Security record · archived quarter
CDC
name pending profile ingest
32Tracked holders
+3Δ holders
4.96MShares held
$354.32MReported value
+4New positions
−1Exits
Momentum inputs (comparable managers):
holder breadth +10.3% ·
share flow -4.8% ·
net new positions +9.4%
— formula
Ownership fragmentation — more holders, smaller aggregate stake
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 | 31 | 0 | 4.45M | $330.88M | — | — |
| Q1 2026 | 32 | +3 | 4.96M | $354.32M | +4 | −1 |
| Q4 2025 | 29 | 0 | 5.21M | $343.30M | — | — |
| Q3 2025 | 6 | +1 | 1.35M | $90.03M | +1 | — |
| Q2 2025 | 2 | -1 | 42.05K | $2.68M | — | −1 |
| Q1 2025 | 2 | +2 | 9.58K | $629,663 | +2 | — |
| Q3 2024 | 1 | +1 | 50.40K | $3.28M | +1 | — |
Who holds it · Q1 2026
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Morgan Stanley ✦ | 1.12M | -1.6% | $80.26M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 2 | Morgan Stanley ✦ | 1.12M | -1.6% | $80.26M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 3 | Morgan Stanley ✦ | 1.12M | -1.6% | $80.26M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 4 | Raymond James Financial Inc | 654.70K | -2.5% | $46.76M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 5 | Raymond James Financial Inc | 654.70K | -2.5% | $46.76M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 6 | Bank Of America Corp /De/ | 587.58K | +1.6% | $41.97M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 7 | Bank Of America Corp /De/ | 587.58K | +1.6% | $41.97M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 8 | LPL Financial LLC | 520.34K | -3.4% | $37.17M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 9 | Cwm, Llc | 303.54K | -0.5% | $21.68M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 10 | Northwestern Mutual Wealth… | 283.73K | -36.2% | $20.27M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 11 | Wells Fargo & Company/Mn | 231.58K | +3.6% | $16.54M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 12 | Wells Fargo & Company/Mn | 231.58K | +3.6% | $16.54M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 13 | Royal Bank Of Canada | 226.86K | -16.0% | $16.20M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 14 | Royal Bank Of Canada | 226.86K | -16.0% | $16.20M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 15 | Rockefeller Capital Management L.P. | 164.76K | -1.6% | $11.77M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 16 | Rockefeller Capital Management L.P. | 164.76K | -1.6% | $11.77M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 17 | Commonwealth Equity Services, Llc | 152.21K | -7.5% | $10.87M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 18 | Goldman Sachs Group ✦ | 117.94K | +16.6% | $8.42M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 19 | Ameriprise Financial Inc | 108.91K | -6.0% | $7.78M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 20 | Ameriprise Financial Inc | 108.91K | -6.0% | $7.78M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 21 | Ameriprise Financial Inc | 108.91K | -6.0% | $7.78M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 22 | UBS Group AG | 106.37K | +1.4% | $7.60M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 23 | UBS Group AG | 106.37K | +1.4% | $7.60M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 24 | Cetera Investment Advisers | 64.83K | +2.8% | $4.63M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 25 | Susquehanna International Group, Llp | 45.55K | +177.1% | $3.25M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 26 | Susquehanna International Group, Llp | 45.55K | +177.1% | $3.25M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 27 | Envestnet Asset Management Inc | 36.12K | -7.0% | $2.58M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 28 | Truist Financial Corp | 35.30K | -9.6% | $2.52M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 29 | Stifel Financial Corp | 32.24K | -0.1% | $2.30M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 30 | HighTower Advisors, LLC | 29.77K | +0.5% | $2.13M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 31 | Osaic Holdings, Inc. | 28.64K | -47.2% | $2.05M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 32 | Osaic Holdings, Inc. | 28.64K | -47.2% | $2.05M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 33 | Russell Investments Group, Ltd. | 26.92K | +4.0% | $1.92M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 34 | Wealth Enhancement Advisory… | 21.20K | New | $1.51M | 0.0% | New | 1 | SEC ↗ |
| 35 | Citadel Advisors ✦ | 19.97K | -59.8% | $1.43M | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 36 | Creative Planning | 11.04K | +18.6% | $788,186 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 37 | Jane Street Group, Llc | 10.98K | +7.6% | $784,149 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 38 | Mariner, LLC | 6.22K | +0.6% | $444,553 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 39 | Corient Private Wealth LP | 3.02K | New | $215,413 | 0.0% | New | 1 | SEC ↗ |
| 40 | Fifth Third Bancorp | 2.75K | New | $196,715 | 0.0% | New | 1 | SEC ↗ |
| 41 | BlackRock ✦ (passive) | 2.66K | 0.0% | $190,144 | 0.0% | Held | 3 | SEC ↗ |
| 42 | Fidelity (FMR) ✦ | 526 | +202.3% | $37,604 | 0.0% | ▲ Add | 4 | SEC ↗ |
| 43 | JPMorgan Chase ✦ | 355 | 0.0% | $25,175 | 0.0% | Held | 3 | SEC ↗ |
| 44 | Pnc Financial Services Group, Inc. | 248 | New | $17,714 | 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
| Wealth Enhancement Advisory… | $1.51M | 0.0% |
| Corient Private Wealth LP | $215,413 | 0.0% |
| Fifth Third Bancorp | $196,715 | 0.0% |
| Pnc Financial Services Group… | $17,714 | 0.0% |
Exited
| Hrt Financial Lp | $266,000 | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 99 holders, 6.80M shares, $471.47M 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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