Security record · archived quarter
CEV
name pending profile ingest
11Tracked holders
0Δ holders
563.93KShares held
$5.68MReported value
+1New positions
−1Exits
Momentum inputs (comparable managers): holder breadth 0.0% · share flow +3.6% · net new positions 0.0% — formula
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q1 2026
Ownership over time
Who holds it · Q1 2026
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 134.52K | -4.4% | $1.35M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 2 | Rockefeller Capital Management L.P. | 120.43K | +9.1% | $1.21M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 3 | Morgan Stanley ✦ | 118.09K | +2.5% | $1.19M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 4 | Raymond James Financial Inc | 60.16K | +1.5% | $605,531 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 5 | Raymond James Financial Inc | 60.16K | +1.5% | $605,531 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 6 | Wells Fargo & Company/Mn | 50.20K | -1.0% | $505,286 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 7 | Wells Fargo & Company/Mn | 50.20K | -1.0% | $505,286 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 8 | UBS Group AG | 40.86K | +57.4% | $411,286 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 9 | UBS Group AG | 40.86K | +57.4% | $411,286 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 10 | Mariner, LLC | 18.21K | 0.0% | $183,299 | 0.0% | Held | 2 | SEC ↗ |
| 11 | Royal Bank Of Canada | 11.30K | +2.6% | $114,000 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 12 | Us Bancorp \De\ | 7.46K | -9.4% | $75,055 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 13 | Osaic Holdings, Inc. | 2.00K | -50.0% | $20,140 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 14 | Fifth Third Bancorp | 703 | New | $7,076 | 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
| Fifth Third Bancorp | $7,076 | 0.0% |
Exited
| Bank Of America Corp /De/ | $5,020 | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 33 holders, 1.23M shares, $11.84M 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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