Security record
EIS
name pending profile ingest
51Tracked holders
+3Δ holders
1.30MShares held
$156.50MReported value
+6New positions
−4Exits
Momentum inputs (comparable managers):
holder breadth +6.2% ·
share flow -30.0% ·
net new positions +3.9%
— 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 | 51 | +3 | 1.30M | $156.50M | +6 | −4 |
| Q1 2026 | 50 | +5 | 1.89M | $218.77M | +7 | −2 |
| Q4 2025 | 44 | -1 | 1.03M | $113.02M | — | −1 |
| Q3 2025 | 7 | +1 | 135.05K | $13.55M | +1 | — |
| Q2 2025 | 4 | 0 | 9.45K | $896,433 | +1 | −1 |
| Q1 2025 | 2 | +1 | 12.83K | $954,261 | +2 | −1 |
| Q4 2024 | 1 | -1 | 5.89K | $454,133 | — | −1 |
| Q3 2024 | 2 | -1 | 6.65K | $449,284 | — | −1 |
| Q2 2024 | 3 | — | 23.73K | $1.44M | — | — |
Who holds it · Q2 2026
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Korea Investment CORP | 436.08K | 0.0% | $52.64M | 0.1% | Held | 3 | SEC ↗ |
| 2 | Morgan Stanley ✦ | 167.88K | +16.2% | $20.27M | 0.0% | ▲ Add | 4 | SEC ↗ ×2 |
| 3 | Jane Street Group, Llc | 112.22K | -75.5% | $13.55M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 4 | Wells Fargo & Company/Mn | 74.26K | +25.2% | $8.96M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 5 | UBS Group AG | 58.66K | -29.3% | $7.08M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 6 | Bank Of America Corp /De/ | 53.12K | -11.6% | $6.41M | 0.0% | ▼ Trim | 3 | SEC ↗ ×4 |
| 7 | Royal Bank Of Canada | 47.62K | +37.8% | $5.75M | 0.0% | ▲ Add | 3 | SEC ↗ ×6 |
| 8 | LPL Financial LLC | 35.09K | +7.1% | $4.24M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 9 | Commonwealth Equity Services, Llc | 30.54K | +14.9% | $3.69M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 10 | Mml Investors Services, Llc | 28.85K | +14.4% | $3.48M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 11 | Raymond James Financial Inc | 28.09K | +4.4% | $3.39M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 12 | Qube Research & Technologies Ltd | 17.96K | New | $2.17M | 0.0% | New | 1 | SEC ↗ |
| 13 | D. E. Shaw & Co. ✦ | 16.56K | +72.2% | $2.00M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 14 | JPMorgan Chase ✦ | 16.01K | +7176.8% | $1.91M | 0.0% | ▲ Add | 4 | SEC ↗ ×3 |
| 15 | Cetera Investment Advisers | 15.68K | +8.6% | $1.89M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 16 | Susquehanna International Group, Llp | 13.20K | -26.8% | $1.59M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 17 | Rockefeller Capital Management L.P. | 13.08K | +13.1% | $1.58M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 18 | Wealthfront Advisers LLC | 12.84K | +20.1% | $1.55M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 19 | Osaic Holdings, Inc. | 12.12K | -6.2% | $1.46M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 20 | Hrt Financial Lp | 9.76K | New | $1.18M | 0.0% | New | 1 | SEC ↗ |
| 21 | Bnp Paribas Financial Markets | 9.21K | New | $1.11M | 0.0% | New | 1 | SEC ↗ |
| 22 | TD Waterhouse Canada Inc. | 7.64K | +29.6% | $921,382 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 23 | Goldman Sachs Group ✦ | 7.45K | New | $899,169 | 0.0% | New | 1 | SEC ↗ |
| 24 | Stifel Financial Corp | 7.37K | +0.3% | $889,924 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 25 | Focus Partners Wealth | 6.65K | +5.2% | $803,240 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 26 | Creative Planning | 6.57K | +83.7% | $793,488 | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 27 | Envestnet Asset Management Inc | 5.68K | -62.1% | $686,135 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 28 | Ameriprise Financial Inc | 4.44K | +3.1% | $536,322 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 29 | Mariner, LLC | 4.05K | -5.6% | $488,668 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 30 | Jones Financial Companies Lllp | 3.94K | +18.3% | $464,038 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 31 | Truist Financial Corp | 3.62K | +6.8% | $436,850 | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 32 | Toronto Dominion Bank | 2.90K | 0.0% | $350,663 | 0.0% | Held | 3 | SEC ↗ |
| 33 | AQR Capital Management ✦ | 2.86K | New | $345,593 | 0.0% | New | 1 | SEC ↗ |
| 34 | Captrust Financial Advisors | 2.80K | -3.1% | $338,350 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 35 | Mercer Global Advisors Inc /Adv | 2.76K | +7.9% | $332,661 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 36 | Bank Of Montreal /Can/ | 2.60K | -97.6% | $314,329 | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 37 | Wealth Enhancement Advisory… | 2.29K | -32.9% | $273,963 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 38 | Quantinno Capital Management LP | 2.27K | +15.8% | $273,891 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 39 | Invesco Ltd. | 2.03K | -0.2% | $244,679 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 40 | Us Bancorp \De\ | 1.84K | -73.2% | $222,348 | 0.0% | ▼ Trim | 3 | SEC ↗ ×3 |
| 41 | CIBC Bancorp USA Inc. | 1.84K | 0.0% | $222,107 | 0.0% | Held | 2 | SEC ↗ ×2 |
| 42 | Corient Private Wealth LP | 1.75K | -48.3% | $211,725 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 43 | Pnc Financial Services Group, Inc. | 1.32K | +728.1% | $159,941 | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 44 | Fidelity (FMR) ✦ | 1.15K | +7.6% | $138,779 | 0.0% | ▲ Add | 5 | SEC ↗ |
| 45 | National Bank Of Canada /Fi/ | 664 | +2.1% | $80,151 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 46 | Northwestern Mutual Wealth… | 472 | -12.1% | $56,980 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 47 | Barclays Plc | 400 | New | $48,284 | 0.0% | New | 1 | SEC ↗ |
| 48 | Mirae Asset Global Investments Co.… | 312 | -84.1% | $37,662 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 49 | Rhumbline Advisers | 170 | 0.0% | $20,520 | 0.0% | Held | 3 | SEC ↗ |
| 50 | Franklin Resources Inc | 130 | 0.0% | $15,692 | 0.0% | Held | 3 | SEC ↗ |
| 51 | Fifth Third Bancorp | 21 | -19.2% | $2,535 | 0.0% | ▼ Trim | 2 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| Qube Research & Technologies… | $2.17M | 0.0% |
| Hrt Financial Lp | $1.18M | 0.0% |
| Bnp Paribas Financial Markets | $1.11M | 0.0% |
| Goldman Sachs Group | $899,169 | 0.0% |
| AQR Capital Management | $345,593 | 0.0% |
| Barclays Plc | $48,284 | 0.0% |
Exited
| BlackRock | $20.78M | was 0.0% |
| HighTower Advisors, LLC | $3.26M | was 0.0% |
| Blair William & Co/Il | $1.75M | was 0.0% |
| Bank of New York Mellon Corp | $269,059 | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 171 holders, 2.77M shares, $310.16M 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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