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Security record

EIS

name pending profile ingest

Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025 Q4 2024 Q3 2024
52Tracked holders
+3Δ holders
1.33MShares held
$160.94MReported value
+6New positions
−3Exits
Strongly Falling How these are computed → Explain this at the Research Desk →

Momentum inputs (comparable managers): holder breadth +6.1% · share flow -29.2% · net new positions +5.8%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
QuarterHoldersΔSharesReported valueNewExits
Q2 2026 52 +3 1.33M $160.94M +6 −3
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
Holder count
Who holds it · Q2 2026
#ManagerSharesΔ sharesValueTheir weightHeld
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 ↗
3 Morgan Stanley 167.88K +16.2% $20.27M 0.0% ▲ Add 4 SEC ↗
4 Jane Street Group, Llc 112.22K -75.5% $13.55M 0.0% ▼ Trim 2 SEC ↗
5 Wells Fargo & Company/Mn 74.26K +25.2% $8.96M 0.0% ▲ Add 3 SEC ↗
6 Wells Fargo & Company/Mn 74.26K +25.2% $8.96M 0.0% ▲ Add 3 SEC ↗
7 UBS Group AG 58.66K -29.3% $7.08M 0.0% ▼ Trim 3 SEC ↗
8 UBS Group AG 58.66K -29.3% $7.08M 0.0% ▼ Trim 3 SEC ↗
9 Bank Of America Corp /De/ 53.12K -11.6% $6.41M 0.0% ▼ Trim 3 SEC ↗
10 Bank Of America Corp /De/ 53.12K -11.6% $6.41M 0.0% ▼ Trim 3 SEC ↗
11 Bank Of America Corp /De/ 53.12K -11.6% $6.41M 0.0% ▼ Trim 3 SEC ↗
12 Bank Of America Corp /De/ 53.12K -11.6% $6.41M 0.0% ▼ Trim 3 SEC ↗
13 Royal Bank Of Canada 47.62K +37.8% $5.75M 0.0% ▲ Add 3 SEC ↗
14 Royal Bank Of Canada 47.62K +37.8% $5.75M 0.0% ▲ Add 3 SEC ↗
15 Royal Bank Of Canada 47.62K +37.8% $5.75M 0.0% ▲ Add 3 SEC ↗
16 Royal Bank Of Canada 47.62K +37.8% $5.75M 0.0% ▲ Add 3 SEC ↗
17 Royal Bank Of Canada 47.62K +37.8% $5.75M 0.0% ▲ Add 3 SEC ↗
18 Royal Bank Of Canada 47.62K +37.8% $5.75M 0.0% ▲ Add 3 SEC ↗
19 HighTower Advisors, LLC 36.71K +30.8% $4.43M 0.0% ▲ Add 3 SEC ↗
20 LPL Financial LLC 35.09K +7.1% $4.24M 0.0% ▲ Add 3 SEC ↗
21 Commonwealth Equity Services, Llc 30.54K +14.9% $3.69M 0.0% ▲ Add 3 SEC ↗
22 Mml Investors Services, Llc 28.85K +14.4% $3.48M 0.0% ▲ Add 3 SEC ↗
23 Raymond James Financial Inc 28.09K +4.4% $3.39M 0.0% ▲ Add 3 SEC ↗
24 Raymond James Financial Inc 28.09K +4.4% $3.39M 0.0% ▲ Add 3 SEC ↗
25 Qube Research & Technologies Ltd 17.96K New $2.17M 0.0% New 1 SEC ↗
26 D. E. Shaw & Co. 16.56K +72.2% $2.00M 0.0% ▲ Add 4 SEC ↗
27 JPMorgan Chase 16.01K +7176.8% $1.91M 0.0% ▲ Add 4 SEC ↗
28 JPMorgan Chase 16.01K +7176.8% $1.91M 0.0% ▲ Add 4 SEC ↗
29 JPMorgan Chase 16.01K +7176.8% $1.91M 0.0% ▲ Add 4 SEC ↗
30 Cetera Investment Advisers 15.68K +8.6% $1.89M 0.0% ▲ Add 3 SEC ↗
31 Susquehanna International Group, Llp 13.20K -26.8% $1.59M 0.0% ▼ Trim 2 SEC ↗
32 Rockefeller Capital Management L.P. 13.08K +13.1% $1.58M 0.0% ▲ Add 3 SEC ↗
33 Wealthfront Advisers LLC 12.84K +20.1% $1.55M 0.0% ▲ Add 3 SEC ↗
34 Osaic Holdings, Inc. 12.12K -6.2% $1.46M 0.0% ▼ Trim 3 SEC ↗
35 Osaic Holdings, Inc. 12.12K -6.2% $1.46M 0.0% ▼ Trim 3 SEC ↗
36 Hrt Financial Lp 9.76K New $1.18M 0.0% New 1 SEC ↗
37 Bnp Paribas Financial Markets 9.21K New $1.11M 0.0% New 1 SEC ↗
38 TD Waterhouse Canada Inc. 7.64K +29.6% $921,382 0.0% ▲ Add 3 SEC ↗
39 Goldman Sachs Group 7.45K New $899,169 0.0% New 1 SEC ↗
40 Stifel Financial Corp 7.37K +0.3% $889,924 0.0% ▲ Add 3 SEC ↗
41 Focus Partners Wealth 6.65K +5.2% $803,240 0.0% ▲ Add 3 SEC ↗
42 Creative Planning 6.57K +83.7% $793,488 0.0% ▲ Add 3 SEC ↗
43 Creative Planning 6.57K +83.7% $793,488 0.0% ▲ Add 3 SEC ↗
44 Envestnet Asset Management Inc 5.68K -62.1% $686,135 0.0% ▼ Trim 3 SEC ↗
45 Ameriprise Financial Inc 4.44K +3.1% $536,322 0.0% ▲ Add 3 SEC ↗
46 Mariner, LLC 4.05K -5.6% $488,668 0.0% ▼ Trim 3 SEC ↗
47 Jones Financial Companies Lllp 3.94K +18.3% $464,038 0.0% ▲ Add 3 SEC ↗
48 Truist Financial Corp 3.62K +6.8% $436,850 0.0% ▲ Add 3 SEC ↗
49 Truist Financial Corp 3.62K +6.8% $436,850 0.0% ▲ Add 3 SEC ↗
50 Toronto Dominion Bank 2.90K 0.0% $350,663 0.0% Held 3 SEC ↗
51 AQR Capital Management 2.86K New $345,593 0.0% New 1 SEC ↗
52 Captrust Financial Advisors 2.80K -3.1% $338,350 0.0% ▼ Trim 3 SEC ↗
53 Mercer Global Advisors Inc /Adv 2.76K +7.9% $332,661 0.0% ▲ Add 2 SEC ↗
54 Bank Of Montreal /Can/ 2.60K -97.6% $314,329 0.0% ▼ Trim 3 SEC ↗
55 Bank Of Montreal /Can/ 2.60K -97.6% $314,329 0.0% ▼ Trim 3 SEC ↗
56 Wealth Enhancement Advisory… 2.29K -32.9% $273,963 0.0% ▼ Trim 3 SEC ↗
57 Quantinno Capital Management LP 2.27K +15.8% $273,891 0.0% ▲ Add 2 SEC ↗
58 Invesco Ltd. 2.03K -0.2% $244,679 0.0% ▼ Trim 2 SEC ↗
59 Us Bancorp \De\ 1.84K -73.2% $222,348 0.0% ▼ Trim 3 SEC ↗
60 Us Bancorp \De\ 1.84K -73.2% $222,348 0.0% ▼ Trim 3 SEC ↗
61 Us Bancorp \De\ 1.84K -73.2% $222,348 0.0% ▼ Trim 3 SEC ↗
62 CIBC Bancorp USA Inc. 1.84K 0.0% $222,107 0.0% Held 2 SEC ↗
63 CIBC Bancorp USA Inc. 1.84K 0.0% $222,107 0.0% Held 2 SEC ↗
64 Corient Private Wealth LP 1.75K -48.3% $211,725 0.0% ▼ Trim 3 SEC ↗
65 Pnc Financial Services Group, Inc. 1.32K +728.1% $159,941 0.0% ▲ Add 3 SEC ↗
66 Pnc Financial Services Group, Inc. 1.32K +728.1% $159,941 0.0% ▲ Add 3 SEC ↗
67 Fidelity (FMR) 1.15K +7.6% $138,779 0.0% ▲ Add 5 SEC ↗
68 National Bank Of Canada /Fi/ 664 +2.1% $80,151 0.0% ▲ Add 3 SEC ↗
69 Northwestern Mutual Wealth… 472 -12.1% $56,980 0.0% ▼ Trim 3 SEC ↗
70 Barclays Plc 400 New $48,284 0.0% New 1 SEC ↗
71 Mirae Asset Global Investments Co.… 312 -84.1% $37,662 0.0% ▼ Trim 3 SEC ↗
72 Rhumbline Advisers 170 0.0% $20,520 0.0% Held 3 SEC ↗
73 Franklin Resources Inc 130 0.0% $15,692 0.0% Held 3 SEC ↗
74 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%
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 · Get this via the API