Trade Filings
Managers Stocks Filings Superinvestors
Signals Institutional Buying Institutional Selling Insider Activity 13D & 13G Watch Sector Rotation
Tools Stock Screener Manager Screener Compare Managers Consensus Baskets All Research Tools Data API
Learn & AI Learn Ask the Data AI Agents
News ★ Saved
About About us Methodology Contact Disclaimer
Reader
DATA PLANS

Historical data downloads — coming with accounts.

API GATEWAY

Free read-only JSON access to the site's cached data.

Dark mode

🧭 Guided View
New to markets — prices, yields, YTD, market cap? We explain every term as you browse, in plain English. Same data, with the help built in.

⚡ Expert View
You already know the market. Just the data — clean, fast and compact, with no extra explanations. This is the default view.

Interface language
Security record · archived quarter

DSL

name pending profile ingest

Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025 Q4 2024 Q3 2024
30Tracked holders
-1Δ holders
13.66MShares held
$151.12MReported value
+2New positions
−3Exits
Stable 5 quarters of rising tracked shares ●●●●● How these are computed → Explain this at the Research Desk →

Momentum inputs (comparable managers): holder breadth -3.2% · share flow +1.2% · net new positions -3.3%formula
Concentrated accumulation — rising shares among fewer holders

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

Ownership over time
QuarterHoldersΔSharesReported valueNewExits
Q2 2026 30 -1 13.66M $151.12M +2 −3
Q1 2026 32 -2 13.50M $146.21M +2 −4
Q4 2025 34 0 13.06M $147.17M
Q3 2025 1 -1 3.11M $38.22M −1
Q2 2025 1 0 15.84K $193,869
Q1 2025 1 0 3.92K $49,469
Q4 2024 1 -2 227.73K $2.86M −2
Q3 2024 3 +2 47.68K $618,939 +2
Q2 2024 1 9.69K $121,269
Holder count
Who holds it · Q2 2026
#ManagerSharesΔ sharesValueTheir weightHeld
1 Wells Fargo & Company/Mn 2.67M +0.8% $29.52M 0.0% ▲ Add 3 SEC ↗
2 Wells Fargo & Company/Mn 2.67M +0.8% $29.52M 0.0% ▲ Add 3 SEC ↗
3 Morgan Stanley 2.38M +2.5% $26.30M 0.0% ▲ Add 4 SEC ↗
4 Morgan Stanley 2.38M +2.5% $26.30M 0.0% ▲ Add 4 SEC ↗
5 Bank Of America Corp /De/ 2.05M +27.1% $22.70M 0.0% ▲ Add 3 SEC ↗
6 Invesco Ltd. 1.13M +4.3% $12.45M 0.0% ▲ Add 3 SEC ↗
7 Ameriprise Financial Inc 1.03M +10.1% $11.36M 0.0% ▲ Add 3 SEC ↗
8 Royal Bank Of Canada 777.13K -12.6% $8.60M 0.0% ▼ Trim 3 SEC ↗
9 Royal Bank Of Canada 777.13K -12.6% $8.60M 0.0% ▼ Trim 3 SEC ↗
10 Royal Bank Of Canada 777.13K -12.6% $8.60M 0.0% ▼ Trim 3 SEC ↗
11 Raymond James Financial Inc 694.46K -8.4% $7.68M 0.0% ▼ Trim 3 SEC ↗
12 Raymond James Financial Inc 694.46K -8.4% $7.68M 0.0% ▼ Trim 3 SEC ↗
13 LPL Financial LLC 588.41K +2.0% $6.51M 0.0% ▲ Add 3 SEC ↗
14 UBS Group AG 500.21K -47.2% $5.53M 0.0% ▼ Trim 3 SEC ↗
15 UBS Group AG 500.21K -47.2% $5.53M 0.0% ▼ Trim 3 SEC ↗
16 UBS Group AG 500.21K -47.2% $5.53M 0.0% ▼ Trim 3 SEC ↗
17 HighTower Advisors, LLC 442.79K +6.6% $4.90M 0.0% ▲ Add 3 SEC ↗
18 Stifel Financial Corp 348.91K +9.0% $3.86M 0.0% ▲ Add 3 SEC ↗
19 Cetera Investment Advisers 259.56K +5.2% $2.87M 0.0% ▲ Add 3 SEC ↗
20 Osaic Holdings, Inc. 210.92K +37.3% $2.33M 0.0% ▲ Add 3 SEC ↗
21 Osaic Holdings, Inc. 210.92K +37.3% $2.33M 0.0% ▲ Add 3 SEC ↗
22 First Trust Advisors Lp 91.96K +2.5% $1.02M 0.0% ▲ Add 3 SEC ↗
23 Baird Financial Group, Inc. 88.10K +17.3% $974,408 0.0% ▲ Add 3 SEC ↗
24 Rockefeller Capital Management L.P. 68.51K -13.6% $757,704 0.0% ▼ Trim 3 SEC ↗
25 Susquehanna International Group, Llp 67.48K +71.4% $746,329 0.0% ▲ Add 3 SEC ↗
26 Susquehanna International Group, Llp 67.48K +71.4% $746,329 0.0% ▲ Add 3 SEC ↗
27 Wealth Enhancement Advisory… 51.20K +168.2% $565,712 0.0% ▲ Add 3 SEC ↗
28 Envestnet Asset Management Inc 42.11K +14.7% $465,778 0.0% ▲ Add 3 SEC ↗
29 Commonwealth Equity Services, Llc 33.55K -2.4% $371,027 0.0% ▼ Trim 3 SEC ↗
30 Mariner, LLC 31.34K +1.1% $346,664 0.0% ▲ Add 3 SEC ↗
31 Mercer Global Advisors Inc /Adv 26.81K +12.5% $296,474 0.0% ▲ Add 3 SEC ↗
32 Citadel Advisors 25.34K New $280,205 0.0% New 1 SEC ↗
33 Nomura Holdings Inc 20.00K +60.0% $221,200 0.0% ▲ Add 3 SEC ↗
34 Fifth Third Bancorp 15.90K +9.6% $175,865 0.0% ▲ Add 2 SEC ↗
35 Mml Investors Services, Llc 13.86K +17.2% $153,322 0.0% ▲ Add 3 SEC ↗
36 Pnc Financial Services Group, Inc. 5.34K 0.0% $59,116 0.0% Held 3 SEC ↗
37 Pnc Financial Services Group, Inc. 5.34K 0.0% $59,116 0.0% Held 3 SEC ↗
38 National Bank Of Canada /Fi/ 4.56K 0.0% $50,286 0.0% Held 3 SEC ↗
39 Group One Trading Llc 3.10K New $34,297 0.0% New 1 SEC ↗
40 Northwestern Mutual Wealth… 162 0.0% $1,792 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

Citadel Advisors $280,205 0.0%
Group One Trading Llc $34,297 0.0%

Exited

Jane Street Group, Llc $1.16M was 0.0%
Hrt Financial Lp $112,000 was 0.0%
Simplex Trading, Llc $498 was 0.0%

Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 176 holders, 28.08M shares, $263.02M 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