BST
name pending profile ingest
Momentum inputs (comparable managers):
holder breadth +10.3% ·
share flow +2.3% ·
net new positions +9.4%
— formula
Broad accumulation — rising shares across more holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q2 2026
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q2 2026 | 32 | +3 | 4.46M | $226.26M | +4 | −1 |
| Q1 2026 | 30 | 0 | 4.36M | $158.59M | +3 | −3 |
| Q4 2025 | 30 | +1 | 4.45M | $180.46M | +1 | — |
| Q3 2025 | 3 | — | 1.28M | $52.97M | — | — |
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Morgan Stanley ✦ | 1.43M | +11.3% | $72.54M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 2 | Morgan Stanley ✦ | 1.43M | +11.3% | $72.54M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 3 | Raymond James Financial Inc | 787.62K | +0.5% | $39.94M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 4 | Raymond James Financial Inc | 787.62K | +0.5% | $39.94M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 5 | Raymond James Financial Inc | 787.62K | +0.5% | $39.94M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 6 | Invesco Ltd. | 483.27K | +18.3% | $24.51M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 7 | Invesco Ltd. | 483.27K | +18.3% | $24.51M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 8 | LPL Financial LLC | 278.63K | +1.4% | $14.13M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 9 | Ameriprise Financial Inc | 266.63K | -31.3% | $13.52M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 10 | Ameriprise Financial Inc | 266.63K | -31.3% | $13.52M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 11 | Ameriprise Financial Inc | 266.63K | -31.3% | $13.52M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 12 | Royal Bank Of Canada | 265.29K | -3.0% | $13.45M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 13 | Royal Bank Of Canada | 265.29K | -3.0% | $13.45M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 14 | Royal Bank Of Canada | 265.29K | -3.0% | $13.45M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 15 | Royal Bank Of Canada | 265.29K | -3.0% | $13.45M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 16 | Bank Of America Corp /De/ | 198.50K | -29.1% | $10.07M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 17 | Bank Of America Corp /De/ | 198.50K | -29.1% | $10.07M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 18 | Osaic Holdings, Inc. | 145.38K | +3.7% | $7.37M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 19 | Osaic Holdings, Inc. | 145.38K | +3.7% | $7.37M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 20 | First Trust Advisors Lp | 83.34K | -0.9% | $4.23M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 21 | UBS Group AG | 82.91K | -17.4% | $4.20M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 22 | UBS Group AG | 82.91K | -17.4% | $4.20M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 23 | UBS Group AG | 82.91K | -17.4% | $4.20M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 24 | Cetera Investment Advisers | 68.19K | +17.8% | $3.46M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 25 | Stifel Financial Corp | 67.60K | +12.3% | $3.43M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 26 | Rockefeller Capital Management L.P. | 39.82K | +300.6% | $2.02M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 27 | HighTower Advisors, LLC | 38.98K | -1.4% | $1.98M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 28 | Jane Street Group, Llc | 35.92K | +251.8% | $1.82M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 29 | Jane Street Group, Llc | 35.92K | +251.8% | $1.82M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 30 | Envestnet Asset Management Inc | 34.70K | +18.9% | $1.76M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 31 | Truist Financial Corp | 32.56K | -2.0% | $1.65M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 32 | Truist Financial Corp | 32.56K | -2.0% | $1.65M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 33 | Commonwealth Equity Services, Llc | 30.52K | +1.0% | $1.55M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 34 | Pnc Financial Services Group, Inc. | 22.74K | +7.3% | $1.15M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 35 | Focus Partners Wealth | 11.41K | +60.1% | $578,741 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 36 | Citadel Advisors ✦ | 10.02K | New | $508,216 | 0.0% | New | 1 | SEC ↗ |
| 37 | Mercer Global Advisors Inc /Adv | 8.57K | +4.0% | $434,744 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 38 | Mariner, LLC | 6.93K | New | $351,483 | 0.0% | New | 1 | SEC ↗ |
| 39 | Captrust Financial Advisors | 6.68K | 0.0% | $338,540 | 0.0% | Held | 3 | SEC ↗ |
| 40 | Brown Advisory Inc | 5.14K | New | $260,447 | 0.0% | New | 1 | SEC ↗ |
| 41 | Corient Private Wealth LP | 5.00K | -15.2% | $253,753 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 42 | Creative Planning | 4.93K | -13.2% | $249,814 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 43 | Northwestern Mutual Wealth… | 3.18K | -37.5% | $161,428 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 44 | Wells Fargo & Company/Mn | 2.95K | -59.9% | $149,674 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 45 | Wells Fargo & Company/Mn | 2.95K | -59.9% | $149,674 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 46 | Fifth Third Bancorp | 2.31K | +7.5% | $117,089 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 47 | JPMorgan Chase ✦ | 1.39K | 0.0% | $68,398 | 0.0% | Held | 4 | SEC ↗ |
| 48 | JPMorgan Chase ✦ | 1.39K | 0.0% | $68,398 | 0.0% | Held | 4 | SEC ↗ |
| 49 | Assetmark, Inc | 200 | New | $10,142 | 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
| Citadel Advisors | $508,216 | 0.0% |
| Mariner, LLC | $351,483 | 0.0% |
| Brown Advisory Inc | $260,447 | 0.0% |
| Assetmark, Inc | $10,142 | 0.0% |
Exited
| Jones Financial Companies Lllp | $22,643 | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 118 holders, 7.27M shares, $251.09M reported. This is a different, older period than the tracked-universe figures above and the two are never mixed.
What else this security's tracked holders most often hold — shared-ownership counts, not fundamental relationships.