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Security record

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Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025 Q3 2024 Q2 2024
35Tracked holders
+3Δ holders
2.40MShares held
$99.75MReported value
+3New positions
−0Exits
Rising How these are computed → Explain this at the Research Desk →

Momentum inputs (comparable managers): holder breadth +9.4% · share flow +4.9% · net new positions +8.6%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
QuarterHoldersΔSharesReported valueNewExits
Q2 2026 35 +3 2.40M $99.75M +3
Q1 2026 33 +1 2.30M $91.59M +3 −2
Q4 2025 32 -1 2.95M $118.29M −1
Q3 2025 5 0 615.73K $24.73M
Q2 2025 3 0 324.82K $12.69M +1 −1
Q1 2025 1 +1 2.10K $791,000 +1
Q3 2024 1 0 35.55K $1.37M
Q2 2024 1 38.72K $1.43M
Holder count
Who holds it · Q2 2026
#ManagerSharesΔ sharesValueTheir weightHeld
1 LPL Financial LLC 629.40K -1.4% $26.11M 0.0% ▼ Trim 3 SEC ↗
2 BlackRock (passive) 381.37K +10.9% $15.82M 0.0% ▲ Add 5 SEC ↗
3 Cetera Investment Advisers 207.72K +3.8% $8.62M 0.0% ▲ Add 3 SEC ↗
4 Morgan Stanley 175.36K +1.6% $7.27M 0.0% ▲ Add 4 SEC ↗
5 Morgan Stanley 175.36K +1.6% $7.27M 0.0% ▲ Add 4 SEC ↗
6 Morgan Stanley 175.36K +1.6% $7.27M 0.0% ▲ Add 4 SEC ↗
7 Bank Of America Corp /De/ 163.39K -1.5% $6.78M 0.0% ▼ Trim 3 SEC ↗
8 Bank Of America Corp /De/ 163.39K -1.5% $6.78M 0.0% ▼ Trim 3 SEC ↗
9 Bank Of America Corp /De/ 163.39K -1.5% $6.78M 0.0% ▼ Trim 3 SEC ↗
10 Bank Of America Corp /De/ 163.39K -1.5% $6.78M 0.0% ▼ Trim 3 SEC ↗
11 Osaic Holdings, Inc. 130.76K +45.5% $5.42M 0.0% ▲ Add 3 SEC ↗
12 Osaic Holdings, Inc. 130.76K +45.5% $5.42M 0.0% ▲ Add 3 SEC ↗
13 Wells Fargo & Company/Mn 102.77K -5.0% $4.26M 0.0% ▼ Trim 3 SEC ↗
14 Wells Fargo & Company/Mn 102.77K -5.0% $4.26M 0.0% ▼ Trim 3 SEC ↗
15 Wells Fargo & Company/Mn 102.77K -5.0% $4.26M 0.0% ▼ Trim 3 SEC ↗
16 Stifel Financial Corp 93.29K +30.4% $3.87M 0.0% ▲ Add 3 SEC ↗
17 JPMorgan Chase 44.42K 0.0% $1.84M 0.0% ▼ Trim 4 SEC ↗
18 JPMorgan Chase 44.42K 0.0% $1.84M 0.0% ▼ Trim 4 SEC ↗
19 JPMorgan Chase 44.42K 0.0% $1.84M 0.0% ▼ Trim 4 SEC ↗
20 Lido Advisors, LLC 43.17K -22.2% $1.79M 0.0% ▼ Trim 3 SEC ↗
21 Commonwealth Equity Services, Llc 38.70K -2.5% $1.61M 0.0% ▼ Trim 3 SEC ↗
22 Jane Street Group, Llc 37.11K New $1.54M 0.0% New 1 SEC ↗
23 Susquehanna International Group, Llp 36.40K -46.8% $1.51M 0.0% ▼ Trim 3 SEC ↗
24 Susquehanna International Group, Llp 36.40K -46.8% $1.51M 0.0% ▼ Trim 3 SEC ↗
25 National Bank Of Canada /Fi/ 35.77K +14.9% $1.48M 0.0% ▲ Add 3 SEC ↗
26 Corient Private Wealth LP 30.05K +0.1% $1.25M 0.0% ▲ Add 3 SEC ↗
27 Mariner, LLC 28.75K -25.1% $1.19M 0.0% ▼ Trim 3 SEC ↗
28 Ameriprise Financial Inc 28.12K -5.5% $1.17M 0.0% ▼ Trim 3 SEC ↗
29 Ameriprise Financial Inc 28.12K -5.5% $1.17M 0.0% ▼ Trim 3 SEC ↗
30 Citadel Advisors 27.08K +26.1% $1.12M 0.0% ▲ Add 2 SEC ↗
31 UBS Group AG 26.93K -5.0% $1.12M 0.0% ▼ Trim 3 SEC ↗
32 Jones Financial Companies Lllp 23.03K +51.7% $951,636 0.0% ▲ Add 3 SEC ↗
33 Raymond James Financial Inc 22.50K -0.6% $933,480 0.0% ▼ Trim 3 SEC ↗
34 Raymond James Financial Inc 22.50K -0.6% $933,480 0.0% ▼ Trim 3 SEC ↗
35 Royal Bank Of Canada 21.70K -13.0% $901,000 0.0% ▼ Trim 3 SEC ↗
36 Royal Bank Of Canada 21.70K -13.0% $901,000 0.0% ▼ Trim 3 SEC ↗
37 Royal Bank Of Canada 21.70K -13.0% $901,000 0.0% ▼ Trim 3 SEC ↗
38 Cerity Partners LLC 15.89K New $658,963 0.0% New 1 SEC ↗
39 Cerity Partners LLC 15.89K New $658,963 0.0% New 1 SEC ↗
40 Mml Investors Services, Llc 12.64K +61.5% $524,417 0.0% ▲ Add 3 SEC ↗
41 Envestnet Asset Management Inc 12.62K -10.3% $523,455 0.0% ▼ Trim 3 SEC ↗
42 HighTower Advisors, LLC 9.77K +72.3% $405,057 0.0% ▲ Add 3 SEC ↗
43 Bank Of Montreal /Can/ 7.30K -5.7% $302,804 0.0% ▼ Trim 3 SEC ↗
44 Wealth Enhancement Advisory… 6.22K New $256,284 0.0% New 1 SEC ↗
45 Fidelity (FMR) 5.10K -21.5% $211,424 0.0% ▼ Trim 5 SEC ↗
46 TD Waterhouse Canada Inc. 3.27K -15.8% $135,197 0.0% ▼ Trim 3 SEC ↗
47 Fifth Third Bancorp 1.60K +28.4% $66,225 0.0% ▲ Add 2 SEC ↗
48 Northwestern Mutual Wealth… 1.44K -23.1% $59,814 0.0% ▼ Trim 3 SEC ↗
49 Qube Research & Technologies Ltd 666 -62.7% $27,626 0.0% ▼ Trim 2 SEC ↗
50 Assetmark, Inc 534 +7.9% $22,144 0.0% ▲ Add 3 SEC ↗
51 Bnp Paribas Financial Markets 39 +39.3% $1,618 0.0% ▲ Add 3 SEC ↗

“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.

New buyers

Jane Street Group, Llc $1.54M 0.0%
Cerity Partners LLC $658,963 0.0%
Cerity Partners LLC $658,963 0.0%
Wealth Enhancement Advisory… $256,284 0.0%

Exited

No tracked exits this quarter.

Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 163 holders, 5.38M shares, $210.08M 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