Security record · archived quarter
CCD
name pending profile ingest
18Tracked holders
0Δ holders
2.02MShares held
$43.06MReported value
+1New positions
−1Exits
Momentum inputs (comparable managers): holder breadth 0.0% · share flow +0.5% · net new positions 0.0% — formula
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q1 2026
Ownership over time
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q2 2026 | 22 | +4 | 2.00M | $51.57M | +5 | −1 |
| Q1 2026 | 18 | 0 | 2.02M | $43.06M | +1 | −1 |
| Q4 2025 | 18 | -1 | 2.01M | $41.84M | — | −1 |
| Q3 2025 | 4 | +2 | 345.85K | $7.28M | +2 | — |
| Q1 2025 | 1 | +1 | 16.72K | $355,990 | +1 | — |
Who holds it · Q1 2026
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Wells Fargo & Company/Mn | 424.71K | -3.4% | $9.07M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 2 | Wells Fargo & Company/Mn | 424.71K | -3.4% | $9.07M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 3 | Bank Of America Corp /De/ | 314.12K | +3.5% | $6.71M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 4 | Bank Of America Corp /De/ | 314.12K | +3.5% | $6.71M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 5 | Morgan Stanley ✦ | 296.00K | -8.4% | $6.32M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 6 | Morgan Stanley ✦ | 296.00K | -8.4% | $6.32M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 7 | Royal Bank Of Canada | 185.98K | +4.5% | $3.97M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 8 | LPL Financial LLC | 171.56K | +16.2% | $3.66M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 9 | UBS Group AG | 122.04K | +17.1% | $2.61M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 10 | Truist Financial Corp | 110.64K | +1.7% | $2.36M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 11 | Raymond James Financial Inc | 102.83K | +24.4% | $2.20M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 12 | Raymond James Financial Inc | 102.83K | +24.4% | $2.20M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 13 | Raymond James Financial Inc | 102.83K | +24.4% | $2.20M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 14 | Commonwealth Equity Services, Llc | 75.42K | -2.6% | $1.61M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 15 | Ameriprise Financial Inc | 55.25K | +5.3% | $1.18M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 16 | Ameriprise Financial Inc | 55.25K | +5.3% | $1.18M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 17 | Osaic Holdings, Inc. | 49.65K | -17.1% | $1.06M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 18 | Osaic Holdings, Inc. | 49.65K | -17.1% | $1.06M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 19 | Rockefeller Capital Management L.P. | 29.59K | +0.2% | $631,761 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 20 | Citadel Advisors ✦ | 21.24K | -31.4% | $453,071 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 21 | Envestnet Asset Management Inc | 19.24K | +4.6% | $410,686 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 22 | Stifel Financial Corp | 18.68K | +8.0% | $398,752 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 23 | Cetera Investment Advisers | 12.10K | -2.2% | $258,358 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 24 | Fifth Third Bancorp | 7.54K | New | $160,979 | 0.0% | New | 1 | SEC ↗ |
| 25 | JPMorgan Chase ✦ | 405 | 0.0% | $8,242 | 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
| Fifth Third Bancorp | $160,979 | 0.0% |
Exited
| Cerity Partners LLC | $417,200 | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 64 holders, 3.84M shares, $79.55M 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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