Security record · archived quarter
DSU
name pending profile ingest
24Tracked holders
0Δ holders
7.90MShares held
$75.73MReported value
+3New positions
−3Exits
Momentum inputs (comparable managers): holder breadth 0.0% · share flow -0.4% · net new positions 0.0% · formula
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q1 2026
Ownership over time
Who holds it · Q1 2026
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Morgan Stanley ✦ | 4.47M | +3.1% | $42.88M | 0.0% | ▲ Add | 3 | SEC ↗ ×4 |
| 2 | LPL Financial LLC | 706.49K | -3.9% | $6.78M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 3 | Invesco Ltd. | 562.10K | -11.8% | $5.39M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 4 | Bank Of America Corp /De/ | 507.22K | +8.8% | $4.86M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 5 | Ameriprise Financial Inc | 406.83K | +12.2% | $3.90M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 6 | Raymond James Financial Inc | 238.60K | -3.9% | $2.29M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 7 | Wells Fargo & Company/Mn | 232.02K | -0.1% | $2.23M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 8 | Royal Bank Of Canada | 125.76K | +3.2% | $1.21M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 9 | UBS Group AG | 118.23K | -18.9% | $1.13M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 10 | Commonwealth Equity Services, Llc | 112.82K | +69.6% | $1.08M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 11 | Cetera Investment Advisers | 112.62K | +2.6% | $1.08M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 12 | Osaic Holdings, Inc. | 77.90K | -15.9% | $747,104 | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 13 | Creative Planning | 60.21K | +0.2% | $577,382 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 14 | Pnc Financial Services Group, Inc. | 42.50K | +5.6% | $407,610 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 15 | Citigroup Inc | 42.22K | -3.9% | $404,859 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 16 | Jane Street Group, Llc | 32.42K | -40.5% | $310,869 | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 17 | Susquehanna International Group, Llp | 17.27K | -29.5% | $165,648 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 18 | Fifth Third Bancorp | 15.30K | New | $146,727 | 0.0% | New | 1 | SEC ↗ |
| 19 | Truist Financial Corp | 11.70K | -81.3% | $112,227 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 20 | Bnp Paribas Financial Markets | 1.68K | 0.0% | $16,102 | 0.0% | Held | 2 | SEC ↗ |
| 21 | Cwm, Llc | 1.02K | 0.0% | $9,753 | 0.0% | Held | 2 | SEC ↗ |
| 22 | Rockefeller Capital Management L.P. | 578 | New | $5,543 | 0.0% | New | 1 | SEC ↗ |
| 23 | Jones Financial Companies Lllp | 416 | New | $3,890 | 0.0% | New | 1 | SEC ↗ |
| 24 | Northwestern Mutual Wealth… | 14 | -91.4% | $134 | 0.0% | ▼ Trim | 2 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value: the conviction measure. ✦ = curated manager.
New buyers
| Fifth Third Bancorp | $146,727 | 0.0% |
| Rockefeller Capital… | $5,543 | 0.0% |
| Jones Financial Companies Lllp | $3,890 | 0.0% |
Exited
| Envestnet Asset Management Inc | $667,207 | was 0.0% |
| Stifel Financial Corp | $128,509 | was 0.0% |
| Hrt Financial Lp | $104,000 | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 89 holders, 14.94M shares, $125.76M 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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