Security record · archived quarter
CATH
name pending profile ingest
42Tracked holders
0Δ holders
3.00MShares held
$265.74MReported value
+1New positions
−1Exits
Momentum inputs (comparable managers): holder breadth 0.0% · share flow +2.1% · net new positions 0.0% — formula
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 | 42 | 0 | 3.00M | $265.74M | +1 | −1 |
| Q1 2026 | 43 | -3 | 3.10M | $242.29M | — | −3 |
| Q4 2025 | 45 | +2 | 3.14M | $258.09M | +2 | — |
| Q3 2025 | 2 | 0 | 474.36K | $38.45M | — | — |
| Q2 2025 | 1 | — | 1.23K | $92,668 | — | — |
Who holds it · Q2 2026
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Morgan Stanley ✦ | 537.39K | -3.9% | $47.56M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 2 | Morgan Stanley ✦ | 537.39K | -3.9% | $47.56M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 3 | Morgan Stanley ✦ | 537.39K | -3.9% | $47.56M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 4 | Morgan Stanley ✦ | 537.39K | -3.9% | $47.56M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 5 | Bank Of America Corp /De/ | 465.61K | +5.2% | $41.21M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 6 | Bank Of America Corp /De/ | 465.61K | +5.2% | $41.21M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 7 | Bank Of America Corp /De/ | 465.61K | +5.2% | $41.21M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 8 | Truist Financial Corp | 335.77K | +23.1% | $29.72M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 9 | Truist Financial Corp | 335.77K | +23.1% | $29.72M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 10 | LPL Financial LLC | 174.01K | +9.2% | $15.40M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 11 | Wells Fargo & Company/Mn | 164.45K | +0.3% | $14.55M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 12 | Wells Fargo & Company/Mn | 164.45K | +0.3% | $14.55M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 13 | Corient Private Wealth LP | 161.37K | +19.7% | $14.28M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 14 | Ameriprise Financial Inc | 110.11K | +7.6% | $9.74M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 15 | Fifth Third Bancorp | 91.72K | -1.5% | $8.12M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 16 | Northwestern Mutual Wealth… | 74.28K | +1.1% | $6.57M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 17 | Royal Bank Of Canada | 73.36K | -0.3% | $6.49M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 18 | Royal Bank Of Canada | 73.36K | -0.3% | $6.49M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 19 | Royal Bank Of Canada | 73.36K | -0.3% | $6.49M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 20 | Royal Bank Of Canada | 73.36K | -0.3% | $6.49M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 21 | Royal Bank Of Canada | 73.36K | -0.3% | $6.49M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 22 | Baird Financial Group, Inc. | 65.00K | +14.8% | $5.75M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 23 | Raymond James Financial Inc | 62.61K | +4.0% | $5.54M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 24 | Raymond James Financial Inc | 62.61K | +4.0% | $5.54M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 25 | Cerity Partners LLC | 62.34K | 0.0% | $5.52M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 26 | Sei Investments Co | 51.50K | +0.2% | $4.56M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 27 | Envestnet Asset Management Inc | 47.79K | +2.6% | $4.23M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 28 | Aristotle Capital Management, LLC | 46.57K | -63.0% | $4.12M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 29 | Jones Financial Companies Lllp | 46.91K | +31.0% | $4.09M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 30 | Chevy Chase Trust Holdings, LLC | 45.65K | -9.6% | $4.04M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 31 | Mariner, LLC | 45.60K | 0.0% | $4.04M | 0.0% | Held | 3 | SEC ↗ |
| 32 | UBS Group AG | 44.89K | +4.5% | $3.97M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 33 | UBS Group AG | 44.89K | +4.5% | $3.97M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 34 | Creative Planning | 39.84K | +4.6% | $3.53M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 35 | Mml Investors Services, Llc | 34.55K | +15.0% | $3.06M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 36 | Susquehanna International Group, Llp | 31.68K | +208.6% | $2.80M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 37 | Commonwealth Equity Services, Llc | 30.46K | +0.1% | $2.70M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 38 | Brown Advisory Inc | 25.74K | +38.7% | $2.28M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 39 | HighTower Advisors, LLC | 23.15K | -1.7% | $2.05M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 40 | Mercer Global Advisors Inc /Adv | 19.83K | -0.8% | $1.75M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 41 | Osaic Holdings, Inc. | 16.85K | +20.6% | $1.49M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 42 | Osaic Holdings, Inc. | 16.85K | +20.6% | $1.49M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 43 | Stifel Financial Corp | 16.76K | -3.7% | $1.48M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 44 | Cetera Investment Advisers | 10.39K | -0.7% | $919,261 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 45 | Northern Trust Corp | 10.21K | 0.0% | $903,674 | 0.0% | Held | 3 | SEC ↗ |
| 46 | Fidelity (FMR) ✦ | 8.28K | 0.0% | $732,985 | 0.0% | Held | 5 | SEC ↗ |
| 47 | CIBC Bancorp USA Inc. | 7.53K | +170.3% | $666,494 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 48 | CIBC Bancorp USA Inc. | 7.53K | +170.3% | $666,494 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 49 | Financial Engines Advisors L.L.C. | 7.11K | +80.9% | $629,058 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 50 | Lido Advisors, LLC | 6.03K | 0.0% | $533,567 | 0.0% | Held | 3 | SEC ↗ |
| 51 | Jane Street Group, Llc | 3.14K | -92.6% | $277,713 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 52 | Bank Julius Baer & Co. Ltd, Zurich | 3.09K | +64.0% | $271,100 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 53 | Pnc Financial Services Group, Inc. | 545 | -5.7% | $48,233 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 54 | JPMorgan Chase ✦ | 431 | 0.0% | $37,850 | 0.0% | Held | 3 | SEC ↗ |
| 55 | JPMorgan Chase ✦ | 431 | 0.0% | $37,850 | 0.0% | Held | 3 | SEC ↗ |
| 56 | Assetmark, Inc | 418 | 0.0% | $36,993 | 0.0% | Held | 3 | SEC ↗ |
| 57 | Us Bancorp \De\ | 410 | -1.4% | $36,285 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 58 | Citigroup Inc | 35 | New | $3,098 | 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
| Citigroup Inc | $3,098 | 0.0% |
Exited
| Russell Investments Group… | $2,657 | 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: Q2 2026 ·
Methodology ·
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