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Security record · archived quarter

DIV

name pending profile ingest

Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025 Q4 2024 Q3 2024
36Tracked holders
0Δ holders
5.43MShares held
$103.52MReported value
+2New positions
−2Exits
Rising 6 quarters of rising tracked shares ●●●●●● How these are computed → Explain this at the Research Desk →

Momentum inputs (comparable managers): holder breadth 0.0% · share flow +9.9% · net new positions 0.0%formula

All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q2 2026

Ownership over time
QuarterHoldersΔSharesReported valueNewExits
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
Q3 2025 7 +1 1.18M $20.84M +1
Q2 2025 3 0 123.94K $2.18M
Q1 2025 1 0 61.00K $1.15M
Q4 2024 1 -1 36.20K $652,715 −1
Q3 2024 2 0 103.34K $1.93M +1 −1
Q2 2024 2 39.31K $678,150
Holder count
Who holds it · Q2 2026
#ManagerSharesΔ sharesValueTheir weightHeld
1 LPL Financial LLC 1.36M +44.8% $25.98M 0.0% ▲ Add 3 SEC ↗
2 Wells Fargo & Company/Mn 733.73K +8.8% $13.98M 0.0% ▲ Add 3 SEC ↗
3 Wells Fargo & Company/Mn 733.73K +8.8% $13.98M 0.0% ▲ Add 3 SEC ↗
4 Morgan Stanley 728.73K +26.8% $13.88M 0.0% ▲ Add 4 SEC ↗
5 Morgan Stanley 728.73K +26.8% $13.88M 0.0% ▲ Add 4 SEC ↗
6 Morgan Stanley 728.73K +26.8% $13.88M 0.0% ▲ Add 4 SEC ↗
7 Goldman Sachs Group 410.20K +33.0% $7.81M 0.0% ▲ Add 4 SEC ↗
8 Wealthfront Advisers LLC 343.94K +3.6% $6.55M 0.0% ▲ Add 3 SEC ↗
9 Bank Of America Corp /De/ 301.69K -26.8% $5.75M 0.0% ▼ Trim 3 SEC ↗
10 Bank Of America Corp /De/ 301.69K -26.8% $5.75M 0.0% ▼ Trim 3 SEC ↗
11 Bank Of America Corp /De/ 301.69K -26.8% $5.75M 0.0% ▼ Trim 3 SEC ↗
12 Two Sigma Investments 281.80K -26.8% $5.37M 0.0% ▼ Trim 8 SEC ↗
13 Royal Bank Of Canada 213.69K +4.8% $4.07M 0.0% ▲ Add 3 SEC ↗
14 Commonwealth Equity Services, Llc 174.50K -2.1% $3.32M 0.0% ▼ Trim 3 SEC ↗
15 Jones Financial Companies Lllp 137.41K +40.2% $2.65M 0.0% ▲ Add 3 SEC ↗
16 Cetera Investment Advisers 127.75K -0.2% $2.43M 0.0% ▼ Trim 3 SEC ↗
17 Raymond James Financial Inc 83.19K +23.6% $1.58M 0.0% ▲ Add 3 SEC ↗
18 Raymond James Financial Inc 83.19K +23.6% $1.58M 0.0% ▲ Add 3 SEC ↗
19 Mirae Asset Global Investments Co.… 69.00K -6.8% $1.31M 0.0% ▼ Trim 3 SEC ↗
20 Osaic Holdings, Inc. 67.88K +18.9% $1.29M 0.0% ▲ Add 3 SEC ↗
21 Osaic Holdings, Inc. 67.88K +18.9% $1.29M 0.0% ▲ Add 3 SEC ↗
22 Sei Investments Co 64.08K +34.4% $1.22M 0.0% ▲ Add 3 SEC ↗
23 Envestnet Asset Management Inc 57.45K +6.7% $1.09M 0.0% ▲ Add 3 SEC ↗
24 JPMorgan Chase 56.00K -12.1% $1.08M 0.0% ▼ Trim 4 SEC ↗
25 JPMorgan Chase 56.00K -12.1% $1.08M 0.0% ▼ Trim 4 SEC ↗
26 Northwestern Mutual Wealth… 50.66K -1.5% $965,064 0.0% ▼ Trim 3 SEC ↗
27 UBS Group AG 40.87K +8.0% $778,497 0.0% ▲ Add 3 SEC ↗
28 UBS Group AG 40.87K +8.0% $778,497 0.0% ▲ Add 3 SEC ↗
29 Mml Investors Services, Llc 35.18K +27.6% $670,096 0.0% ▲ Add 3 SEC ↗
30 Pnc Financial Services Group, Inc. 15.75K 0.0% $300,000 0.0% Held 2 SEC ↗
31 Pnc Financial Services Group, Inc. 15.75K 0.0% $300,000 0.0% Held 2 SEC ↗
32 Creative Planning 15.53K +22.6% $295,886 0.0% ▲ Add 3 SEC ↗
33 Stifel Financial Corp 12.99K +0.6% $247,508 0.0% ▲ Add 3 SEC ↗
34 Susquehanna International Group, Llp 11.75K -26.4% $223,838 0.0% ▼ Trim 2 SEC ↗
35 Mariner, LLC 10.20K -77.1% $194,310 0.0% ▼ Trim 3 SEC ↗
36 Us Bancorp \De\ 5.32K 0.0% $101,346 0.0% Held 3 SEC ↗
37 Qube Research & Technologies Ltd 4.83K -62.2% $91,973 0.0% ▼ Trim 3 SEC ↗
38 Fidelity (FMR) 4.80K +88.6% $91,377 0.0% ▲ Add 5 SEC ↗
39 National Bank Of Canada /Fi/ 3.55K -23.7% $67,663 0.0% ▼ Trim 3 SEC ↗
40 Citigroup Inc 2.15K +257.5% $40,862 0.0% ▲ Add 3 SEC ↗
41 Fifth Third Bancorp 1.54K -30.7% $29,414 0.0% ▼ Trim 2 SEC ↗
42 Rockefeller Capital Management L.P. 801 +1.6% $15,264 0.0% ▲ Add 3 SEC ↗
43 Blair William & Co/Il 750 0.0% $14,288 0.0% Held 3 SEC ↗
44 BlackRock (passive) 102 +2.0% $1,942 0.0% ▲ Add 5 SEC ↗
45 BlackRock (passive) 102 +2.0% $1,942 0.0% ▲ Add 5 SEC ↗
46 Simplex Trading, Llc 69 New $1,314 0.0% New 1 SEC ↗
47 TD Waterhouse Canada Inc. 4 New $77 0.0% New 1 SEC ↗

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

New buyers

Simplex Trading, Llc $1,314 0.0%
TD Waterhouse Canada Inc. $77 0.0%

Exited

Citadel Advisors $923,567 was 0.0%
D. E. Shaw & Co. $856,378 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: Q2 2026 · Methodology · Get this via the API