Security record · archived quarter
AWF
name pending profile ingest
31Tracked holders
+1Δ holders
11.89MShares held
$122.48MReported value
+3New positions
−2Exits
Momentum inputs (comparable managers):
holder breadth +3.3% ·
share flow +12.0% ·
net new positions +3.2%
— 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 | 31 | +1 | 11.89M | $122.48M | +3 | −2 |
| Q1 2026 | 31 | -1 | 10.62M | $107.97M | +2 | −3 |
| Q4 2025 | 32 | -2 | 10.66M | $113.94M | — | −2 |
| Q3 2025 | 4 | +2 | 4.87M | $54.55M | +2 | — |
| Q3 2024 | 2 | +2 | 44.58K | $505,537 | +2 | — |
Who holds it · Q2 2026
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Morgan Stanley ✦ | 5.15M | +28.4% | $53.00M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 2 | Morgan Stanley ✦ | 5.15M | +28.4% | $53.00M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 3 | Morgan Stanley ✦ | 5.15M | +28.4% | $53.00M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 4 | Morgan Stanley ✦ | 5.15M | +28.4% | $53.00M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 5 | Morgan Stanley ✦ | 5.15M | +28.4% | $53.00M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 6 | Royal Bank Of Canada | 1.41M | +12.5% | $14.50M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 7 | Royal Bank Of Canada | 1.41M | +12.5% | $14.50M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 8 | Royal Bank Of Canada | 1.41M | +12.5% | $14.50M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 9 | Invesco Ltd. | 1.07M | -2.4% | $11.01M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 10 | Wells Fargo & Company/Mn | 792.74K | -2.4% | $8.17M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 11 | Wells Fargo & Company/Mn | 792.74K | -2.4% | $8.17M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 12 | LPL Financial LLC | 742.64K | -7.0% | $7.65M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 13 | Raymond James Financial Inc | 685.50K | +20.7% | $7.06M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 14 | Raymond James Financial Inc | 685.50K | +20.7% | $7.06M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 15 | Bank Of America Corp /De/ | 591.66K | -14.8% | $6.09M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 16 | Jones Financial Companies Lllp | 370.69K | +11.3% | $3.78M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 17 | Cetera Investment Advisers | 165.47K | +8.1% | $1.70M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 18 | Commonwealth Equity Services, Llc | 154.79K | +6.2% | $1.59M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 19 | Osaic Holdings, Inc. | 153.43K | +11.3% | $1.58M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 20 | Osaic Holdings, Inc. | 153.43K | +11.3% | $1.58M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 21 | Tidal Investments LLC | 112.82K | 0.0% | $1.16M | 0.0% | Held | 2 | SEC ↗ |
| 22 | Ameriprise Financial Inc | 76.81K | -4.1% | $791,178 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 23 | Ameriprise Financial Inc | 76.81K | -4.1% | $791,178 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 24 | National Bank Of Canada /Fi/ | 73.99K | -3.3% | $759,877 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 25 | UBS Group AG | 70.74K | -26.6% | $728,582 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 26 | UBS Group AG | 70.74K | -26.6% | $728,582 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 27 | UBS Group AG | 70.74K | -26.6% | $728,582 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 28 | Susquehanna International Group, Llp | 45.77K | +9.2% | $471,472 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 29 | HighTower Advisors, LLC | 40.23K | New | $414,390 | 0.0% | New | 1 | SEC ↗ |
| 30 | Jane Street Group, Llc | 34.28K | -37.8% | $353,043 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 31 | Jane Street Group, Llc | 34.28K | -37.8% | $353,043 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 32 | Mml Investors Services, Llc | 26.47K | +0.2% | $272,638 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 33 | Nomura Holdings Inc | 25.00K | +150.0% | $257,500 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 34 | Wealth Enhancement Advisory… | 18.24K | +1.9% | $186,384 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 35 | Northwestern Mutual Wealth… | 16.79K | 0.0% | $172,906 | 0.0% | Held | 3 | SEC ↗ |
| 36 | Mercer Global Advisors Inc /Adv | 16.45K | -24.0% | $169,408 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 37 | Mariner, LLC | 13.54K | +20.5% | $139,436 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 38 | Hrt Financial Lp | 12.91K | New | $132,000 | 0.0% | New | 1 | SEC ↗ |
| 39 | Pnc Financial Services Group, Inc. | 10.97K | -10.3% | $113,002 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 40 | Pnc Financial Services Group, Inc. | 10.97K | -10.3% | $113,002 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 41 | Us Bancorp \De\ | 10.13K | 0.0% | $104,308 | 0.0% | Held | 3 | SEC ↗ |
| 42 | Rockefeller Capital Management L.P. | 8.19K | +19.7% | $84,306 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 43 | Fifth Third Bancorp | 2.73K | +11.1% | $28,088 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 44 | Assetmark, Inc | 44 | 0.0% | $453 | 0.0% | Held | 3 | SEC ↗ |
| 45 | JPMorgan Chase ✦ | 13 | New | $141 | 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
| HighTower Advisors, LLC | $414,390 | 0.0% |
| Hrt Financial Lp | $132,000 | 0.0% |
| JPMorgan Chase | $141 | 0.0% |
Exited
| Focus Partners Wealth | $147,465 | was 0.0% |
| Creative Planning | $104,445 | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 135 holders, 20.61M shares, $204.72M 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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