Security record · archived quarter
AOD
name pending profile ingest
35Tracked holders
-2Δ holders
17.89MShares held
$184.45MReported value
+1New positions
−3Exits
Momentum inputs (comparable managers):
holder breadth -5.4% ·
share flow -7.2% ·
net new positions -5.7%
— formula
Broad distribution — falling shares and fewer 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 | 35 | -2 | 17.89M | $184.45M | +1 | −3 |
| Q1 2026 | 38 | +4 | 19.30M | $177.79M | +4 | — |
| Q4 2025 | 34 | 0 | 20.92M | $203.97M | — | — |
| Q3 2025 | 1 | — | 11.35M | $107.33M | — | — |
| Q1 2025 | 1 | +1 | 10.14K | $85,117 | +1 | — |
| Q3 2024 | 1 | +1 | 102.22K | $930,248 | +1 | — |
Who holds it · Q2 2026
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Morgan Stanley ✦ | 9.24M | -5.4% | $95.26M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 2 | Morgan Stanley ✦ | 9.24M | -5.4% | $95.26M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 3 | Morgan Stanley ✦ | 9.24M | -5.4% | $95.26M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 4 | Wells Fargo & Company/Mn | 3.34M | +9.8% | $34.44M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 5 | Wells Fargo & Company/Mn | 3.34M | +9.8% | $34.44M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 6 | Raymond James Financial Inc | 1.70M | +70.3% | $17.48M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 7 | Raymond James Financial Inc | 1.70M | +70.3% | $17.48M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 8 | LPL Financial LLC | 1.02M | -4.5% | $10.51M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 9 | Royal Bank Of Canada | 389.09K | +4.0% | $4.01M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 10 | Royal Bank Of Canada | 389.09K | +4.0% | $4.01M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 11 | Bank Of America Corp /De/ | 370.65K | -27.0% | $3.82M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 12 | Bank Of America Corp /De/ | 370.65K | -27.0% | $3.82M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 13 | Commonwealth Equity Services, Llc | 261.94K | -7.8% | $2.70M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 14 | Osaic Holdings, Inc. | 254.09K | +31.2% | $2.62M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 15 | Osaic Holdings, Inc. | 254.09K | +31.2% | $2.62M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 16 | Ameriprise Financial Inc | 232.32K | +3.5% | $2.40M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 17 | UBS Group AG | 229.52K | +1.8% | $2.37M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 18 | UBS Group AG | 229.52K | +1.8% | $2.37M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 19 | Stifel Financial Corp | 203.57K | -0.1% | $2.10M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 20 | Lido Advisors, LLC | 107.21K | +46.4% | $1.11M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 21 | Baird Financial Group, Inc. | 83.98K | +20.1% | $865,885 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 22 | Cetera Investment Advisers | 71.92K | -87.8% | $741,529 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 23 | Wealth Enhancement Advisory… | 64.16K | +4.2% | $669,157 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 24 | Mariner, LLC | 59.04K | -66.2% | $608,686 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 25 | HighTower Advisors, LLC | 43.65K | +2.9% | $450,040 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 26 | Truist Financial Corp | 41.20K | +3.0% | $424,762 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 27 | Captrust Financial Advisors | 29.84K | -16.8% | $307,681 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 28 | Susquehanna International Group, Llp | 24.69K | -35.3% | $254,554 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 29 | Envestnet Asset Management Inc | 24.51K | -63.2% | $252,714 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 30 | Mercer Global Advisors Inc /Adv | 22.63K | -36.8% | $233,326 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 31 | Jane Street Group, Llc | 18.80K | -81.3% | $193,787 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 32 | Jane Street Group, Llc | 18.80K | -81.3% | $193,787 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 33 | Creative Planning | 14.64K | +6.1% | $150,927 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 34 | Mml Investors Services, Llc | 14.37K | +2.0% | $148,153 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 35 | Pnc Financial Services Group, Inc. | 13.26K | 0.0% | $136,731 | 0.0% | Held | 3 | SEC ↗ |
| 36 | Pnc Financial Services Group, Inc. | 13.26K | 0.0% | $136,731 | 0.0% | Held | 3 | SEC ↗ |
| 37 | Northwestern Mutual Wealth… | 8.66K | -21.5% | $89,326 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 38 | BlackRock ✦ (passive) | 3.51K | -51.9% | $36,157 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 39 | Fifth Third Bancorp | 2.72K | -11.4% | $28,043 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 40 | UBS AM, a distinct business unit of… | 1.61K | 0.0% | $16,609 | 0.0% | Held | 3 | SEC ↗ |
| 41 | Citigroup Inc | 1.12K | 0.0% | $11,547 | 0.0% | Held | 3 | SEC ↗ |
| 42 | Assetmark, Inc | 992 | 0.0% | $10,228 | 0.0% | Held | 3 | SEC ↗ |
| 43 | Us Bancorp \De\ | 760 | 0.0% | $7,836 | 0.0% | Held | 3 | SEC ↗ |
| 44 | Rockefeller Capital Management L.P. | 505 | +10.3% | $5,207 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 45 | Russell Investments Group, Ltd. | 13 | New | $136 | 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
| Russell Investments Group… | $136 | 0.0% |
Exited
| Allspring Global Investments… | $8.95M | was 0.0% |
| Invesco Ltd. | $180,682 | was 0.0% |
| Jones Financial Companies Lllp | $4,678 | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 160 holders, 29.96M shares, $245.89M 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