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 · archived quarter

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