group, Llp | 27.22K | +71.5% | $274,418 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 48 | Truist Financial Corp | 26.13K | +20.0% | $263,358 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 49 | Truist Financial Corp | 26.13K | +20.0% | $263,358 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 50 | Cetera Investment Advisers | 22.55K | -1.7% | $227,278 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 51 | Squarepoint Ops LLC | 19.93K | -24.1% | $200,915 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 52 | HighTower Advisors, LLC | 19.93K | -74.3% | $200,843 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 53 | Commonwealth Equity Services, Llc | 18.76K | -42.5% | $189,058 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 54 | ProShare Advisors LLC | 17.25K | -5.8% | $173,830 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 55 | Creative Planning | 14.91K | New | $150,329 | 0.0% | New | 1 | SEC ↗ |
| 56 | Mariner, LLC | 11.61K | New | $116,996 | 0.0% | New | 1 | SEC ↗ |
| 57 | Millennium Management ✦ | 10.17K | New | $102,544 | 0.0% | New | 1 | SEC ↗ |
| 58 | Fifth Third Bancorp | 9.93K | -6.2% | $100,125 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 59 | Bnp Paribas Financial Markets | 8.12K | -64.9% | $81,900 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 60 | Jones Financial Companies Lllp | 5.12K | +34.7% | $50,779 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 61 | Pnc Financial Services Group, Inc. | 4.24K | +39.5% | $42,759 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 62 | Simplex Trading, Llc | 2.05K | New | $20,633 | 0.0% | New | 1 | SEC ↗ |
| 63 | Us Bancorp \De\ | 848 | +35.5% | $8,548 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 64 | Northwestern Mutual Wealth… | 563 | -37.2% | $5,675 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 65 | Rockefeller Capital Management L.P. | 537 | -64.7% | $5,421 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 66 | Assetmark, Inc | 500 | 0.0% | $5,040 | 0.0% | Held | 3 | SEC ↗ |
| 67 | Group One Trading Llc | 379 | New | $3,820 | 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
| Wellington Management | $10.87M | 0.0% |
| Creative Planning | $150,329 | 0.0% |
| Mariner, LLC | $116,996 | 0.0% |
| Millennium Management | $102,544 | 0.0% |
| Simplex Trading, Llc | $20,633 | 0.0% |
| Group One Trading Llc | $3,820 | 0.0% |
Exited
| D. E. Shaw & Co. | $1.39M | was 0.0% |
| Jane Street Group, Llc | $386,139 | was 0.0% |
| IMC-Chicago, LLC | $162,126 | was 0.0% |
| Nomura Asset Management Co Ltd | $12,791 | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 173 holders, 31.72M shares, $330.91M 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: Q2 2026 ·
Methodology ·
Get this via the API