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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
26Tracked holders
-1Δ holders
3.33MShares held
$146.64MReported value
+1New positions
−2Exits
Strongly Falling How these are computed → Explain this at the Research Desk →

Momentum inputs (comparable managers): holder breadth -3.7% · share flow -16.3% · net new positions -3.8%formula
Broad distribution — falling shares and fewer holders

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

Ownership over time
QuarterHoldersΔSharesReported valueNewExits
Q2 2026 26 -1 3.33M $146.64M +1 −2
Q1 2026 27 +5 3.97M $161.24M +5
Q4 2025 22 -1 2.58M $106.56M −1
Q3 2025 6 +1 835.81K $33.38M +1
Q2 2025 2 -1 1.19K $45,648 −1
Q1 2025 1 0 12.48K $452,183
Q4 2024 1 0 30.14K $1.09M
Q3 2024 1 +1 5.63K $202,691 +1
Holder count
Who holds it · Q2 2026
#ManagerSharesΔ sharesValueTheir weightHeld
1 Morgan Stanley 1.49M -2.1% $65.91M 0.0% ▼ Trim 4 SEC ↗
2 Morgan Stanley 1.49M -2.1% $65.91M 0.0% ▼ Trim 4 SEC ↗
3 LPL Financial LLC 609.46K -49.8% $26.87M 0.0% ▼ Trim 3 SEC ↗
4 Commonwealth Equity Services, Llc 244.10K +19.6% $10.76M 0.0% ▲ Add 3 SEC ↗
5 UBS Group AG 212.80K -7.1% $9.38M 0.0% ▼ Trim 3 SEC ↗
6 Envestnet Asset Management Inc 131.09K +6.3% $5.78M 0.0% ▲ Add 3 SEC ↗
7 UBS AM, a distinct business unit of… 119.17K 0.0% $5.25M 0.0% Held 2 SEC ↗
8 Raymond James Financial Inc 113.30K -6.7% $5.00M 0.0% ▼ Trim 3 SEC ↗
9 Raymond James Financial Inc 113.30K -6.7% $5.00M 0.0% ▼ Trim 3 SEC ↗
10 Goldman Sachs Group 103.54K 0.0% $4.56M 0.0% Held 4 SEC ↗
11 Cetera Investment Advisers 87.50K +6.3% $3.86M 0.0% ▲ Add 3 SEC ↗
12 Osaic Holdings, Inc. 40.90K -29.3% $1.80M 0.0% ▼ Trim 3 SEC ↗
13 Osaic Holdings, Inc. 40.90K -29.3% $1.80M 0.0% ▼ Trim 3 SEC ↗
14 Bank Of America Corp /De/ 26.73K +1.5% $1.18M 0.0% ▲ Add 3 SEC ↗
15 Bank Of America Corp /De/ 26.73K +1.5% $1.18M 0.0% ▲ Add 3 SEC ↗
16 Mml Investors Services, Llc 25.77K +10.1% $1.14M 0.0% ▲ Add 3 SEC ↗
17 Royal Bank Of Canada 22.09K +83.9% $975,000 0.0% ▲ Add 3 SEC ↗
18 Royal Bank Of Canada 22.09K +83.9% $975,000 0.0% ▲ Add 3 SEC ↗
19 Stifel Financial Corp 19.60K +6.2% $864,032 0.0% ▲ Add 3 SEC ↗
20 Wealthfront Advisers LLC 18.62K -1.7% $821,088 0.0% ▼ Trim 3 SEC ↗
21 Jane Street Group, Llc 12.33K -67.5% $543,718 0.0% ▼ Trim 2 SEC ↗
22 Susquehanna International Group, Llp 12.13K +72.5% $534,768 0.0% ▲ Add 3 SEC ↗
23 Truist Financial Corp 9.48K 0.0% $418,017 0.0% Held 3 SEC ↗
24 Wealth Enhancement Advisory… 6.89K 0.0% $308,440 0.0% ▲ Add 3 SEC ↗
25 Citadel Advisors 6.94K -67.2% $305,896 0.0% ▼ Trim 2 SEC ↗
26 Northwestern Mutual Wealth… 3.81K +348.7% $167,762 0.0% ▲ Add 3 SEC ↗
27 JPMorgan Chase 2.74K 0.0% $121,098 0.0% Held 4 SEC ↗
28 BlackRock (passive) 886 -11.4% $39,064 0.0% ▼ Trim 5 SEC ↗
29 Allspring Global Investments… 507 New $22,693 0.0% New 1 SEC ↗
30 Rockefeller Capital Management L.P. 280 0.0% $12,357 0.0% Held 3 SEC ↗
31 Fidelity (FMR) 209 0.0% $9,223 0.0% Held 5 SEC ↗

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

New buyers

Allspring Global Investments… $22,693 0.0%

Exited

Hrt Financial Lp $217,000 was 0.0%
Wells Fargo & Company/Mn $40,571 was 0.0%

Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 80 holders, 5.68M shares, $222.87M 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