Security record · archived quarter
CFO
name pending profile ingest
27Tracked holders
+1Δ holders
2.36MShares held
$188.63MReported value
+1New positions
−0Exits
Momentum inputs (comparable managers):
holder breadth +3.8% ·
share flow -4.3% ·
net new positions +3.7%
— formula
Ownership fragmentation — more holders, smaller aggregate stake
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 | 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 · Q2 2026
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Cetera Investment Advisers | 439.14K | +0.8% | $35.17M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 2 | Raymond James Financial Inc | 368.63K | -2.1% | $29.52M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 3 | Raymond James Financial Inc | 368.63K | -2.1% | $29.52M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 4 | LPL Financial LLC | 300.36K | -2.4% | $24.05M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 5 | Morgan Stanley ✦ | 254.69K | -0.8% | $20.40M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 6 | Morgan Stanley ✦ | 254.69K | -0.8% | $20.40M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 7 | Morgan Stanley ✦ | 254.69K | -0.8% | $20.40M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 8 | Royal Bank Of Canada | 203.38K | -14.3% | $16.29M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 9 | Stifel Financial Corp | 176.45K | +2.0% | $14.13M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 10 | Commonwealth Equity Services, Llc | 164.10K | -0.9% | $13.14M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 11 | Bank Of America Corp /De/ | 129.42K | -5.7% | $10.36M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 12 | Bank Of America Corp /De/ | 129.42K | -5.7% | $10.36M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 13 | Wells Fargo & Company/Mn | 94.22K | -5.7% | $7.54M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 14 | Wells Fargo & Company/Mn | 94.22K | -5.7% | $7.54M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 15 | Creative Planning | 55.49K | -10.0% | $4.44M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 16 | UBS Group AG | 31.90K | -4.8% | $2.55M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 17 | Goldman Sachs Group ✦ | 27.79K | -0.2% | $2.23M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 18 | Ameriprise Financial Inc | 24.59K | +5.1% | $1.97M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 19 | Ameriprise Financial Inc | 24.59K | +5.1% | $1.97M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 20 | Truist Financial Corp | 16.61K | +18.1% | $1.33M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 21 | Truist Financial Corp | 16.61K | +18.1% | $1.33M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 22 | Osaic Holdings, Inc. | 15.53K | +17.5% | $1.24M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 23 | Osaic Holdings, Inc. | 15.53K | +17.5% | $1.24M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 24 | Susquehanna International Group, Llp | 14.45K | -74.3% | $1.16M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 25 | Susquehanna International Group, Llp | 14.45K | -74.3% | $1.16M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 26 | Northwestern Mutual Wealth… | 11.16K | -18.2% | $893,753 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 27 | Fifth Third Bancorp | 6.81K | -11.3% | $545,092 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 28 | Envestnet Asset Management Inc | 5.17K | -13.7% | $413,756 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 29 | Cerity Partners LLC | 4.60K | 0.0% | $368,440 | 0.0% | Held | 3 | SEC ↗ |
| 30 | BlackRock ✦ (passive) | 4.60K | 0.0% | $368,440 | 0.0% | Held | 4 | SEC ↗ |
| 31 | Citadel Advisors ✦ | 4.08K | -7.5% | $327,119 | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 32 | Fidelity (FMR) ✦ | 911 | -14.0% | $72,920 | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 33 | Jones Financial Companies Lllp | 845 | New | $67,487 | 0.0% | New | 1 | SEC ↗ |
| 34 | JPMorgan Chase ✦ | 527 | +290.4% | $42,154 | 0.0% | ▲ Add | 4 | SEC ↗ |
| 35 | JPMorgan Chase ✦ | 527 | +290.4% | $42,154 | 0.0% | ▲ Add | 4 | SEC ↗ |
| 36 | Qube Research & Technologies Ltd | 66 | +29.4% | $5,285 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 37 | Assetmark, Inc | 26 | 0.0% | $2,082 | 0.0% | Held | 3 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| Jones Financial Companies Lllp | $67,487 | 0.0% |
Exited
| No tracked exits this quarter. |
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: Q2 2026 ·
Methodology ·
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