CET
name pending profile ingest
Momentum inputs (comparable managers): holder breadth 0.0% · share flow -11.4% · net new positions 0.0% — formula
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q1 2026
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Rockefeller Capital Management L.P. | 658.23K | -18.1% | $32.69M | 0.1% | ▼ Trim | 2 | SEC ↗ ×2 |
| 2 | Raymond James Financial Inc | 300.11K | -7.2% | $14.90M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 3 | Morgan Stanley ✦ | 202.91K | -4.7% | $10.08M | 0.0% | ▼ Trim | 3 | SEC ↗ ×4 |
| 4 | First Trust Advisors Lp | 57.56K | +4.9% | $2.86M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 5 | UBS Group AG | 51.65K | -9.9% | $2.56M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 6 | Royal Bank Of Canada | 43.79K | -3.0% | $2.17M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 7 | Cetera Investment Advisers | 43.54K | -2.7% | $2.16M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 8 | LPL Financial LLC | 32.68K | +5.7% | $1.62M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 9 | HighTower Advisors, LLC | 29.04K | -6.8% | $1.44M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 10 | Stifel Financial Corp | 21.90K | 0.0% | $1.09M | 0.0% | Held | 2 | SEC ↗ |
| 11 | Wells Fargo & Company/Mn | 15.43K | -33.2% | $766,157 | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 12 | Mercer Global Advisors Inc /Adv | 14.74K | -1.6% | $732,038 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 13 | First Manhattan Co. Llc. | 14.70K | -7.0% | $729,940 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 14 | Envestnet Asset Management Inc | 12.51K | +15.3% | $621,306 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 15 | Bank Of Montreal /Can/ | 11.83K | 0.0% | $587,627 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 16 | Osaic Holdings, Inc. | 10.96K | -6.5% | $544,441 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 17 | Pnc Financial Services Group, Inc. | 10.96K | 0.0% | $544,125 | 0.0% | Held | 2 | SEC ↗ |
| 18 | Commonwealth Equity Services, Llc | 4.22K | 0.0% | $209,580 | 0.0% | Held | 2 | SEC ↗ |
| 19 | Northwestern Mutual Wealth… | 1.08K | New | $53,583 | 0.0% | New | 1 | SEC ↗ |
| 20 | Assetmark, Inc | 666 | -4.7% | $33,074 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 21 | UBS AM, a distinct business unit of… | 2 | New | $99 | 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
| Northwestern Mutual Wealth… | $53,583 | 0.0% |
| UBS AM, a distinct business… | $99 | 0.0% |
Exited
| Jane Street Group, Llc | $229,665 | was 0.0% |
| Bank Of America Corp /De/ | $59,331 | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 88 holders, 3.82M shares, $184.81M reported. This is a different, older period than the tracked-universe figures above and the two are never mixed.
What else this security's tracked holders most often hold — shared-ownership counts, not fundamental relationships.
Open-market purchases (P)
Officer, Director · CEO & President · 500 sh @ 56.37 · $28,185
Open-market sales (S)
No open-market insider sales in our coverage window.
Awards, exercises and tax withholding are never counted as buys or sales here. Methodology