Security record · archived quarter
DOL
name pending profile ingest
39Tracked holders
+4Δ holders
5.88MShares held
$398.96MReported value
+4New positions
−0Exits
Momentum inputs (comparable managers):
holder breadth +11.4% ·
share flow +2.2% ·
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 | 36 | -2 | 5.87M | $436.48M | +1 | −3 |
| Q1 2026 | 39 | +4 | 5.88M | $398.96M | +4 | — |
| Q4 2025 | 35 | +1 | 5.75M | $378.65M | +2 | −1 |
| Q3 2025 | 4 | 0 | 1.75M | $108.90M | — | — |
| Q2 2025 | 1 | — | 1.60K | $95,419 | — | — |
| Q4 2024 | 1 | 0 | 24.11K | $1.19M | — | — |
| Q3 2024 | 1 | 0 | 6.92K | $373,282 | — | — |
| Q2 2024 | 1 | — | 31.25K | $1.59M | — | — |
Who holds it · Q1 2026
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Creative Planning | 2.70M | +1.2% | $183.35M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 2 | Creative Planning | 2.70M | +1.2% | $183.35M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 3 | Morgan Stanley ✦ | 1.09M | +5.9% | $73.77M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 4 | Morgan Stanley ✦ | 1.09M | +5.9% | $73.77M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 5 | JPMorgan Chase ✦ | 363.59K | -2.1% | $24.01M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 6 | JPMorgan Chase ✦ | 363.59K | -2.1% | $24.01M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 7 | Royal Bank Of Canada | 311.41K | -5.7% | $21.17M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 8 | Royal Bank Of Canada | 311.41K | -5.7% | $21.17M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 9 | Royal Bank Of Canada | 311.41K | -5.7% | $21.17M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 10 | LPL Financial LLC | 238.71K | +0.7% | $16.23M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 11 | Bank Of America Corp /De/ | 206.33K | +3.6% | $14.03M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 12 | Bank Of America Corp /De/ | 206.33K | +3.6% | $14.03M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 13 | Bank Of America Corp /De/ | 206.33K | +3.6% | $14.03M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 14 | Commonwealth Equity Services, Llc | 125.48K | +4.7% | $8.53M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 15 | Jane Street Group, Llc | 80.78K | +152.8% | $5.49M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 16 | Osaic Holdings, Inc. | 80.41K | -3.0% | $5.47M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 17 | Osaic Holdings, Inc. | 80.41K | -3.0% | $5.47M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 18 | UBS Group AG | 76.76K | +10.3% | $5.22M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 19 | Wells Fargo & Company/Mn | 75.00K | +30.5% | $5.10M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 20 | Wells Fargo & Company/Mn | 75.00K | +30.5% | $5.10M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 21 | Northwestern Mutual Wealth… | 67.06K | +3.4% | $4.56M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 22 | Cetera Investment Advisers | 62.25K | -28.2% | $4.23M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 23 | Raymond James Financial Inc | 58.72K | +36.9% | $3.99M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 24 | Raymond James Financial Inc | 58.72K | +36.9% | $3.99M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 25 | Rockefeller Capital Management L.P. | 56.47K | +20.9% | $3.84M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 26 | Rockefeller Capital Management L.P. | 56.47K | +20.9% | $3.84M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 27 | Mml Investors Services, Llc | 52.28K | -30.5% | $3.55M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 28 | Mariner, LLC | 30.05K | -13.4% | $2.04M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 29 | Envestnet Asset Management Inc | 28.66K | -2.5% | $1.95M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 30 | Cwm, Llc | 28.02K | -6.8% | $1.90M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 31 | Ameriprise Financial Inc | 23.92K | +12.9% | $1.63M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 32 | BlackRock ✦ (passive) | 23.63K | +220.6% | $1.61M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 33 | BlackRock ✦ (passive) | 23.63K | +220.6% | $1.61M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 34 | Susquehanna International Group, Llp | 14.71K | New | $1.00M | 0.0% | New | 1 | SEC ↗ |
| 35 | Corient Private Wealth LP | 11.63K | -50.0% | $790,478 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 36 | Fifth Third Bancorp | 11.55K | +239.0% | $785,169 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 37 | Focus Partners Wealth | 8.99K | -11.5% | $610,986 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 38 | Stifel Financial Corp | 8.70K | +2.6% | $591,356 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 39 | Stifel Financial Corp | 8.70K | +2.6% | $591,356 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 40 | Jones Financial Companies Lllp | 8.55K | +0.1% | $562,303 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 41 | HighTower Advisors, LLC | 7.99K | -1.3% | $543,135 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 42 | Citadel Advisors ✦ | 7.54K | -79.8% | $512,889 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 43 | Bank of New York Mellon Corp | 7.47K | New | $508,003 | 0.0% | New | 1 | SEC ↗ |
| 44 | Bank of New York Mellon Corp | 7.47K | New | $508,003 | 0.0% | New | 1 | SEC ↗ |
| 45 | Wealth Enhancement Advisory… | 6.06K | -45.7% | $416,384 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 46 | Cerity Partners LLC | 4.66K | +0.2% | $316,541 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 47 | Fidelity (FMR) ✦ | 3.43K | +55.6% | $233,253 | 0.0% | ▲ Add | 4 | SEC ↗ |
| 48 | Fidelity (FMR) ✦ | 3.43K | +55.6% | $233,253 | 0.0% | ▲ Add | 4 | SEC ↗ |
| 49 | National Bank Of Canada /Fi/ | 2.94K | -3.3% | $199,529 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 50 | Assetmark, Inc | 1.60K | 0.0% | $108,778 | 0.0% | Held | 2 | SEC ↗ |
| 51 | Pnc Financial Services Group, Inc. | 632 | 0.0% | $42,967 | 0.0% | Held | 2 | SEC ↗ |
| 52 | Pnc Financial Services Group, Inc. | 632 | 0.0% | $42,967 | 0.0% | Held | 2 | SEC ↗ |
| 53 | Us Bancorp \De\ | 460 | New | $31,274 | 0.0% | New | 1 | SEC ↗ |
| 54 | TD Waterhouse Canada Inc. | 300 | New | $20,584 | 0.0% | New | 1 | SEC ↗ |
| 55 | Blair William & Co/Il | 179 | 0.0% | $12,170 | 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… | $1.00M | 0.0% |
| Bank of New York Mellon Corp | $508,003 | 0.0% |
| Bank of New York Mellon Corp | $508,003 | 0.0% |
| Us Bancorp \De\ | $31,274 | 0.0% |
| TD Waterhouse Canada Inc. | $20,584 | 0.0% |
Exited
| No tracked exits this quarter. |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 108 holders, 7.33M shares, $497.16M 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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