CET
name pending profile ingest
Momentum inputs (comparable managers):
holder breadth +15.0% ·
share flow -16.9% ·
net new positions +8.7%
— formula
Ownership fragmentation — more holders, smaller aggregate stake
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q2 2026
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Rockefeller Capital Management L.P. | 390.29K | -40.7% | $20.47M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 2 | Raymond James Financial Inc | 300.41K | +0.1% | $15.76M | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 3 | Morgan Stanley ✦ | 198.73K | -2.1% | $10.42M | 0.0% | ▼ Trim | 4 | SEC ↗ ×3 |
| 4 | First Trust Advisors Lp | 59.15K | +2.8% | $3.10M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 5 | UBS Group AG | 50.20K | -2.8% | $2.63M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 6 | Royal Bank Of Canada | 43.77K | -0.1% | $2.29M | 0.0% | ▼ Trim | 3 | SEC ↗ ×3 |
| 7 | Cetera Investment Advisers | 38.18K | -12.3% | $2.00M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 8 | LPL Financial LLC | 36.01K | +10.2% | $1.89M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 9 | Stifel Financial Corp | 21.90K | 0.0% | $1.15M | 0.0% | Held | 3 | SEC ↗ |
| 10 | Envestnet Asset Management Inc | 17.80K | +42.3% | $933,563 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 11 | Wells Fargo & Company/Mn | 14.87K | -3.6% | $780,126 | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 12 | Mercer Global Advisors Inc /Adv | 14.63K | -0.7% | $767,516 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 13 | First Manhattan Co. Llc. | 14.07K | -4.2% | $738,169 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 14 | Bank Of Montreal /Can/ | 11.83K | 0.0% | $620,641 | 0.0% | Held | 3 | SEC ↗ |
| 15 | Pnc Financial Services Group, Inc. | 10.96K | 0.0% | $574,695 | 0.0% | Held | 3 | SEC ↗ |
| 16 | Osaic Holdings, Inc. | 7.76K | -29.2% | $407,174 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 17 | Mariner, LLC | 6.97K | New | $365,807 | 0.0% | New | 1 | SEC ↗ |
| 18 | Susquehanna International Group, Llp | 5.13K | New | $268,964 | 0.0% | New | 1 | SEC ↗ |
| 19 | Citadel Advisors ✦ | 4.99K | New | $261,883 | 0.0% | New | 1 | SEC ↗ |
| 20 | Jane Street Group, Llc | 4.13K | New | $216,514 | 0.0% | New | 1 | SEC ↗ |
| 21 | Northwestern Mutual Wealth… | 1.76K | +62.7% | $92,101 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 22 | Assetmark, Inc | 674 | +1.2% | $35,351 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 23 | UBS AM, a distinct business unit of… | 2 | 0.0% | $105 | 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
| Mariner, LLC | $365,807 | 0.0% |
| Susquehanna International… | $268,964 | 0.0% |
| Citadel Advisors | $261,883 | 0.0% |
| Jane Street Group, Llc | $216,514 | 0.0% |
Exited
| HighTower Advisors, LLC | $1.44M | was 0.0% |
| Commonwealth Equity Services… | $209,580 | 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