Trade Filings
Managers Stocks Filings Superinvestors
Signals Institutional Buying Institutional Selling Insider Activity 13D & 13G Watch Sector Rotation
Tools Stock Screener Manager Screener Compare Managers Consensus Baskets All Research Tools Data API
Learn & AI Learn Ask the Data AI Agents
News ★ Saved
About About us Methodology Contact Disclaimer
Reader
DATA PLANS

Historical data downloads — coming with accounts.

API GATEWAY

Free read-only JSON access to the site's cached data.

Dark mode

🧭 Guided View
New to markets — prices, yields, YTD, market cap? We explain every term as you browse, in plain English. Same data, with the help built in.

⚡ Expert View
You already know the market. Just the data — clean, fast and compact, with no extra explanations. This is the default view.

Interface language
Security record

DCOR

name pending profile ingest

Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q4 2024
35Tracked holders
+6Δ holders
1.92MShares held
$157.80MReported value
+8New positions
−2Exits
Strongly Rising 4 quarters of rising tracked shares ●●●●○○ How these are computed → Explain this at the Research Desk →

Momentum inputs (comparable managers): holder breadth +20.7% · share flow +30.0% · net new positions +17.1%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
QuarterHoldersΔSharesReported valueNewExits
Q2 2026 35 +6 1.92M $157.80M +8 −2
Q1 2026 30 +3 1.40M $101.18M +5 −2
Q4 2025 27 +1 1.21M $88.99M +1
Q3 2025 3 0 23.32K $1.68M
Q2 2025 1 +1 5.06K $338,528 +1
Q4 2024 1 +1 10.16K $651,994 +1
Holder count
Who holds it · Q2 2026
#ManagerSharesΔ sharesValueTheir weightHeld
1 Envestnet Asset Management Inc 336.26K +13.8% $27.57M 0.0% ▲ Add 3 SEC ↗
2 Osaic Holdings, Inc. 330.07K +72.6% $27.06M 0.0% ▲ Add 3 SEC ↗
3 Osaic Holdings, Inc. 330.07K +72.6% $27.06M 0.0% ▲ Add 3 SEC ↗
4 Mariner, LLC 268.95K +13.3% $22.05M 0.0% ▲ Add 3 SEC ↗
5 Mariner, LLC 268.95K +13.3% $22.05M 0.0% ▲ Add 3 SEC ↗
6 Commonwealth Equity Services, Llc 211.73K +3.0% $17.36M 0.0% ▲ Add 3 SEC ↗
7 Two Sigma Investments 118.70K New $9.73M 0.0% New 1 SEC ↗
8 LPL Financial LLC 94.39K +35.3% $7.74M 0.0% ▲ Add 3 SEC ↗
9 Raymond James Financial Inc 79.52K +11.7% $6.52M 0.0% ▲ Add 3 SEC ↗
10 Raymond James Financial Inc 79.52K +11.7% $6.52M 0.0% ▲ Add 3 SEC ↗
11 Focus Partners Wealth 76.91K +28.8% $6.31M 0.0% ▲ Add 3 SEC ↗
12 Goldman Sachs Group 76.23K New $6.25M 0.0% New 1 SEC ↗
13 Cerity Partners LLC 70.63K -1.3% $5.79M 0.0% ▼ Trim 3 SEC ↗
14 Truist Financial Corp 46.30K +0.2% $3.80M 0.0% ▲ Add 3 SEC ↗
15 AQR Capital Management 42.37K +18.8% $3.47M 0.0% ▲ Add 3 SEC ↗
16 Northern Trust Corp 33.31K +78.2% $2.73M 0.0% ▲ Add 3 SEC ↗
17 Brown Advisory Inc 27.38K New $2.24M 0.0% New 1 SEC ↗
18 Mercer Global Advisors Inc /Adv 24.88K +1.4% $2.04M 0.0% ▲ Add 2 SEC ↗
19 JPMorgan Chase 17.95K +23.6% $1.46M 0.0% ▲ Add 4 SEC ↗
20 Financial Engines Advisors L.L.C. 13.10K -7.0% $1.07M 0.0% ▼ Trim 3 SEC ↗
21 Wealth Enhancement Advisory… 10.57K +100.7% $874,883 0.0% ▲ Add 3 SEC ↗
22 Mml Investors Services, Llc 9.94K +15.4% $814,463 0.0% ▲ Add 3 SEC ↗
23 Hrt Financial Lp 9.67K New $792,000 0.0% New 1 SEC ↗
24 Cetera Investment Advisers 5.80K -2.0% $475,668 0.0% ▼ Trim 3 SEC ↗
25 Creative Planning 4.92K +33.0% $403,260 0.0% ▲ Add 2 SEC ↗
26 Ameriprise Financial Inc 3.17K New $260,041 0.0% New 1 SEC ↗
27 Stifel Financial Corp 2.70K New $221,100 0.0% New 1 SEC ↗
28 Stifel Financial Corp 2.70K New $221,100 0.0% New 1 SEC ↗
29 Royal Bank Of Canada 2.37K +122.8% $194,000 0.0% ▲ Add 2 SEC ↗
30 Bank Of Montreal /Can/ 1.75K 0.0% $143,383 0.0% Held 3 SEC ↗
31 Assetmark, Inc 1.65K +28.4% $135,513 0.0% ▲ Add 3 SEC ↗
32 Fidelity (FMR) 1.27K New $104,293 0.0% New 1 SEC ↗
33 Fifth Third Bancorp 1.12K -10.3% $91,572 0.0% ▼ Trim 3 SEC ↗
34 National Bank Of Canada /Fi/ 613 0.0% $50,254 0.0% Held 3 SEC ↗
35 Morgan Stanley 414 +0.2% $33,949 0.0% ▲ Add 4 SEC ↗
36 Morgan Stanley 414 +0.2% $33,949 0.0% ▲ Add 4 SEC ↗
37 UBS AM, a distinct business unit of… 118 0.0% $9,674 0.0% Held 2 SEC ↗
38 Qube Research & Technologies Ltd 54 -91.7% $4,427 0.0% ▼ Trim 3 SEC ↗
39 Northwestern Mutual Wealth… 10 New $820 0.0% New 1 SEC ↗
40 Wells Fargo & Company/Mn 1 -99.9% $41 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

Two Sigma Investments $9.73M 0.0%
Goldman Sachs Group $6.25M 0.0%
Brown Advisory Inc $2.24M 0.0%
Hrt Financial Lp $792,000 0.0%
Ameriprise Financial Inc $260,041 0.0%
Stifel Financial Corp $221,100 0.0%
Stifel Financial Corp $221,100 0.0%
Fidelity (FMR) $104,293 0.0%
Northwestern Mutual Wealth… $820 0.0%

Exited

Susquehanna International… $450,644 was 0.0%
UBS Group AG $4,469 was 0.0%

Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 213 holders, 23.57M shares, $1.59B 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 · Get this via the API