Security record · archived quarter
DFE
name pending profile ingest
29Tracked holders
+3Δ holders
400.29KShares held
$28.70MReported value
+3New positions
−0Exits
Momentum inputs (comparable managers):
holder breadth +11.5% ·
share flow +11.6% ·
net new positions +10.3%
— 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 | 27 | -1 | 387.86K | $27.92M | +1 | −2 |
| Q1 2026 | 29 | +3 | 400.29K | $28.70M | +3 | — |
| Q4 2025 | 26 | 0 | 358.60K | $25.76M | — | — |
| Q3 2025 | 4 | -1 | 167.49K | $11.79M | — | −1 |
| Q2 2025 | 3 | +2 | 20.65K | $1.45M | +2 | — |
| Q4 2024 | 1 | +1 | 4.10K | $231,865 | +1 | — |
| Q2 2024 | 1 | — | 24.14K | $1.44M | — | — |
Who holds it · Q1 2026
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Morgan Stanley ✦ | 112.83K | -1.4% | $8.09M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 2 | Morgan Stanley ✦ | 112.83K | -1.4% | $8.09M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 3 | Bank Of America Corp /De/ | 71.05K | +30.1% | $5.10M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 4 | Bank Of America Corp /De/ | 71.05K | +30.1% | $5.10M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 5 | UBS Group AG | 51.99K | -3.8% | $3.73M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 6 | Bank of New York Mellon Corp | 25.88K | +228.5% | $1.86M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 7 | Bank of New York Mellon Corp | 25.88K | +228.5% | $1.86M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 8 | Jane Street Group, Llc | 24.17K | +37.0% | $1.73M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 9 | Raymond James Financial Inc | 19.58K | -0.3% | $1.40M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 10 | Raymond James Financial Inc | 19.58K | -0.3% | $1.40M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 11 | Gotham Asset Management ✦ | 15.19K | 0.0% | $1.09M | 0.0% | Held | 4 | SEC ↗ |
| 12 | LPL Financial LLC | 13.79K | +1.4% | $989,313 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 13 | Wells Fargo & Company/Mn | 10.42K | +6.2% | $747,512 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 14 | Wells Fargo & Company/Mn | 10.42K | +6.2% | $747,512 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 15 | Osaic Holdings, Inc. | 10.22K | +49.6% | $733,184 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 16 | Osaic Holdings, Inc. | 10.22K | +49.6% | $733,184 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 17 | Baird Financial Group, Inc. | 8.02K | -0.4% | $575,460 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 18 | HighTower Advisors, LLC | 6.60K | -1.0% | $473,223 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 19 | Commonwealth Equity Services, Llc | 5.22K | -57.7% | $374,300 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 20 | Susquehanna International Group, Llp | 4.83K | New | $346,470 | 0.0% | New | 1 | SEC ↗ |
| 21 | Stifel Financial Corp | 4.61K | +2.5% | $330,969 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 22 | Royal Bank Of Canada | 4.07K | +0.6% | $292,000 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 23 | Royal Bank Of Canada | 4.07K | +0.6% | $292,000 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 24 | JPMorgan Chase ✦ | 3.29K | 0.0% | $227,782 | 0.0% | Held | 3 | SEC ↗ |
| 25 | JPMorgan Chase ✦ | 3.29K | 0.0% | $227,782 | 0.0% | Held | 3 | SEC ↗ |
| 26 | Fifth Third Bancorp | 2.14K | New | $153,509 | 0.0% | New | 1 | SEC ↗ |
| 27 | Jones Financial Companies Lllp | 1.55K | +2.7% | $106,740 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 28 | Rockefeller Capital Management L.P. | 1.31K | 0.0% | $93,755 | 0.0% | Held | 2 | SEC ↗ |
| 29 | Pnc Financial Services Group, Inc. | 1.13K | 0.0% | $81,346 | 0.0% | Held | 2 | SEC ↗ |
| 30 | Pnc Financial Services Group, Inc. | 1.13K | 0.0% | $81,346 | 0.0% | Held | 2 | SEC ↗ |
| 31 | Citigroup Inc | 550 | New | $39,453 | 0.0% | New | 1 | SEC ↗ |
| 32 | TD Waterhouse Canada Inc. | 500 | -46.0% | $36,255 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 33 | Bank Of Montreal /Can/ | 395 | 0.0% | $28,335 | 0.0% | Held | 2 | SEC ↗ |
| 34 | Fidelity (FMR) ✦ | 356 | +150.7% | $25,523 | 0.0% | ▲ Add | 4 | SEC ↗ |
| 35 | Cwm, Llc | 300 | 0.0% | $21,520 | 0.0% | Held | 2 | SEC ↗ |
| 36 | National Bank Of Canada /Fi/ | 200 | 0.0% | $14,312 | 0.0% | Held | 2 | SEC ↗ |
| 37 | Blair William & Co/Il | 95 | 0.0% | $6,815 | 0.0% | Held | 2 | SEC ↗ |
| 38 | Us Bancorp \De\ | 8 | 0.0% | $574 | 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
| Susquehanna International… | $346,470 | 0.0% |
| Fifth Third Bancorp | $153,509 | 0.0% |
| Citigroup Inc | $39,453 | 0.0% |
Exited
| No tracked exits this quarter. |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 61 holders, 602.16K shares, $42.60M 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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