Security record · archived quarter
DFP
name pending profile ingest
22Tracked holders
0Δ holders
2.71MShares held
$55.98MReported value
+1New positions
−1Exits
Momentum inputs (comparable managers): holder breadth 0.0% · share flow +2.8% · net new positions 0.0% — formula
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q2 2026
Ownership over time
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q2 2026 | 22 | 0 | 2.71M | $55.98M | +1 | −1 |
| Q1 2026 | 23 | 0 | 2.64M | $52.92M | +1 | −1 |
| Q4 2025 | 23 | 0 | 2.69M | $55.38M | — | — |
| Q3 2025 | 1 | -1 | 130.74K | $2.83M | — | −1 |
| Q2 2025 | 1 | — | 400 | $8,212 | — | — |
| Q4 2024 | 1 | 0 | 17.89K | $356,727 | — | — |
| Q3 2024 | 1 | 0 | 17.89K | $384,635 | — | — |
| Q2 2024 | 1 | — | 17.89K | $343,488 | — | — |
Who holds it · Q2 2026
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Raymond James Financial Inc | 1.29M | +4.3% | $26.76M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 2 | Raymond James Financial Inc | 1.29M | +4.3% | $26.76M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 3 | Invesco Ltd. | 309.18K | +2.5% | $6.39M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 4 | Invesco Ltd. | 309.18K | +2.5% | $6.39M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 5 | Wells Fargo & Company/Mn | 211.87K | -10.6% | $4.38M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 6 | Wells Fargo & Company/Mn | 211.87K | -10.6% | $4.38M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 7 | LPL Financial LLC | 193.62K | +2.6% | $4.00M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 8 | Morgan Stanley ✦ | 136.28K | +14.9% | $2.82M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 9 | Morgan Stanley ✦ | 136.28K | +14.9% | $2.82M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 10 | Morgan Stanley ✦ | 136.28K | +14.9% | $2.82M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 11 | Focus Partners Wealth | 132.31K | -7.4% | $2.73M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 12 | Ameriprise Financial Inc | 104.75K | +17.2% | $2.16M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 13 | Osaic Holdings, Inc. | 80.67K | +69.7% | $1.67M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 14 | Osaic Holdings, Inc. | 80.67K | +69.7% | $1.67M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 15 | Envestnet Asset Management Inc | 50.45K | +18.5% | $1.04M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 16 | Commonwealth Equity Services, Llc | 38.79K | -24.0% | $801,800 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 17 | Royal Bank Of Canada | 31.74K | +1.6% | $656,000 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 18 | Cetera Investment Advisers | 22.37K | -2.2% | $462,457 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 19 | Stifel Financial Corp | 21.82K | -3.4% | $451,080 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 20 | Baird Financial Group, Inc. | 19.06K | -1.4% | $393,908 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 21 | Cerity Partners LLC | 14.30K | 0.0% | $295,581 | 0.0% | Held | 3 | SEC ↗ |
| 22 | Bank Of America Corp /De/ | 12.46K | +1.3% | $257,613 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 23 | Wealth Enhancement Advisory… | 10.80K | New | $224,358 | 0.0% | New | 1 | SEC ↗ |
| 24 | HighTower Advisors, LLC | 10.54K | -2.2% | $217,918 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 25 | UBS Group AG | 6.88K | -6.6% | $142,313 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 26 | UBS Group AG | 6.88K | -6.6% | $142,313 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 27 | Pnc Financial Services Group, Inc. | 3.35K | 0.0% | $69,141 | 0.0% | Held | 3 | SEC ↗ |
| 28 | Northwestern Mutual Wealth… | 1.82K | -9.7% | $37,537 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 29 | Rockefeller Capital Management L.P. | 829 | +1.8% | $17,155 | 0.0% | ▲ Add | 3 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| Wealth Enhancement Advisory… | $224,358 | 0.0% |
Exited
| Hrt Financial Lp | $542,000 | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 79 holders, 5.39M shares, $81.61M 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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