Security record
DFIP
name pending profile ingest
24Tracked holders
0Δ holders
774.25KShares held
$31.94MReported value
+1New positions
−1Exits
Momentum inputs (comparable managers): holder breadth 0.0% · share flow +19.2% · net new positions 0.0% — formula
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q2 2026
Ownership over time
Who holds it · Q2 2026
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Envestnet Asset Management Inc | 162.47K | +18.6% | $6.70M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 2 | Goldman Sachs Group ✦ | 146.32K | +24.2% | $6.04M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 3 | Assetmark, Inc | 76.72K | +8.6% | $3.17M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 4 | Citadel Advisors ✦ | 56.62K | New | $2.34M | 0.0% | New | 1 | SEC ↗ |
| 5 | Commonwealth Equity Services, Llc | 52.08K | +9.1% | $2.15M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 6 | LPL Financial LLC | 47.53K | +78.0% | $1.96M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 7 | Truist Financial Corp | 42.36K | +5.5% | $1.75M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 8 | Creative Planning | 34.68K | -6.2% | $1.43M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 9 | Focus Partners Wealth | 31.17K | +11.0% | $1.29M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 10 | Wealth Enhancement Advisory… | 24.67K | +1.4% | $1.02M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 11 | Royal Bank Of Canada | 16.91K | -64.8% | $698,000 | 0.0% | ▼ Trim | 3 | SEC ↗ ×3 |
| 12 | Citigroup Inc | 15.55K | +17.9% | $641,680 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 13 | Raymond James Financial Inc | 13.02K | +110.7% | $537,140 | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 14 | Mercer Global Advisors Inc /Adv | 10.46K | +0.7% | $431,647 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 15 | Jones Financial Companies Lllp | 10.21K | +13.3% | $421,908 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 16 | Osaic Holdings, Inc. | 9.51K | -4.7% | $392,183 | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 17 | UBS Group AG | 6.21K | +34.7% | $256,276 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 18 | Stifel Financial Corp | 5.30K | -2.4% | $218,775 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 19 | HighTower Advisors, LLC | 4.93K | 0.0% | $203,222 | 0.0% | Held | 2 | SEC ↗ |
| 20 | UBS AM, a distinct business unit of… | 4.25K | 0.0% | $175,416 | 0.0% | Held | 2 | SEC ↗ |
| 21 | Morgan Stanley ✦ | 1.31K | -2.2% | $54,172 | 0.0% | ▼ Trim | 4 | SEC ↗ ×2 |
| 22 | JPMorgan Chase ✦ | 1.30K | -6.7% | $53,933 | 0.0% | ▼ Trim | 4 | SEC ↗ ×2 |
| 23 | Franklin Resources Inc | 550 | 0.0% | $22,690 | 0.0% | Held | 3 | SEC ↗ |
| 24 | Qube Research & Technologies Ltd | 122 | -24.2% | $5,033 | 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
| Citadel Advisors | $2.34M | 0.0% |
Exited
| Northwestern Mutual Wealth… | $18,774 | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 161 holders, 18.17M shares, $752.75M 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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