Security record
EFAX
name pending profile ingest
27Tracked holders
+1Δ holders
1.20MShares held
$65.01MReported value
+1New positions
−0Exits
Momentum inputs (comparable managers):
holder breadth +3.8% ·
share flow -8.0% ·
net new positions +3.7%
— formula
Ownership fragmentation — more holders, smaller aggregate stake
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q2 2026
Ownership over time
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q2 2026 | 27 | +1 | 1.20M | $65.01M | +1 | — |
| Q1 2026 | 27 | +1 | 1.31M | $64.98M | +3 | −2 |
| Q4 2025 | 26 | 0 | 1.29M | $65.31M | — | — |
| Q3 2025 | 5 | +1 | 85.45K | $4.21M | +1 | — |
| Q2 2025 | 2 | +1 | 106.21K | $5.03M | +1 | — |
Who holds it · Q2 2026
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Bank Of America Corp /De/ | 254.53K | +8.5% | $13.78M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 2 | Bank Of America Corp /De/ | 254.53K | +8.5% | $13.78M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 3 | Rockefeller Capital Management L.P. | 166.46K | 0.0% | $9.01M | 0.0% | Held | 3 | SEC ↗ |
| 4 | Rockefeller Capital Management L.P. | 166.46K | 0.0% | $9.01M | 0.0% | Held | 3 | SEC ↗ |
| 5 | LPL Financial LLC | 122.39K | +2.2% | $6.62M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 6 | Cerity Partners LLC | 121.86K | +0.1% | $6.60M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 7 | Sei Investments Co | 121.42K | +0.9% | $6.57M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 8 | Royal Bank Of Canada | 73.58K | -1.5% | $3.98M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 9 | Royal Bank Of Canada | 73.58K | -1.5% | $3.98M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 10 | Mariner, LLC | 61.23K | -16.6% | $3.31M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 11 | Mercer Global Advisors Inc /Adv | 60.85K | +97.0% | $3.29M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 12 | Susquehanna International Group, Llp | 56.09K | -41.6% | $3.04M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 13 | Jane Street Group, Llc | 52.62K | -0.6% | $2.85M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 14 | JPMorgan Chase ✦ | 18.34K | -1.1% | $988,710 | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 15 | JPMorgan Chase ✦ | 18.34K | -1.1% | $988,710 | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 16 | HighTower Advisors, LLC | 17.27K | -4.9% | $934,890 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 17 | Osaic Holdings, Inc. | 16.18K | -1.1% | $876,165 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 18 | AQR Capital Management ✦ | 10.05K | 0.0% | $543,838 | 0.0% | Held | 4 | SEC ↗ |
| 19 | AQR Capital Management ✦ | 10.05K | 0.0% | $543,838 | 0.0% | Held | 4 | SEC ↗ |
| 20 | Raymond James Financial Inc | 8.46K | -4.7% | $457,757 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 21 | Raymond James Financial Inc | 8.46K | -4.7% | $457,757 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 22 | Commonwealth Equity Services, Llc | 7.18K | +0.6% | $388,440 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 23 | Creative Planning | 7.02K | +1.7% | $379,767 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 24 | Citadel Advisors ✦ | 5.66K | -94.8% | $306,164 | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 25 | Wealthfront Advisers LLC | 4.21K | New | $228,067 | 0.0% | New | 1 | SEC ↗ |
| 26 | Envestnet Asset Management Inc | 3.79K | -36.1% | $205,081 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 27 | Pnc Financial Services Group, Inc. | 3.75K | -36.9% | $203,231 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 28 | Pnc Financial Services Group, Inc. | 3.75K | -36.9% | $203,231 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 29 | Fidelity (FMR) ✦ | 3.66K | +104.5% | $198,081 | 0.0% | ▲ Add | 5 | SEC ↗ |
| 30 | Fidelity (FMR) ✦ | 3.66K | +104.5% | $198,081 | 0.0% | ▲ Add | 5 | SEC ↗ |
| 31 | Northwestern Mutual Wealth… | 1.82K | +9.0% | $98,564 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 32 | Morgan Stanley ✦ | 1.70K | 0.0% | $92,223 | 0.0% | Held | 4 | SEC ↗ |
| 33 | TD Waterhouse Canada Inc. | 479 | -33.3% | $25,768 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 34 | UBS Group AG | 392 | -75.7% | $21,215 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 35 | National Bank Of Canada /Fi/ | 300 | 0.0% | $16,239 | 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
| Wealthfront Advisers LLC | $228,067 | 0.0% |
Exited
| No tracked exits this quarter. |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 88 holders, 4.96M shares, $173.62M 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 ·
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