Security record · archived quarter
CMDY
name pending profile ingest
24Tracked holders
+2Δ holders
3.59MShares held
$197.90MReported value
+4New positions
−2Exits
Momentum inputs (comparable managers):
holder breadth +9.1% ·
share flow +12.9% ·
net new positions +8.3%
— formula
Broad accumulation — rising shares across more holders
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 | 24 | +2 | 3.59M | $197.90M | +4 | −2 |
| Q1 2026 | 23 | +2 | 3.18M | $188.42M | +4 | −2 |
| Q4 2025 | 21 | 0 | 1.82M | $88.86M | — | — |
| Q3 2025 | 3 | 0 | 256.54K | $13.49M | — | — |
| Q2 2025 | 1 | — | 82 | $4,150 | — | — |
| Q4 2024 | 1 | +1 | 19.39K | $922,548 | +1 | — |
Who holds it · Q2 2026
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | TD Waterhouse Canada Inc. | 1.43M | +27.1% | $78.85M | 0.2% | ▲ Add | 3 | SEC ↗ |
| 2 | Ameriprise Financial Inc | 856.12K | -0.9% | $47.25M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 3 | Ameriprise Financial Inc | 856.12K | -0.9% | $47.25M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 4 | Ameriprise Financial Inc | 856.12K | -0.9% | $47.25M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 5 | Envestnet Asset Management Inc | 411.44K | -5.3% | $22.72M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 6 | Bank Of America Corp /De/ | 211.94K | +31.0% | $11.71M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 7 | Bank Of America Corp /De/ | 211.94K | +31.0% | $11.71M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 8 | Bank Of America Corp /De/ | 211.94K | +31.0% | $11.71M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 9 | Bank Of America Corp /De/ | 211.94K | +31.0% | $11.71M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 10 | Osaic Holdings, Inc. | 173.08K | +32.9% | $9.56M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 11 | Osaic Holdings, Inc. | 173.08K | +32.9% | $9.56M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 12 | Osaic Holdings, Inc. | 173.08K | +32.9% | $9.56M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 13 | LPL Financial LLC | 156.10K | +18.4% | $8.62M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 14 | JPMorgan Chase ✦ | 126.35K | -7.9% | $6.93M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 15 | Raymond James Financial Inc | 95.91K | +34.5% | $5.30M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 16 | Raymond James Financial Inc | 95.91K | +34.5% | $5.30M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 17 | Cetera Investment Advisers | 41.58K | +106.6% | $2.30M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 18 | Jane Street Group, Llc | 17.99K | New | $993,588 | 0.0% | New | 1 | SEC ↗ |
| 19 | Susquehanna International Group, Llp | 15.55K | -67.1% | $858,716 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 20 | Truist Financial Corp | 13.85K | -1.4% | $765,098 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 21 | Mml Investors Services, Llc | 10.77K | -3.3% | $594,596 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 22 | Focus Partners Wealth | 6.58K | -23.7% | $363,358 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 23 | HighTower Advisors, LLC | 5.44K | -17.3% | $300,523 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 24 | Creative Planning | 5.41K | New | $299,001 | 0.0% | New | 1 | SEC ↗ |
| 25 | Commonwealth Equity Services, Llc | 5.12K | -1.5% | $282,971 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 26 | Rockefeller Capital Management L.P. | 1.45K | 0.0% | $80,054 | 0.0% | Held | 3 | SEC ↗ |
| 27 | Jones Financial Companies Lllp | 985 | New | $54,234 | 0.0% | New | 1 | SEC ↗ |
| 28 | UBS Group AG | 648 | +142.7% | $35,789 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 29 | Us Bancorp \De\ | 294 | New | $16,238 | 0.0% | New | 1 | SEC ↗ |
| 30 | Fidelity (FMR) ✦ | 249 | +4880.0% | $13,750 | 0.0% | ▲ Add | 5 | SEC ↗ |
| 31 | Royal Bank Of Canada | 102 | +112.5% | $6,000 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 32 | Simplex Trading, Llc | 28 | -67.4% | $1,546 | 0.0% | ▼ Trim | 3 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| Jane Street Group, Llc | $993,588 | 0.0% |
| Creative Planning | $299,001 | 0.0% |
| Jones Financial Companies Lllp | $54,234 | 0.0% |
| Us Bancorp \De\ | $16,238 | 0.0% |
Exited
| Morgan Stanley | $413,861 | was 0.0% |
| Assetmark, Inc | $2,436 | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 71 holders, 4.47M shares, $258.29M 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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