Security record · archived quarter
CFO
name pending profile ingest
27Tracked holders
0Δ holders
2.46MShares held
$182.60MReported value
+1New positions
−1Exits
Momentum inputs (comparable managers): holder breadth 0.0% · share flow -1.0% · net new positions 0.0% — formula
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 | 27 | +1 | 2.36M | $188.63M | +1 | — |
| Q1 2026 | 27 | 0 | 2.46M | $182.60M | +1 | −1 |
| Q4 2025 | 27 | 0 | 2.49M | $183.62M | — | — |
| Q3 2025 | 6 | +1 | 331.22K | $24.44M | +1 | — |
| Q2 2025 | 2 | +1 | 33.17K | $2.36M | +1 | — |
| Q4 2024 | 1 | 0 | 50.76K | $3.50M | — | — |
| Q3 2024 | 1 | 0 | 13.64K | $951,796 | — | — |
| Q2 2024 | 1 | — | 21.70K | $1.39M | — | — |
Who holds it · Q1 2026
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Cetera Investment Advisers | 435.53K | +1.3% | $32.30M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 2 | Raymond James Financial Inc | 376.45K | -4.1% | $27.91M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 3 | Raymond James Financial Inc | 376.45K | -4.1% | $27.91M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 4 | LPL Financial LLC | 307.70K | -5.2% | $22.82M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 5 | Morgan Stanley ✦ | 256.61K | -1.0% | $19.03M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 6 | Morgan Stanley ✦ | 256.61K | -1.0% | $19.03M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 7 | Royal Bank Of Canada | 237.23K | -3.7% | $17.59M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 8 | Royal Bank Of Canada | 237.23K | -3.7% | $17.59M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 9 | Stifel Financial Corp | 173.03K | +2.2% | $12.83M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 10 | Commonwealth Equity Services, Llc | 165.67K | -2.0% | $12.28M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 11 | Bank Of America Corp /De/ | 137.20K | -4.0% | $10.17M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 12 | Bank Of America Corp /De/ | 137.20K | -4.0% | $10.17M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 13 | Wells Fargo & Company/Mn | 99.94K | +3.3% | $7.41M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 14 | Wells Fargo & Company/Mn | 99.94K | +3.3% | $7.41M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 15 | Creative Planning | 61.62K | -8.2% | $4.57M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 16 | Susquehanna International Group, Llp | 56.25K | +94.4% | $4.17M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 17 | Susquehanna International Group, Llp | 56.25K | +94.4% | $4.17M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 18 | UBS Group AG | 33.50K | +0.2% | $2.48M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 19 | UBS Group AG | 33.50K | +0.2% | $2.48M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 20 | Goldman Sachs Group ✦ | 27.84K | 0.0% | $2.06M | 0.0% | Held | 3 | SEC ↗ |
| 21 | Ameriprise Financial Inc | 23.40K | -1.9% | $1.74M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 22 | Ameriprise Financial Inc | 23.40K | -1.9% | $1.74M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 23 | Truist Financial Corp | 14.06K | -15.6% | $1.04M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 24 | Northwestern Mutual Wealth… | 13.64K | -4.4% | $1.01M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 25 | Osaic Holdings, Inc. | 13.22K | -14.6% | $980,580 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 26 | Osaic Holdings, Inc. | 13.22K | -14.6% | $980,580 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 27 | Fifth Third Bancorp | 7.67K | New | $568,895 | 0.0% | New | 1 | SEC ↗ |
| 28 | Envestnet Asset Management Inc | 5.99K | -42.4% | $443,982 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 29 | BlackRock ✦ (passive) | 4.60K | 0.0% | $341,174 | 0.0% | Held | 3 | SEC ↗ |
| 30 | Cerity Partners LLC | 4.60K | 0.0% | $341,174 | 0.0% | Held | 2 | SEC ↗ |
| 31 | Citadel Advisors ✦ | 4.42K | +43.3% | $327,604 | 0.0% | ▲ Add | 4 | SEC ↗ |
| 32 | Fidelity (FMR) ✦ | 1.06K | +40.1% | $78,537 | 0.0% | ▲ Add | 4 | SEC ↗ |
| 33 | Cwm, Llc | 970 | +15.5% | $71,929 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 34 | JPMorgan Chase ✦ | 135 | 0.0% | $9,832 | 0.0% | Held | 3 | SEC ↗ |
| 35 | Qube Research & Technologies Ltd | 51 | +2.0% | $3,782 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 36 | Assetmark, Inc | 26 | 0.0% | $1,928 | 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
| Fifth Third Bancorp | $568,895 | 0.0% |
Exited
| Hrt Financial Lp | $281,000 | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 67 holders, 3.09M shares, $223.95M 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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