Security record
CZA
name pending profile ingest
28Tracked holders
-2Δ holders
475.27KShares held
$58.28MReported value
+0New positions
−2Exits
Momentum inputs (comparable managers):
holder breadth -6.7% ·
share flow -11.8% ·
net new positions -7.1%
— formula
Broad distribution — falling shares and fewer 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 | 28 | -2 | 475.27K | $58.28M | — | −2 |
| Q1 2026 | 31 | +1 | 542.68K | $59.78M | +4 | −3 |
| Q4 2025 | 30 | +1 | 895.64K | $99.27M | +1 | — |
| Q3 2025 | 4 | -1 | 143.97K | $15.82M | — | −1 |
| Q2 2025 | 2 | 0 | 8.87K | $946,168 | — | — |
| Q1 2025 | 1 | 0 | 7.51K | $780,103 | — | — |
| Q4 2024 | 1 | 0 | 2.15K | $223,364 | — | — |
| Q3 2024 | 1 | 0 | 3.96K | $428,710 | — | — |
| Q2 2024 | 1 | — | 3.97K | $387,814 | — | — |
Who holds it · Q2 2026
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 104.65K | -1.9% | $12.83M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 2 | Morgan Stanley ✦ | 103.20K | -24.7% | $12.65M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 3 | Morgan Stanley ✦ | 103.20K | -24.7% | $12.65M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 4 | Morgan Stanley ✦ | 103.20K | -24.7% | $12.65M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 5 | Morgan Stanley ✦ | 103.20K | -24.7% | $12.65M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 6 | Commonwealth Equity Services, Llc | 70.01K | +1.1% | $8.58M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 7 | Wells Fargo & Company/Mn | 34.87K | -1.1% | $4.28M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 8 | Wells Fargo & Company/Mn | 34.87K | -1.1% | $4.28M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 9 | Goldman Sachs Group ✦ | 25.64K | +36.9% | $3.14M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 10 | Raymond James Financial Inc | 23.90K | +1.3% | $2.93M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 11 | Raymond James Financial Inc | 23.90K | +1.3% | $2.93M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 12 | Truist Financial Corp | 18.47K | -0.1% | $2.27M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 13 | Truist Financial Corp | 18.47K | -0.1% | $2.27M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 14 | Ameriprise Financial Inc | 14.14K | -0.4% | $1.73M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 15 | Susquehanna International Group, Llp | 14.08K | +145.7% | $1.73M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 16 | Susquehanna International Group, Llp | 14.08K | +145.7% | $1.73M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 17 | Mml Investors Services, Llc | 8.19K | +17.6% | $1.00M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 18 | Quantinno Capital Management LP | 7.97K | +2.0% | $977,279 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 19 | Jones Financial Companies Lllp | 7.76K | -3.2% | $951,538 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 20 | Cetera Investment Advisers | 7.39K | -8.2% | $906,239 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 21 | Citadel Advisors ✦ | 5.94K | +2.0% | $728,503 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 22 | Envestnet Asset Management Inc | 5.60K | -0.7% | $686,232 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 23 | Royal Bank Of Canada | 5.57K | -42.1% | $682,000 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 24 | Royal Bank Of Canada | 5.57K | -42.1% | $682,000 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 25 | Bank Of America Corp /De/ | 4.20K | -32.0% | $515,507 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 26 | Captrust Financial Advisors | 3.20K | 0.0% | $392,639 | 0.0% | Held | 3 | SEC ↗ |
| 27 | Osaic Holdings, Inc. | 2.85K | -22.6% | $349,361 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 28 | Creative Planning | 2.50K | 0.0% | $306,435 | 0.0% | Held | 3 | SEC ↗ |
| 29 | Fidelity (FMR) ✦ | 2.38K | +7.6% | $291,629 | 0.0% | ▲ Add | 5 | SEC ↗ |
| 30 | BlackRock ✦ (passive) | 1.42K | 0.0% | $173,757 | 0.0% | Held | 2 | SEC ↗ |
| 31 | Northwestern Mutual Wealth… | 449 | 0.0% | $55,058 | 0.0% | Held | 3 | SEC ↗ |
| 32 | UBS Group AG | 302 | -57.0% | $37,032 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 33 | UBS Group AG | 302 | -57.0% | $37,032 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 34 | JPMorgan Chase ✦ | 210 | +114.3% | $25,753 | 0.0% | ▲ Add | 4 | SEC ↗ |
| 35 | JPMorgan Chase ✦ | 210 | +114.3% | $25,753 | 0.0% | ▲ Add | 4 | SEC ↗ |
| 36 | JPMorgan Chase ✦ | 210 | +114.3% | $25,753 | 0.0% | ▲ Add | 4 | SEC ↗ |
| 37 | Blair William & Co/Il | 135 | 0.0% | $16,554 | 0.0% | Held | 3 | SEC ↗ |
| 38 | Pnc Financial Services Group, Inc. | 127 | 0.0% | $15,573 | 0.0% | Held | 3 | SEC ↗ |
| 39 | Fifth Third Bancorp | 110 | 0.0% | $13,521 | 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
| No new tracked buyers this quarter. |
Exited
| IMC-Chicago, LLC | $3.89M | was 0.1% |
| Mariner, LLC | $213,260 | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 63 holders, 722.77K shares, $76.20M 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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