Security record · archived quarter
CDC
name pending profile ingest
31Tracked holders
0Δ holders
4.45MShares held
$330.88MReported value
+0New positions
−0Exits
Momentum inputs (comparable managers): holder breadth 0.0% · share flow -4.5% · 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 | 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 · Q2 2026
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Morgan Stanley ✦ | 950.47K | -15.4% | $70.69M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 2 | Morgan Stanley ✦ | 950.47K | -15.4% | $70.69M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 3 | Bank Of America Corp /De/ | 672.32K | +14.4% | $50.00M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 4 | Bank Of America Corp /De/ | 672.32K | +14.4% | $50.00M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 5 | Raymond James Financial Inc | 657.46K | +0.4% | $48.90M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 6 | Raymond James Financial Inc | 657.46K | +0.4% | $48.90M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 7 | LPL Financial LLC | 500.28K | -3.9% | $37.21M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 8 | Northwestern Mutual Wealth… | 278.68K | -1.8% | $20.73M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 9 | Wells Fargo & Company/Mn | 226.14K | -2.4% | $16.82M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 10 | Wells Fargo & Company/Mn | 226.14K | -2.4% | $16.82M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 11 | Royal Bank Of Canada | 214.13K | -5.6% | $15.93M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 12 | Royal Bank Of Canada | 214.13K | -5.6% | $15.93M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 13 | Rockefeller Capital Management L.P. | 162.45K | -1.4% | $12.08M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 14 | Rockefeller Capital Management L.P. | 162.45K | -1.4% | $12.08M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 15 | Commonwealth Equity Services, Llc | 146.22K | -3.9% | $10.87M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 16 | UBS Group AG | 119.74K | +12.6% | $8.91M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 17 | UBS Group AG | 119.74K | +12.6% | $8.91M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 18 | Ameriprise Financial Inc | 110.29K | +1.3% | $8.20M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 19 | Ameriprise Financial Inc | 110.29K | +1.3% | $8.20M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 20 | Ameriprise Financial Inc | 110.29K | +1.3% | $8.20M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 21 | Cetera Investment Advisers | 71.65K | +10.5% | $5.33M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 22 | Susquehanna International Group, Llp | 50.49K | +10.8% | $3.76M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 23 | Susquehanna International Group, Llp | 50.49K | +10.8% | $3.76M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 24 | Osaic Holdings, Inc. | 45.12K | +57.6% | $3.36M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 25 | Osaic Holdings, Inc. | 45.12K | +57.6% | $3.36M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 26 | Truist Financial Corp | 37.45K | +6.1% | $2.79M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 27 | Truist Financial Corp | 37.45K | +6.1% | $2.79M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 28 | HighTower Advisors, LLC | 30.60K | +2.8% | $2.28M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 29 | Envestnet Asset Management Inc | 30.17K | -16.5% | $2.24M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 30 | Stifel Financial Corp | 23.84K | -26.1% | $1.77M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 31 | Goldman Sachs Group ✦ | 23.46K | -80.1% | $1.75M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 32 | Russell Investments Group, Ltd. | 22.62K | -15.9% | $1.68M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 33 | Wealth Enhancement Advisory… | 21.43K | +1.0% | $1.62M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 34 | Citadel Advisors ✦ | 18.61K | -6.8% | $1.38M | 0.0% | ▼ Trim | 6 | SEC ↗ |
| 35 | Creative Planning | 11.04K | 0.0% | $820,802 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 36 | JPMorgan Chase ✦ | 7.55K | +2026.5% | $566,922 | 0.0% | ▲ Add | 4 | SEC ↗ |
| 37 | JPMorgan Chase ✦ | 7.55K | +2026.5% | $566,922 | 0.0% | ▲ Add | 4 | SEC ↗ |
| 38 | Mariner, LLC | 6.28K | +0.8% | $466,681 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 39 | Corient Private Wealth LP | 3.04K | +0.8% | $226,137 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 40 | Jane Street Group, Llc | 3.00K | -72.7% | $222,814 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 41 | BlackRock ✦ (passive) | 2.66K | 0.0% | $197,974 | 0.0% | Held | 4 | SEC ↗ |
| 42 | Fifth Third Bancorp | 656 | -76.2% | $48,787 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 43 | Fidelity (FMR) ✦ | 477 | -9.3% | $35,441 | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 44 | Pnc Financial Services Group, Inc. | 248 | 0.0% | $18,444 | 0.0% | Held | 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
| No tracked exits this quarter. |
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: Q2 2026 ·
Methodology ·
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