Security record · archived quarter
EOS
name pending profile ingest
33Tracked holders
+2Δ holders
7.57MShares held
$166.76MReported value
+3New positions
−1Exits
Momentum inputs (comparable managers):
holder breadth +6.5% ·
share flow +6.4% ·
net new positions +6.1%
— formula
Broad accumulation — rising shares across more holders
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 | 33 | +2 | 7.57M | $166.76M | +3 | −1 |
| Q1 2026 | 32 | +1 | 7.11M | $145.53M | +1 | — |
| Q4 2025 | 31 | +1 | 7.62M | $178.30M | +1 | — |
| Q3 2025 | 2 | — | 1.25M | $30.03M | — | — |
Who holds it · Q2 2026
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Morgan Stanley ✦ | 1.24M | +2.1% | $27.31M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 2 | Morgan Stanley ✦ | 1.24M | +2.1% | $27.31M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 3 | Morgan Stanley ✦ | 1.24M | +2.1% | $27.31M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 4 | Bank Of America Corp /De/ | 1.10M | -3.0% | $24.27M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 5 | Wells Fargo & Company/Mn | 758.77K | -1.4% | $16.72M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 6 | Wells Fargo & Company/Mn | 758.77K | -1.4% | $16.72M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 7 | Invesco Ltd. | 722.97K | 0.0% | $15.93M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 8 | Invesco Ltd. | 722.97K | 0.0% | $15.93M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 9 | Raymond James Financial Inc | 676.68K | -3.3% | $14.91M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 10 | Raymond James Financial Inc | 676.68K | -3.3% | $14.91M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 11 | Osaic Holdings, Inc. | 661.12K | +120.3% | $14.57M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 12 | Osaic Holdings, Inc. | 661.12K | +120.3% | $14.57M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 13 | LPL Financial LLC | 431.82K | +4.6% | $9.52M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 14 | UBS Group AG | 385.02K | -10.1% | $8.49M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 15 | UBS Group AG | 385.02K | -10.1% | $8.49M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 16 | Royal Bank Of Canada | 381.04K | +4.0% | $8.40M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 17 | Royal Bank Of Canada | 381.04K | +4.0% | $8.40M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 18 | Royal Bank Of Canada | 381.04K | +4.0% | $8.40M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 19 | Commonwealth Equity Services, Llc | 332.46K | -4.8% | $7.33M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 20 | Rockefeller Capital Management L.P. | 143.24K | +18.4% | $3.16M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 21 | Envestnet Asset Management Inc | 134.33K | +459.9% | $2.96M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 22 | Ameriprise Financial Inc | 123.03K | -0.9% | $2.72M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 23 | Ameriprise Financial Inc | 123.03K | -0.9% | $2.72M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 24 | Cetera Investment Advisers | 114.31K | +0.3% | $2.52M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 25 | Stifel Financial Corp | 77.36K | +2.6% | $1.71M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 26 | Allspring Global Investments… | 42.29K | New | $932,094 | 0.0% | New | 1 | SEC ↗ |
| 27 | Two Sigma Investments ✦ | 37.72K | 0.0% | $831,305 | 0.0% | Held | 3 | SEC ↗ |
| 28 | Truist Financial Corp | 32.14K | +1.0% | $708,282 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 29 | Corient Private Wealth LP | 29.89K | -13.1% | $658,886 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 30 | HighTower Advisors, LLC | 20.79K | -7.2% | $458,290 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 31 | Creative Planning | 20.17K | -0.3% | $444,626 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 32 | Wealth Enhancement Advisory… | 16.56K | +0.3% | $367,704 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 33 | Pnc Financial Services Group, Inc. | 16.00K | +13.2% | $352,619 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 34 | Pnc Financial Services Group, Inc. | 16.00K | +13.2% | $352,619 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 35 | Pnc Financial Services Group, Inc. | 16.00K | +13.2% | $352,619 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 36 | Mariner, LLC | 13.38K | +24.9% | $294,989 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 37 | Neuberger Berman Group LLC | 10.60K | 0.0% | $233,624 | 0.0% | Held | 3 | SEC ↗ |
| 38 | Baird Financial Group, Inc. | 9.86K | -21.8% | $217,314 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 39 | Us Bancorp \De\ | 9.84K | 0.0% | $216,763 | 0.0% | Held | 3 | SEC ↗ |
| 40 | Us Bancorp \De\ | 9.84K | 0.0% | $216,763 | 0.0% | Held | 3 | SEC ↗ |
| 41 | Mml Investors Services, Llc | 9.40K | New | $207,296 | 0.0% | New | 1 | SEC ↗ |
| 42 | Northwestern Mutual Wealth… | 8.38K | +12.8% | $184,680 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 43 | Fifth Third Bancorp | 4.12K | -27.8% | $90,716 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 44 | Jones Financial Companies Lllp | 1.10K | New | $23,540 | 0.0% | New | 1 | SEC ↗ |
| 45 | UBS AM, a distinct business unit of… | 917 | 0.0% | $20,211 | 0.0% | Held | 2 | SEC ↗ |
| 46 | JPMorgan Chase ✦ | 245 | -22.5% | $5,336 | 0.0% | ▼ Trim | 4 | 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… | $932,094 | 0.0% |
| Mml Investors Services, Llc | $207,296 | 0.0% |
| Jones Financial Companies Lllp | $23,540 | 0.0% |
Exited
| Jane Street Group, Llc | $438,846 | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 123 holders, 11.00M shares, $221.25M 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.
Open-market purchases (P)
Aug 21
QUINTON KEITH
Other · 5.00K sh @ 21.39 · $106,950
Open-market sales (S)
No open-market insider sales in our coverage window.
Awards, exercises and tax withholding are never counted as buys or sales here. Methodology
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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