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Security record

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Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025 Q4 2024 Q3 2024
40Tracked holders
+2Δ holders
5.87MShares held
$351.09MReported value
+4New positions
−2Exits
Rising How these are computed → Explain this at the Research Desk →

Momentum inputs (comparable managers): holder breadth +5.3% · share flow +7.8% · net new positions +5.0%formula
Broad accumulation — rising shares across more holders

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

Ownership over time
QuarterHoldersΔSharesReported valueNewExits
Q2 2026 40 +2 5.87M $351.09M +4 −2
Q1 2026 39 +3 5.45M $311.10M +5 −2
Q4 2025 36 -1 6.30M $373.71M +1 −2
Q3 2025 5 -1 347.29K $20.13M −1
Q2 2025 3 0 7.05K $390,380
Q1 2025 1 0 5.49K $297,832
Q4 2024 1 0 5.81K $319,217
Q3 2024 1 -1 5.81K $329,715 −1
Q2 2024 2 14.55K $747,879
Holder count
Who holds it · Q2 2026
#ManagerSharesΔ sharesValueTheir weightHeld
1 Wealth Enhancement Advisory… 2.00M +9.7% $119.12M 0.2% ▲ Add 3 SEC ↗
2 Raymond James Financial Inc 683.46K +5.9% $40.94M 0.0% ▲ Add 3 SEC ↗
3 Raymond James Financial Inc 683.46K +5.9% $40.94M 0.0% ▲ Add 3 SEC ↗
4 Raymond James Financial Inc 683.46K +5.9% $40.94M 0.0% ▲ Add 3 SEC ↗
5 Cetera Investment Advisers 682.24K -14.4% $40.87M 0.0% ▼ Trim 3 SEC ↗
6 LPL Financial LLC 511.83K -5.5% $30.66M 0.0% ▼ Trim 3 SEC ↗
7 Rockefeller Capital Management L.P. 454.40K +0.8% $27.22M 0.0% ▲ Add 3 SEC ↗
8 Cerity Partners LLC 307.21K -1.4% $18.40M 0.0% ▼ Trim 3 SEC ↗
9 Cerity Partners LLC 307.21K -1.4% $18.40M 0.0% ▼ Trim 3 SEC ↗
10 JPMorgan Chase 226.17K +27.2% $13.60M 0.0% ▲ Add 4 SEC ↗
11 JPMorgan Chase 226.17K +27.2% $13.60M 0.0% ▲ Add 4 SEC ↗
12 Citadel Advisors 221.18K +3207.2% $13.25M 0.0% ▲ Add 2 SEC ↗
13 Focus Partners Wealth 159.83K -7.7% $9.57M 0.0% ▼ Trim 3 SEC ↗
14 Captrust Financial Advisors 152.31K -2.5% $9.12M 0.0% ▼ Trim 3 SEC ↗
15 Osaic Holdings, Inc. 74.21K +4.9% $4.45M 0.0% ▲ Add 3 SEC ↗
16 Osaic Holdings, Inc. 74.21K +4.9% $4.45M 0.0% ▲ Add 3 SEC ↗
17 Royal Bank Of Canada 57.30K +103.4% $3.43M 0.0% ▲ Add 3 SEC ↗
18 Susquehanna International Group, Llp 45.26K +787.3% $2.71M 0.0% ▲ Add 3 SEC ↗
19 Qube Research & Technologies Ltd 44.36K +9.5% $2.66M 0.0% ▲ Add 3 SEC ↗
20 Envestnet Asset Management Inc 41.96K +6.5% $2.51M 0.0% ▲ Add 3 SEC ↗
21 Goldman Sachs Group 40.69K +256.4% $2.44M 0.0% ▲ Add 2 SEC ↗
22 Commonwealth Equity Services, Llc 26.19K -25.3% $1.57M 0.0% ▼ Trim 3 SEC ↗
23 Mariner, LLC 18.83K 0.0% $1.13M 0.0% Held 3 SEC ↗
24 Nuveen, LLC 15.44K New $925,096 0.0% New 1 SEC ↗
25 Two Sigma Investments 14.40K New $862,560 0.0% New 1 SEC ↗
26 Morgan Stanley 13.94K +16.1% $835,006 0.0% ▲ Add 4 SEC ↗
27 Morgan Stanley 13.94K +16.1% $835,006 0.0% ▲ Add 4 SEC ↗
28 AQR Capital Management 13.63K +5.7% $816,563 0.0% ▲ Add 2 SEC ↗
29 Stifel Financial Corp 10.10K +0.1% $605,140 0.0% ▲ Add 3 SEC ↗
30 Truist Financial Corp 8.97K -16.1% $537,483 0.0% ▼ Trim 3 SEC ↗
31 Truist Financial Corp 8.97K -16.1% $537,483 0.0% ▼ Trim 3 SEC ↗
32 UBS Group AG 8.51K +54.6% $509,689 0.0% ▲ Add 3 SEC ↗
33 UBS Group AG 8.51K +54.6% $509,689 0.0% ▲ Add 3 SEC ↗
34 UBS Group AG 8.51K +54.6% $509,689 0.0% ▲ Add 3 SEC ↗
35 Mml Investors Services, Llc 6.66K -39.7% $398,809 0.0% ▼ Trim 3 SEC ↗
36 Us Bancorp \De\ 5.77K -1.0% $345,563 0.0% ▼ Trim 3 SEC ↗
37 Quantinno Capital Management LP 5.48K -31.0% $328,072 0.0% ▼ Trim 3 SEC ↗
38 Bank Of America Corp /De/ 3.86K +0.5% $231,034 0.0% ▲ Add 3 SEC ↗
39 Mercer Global Advisors Inc /Adv 3.84K 0.0% $230,196 0.0% Held 3 SEC ↗
40 Creative Planning 3.79K -14.3% $227,280 0.0% ▼ Trim 2 SEC ↗
41 Citigroup Inc 3.55K New $212,465 0.0% New 1 SEC ↗
42 Russell Investments Group, Ltd. 2.44K +20.4% $146,282 0.0% ▲ Add 3 SEC ↗
43 Northwestern Mutual Wealth… 906 +0.8% $54,267 0.0% ▲ Add 3 SEC ↗
44 Bank Of Montreal /Can/ 762 New $42,702 0.0% New 1 SEC ↗
45 Wells Fargo & Company/Mn 648 +64700.0% $38,836 0.0% ▲ Add 3 SEC ↗
46 Wells Fargo & Company/Mn 648 +64700.0% $38,836 0.0% ▲ Add 3 SEC ↗
47 Pnc Financial Services Group, Inc. 626 0.0% $37,497 0.0% Held 3 SEC ↗
48 UBS AM, a distinct business unit of… 460 0.0% $27,554 0.0% Held 2 SEC ↗
49 Fidelity (FMR) 260 +3.6% $15,602 0.0% ▲ Add 5 SEC ↗
50 Fidelity (FMR) 260 +3.6% $15,602 0.0% ▲ Add 5 SEC ↗
51 Assetmark, Inc 216 0.0% $12,938 0.0% Held 3 SEC ↗

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

New buyers

Nuveen, LLC $925,096 0.0%
Two Sigma Investments $862,560 0.0%
Citigroup Inc $212,465 0.0%
Bank Of Montreal /Can/ $42,702 0.0%

Exited

Cibc World Market Inc. $1.13M was 0.0%
Jane Street Group, Llc $210,452 was 0.0%

Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 144 holders, 23.40M shares, $1.32B 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