Security record · archived quarter
CII
name pending profile ingest
26Tracked holders
-2Δ holders
6.27MShares held
$131.74MReported value
+1New positions
−3Exits
Momentum inputs (comparable managers):
holder breadth -7.1% ·
share flow +7.1% ·
net new positions -7.7%
— formula
Concentrated accumulation — rising shares among fewer holders
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 | 30 | +4 | 6.35M | $166.09M | +5 | −1 |
| Q1 2026 | 26 | -2 | 6.27M | $131.74M | +1 | −3 |
| Q4 2025 | 28 | 0 | 5.85M | $136.75M | — | — |
| Q3 2025 | 1 | — | 699.99K | $16.10M | — | — |
Who holds it · Q1 2026
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Raymond James Financial Inc | 1.11M | +5.2% | $23.25M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 2 | Raymond James Financial Inc | 1.11M | +5.2% | $23.25M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 3 | Raymond James Financial Inc | 1.11M | +5.2% | $23.25M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 4 | Morgan Stanley ✦ | 776.14K | +10.7% | $16.31M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 5 | Morgan Stanley ✦ | 776.14K | +10.7% | $16.31M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 6 | Morgan Stanley ✦ | 776.14K | +10.7% | $16.31M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 7 | Morgan Stanley ✦ | 776.14K | +10.7% | $16.31M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 8 | Wells Fargo & Company/Mn | 727.73K | +3.0% | $15.30M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 9 | Wells Fargo & Company/Mn | 727.73K | +3.0% | $15.30M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 10 | LPL Financial LLC | 574.30K | +15.0% | $12.07M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 11 | Osaic Holdings, Inc. | 516.21K | +6.7% | $10.85M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 12 | Osaic Holdings, Inc. | 516.21K | +6.7% | $10.85M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 13 | Osaic Holdings, Inc. | 516.21K | +6.7% | $10.85M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 14 | Bank Of America Corp /De/ | 492.95K | +7.9% | $10.36M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 15 | UBS Group AG | 459.17K | +7.9% | $9.65M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 16 | UBS Group AG | 459.17K | +7.9% | $9.65M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 17 | UBS Group AG | 459.17K | +7.9% | $9.65M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 18 | Invesco Ltd. | 385.43K | -3.6% | $8.10M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 19 | Invesco Ltd. | 385.43K | -3.6% | $8.10M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 20 | Envestnet Asset Management Inc | 355.60K | +13.0% | $7.47M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 21 | Royal Bank Of Canada | 257.25K | +10.2% | $5.41M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 22 | Royal Bank Of Canada | 257.25K | +10.2% | $5.41M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 23 | Focus Partners Wealth | 148.53K | +67.5% | $3.12M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 24 | Truist Financial Corp | 127.20K | +35.3% | $2.67M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 25 | Truist Financial Corp | 127.20K | +35.3% | $2.67M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 26 | Cetera Investment Advisers | 84.63K | +5.2% | $1.78M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 27 | Ameriprise Financial Inc | 57.78K | -4.3% | $1.21M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 28 | Ameriprise Financial Inc | 57.78K | -4.3% | $1.21M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 29 | First Trust Advisors Lp | 54.22K | +15.2% | $1.14M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 30 | Stifel Financial Corp | 52.91K | +9.5% | $1.11M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 31 | Commonwealth Equity Services, Llc | 20.27K | -14.5% | $426,044 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 32 | HighTower Advisors, LLC | 19.92K | +13.5% | $418,676 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 33 | Captrust Financial Advisors | 18.37K | +11.4% | $386,121 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 34 | Creative Planning | 15.46K | -5.5% | $325,037 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 35 | Mirae Asset Global Investments Co.… | 6.15K | +7.9% | $129,357 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 36 | Pnc Financial Services Group, Inc. | 3.56K | -22.5% | $74,790 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 37 | Pnc Financial Services Group, Inc. | 3.56K | -22.5% | $74,790 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 38 | Pnc Financial Services Group, Inc. | 3.56K | -22.5% | $74,790 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 39 | Fifth Third Bancorp | 3.24K | New | $68,126 | 0.0% | New | 1 | SEC ↗ |
| 40 | Northwestern Mutual Wealth… | 1.98K | -24.1% | $41,536 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 41 | Rockefeller Capital Management L.P. | 1.59K | +58.1% | $33,506 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 42 | Us Bancorp \De\ | 375 | -85.8% | $7,883 | 0.0% | ▼ Trim | 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 | $68,126 | 0.0% |
Exited
| Jane Street Group, Llc | $888,388 | was 0.0% |
| Hrt Financial Lp | $504,000 | was 0.0% |
| Mariner, LLC | $200,515 | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 105 holders, 9.33M shares, $192.98M 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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