ECAT
name pending profile ingest
Momentum inputs (comparable managers): holder breadth 0.0% · share flow +1.7% · net new positions 0.0% — formula
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q1 2026
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q2 2026 | 24 | -2 | 9.39M | $147.68M | — | −2 |
| Q1 2026 | 27 | 0 | 9.01M | $122.33M | +3 | −3 |
| Q4 2025 | 27 | 0 | 8.86M | $136.31M | — | — |
| Q3 2025 | 3 | -1 | 3.63M | $59.58M | — | −1 |
| Q2 2025 | 3 | 0 | 1.32M | $21.28M | — | — |
| Q1 2025 | 2 | 0 | 105.65K | $1.67M | — | — |
| Q4 2024 | 2 | 0 | 105.65K | $1.73M | — | — |
| Q3 2024 | 2 | 0 | 140.57K | $2.49M | — | — |
| Q2 2024 | 2 | — | 221.24K | $3.88M | — | — |
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Morgan Stanley ✦ | 2.20M | +1.7% | $29.94M | 0.0% | ▲ Add | 3 | SEC ↗ ×6 |
| 2 | BlackRock ✦ (passive) | 1.23M | +0.4% | $16.75M | 0.0% | ▲ Add | 4 | SEC ↗ ×2 |
| 3 | Royal Bank Of Canada | 1.22M | +0.8% | $16.61M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 4 | Invesco Ltd. | 1.05M | +0.4% | $14.21M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 5 | Bank Of America Corp /De/ | 785.90K | +0.5% | $10.67M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 6 | Ameriprise Financial Inc | 642.59K | +15.0% | $8.73M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 7 | Wells Fargo & Company/Mn | 391.49K | -30.7% | $5.32M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 8 | LPL Financial LLC | 277.65K | +18.9% | $3.77M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 9 | UBS Group AG | 244.43K | +20.7% | $3.32M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 10 | Osaic Holdings, Inc. | 230.52K | -2.3% | $3.13M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 11 | Raymond James Financial Inc | 152.53K | +36.3% | $2.07M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 12 | D. E. Shaw & Co. ✦ | 98.45K | 0.0% | $1.34M | 0.0% | Held | 8 | SEC ↗ |
| 13 | Baird Financial Group, Inc. | 79.44K | +13.6% | $1.08M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 14 | Commonwealth Equity Services, Llc | 72.79K | -13.5% | $988,430 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 15 | Envestnet Asset Management Inc | 68.64K | +12.2% | $932,146 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 16 | Cetera Investment Advisers | 67.69K | +11.7% | $919,169 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 17 | Jane Street Group, Llc | 46.00K | +169.5% | $624,680 | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 18 | Franklin Resources Inc | 37.14K | New | $504,321 | 0.0% | New | 1 | SEC ↗ ×3 |
| 19 | Rockefeller Capital Management L.P. | 26.62K | +103.9% | $361,557 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 20 | Truist Financial Corp | 19.24K | -46.3% | $261,291 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 21 | Us Bancorp \De\ | 18.01K | -25.0% | $244,589 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 22 | Goldman Sachs Group ✦ | 14.58K | New | $198,024 | 0.0% | New | 1 | SEC ↗ |
| 23 | Creative Planning | 14.56K | +11.6% | $197,790 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 24 | Fifth Third Bancorp | 8.43K | New | $114,480 | 0.0% | New | 1 | SEC ↗ |
| 25 | Pnc Financial Services Group, Inc. | 3.00K | 0.0% | $40,740 | 0.0% | Held | 2 | SEC ↗ |
| 26 | Cwm, Llc | 628 | 0.0% | $8,528 | 0.0% | Held | 2 | SEC ↗ |
| 27 | Assetmark, Inc | 427 | 0.0% | $5,799 | 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
| Franklin Resources Inc | $504,321 | 0.0% |
| Goldman Sachs Group | $198,024 | 0.0% |
| Fifth Third Bancorp | $114,480 | 0.0% |
Exited
| Hrt Financial Lp | $380,000 | was 0.0% |
| Focus Partners Wealth | $264,953 | was 0.0% |
| Jones Financial Companies Lllp | $46 | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 84 holders, 36.86M shares, $467.94M 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.
Open-market purchases (P)
No open-market insider purchases in our coverage window.
Open-market sales (S)
10% owner · 25.20K sh · $355,376
10% owner · 9.25K sh · $131,193
10% owner · 900 sh · $12,654
10% owner · 2.48K sh · $34,422
10% owner · 24.02K sh · $337,537
10% owner · 29.32K sh · $408,721
10% owner · 28.98K sh · $416,689
10% owner · 21.09K sh · $302,924
10% owner · 100.84K sh · $1.39M
10% owner · 26.64K sh · $388,736
Awards, exercises and tax withholding are never counted as buys or sales here. Methodology
12.7% of class · View original SEC filing ↗
13.7% of class · View original SEC filing ↗
14.8% of class · View original SEC filing ↗
15.9% of class · View original SEC filing ↗
17.0% of class · View original SEC filing ↗
18.0% of class · View original SEC filing ↗
19.1% of class · View original SEC filing ↗