Security record · archived quarter
DFAR
name pending profile ingest
32Tracked holders
+2Δ holders
12.02MShares held
$288.87MReported value
+3New positions
−1Exits
Momentum inputs (comparable managers):
holder breadth +6.7% ·
share flow +4.5% ·
net new positions +6.2%
— formula
Broad accumulation — rising shares across more 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 | 36 | +4 | 11.05M | $288.99M | +7 | −3 |
| Q1 2026 | 32 | +2 | 12.02M | $288.87M | +3 | −1 |
| Q4 2025 | 30 | +2 | 11.51M | $263.53M | +2 | — |
| Q3 2025 | 2 | -1 | 14.63K | $348,920 | — | −1 |
| Q2 2025 | 1 | 0 | 10.34K | $242,483 | — | — |
| Q1 2025 | 1 | 0 | 14.36K | $341,337 | +1 | −1 |
| Q4 2024 | 1 | 0 | 26.52K | $617,144 | — | — |
| Q3 2024 | 1 | 0 | 21.40K | $548,670 | +1 | −1 |
| Q2 2024 | 1 | — | 45.89K | $1.01M | — | — |
Who holds it · Q1 2026
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Focus Partners Wealth | 3.58M | -6.0% | $89.09M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 2 | HighTower Advisors, LLC | 2.69M | +4.6% | $63.73M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 3 | Prudential Financial Inc | 2.20M | -10.3% | $52.05M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 4 | Two Sigma Investments ✦ | 1.33M | +91.4% | $31.36M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 5 | Raymond James Financial Inc | 458.32K | +13.7% | $10.84M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 6 | Raymond James Financial Inc | 458.32K | +13.7% | $10.84M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 7 | LPL Financial LLC | 382.14K | -9.8% | $9.04M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 8 | Northwestern Mutual Wealth… | 211.97K | -3.4% | $5.01M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 9 | Mercer Global Advisors Inc /Adv | 183.19K | +184.8% | $4.33M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 10 | Envestnet Asset Management Inc | 170.09K | +109.0% | $4.02M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 11 | Creative Planning | 159.62K | +104.0% | $3.77M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 12 | Mml Investors Services, Llc | 114.35K | -8.6% | $2.70M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 13 | Osaic Holdings, Inc. | 95.23K | +10.3% | $2.25M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 14 | Osaic Holdings, Inc. | 95.23K | +10.3% | $2.25M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 15 | Wealth Enhancement Advisory… | 92.78K | -29.0% | $2.24M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 16 | Commonwealth Equity Services, Llc | 94.13K | -11.8% | $2.23M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 17 | Corient Private Wealth LP | 50.07K | -49.9% | $1.18M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 18 | Susquehanna International Group, Llp | 37.87K | +139.8% | $895,507 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 19 | Sei Investments Co | 37.17K | +32.9% | $879,040 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 20 | Royal Bank Of Canada | 25.58K | -8.7% | $605,000 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 21 | Royal Bank Of Canada | 25.58K | -8.7% | $605,000 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 22 | Quantinno Capital Management LP | 24.65K | +23.8% | $583,020 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 23 | Cerity Partners LLC | 19.23K | New | $454,869 | 0.0% | New | 1 | SEC ↗ |
| 24 | D. E. Shaw & Co. ✦ | 17.49K | +5.2% | $413,615 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 25 | JPMorgan Chase ✦ | 12.54K | +449.7% | $292,019 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 26 | Mariner, LLC | 11.19K | -27.8% | $264,618 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 27 | Chevy Chase Trust Holdings, LLC | 8.98K | -9.7% | $212,472 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 28 | Jane Street Group, Llc | 8.46K | -40.0% | $200,150 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 29 | Pnc Financial Services Group, Inc. | 6.06K | +18.1% | $143,319 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 30 | Fifth Third Bancorp | 1.18K | New | $27,860 | 0.0% | New | 1 | SEC ↗ |
| 31 | Morgan Stanley ✦ | 797 | +252.7% | $18,855 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 32 | Morgan Stanley ✦ | 797 | +252.7% | $18,855 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 33 | Assetmark, Inc | 503 | 0.0% | $11,896 | 0.0% | Held | 2 | SEC ↗ |
| 34 | Jones Financial Companies Lllp | 447 | New | $10,366 | 0.0% | New | 1 | SEC ↗ |
| 35 | Bank Of Montreal /Can/ | 90 | 0.0% | $2,129 | 0.0% | Held | 2 | SEC ↗ |
| 36 | Wells Fargo & Company/Mn | 6 | -99.4% | $142 | 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
| Cerity Partners LLC | $454,869 | 0.0% |
| Fifth Third Bancorp | $27,860 | 0.0% |
| Jones Financial Companies Lllp | $10,366 | 0.0% |
Exited
| UBS Group AG | $78,550 | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 288 holders, 50.11M shares, $1.16B 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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