DSU
name pending profile ingest
Momentum inputs (comparable managers):
holder breadth +8.7% ·
share flow -0.7% ·
net new positions +8.0%
— formula
Ownership fragmentation — more holders, smaller aggregate stake
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q2 2026
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q2 2026 | 25 | +2 | 7.84M | $76.07M | +3 | −1 |
| Q1 2026 | 24 | 0 | 7.90M | $75.73M | +3 | −3 |
| Q4 2025 | 24 | 0 | 7.93M | $80.73M | — | — |
| Q3 2025 | 1 | — | 3.99M | $42.33M | — | — |
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Morgan Stanley ✦ | 4.44M | -0.6% | $43.11M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 2 | Morgan Stanley ✦ | 4.44M | -0.6% | $43.11M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 3 | Morgan Stanley ✦ | 4.44M | -0.6% | $43.11M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 4 | Morgan Stanley ✦ | 4.44M | -0.6% | $43.11M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 5 | LPL Financial LLC | 696.29K | -1.4% | $6.75M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 6 | Invesco Ltd. | 554.59K | -1.3% | $5.38M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 7 | Invesco Ltd. | 554.59K | -1.3% | $5.38M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 8 | Bank Of America Corp /De/ | 552.61K | +8.9% | $5.36M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 9 | Bank Of America Corp /De/ | 552.61K | +8.9% | $5.36M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 10 | Ameriprise Financial Inc | 390.63K | -4.0% | $3.79M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 11 | Ameriprise Financial Inc | 390.63K | -4.0% | $3.79M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 12 | Wells Fargo & Company/Mn | 226.49K | -2.4% | $2.20M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 13 | Wells Fargo & Company/Mn | 226.49K | -2.4% | $2.20M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 14 | Raymond James Financial Inc | 221.75K | -7.1% | $2.15M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 15 | Raymond James Financial Inc | 221.75K | -7.1% | $2.15M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 16 | Royal Bank Of Canada | 131.91K | +4.9% | $1.28M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 17 | Royal Bank Of Canada | 131.91K | +4.9% | $1.28M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 18 | UBS Group AG | 118.22K | 0.0% | $1.15M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 19 | UBS Group AG | 118.22K | 0.0% | $1.15M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 20 | UBS Group AG | 118.22K | 0.0% | $1.15M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 21 | Cetera Investment Advisers | 116.70K | +3.6% | $1.13M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 22 | Commonwealth Equity Services, Llc | 75.05K | -33.5% | $727,990 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 23 | Osaic Holdings, Inc. | 73.41K | -5.8% | $712,131 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 24 | Osaic Holdings, Inc. | 73.41K | -5.8% | $712,131 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 25 | Creative Planning | 60.07K | -0.2% | $582,695 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 26 | Citigroup Inc | 42.25K | +0.1% | $409,851 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 27 | Pnc Financial Services Group, Inc. | 36.58K | -13.9% | $354,811 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 28 | Lido Advisors, LLC | 24.23K | New | $235,080 | 0.0% | New | 1 | SEC ↗ |
| 29 | Jane Street Group, Llc | 22.47K | -30.7% | $217,969 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 30 | Jane Street Group, Llc | 22.47K | -30.7% | $217,969 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 31 | Fifth Third Bancorp | 15.30K | 0.0% | $148,410 | 0.0% | Held | 2 | SEC ↗ |
| 32 | Truist Financial Corp | 11.70K | 0.0% | $113,520 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 33 | Hrt Financial Lp | 10.96K | New | $106,000 | 0.0% | New | 1 | SEC ↗ |
| 34 | Focus Partners Wealth | 10.87K | New | $105,443 | 0.0% | New | 1 | SEC ↗ |
| 35 | Rockefeller Capital Management L.P. | 3.17K | +448.3% | $30,745 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 36 | Bnp Paribas Financial Markets | 2.25K | +34.1% | $21,844 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 37 | Jones Financial Companies Lllp | 221 | -46.9% | $2,159 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 38 | Northwestern Mutual Wealth… | 14 | 0.0% | $136 | 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
| Lido Advisors, LLC | $235,080 | 0.0% |
| Hrt Financial Lp | $106,000 | 0.0% |
| Focus Partners Wealth | $105,443 | 0.0% |
Exited
| Susquehanna International… | $165,648 | 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.
What else this security's tracked holders most often hold — shared-ownership counts, not fundamental relationships.