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Security record · archived quarter

DIV

name pending profile ingest

Q3 2026 Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025 Q4 2024
37Tracked holders
+1Δ holders
4.97MShares held
$93.88MReported value
+4New positions
−3Exits
Rising 5 quarters of rising tracked shares ●●●●●○ How these are computed → Explain this at the Research Desk →

Momentum inputs (comparable managers): holder breadth +2.8% · share flow +5.2% · net new positions +2.7% · 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
QuarterHoldersΔSharesReported valueNewExits
Q3 2026 1 0 18.09K $343,255 +1 −1
Q2 2026 36 0 5.43M $103.52M +2 −2
Q1 2026 37 +1 4.97M $93.88M +4 −3
Q4 2025 36 0 4.72M $81.82M n/a n/a
Q3 2025 7 +1 1.18M $20.84M +1 n/a
Q2 2025 3 0 123.94K $2.18M n/a n/a
Q1 2025 1 0 61.00K $1.15M n/a n/a
Q4 2024 1 -1 36.20K $652,715 n/a −1
Q3 2024 2 0 103.34K $1.93M +1 −1
Q2 2024 2 n/a 39.31K $678,150 n/a n/a
Holder count
Who holds it · Q1 2026
#ManagerSharesΔ sharesValueTheir weightHeld
1 LPL Financial LLC 941.54K +5.1% $17.80M 0.0% ▲ Add 2 SEC ↗
2 Wells Fargo & Company/Mn 674.47K +9.1% $12.75M 0.0% ▲ Add 2 SEC ↗ ×2
3 Morgan Stanley ✦ 574.87K -8.1% $10.87M 0.0% ▼ Trim 3 SEC ↗ ×3
4 Bank Of America Corp /De/ 412.37K +7.9% $7.79M 0.0% ▲ Add 2 SEC ↗ ×3
5 Two Sigma Investments ✦ 384.80K +46.4% $7.27M 0.0% ▲ Add 7 SEC ↗
6 Wealthfront Advisers LLC 332.11K -2.0% $6.28M 0.0% ▼ Trim 2 SEC ↗
7 Goldman Sachs Group ✦ 308.31K -3.1% $5.83M 0.0% ▼ Trim 3 SEC ↗
8 Royal Bank Of Canada 203.81K -6.5% $3.85M 0.0% ▼ Trim 2 SEC ↗
9 Commonwealth Equity Services, Llc 178.30K +6.2% $3.37M 0.0% ▲ Add 2 SEC ↗
10 Cetera Investment Advisers 128.05K -8.8% $2.42M 0.0% ▼ Trim 2 SEC ↗
11 Jones Financial Companies Lllp 98.00K +27.9% $1.85M 0.0% ▲ Add 2 SEC ↗
12 Mirae Asset Global Investments Co.… 74.00K -23.7% $1.40M 0.0% ▼ Trim 2 SEC ↗
13 Raymond James Financial Inc 67.30K +8.6% $1.27M 0.0% ▲ Add 2 SEC ↗ ×2
14 JPMorgan Chase ✦ 63.69K +47.3% $1.20M 0.0% ▲ Add 3 SEC ↗ ×2
15 Osaic Holdings, Inc. 57.12K -46.9% $1.08M 0.0% ▼ Trim 2 SEC ↗ ×2
16 Envestnet Asset Management Inc 53.84K -26.3% $1.02M 0.0% ▼ Trim 2 SEC ↗
17 Northwestern Mutual Wealth… 51.44K +0.6% $972,208 0.0% ▲ Add 2 SEC ↗
18 Citadel Advisors ✦ 48.87K New $923,567 0.0% New 1 SEC ↗
19 Sei Investments Co 47.69K +352.6% $901,380 0.0% ▲ Add 2 SEC ↗
20 D. E. Shaw & Co. ✦ 45.31K +86.6% $856,378 0.0% ▲ Add 3 SEC ↗
21 Mariner, LLC 44.53K +23.4% $841,693 0.0% ▲ Add 2 SEC ↗ ×2
22 UBS Group AG 37.84K -16.6% $715,176 0.0% ▼ Trim 2 SEC ↗ ×2
23 Mml Investors Services, Llc 27.56K +18.5% $520,890 0.0% ▲ Add 2 SEC ↗
24 Cwm, Llc 24.73K +0.4% $467,491 0.0% ▲ Add 2 SEC ↗
25 Susquehanna International Group, Llp 15.97K New $301,757 0.0% New 1 SEC ↗
26 Pnc Financial Services Group, Inc. 15.75K New $297,638 0.0% New 1 SEC ↗ ×2
27 Stifel Financial Corp 12.91K -7.1% $244,015 0.0% ▼ Trim 2 SEC ↗
28 Qube Research & Technologies Ltd 12.78K +12307.8% $241,542 0.0% ▲ Add 2 SEC ↗
29 Creative Planning 12.67K +2.7% $239,504 0.0% ▲ Add 2 SEC ↗
30 Us Bancorp \De\ 5.32K 0.0% $100,548 0.0% Held 2 SEC ↗
31 National Bank Of Canada /Fi/ 4.65K 0.0% $87,838 0.0% Held 2 SEC ↗
32 Fidelity (FMR) ✦ 2.54K -31.6% $48,059 0.0% ▼ Trim 4 SEC ↗
33 Fifth Third Bancorp 2.23K New $42,128 0.0% New 1 SEC ↗
34 Rockefeller Capital Management L.P. 788 +1.6% $14,911 0.0% ▲ Add 2 SEC ↗
35 Blair William & Co/Il 750 0.0% $14,175 0.0% Held 2 SEC ↗
36 Citigroup Inc 600 0.0% $11,340 0.0% Held 2 SEC ↗
37 BlackRock ✦ (passive) 100 +2.0% $1,893 0.0% ▲ Add 4 SEC ↗ ×2

“Their weight” = the position's share of that manager's reported 13F equity value: the conviction measure. ✦ = curated manager.

New buyers

Exited

Truist Financial Corp $474,085 was 0.0%
Corient Private Wealth LP $207,840 was 0.0%
Assetmark, Inc $87 was 0.0%

Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 125 holders, 9.87M shares, $182.54M 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 · Get this via the API