Security record · archived quarter
AVES
name pending profile ingest
37Tracked holders
+4Δ holders
6.70MShares held
$439.64MReported value
+6New positions
−2Exits
Momentum inputs (comparable managers):
holder breadth +12.1% ·
share flow +7.4% ·
net new positions +10.8%
— 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 | 37 | +4 | 6.70M | $439.64M | +6 | −2 |
| Q1 2026 | 34 | +5 | 6.24M | $374.39M | +7 | −2 |
| Q4 2025 | 29 | 0 | 3.53M | $205.76M | +1 | −1 |
| Q3 2025 | 5 | 0 | 27.16K | $1.56M | — | — |
| Q2 2025 | 2 | -1 | 17.43K | $933,516 | — | −1 |
| Q1 2025 | 2 | +1 | 26.98K | $1.27M | +1 | — |
| Q4 2024 | 1 | 0 | 12.66K | $584,889 | — | — |
| Q3 2024 | 1 | +1 | 4.43K | $230,769 | +1 | — |
Who holds it · Q2 2026
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | American Century Companies Inc | 2.50M | +15.3% | $163.95M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 2 | Envestnet Asset Management Inc | 2.25M | +4.1% | $147.71M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 3 | Focus Partners Wealth | 709.78K | -3.8% | $46.56M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 4 | HighTower Advisors, LLC | 247.06K | +0.8% | $16.21M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 5 | Bank Of America Corp /De/ | 134.78K | +9.2% | $8.84M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 6 | Bank Of America Corp /De/ | 134.78K | +9.2% | $8.84M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 7 | Mml Investors Services, Llc | 129.35K | +105.9% | $8.49M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 8 | Susquehanna International Group, Llp | 96.79K | +76.6% | $6.35M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 9 | Northwestern Mutual Wealth… | 85.95K | +58.1% | $5.64M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 10 | Mariner, LLC | 80.62K | +329.1% | $5.29M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 11 | LPL Financial LLC | 77.36K | +66.7% | $5.08M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 12 | Corient Private Wealth LP | 65.42K | -0.3% | $4.29M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 13 | Citadel Advisors ✦ | 55.73K | -73.7% | $3.66M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 14 | Creative Planning | 46.43K | -1.0% | $3.05M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 15 | Jones Financial Companies Lllp | 38.38K | +19.2% | $2.47M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 16 | Quantinno Capital Management LP | 35.37K | +24.9% | $2.32M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 17 | AQR Capital Management ✦ | 33.75K | +4.1% | $2.21M | 0.0% | ▲ Add | 8 | SEC ↗ |
| 18 | Commonwealth Equity Services, Llc | 25.13K | +4.7% | $1.65M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 19 | Goldman Sachs Group ✦ | 18.13K | -56.2% | $1.19M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 20 | Stifel Financial Corp | 13.79K | New | $904,689 | 0.0% | New | 1 | SEC ↗ |
| 21 | Pnc Financial Services Group, Inc. | 8.37K | +10.2% | $549,010 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 22 | Cerity Partners LLC | 7.09K | +2.9% | $464,876 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 23 | Cerity Partners LLC | 7.09K | +2.9% | $464,876 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 24 | Bank Of Montreal /Can/ | 6.95K | +60.4% | $455,723 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 25 | Wealth Enhancement Advisory… | 6.24K | 0.0% | $409,457 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 26 | Rockefeller Capital Management L.P. | 5.27K | -4.2% | $345,760 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 27 | Nuveen, LLC | 4.70K | New | $308,320 | 0.0% | New | 1 | SEC ↗ |
| 28 | Captrust Financial Advisors | 4.36K | New | $285,837 | 0.0% | New | 1 | SEC ↗ |
| 29 | Morgan Stanley ✦ | 3.79K | +13.4% | $248,952 | 0.0% | ▲ Add | 4 | SEC ↗ |
| 30 | Osaic Holdings, Inc. | 3.47K | +16.6% | $227,913 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 31 | Us Bancorp \De\ | 2.01K | 0.0% | $131,922 | 0.0% | Held | 3 | SEC ↗ |
| 32 | Fifth Third Bancorp | 1.82K | -8.8% | $119,655 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 33 | BlackRock ✦ (passive) | 1.45K | New | $95,120 | 0.0% | New | 1 | SEC ↗ |
| 34 | Fidelity (FMR) ✦ | 1.02K | -23.9% | $67,250 | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 35 | JPMorgan Chase ✦ | 715 | +179.3% | $46,482 | 0.0% | ▲ Add | 4 | SEC ↗ |
| 36 | JPMorgan Chase ✦ | 715 | +179.3% | $46,482 | 0.0% | ▲ Add | 4 | SEC ↗ |
| 37 | Royal Bank Of Canada | 373 | New | $24,000 | 0.0% | New | 1 | SEC ↗ |
| 38 | Assetmark, Inc | 146 | New | $9,578 | 0.0% | New | 1 | SEC ↗ |
| 39 | Wells Fargo & Company/Mn | 60 | -51.6% | $3,936 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 40 | UBS Group AG | 16 | -98.3% | $1,050 | 0.0% | ▼ Trim | 3 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| Stifel Financial Corp | $904,689 | 0.0% |
| Nuveen, LLC | $308,320 | 0.0% |
| Captrust Financial Advisors | $285,837 | 0.0% |
| BlackRock | $95,120 | 0.0% |
| Royal Bank Of Canada | $24,000 | 0.0% |
| Assetmark, Inc | $9,578 | 0.0% |
Exited
| Hrt Financial Lp | $1.84M | was 0.0% |
| Raymond James Financial Inc | $624,871 | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 164 holders, 17.69M shares, $1.05B 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 ·
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