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Security record

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Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025 Q4 2024 Q3 2024
44Tracked holders
-3Δ holders
5.38MShares held
$205.40MReported value
+3New positions
−6Exits
Falling How these are computed → Explain this at the Research Desk →

Momentum inputs (comparable managers): holder breadth -6.4% · share flow -8.8% · net new positions -6.8%formula
Broad distribution — falling shares and fewer holders

All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q2 2026

Ownership over time
QuarterHoldersΔSharesReported valueNewExits
Q2 2026 44 -3 5.38M $205.40M +3 −6
Q1 2026 48 +5 5.90M $148.11M +10 −5
Q4 2025 43 0 5.35M $162.89M
Q3 2025 5 -1 1.47M $51.86M +1 −2
Q2 2025 4 0 28.37K $1.05M
Q1 2025 2 +1 31.63K $1.02M +1
Q4 2024 1 -2 23.26K $746,285 −2
Q3 2024 3 +1 71.17K $2.20M +2 −1
Q2 2024 2 20.43K $604,201
Holder count
Who holds it · Q2 2026
#ManagerSharesΔ sharesValueTheir weightHeld
1 LPL Financial LLC 1.21M -6.3% $46.05M 0.0% ▼ Trim 3 SEC ↗
2 Morgan Stanley 901.71K -18.3% $34.44M 0.0% ▼ Trim 4 SEC ↗
3 Morgan Stanley 901.71K -18.3% $34.44M 0.0% ▼ Trim 4 SEC ↗
4 Morgan Stanley 901.71K -18.3% $34.44M 0.0% ▼ Trim 4 SEC ↗
5 Morgan Stanley 901.71K -18.3% $34.44M 0.0% ▼ Trim 4 SEC ↗
6 Morgan Stanley 901.71K -18.3% $34.44M 0.0% ▼ Trim 4 SEC ↗
7 UBS Group AG 457.85K +122.5% $17.49M 0.0% ▲ Add 3 SEC ↗
8 UBS Group AG 457.85K +122.5% $17.49M 0.0% ▲ Add 3 SEC ↗
9 UBS Group AG 457.85K +122.5% $17.49M 0.0% ▲ Add 3 SEC ↗
10 Bank Of America Corp /De/ 399.50K +32.5% $15.26M 0.0% ▲ Add 3 SEC ↗
11 Bank Of America Corp /De/ 399.50K +32.5% $15.26M 0.0% ▲ Add 3 SEC ↗
12 Bank Of America Corp /De/ 399.50K +32.5% $15.26M 0.0% ▲ Add 3 SEC ↗
13 Citadel Advisors 270.85K +126.8% $10.34M 0.0% ▲ Add 2 SEC ↗
14 Northwestern Mutual Wealth… 261.79K +20.0% $10.00M 0.0% ▲ Add 3 SEC ↗
15 Royal Bank Of Canada 259.67K +42.0% $9.92M 0.0% ▲ Add 3 SEC ↗
16 Royal Bank Of Canada 259.67K +42.0% $9.92M 0.0% ▲ Add 3 SEC ↗
17 Royal Bank Of Canada 259.67K +42.0% $9.92M 0.0% ▲ Add 3 SEC ↗
18 Cetera Investment Advisers 232.10K +0.8% $8.86M 0.0% ▲ Add 3 SEC ↗
19 Raymond James Financial Inc 231.06K -15.1% $8.82M 0.0% ▼ Trim 3 SEC ↗
20 Raymond James Financial Inc 231.06K -15.1% $8.82M 0.0% ▼ Trim 3 SEC ↗
21 Osaic Holdings, Inc. 165.62K +21.8% $6.32M 0.0% ▲ Add 3 SEC ↗
22 Osaic Holdings, Inc. 165.62K +21.8% $6.32M 0.0% ▲ Add 3 SEC ↗
23 Osaic Holdings, Inc. 165.62K +21.8% $6.32M 0.0% ▲ Add 3 SEC ↗
24 HighTower Advisors, LLC 109.95K -10.6% $4.20M 0.0% ▼ Trim 3 SEC ↗
25 Susquehanna International Group, Llp 109.81K -54.2% $4.19M 0.0% ▼ Trim 3 SEC ↗
26 Envestnet Asset Management Inc 103.63K -7.2% $3.96M 0.0% ▼ Trim 3 SEC ↗
27 Mirae Asset Global Investments Co.… 91.66K -51.1% $3.50M 0.0% ▼ Trim 3 SEC ↗
28 Rockefeller Capital Management L.P. 88.25K +27.8% $3.37M 0.0% ▲ Add 3 SEC ↗
29 Rockefeller Capital Management L.P. 88.25K +27.8% $3.37M 0.0% ▲ Add 3 SEC ↗
30 Rockefeller Capital Management L.P. 88.25K +27.8% $3.37M 0.0% ▲ Add 3 SEC ↗
31 Mml Investors Services, Llc 59.69K +14.7% $2.28M 0.0% ▲ Add 3 SEC ↗
32 Stifel Financial Corp 54.19K +41.2% $2.07M 0.0% ▲ Add 3 SEC ↗
33 JPMorgan Chase 53.95K -47.9% $2.00M 0.0% ▼ Trim 4 SEC ↗
34 JPMorgan Chase 53.95K -47.9% $2.00M 0.0% ▼ Trim 4 SEC ↗
35 JPMorgan Chase 53.95K -47.9% $2.00M 0.0% ▼ Trim 4 SEC ↗
36 JPMorgan Chase 53.95K -47.9% $2.00M 0.0% ▼ Trim 4 SEC ↗
37 JPMorgan Chase 53.95K -47.9% $2.00M 0.0% ▼ Trim 4 SEC ↗
38 Commonwealth Equity Services, Llc 51.64K -3.7% $1.97M 0.0% ▼ Trim 3 SEC ↗
39 Pnc Financial Services Group, Inc. 35.47K -17.6% $1.35M 0.0% ▼ Trim 3 SEC ↗
40 Pnc Financial Services Group, Inc. 35.47K -17.6% $1.35M 0.0% ▼ Trim 3 SEC ↗
41 Pnc Financial Services Group, Inc. 35.47K -17.6% $1.35M 0.0% ▼ Trim 3 SEC ↗
42 Pnc Financial Services Group, Inc. 35.47K -17.6% $1.35M 0.0% ▼ Trim 3 SEC ↗
43 Pnc Financial Services Group, Inc. 35.47K -17.6% $1.35M 0.0% ▼ Trim 3 SEC ↗
44 Ameriprise Financial Inc 33.96K +61.4% $1.30M 0.0% ▲ Add 3 SEC ↗
45 Ameriprise Financial Inc 33.96K +61.4% $1.30M 0.0% ▲ Add 3 SEC ↗
46 Mariner, LLC 22.01K -27.2% $839,069 0.0% ▼ Trim 3 SEC ↗
47 Captrust Financial Advisors 19.51K +15.7% $745,242 0.0% ▲ Add 3 SEC ↗
48 Tidal Investments LLC 18.25K +46.8% $697,044 0.0% ▲ Add 2 SEC ↗
49 Group One Trading Llc 17.89K -58.1% $683,372 0.0% ▼ Trim 3 SEC ↗
50 National Bank Of Canada /Fi/ 16.33K +254.1% $622,479 0.0% ▲ Add 3 SEC ↗
51 Simplex Trading, Llc 15.21K -91.1% $580,869 0.0% ▼ Trim 3 SEC ↗
52 Goldman Sachs Group 14.58K New $556,772 0.0% New 1 SEC ↗
53 IMC-Chicago, LLC 14.56K -80.7% $556,123 0.0% ▼ Trim 2 SEC ↗
54 Baird Financial Group, Inc. 11.00K -4.1% $420,128 0.0% ▼ Trim 3 SEC ↗
55 Cibc World Market Inc. 9.47K 0.0% $361,697 0.0% Held 3 SEC ↗
56 Fifth Third Bancorp 8.77K -37.0% $334,736 0.0% ▼ Trim 3 SEC ↗
57 Bank Of Montreal /Can/ 6.94K 0.0% $265,054 0.0% Held 3 SEC ↗
58 Bank Of Montreal /Can/ 6.94K 0.0% $265,054 0.0% Held 3 SEC ↗
59 Bank Of Montreal /Can/ 6.94K 0.0% $265,054 0.0% Held 3 SEC ↗
60 Wealth Enhancement Advisory… 6.68K -20.3% $263,181 0.0% ▼ Trim 3 SEC ↗
61 Creative Planning 6.07K New $231,887 0.0% New 1 SEC ↗
62 Creative Planning 6.07K New $231,887 0.0% New 1 SEC ↗
63 Mercer Global Advisors Inc /Adv 5.35K New $204,194 0.0% New 1 SEC ↗
64 TD Waterhouse Canada Inc. 4.22K +27.8% $165,303 0.0% ▲ Add 2 SEC ↗
65 Fidelity (FMR) 2.85K +73.7% $108,848 0.0% ▲ Add 5 SEC ↗
66 Us Bancorp \De\ 629 0.0% $24,022 0.0% Held 3 SEC ↗
67 Wells Fargo & Company/Mn 613 +12.5% $23,401 0.0% ▲ Add 3 SEC ↗
68 Jones Financial Companies Lllp 450 -23.5% $15,984 0.0% ▼ Trim 2 SEC ↗
69 Deutsche Bank Ag\ 300 -68.4% $11,457 0.0% ▼ Trim 2 SEC ↗
70 Assetmark, Inc 171 0.0% $6,530 0.0% Held 3 SEC ↗
71 BlackRock (passive) 1 0.0% $43 0.0% Held 5 SEC ↗

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

New buyers

Goldman Sachs Group $556,772 0.0%
Creative Planning $231,887 0.0%
Creative Planning $231,887 0.0%
Mercer Global Advisors Inc… $204,194 0.0%

Exited

Tudor Investment Corp Et Al $4.10M was 0.0%
Hrt Financial Lp $3.53M was 0.0%
Jane Street Group, Llc $1.76M was 0.0%
Point72 Asset Management $241,006 was 0.0%
Qube Research & Technologies… $54,639 was 0.0%
Optiver Holding B.V. $50,220 was 0.0%

Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 195 holders, 14.01M shares, $298.75M 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