Security record · archived quarter
DTCR
name pending profile ingest
48Tracked holders
+13Δ holders
18.24MShares held
$436.95MReported value
+13New positions
−0Exits
Momentum inputs (comparable managers):
holder breadth +30.0% ·
share flow +30.0% ·
net new positions +20.0%
· 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
Who holds it · Q1 2026
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Bank Of America Corp /De/ | 4.81M | +21.5% | $115.13M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 2 | LPL Financial LLC | 3.05M | +79.1% | $73.16M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 3 | Morgan Stanley ✦ | 2.42M | +29.5% | $58.03M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 4 | Wells Fargo & Company/Mn | 1.71M | +48.4% | $41.00M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 5 | UBS Group AG | 1.19M | +202.0% | $28.42M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 6 | HighTower Advisors, LLC | 800.60K | +29.8% | $19.18M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 7 | Northwestern Mutual Wealth… | 731.64K | +37.2% | $17.53M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 8 | Cetera Investment Advisers | 487.88K | +16.2% | $11.69M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 9 | Raymond James Financial Inc | 369.74K | +56.0% | $8.86M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 10 | Royal Bank Of Canada | 367.20K | +58.8% | $8.80M | 0.0% | ▲ Add | 2 | SEC ↗ ×4 |
| 11 | Envestnet Asset Management Inc | 341.01K | +115.2% | $8.17M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 12 | Osaic Holdings, Inc. | 312.87K | +17.1% | $7.50M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 13 | Mirae Asset Global Investments Co.… | 263.10K | -2.2% | $6.30M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 14 | Mariner, LLC | 240.43K | +10.8% | $5.76M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 15 | Mml Investors Services, Llc | 211.85K | +81.3% | $5.08M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 16 | Stifel Financial Corp | 83.00K | +9.5% | $1.99M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 17 | Commonwealth Equity Services, Llc | 68.89K | -56.3% | $1.65M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 18 | Lido Advisors, LLC | 59.44K | -17.8% | $1.42M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 19 | Corient Private Wealth LP | 55.59K | New | $1.33M | 0.0% | New | 1 | SEC ↗ |
| 20 | MIRAE ASSET GLOBAL ETFS HOLDINGS… | 53.62K | New | $1.28M | 0.0% | New | 1 | SEC ↗ |
| 21 | Ameriprise Financial Inc | 52.90K | New | $1.27M | 0.0% | New | 1 | SEC ↗ ×2 |
| 22 | Creative Planning | 52.59K | +8.4% | $1.26M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 23 | Bank Of Montreal /Can/ | 50.91K | -16.8% | $1.22M | 0.0% | ▼ Trim | 2 | SEC ↗ ×4 |
| 24 | Focus Partners Wealth | 47.93K | +26.9% | $1.15M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 25 | Rockefeller Capital Management L.P. | 46.56K | +7.9% | $1.12M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 26 | JPMorgan Chase ✦ | 48.27K | +2370.3% | $1.11M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 27 | Jane Street Group, Llc | 45.54K | -80.2% | $1.09M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 28 | Qube Research & Technologies Ltd | 40.62K | New | $973,231 | 0.0% | New | 1 | SEC ↗ |
| 29 | Susquehanna International Group, Llp | 32.34K | -70.1% | $774,842 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 30 | Nomura Asset Management Co Ltd | 28.55K | 0.0% | $683,962 | 0.0% | Held | 2 | SEC ↗ |
| 31 | Citadel Advisors ✦ | 24.24K | New | $580,814 | 0.0% | New | 1 | SEC ↗ |
| 32 | D. E. Shaw & Co. ✦ | 23.12K | New | $553,955 | 0.0% | New | 1 | SEC ↗ |
| 33 | Captrust Financial Advisors | 18.91K | +46.4% | $452,531 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 34 | Cibc World Market Inc. | 13.66K | +9.4% | $327,222 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 35 | Wealth Enhancement Advisory… | 12.12K | +5.7% | $298,206 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 36 | Mercer Global Advisors Inc /Adv | 11.63K | New | $278,702 | 0.0% | New | 1 | SEC ↗ |
| 37 | Simplex Trading, Llc | 11.32K | +301.8% | $271,179 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 38 | Belvedere Trading LLC | 10.19K | New | $244,248 | 0.0% | New | 1 | SEC ↗ |
| 39 | Franklin Resources Inc | 9.70K | New | $232,484 | 0.0% | New | 1 | SEC ↗ |
| 40 | Cerity Partners LLC | 9.18K | New | $220,022 | 0.0% | New | 1 | SEC ↗ ×2 |
| 41 | Pnc Financial Services Group, Inc. | 8.00K | +266.4% | $191,581 | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 42 | Group One Trading Llc | 5.65K | New | $135,422 | 0.0% | New | 1 | SEC ↗ |
| 43 | Fifth Third Bancorp | 3.51K | New | $84,076 | 0.0% | New | 1 | SEC ↗ |
| 44 | National Bank Of Canada /Fi/ | 3.35K | +17.5% | $80,295 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 45 | Fidelity (FMR) ✦ | 1.43K | +227.2% | $34,266 | 0.0% | ▲ Add | 4 | SEC ↗ |
| 46 | Cwm, Llc | 669 | New | $16,029 | 0.0% | New | 1 | SEC ↗ |
| 47 | BlackRock ✦ (passive) | 265 | 0.0% | $6,349 | 0.0% | Held | 2 | SEC ↗ |
| 48 | Zurcher Kantonalbank (Zurich… | 1 | 0.0% | $23 | 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
| Corient Private Wealth LP | $1.33M | 0.0% |
| MIRAE ASSET GLOBAL ETFS… | $1.28M | 0.0% |
| Ameriprise Financial Inc | $1.27M | 0.0% |
| Qube Research & Technologies… | $973,231 | 0.0% |
| Citadel Advisors | $580,814 | 0.0% |
| D. E. Shaw & Co. | $553,955 | 0.0% |
| Mercer Global Advisors Inc… | $278,702 | 0.0% |
| Belvedere Trading LLC | $244,248 | 0.0% |
| Franklin Resources Inc | $232,484 | 0.0% |
| Cerity Partners LLC | $220,022 | 0.0% |
| Group One Trading Llc | $135,422 | 0.0% |
| Fifth Third Bancorp | $84,076 | 0.0% |
Exited
| No tracked exits this quarter. |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 220 holders, 24.58M shares, $581.85M 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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