Security record · archived quarter
CATH
name pending profile ingest
43Tracked holders
-3Δ holders
3.10MShares held
$242.29MReported value
+0New positions
−3Exits
Momentum inputs (comparable managers):
holder breadth -6.5% ·
share flow -1.3% ·
net new positions -7.0%
· formula
Broad distribution: falling shares and fewer holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q1 2026
Ownership over time
Who holds it · Q1 2026
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Morgan Stanley ✦ | 559.23K | +9.1% | $43.70M | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 2 | Bank Of America Corp /De/ | 442.55K | +2.5% | $34.59M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 3 | Truist Financial Corp | 272.68K | +0.2% | $21.31M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 4 | Wells Fargo & Company/Mn | 163.91K | -3.3% | $12.81M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 5 | LPL Financial LLC | 159.33K | +7.3% | $12.45M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 6 | Cwm, Llc | 158.29K | +7.2% | $12.37M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 7 | Corient Private Wealth LP | 134.81K | -54.3% | $10.54M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 8 | Aristotle Capital Management, LLC | 125.88K | -4.1% | $9.84M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 9 | Ameriprise Financial Inc | 102.32K | +4.8% | $8.00M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 10 | Fifth Third Bancorp | 93.14K | +55.9% | $7.28M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 11 | Royal Bank Of Canada | 73.56K | +6.4% | $5.75M | 0.0% | ▲ Add | 2 | SEC ↗ ×4 |
| 12 | Northwestern Mutual Wealth… | 73.45K | +9.7% | $5.74M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 13 | Cerity Partners LLC | 62.34K | 0.0% | $4.87M | 0.0% | Held | 2 | SEC ↗ |
| 14 | Raymond James Financial Inc | 60.19K | +3.5% | $4.70M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 15 | Baird Financial Group, Inc. | 56.64K | +6.1% | $4.43M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 16 | Sei Investments Co | 51.37K | +4.7% | $4.01M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 17 | Chevy Chase Trust Holdings, LLC | 50.49K | +42.5% | $3.95M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 18 | Envestnet Asset Management Inc | 46.59K | +12.5% | $3.64M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 19 | Mariner, LLC | 45.60K | -0.1% | $3.56M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 20 | UBS Group AG | 42.98K | +73.2% | $3.36M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 21 | Jane Street Group, Llc | 42.22K | +860.4% | $3.30M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 22 | Creative Planning | 38.10K | +15.6% | $2.98M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 23 | Jones Financial Companies Lllp | 35.82K | +85.5% | $2.73M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 24 | Commonwealth Equity Services, Llc | 30.43K | +19.5% | $2.38M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 25 | Mml Investors Services, Llc | 30.05K | -11.9% | $2.35M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 26 | HighTower Advisors, LLC | 23.54K | +18.2% | $1.84M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 27 | Mercer Global Advisors Inc /Adv | 20.00K | +12.7% | $1.56M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 28 | Brown Advisory Inc | 18.56K | 0.0% | $1.45M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 29 | Stifel Financial Corp | 17.41K | +8.2% | $1.36M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 30 | Osaic Holdings, Inc. | 13.98K | +1.3% | $1.09M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 31 | Cetera Investment Advisers | 10.46K | +33.0% | $817,147 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 32 | Susquehanna International Group, Llp | 10.26K | +6.9% | $802,053 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 33 | Northern Trust Corp | 10.21K | 0.0% | $797,990 | 0.0% | Held | 2 | SEC ↗ |
| 34 | Fidelity (FMR) ✦ | 8.28K | -1.3% | $647,263 | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 35 | Lido Advisors, LLC | 6.03K | -1.9% | $471,166 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 36 | Financial Engines Advisors L.L.C. | 3.93K | 0.0% | $307,051 | 0.0% | Held | 2 | SEC ↗ |
| 37 | CIBC Bancorp USA Inc. | 2.79K | n/a | $217,726 | 0.0% | n/c | 1 | SEC ↗ |
| 38 | Bank Julius Baer & Co. Ltd, Zurich | 1.88K | -3.6% | $147,057 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 39 | Pnc Financial Services Group, Inc. | 578 | 0.0% | $45,171 | 0.0% | Held | 2 | SEC ↗ |
| 40 | JPMorgan Chase ✦ | 431 | +116.6% | $32,722 | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 41 | Assetmark, Inc | 418 | +91.7% | $32,667 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 42 | Us Bancorp \De\ | 416 | 0.0% | $32,510 | 0.0% | Held | 2 | SEC ↗ |
| 43 | Russell Investments Group, Ltd. | 34 | -12.8% | $2,657 | 0.0% | ▼ Trim | 2 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value: the conviction measure. ✦ = curated manager.
New buyers
| No new tracked buyers this quarter. |
Exited
| Captrust Financial Advisors | $8.26M | was 0.0% |
| Citadel Advisors | $958,928 | was 0.0% |
| Wealth Enhancement Advisory… | $270,136 | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 201 holders, 7.08M shares, $553.01M 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: Q1 2026 ·
Methodology ·
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