Security record
BAR
name pending profile ingest
37Tracked holders
-3Δ holders
7.55MShares held
$298.45MReported value
+2New positions
−5Exits
Momentum inputs (comparable managers):
holder breadth -7.5% ·
share flow +0.4% ·
net new positions -8.1%
— formula
Concentrated accumulation — rising shares among 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 | 37 | -3 | 7.55M | $298.45M | +2 | −5 |
| Q1 2026 | 41 | +4 | 7.53M | $347.00M | +5 | −1 |
| Q4 2025 | 37 | -1 | 7.68M | $326.18M | — | −1 |
| Q3 2025 | 5 | +1 | 204.04K | $7.77M | +1 | — |
| Q2 2025 | 2 | -1 | 158.81K | $5.18M | — | −1 |
| Q1 2025 | 2 | 0 | 634.80K | $19.58M | — | — |
| Q4 2024 | 2 | +1 | 303.26K | $7.85M | +1 | — |
| Q3 2024 | 1 | -1 | 161.30K | $4.19M | — | −1 |
| Q2 2024 | 2 | — | 91.52K | $2.10M | — | — |
Who holds it · Q2 2026
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Bank Of America Corp /De/ | 2.46M | -2.1% | $97.42M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 2 | Bank of New York Mellon Corp | 702.59K | +1.5% | $27.77M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 3 | Bank of New York Mellon Corp | 702.59K | +1.5% | $27.77M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 4 | Bank of New York Mellon Corp | 702.59K | +1.5% | $27.77M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 5 | Bank of New York Mellon Corp | 702.59K | +1.5% | $27.77M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 6 | LPL Financial LLC | 692.25K | +5.7% | $27.36M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 7 | Envestnet Asset Management Inc | 633.25K | +0.5% | $25.03M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 8 | Royal Bank Of Canada | 579.18K | +1.1% | $22.89M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 9 | Royal Bank Of Canada | 579.18K | +1.1% | $22.89M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 10 | Rockefeller Capital Management L.P. | 451.59K | -1.8% | $17.85M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 11 | Rockefeller Capital Management L.P. | 451.59K | -1.8% | $17.85M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 12 | Cetera Investment Advisers | 308.81K | +2.4% | $12.21M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 13 | Mml Investors Services, Llc | 300.56K | +29.9% | $11.88M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 14 | Osaic Holdings, Inc. | 269.46K | -2.8% | $10.65M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 15 | Osaic Holdings, Inc. | 269.46K | -2.8% | $10.65M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 16 | Stifel Financial Corp | 187.91K | +12.6% | $7.43M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 17 | Stifel Financial Corp | 187.91K | +12.6% | $7.43M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 18 | Raymond James Financial Inc | 155.79K | -9.0% | $6.16M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 19 | Raymond James Financial Inc | 155.79K | -9.0% | $6.16M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 20 | Raymond James Financial Inc | 155.79K | -9.0% | $6.16M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 21 | Captrust Financial Advisors | 133.34K | -5.2% | $5.27M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 22 | Commonwealth Equity Services, Llc | 104.87K | +0.8% | $4.15M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 23 | Lido Advisors, LLC | 78.19K | +1008.2% | $3.09M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 24 | Mercer Global Advisors Inc /Adv | 75.72K | -1.1% | $2.99M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 25 | Morgan Stanley ✦ | 68.69K | -0.3% | $2.72M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 26 | Morgan Stanley ✦ | 68.69K | -0.3% | $2.72M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 27 | Morgan Stanley ✦ | 68.69K | -0.3% | $2.72M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 28 | Morgan Stanley ✦ | 68.69K | -0.3% | $2.72M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 29 | HighTower Advisors, LLC | 50.72K | -14.3% | $2.01M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 30 | JPMorgan Chase ✦ | 43.31K | -14.4% | $1.71M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 31 | JPMorgan Chase ✦ | 43.31K | -14.4% | $1.71M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 32 | JPMorgan Chase ✦ | 43.31K | -14.4% | $1.71M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 33 | Jane Street Group, Llc | 35.97K | New | $1.42M | 0.0% | New | 1 | SEC ↗ |
| 34 | IMC-Chicago, LLC | 35.66K | +299.2% | $1.41M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 35 | UBS Group AG | 29.86K | -2.2% | $1.18M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 36 | UBS Group AG | 29.86K | -2.2% | $1.18M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 37 | Mariner, LLC | 27.71K | +0.7% | $1.10M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 38 | Northwestern Mutual Wealth… | 23.44K | +9.5% | $926,662 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 39 | Corient Private Wealth LP | 17.08K | +1.8% | $675,332 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 40 | Wells Fargo & Company/Mn | 17.06K | -11.5% | $674,461 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 41 | Wells Fargo & Company/Mn | 17.06K | -11.5% | $674,461 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 42 | Cerity Partners LLC | 13.69K | -0.7% | $541,205 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 43 | Creative Planning | 12.01K | -28.8% | $474,795 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 44 | Wealth Enhancement Advisory… | 8.87K | +2.7% | $358,630 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 45 | Citadel Advisors ✦ | 8.37K | -78.4% | $330,708 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 46 | Truist Financial Corp | 7.90K | -9.4% | $312,129 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 47 | Fifth Third Bancorp | 7.30K | -1.4% | $288,683 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 48 | Fidelity (FMR) ✦ | 3.21K | +4.0% | $127,019 | 0.0% | ▲ Add | 5 | SEC ↗ |
| 49 | Assetmark, Inc | 318 | -7.6% | $12,571 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 50 | UBS AM, a distinct business unit of… | 278 | -42.2% | $10,989 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 51 | National Bank Of Canada /Fi/ | 230 | 0.0% | $9,090 | 0.0% | Held | 3 | SEC ↗ |
| 52 | Jones Financial Companies Lllp | 185 | New | $7,411 | 0.0% | New | 1 | SEC ↗ |
| 53 | Pnc Financial Services Group, Inc. | 35 | 0.0% | $1,384 | 0.0% | Held | 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 | $1.42M | 0.0% |
| Jones Financial Companies Lllp | $7,411 | 0.0% |
Exited
| Susquehanna International… | $3.66M | was 0.0% |
| Renaissance Technologies | $1.22M | was 0.0% |
| Tudor Investment Corp Et Al | $245,089 | was 0.0% |
| Bnp Paribas Financial Markets | $3,460 | was 0.0% |
| BlackRock | $2,860 | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 174 holders, 15.73M shares, $717.43M 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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