Security record
EPU
name pending profile ingest
26Tracked holders
-2Δ holders
3.66MShares held
$305.82MReported value
+1New positions
−3Exits
Momentum inputs (comparable managers):
holder breadth -7.1% ·
share flow -4.8% ·
net new positions -7.7%
— 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
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q2 2026 | 26 | -2 | 3.66M | $305.82M | +1 | −3 |
| Q1 2026 | 29 | +7 | 3.85M | $310.64M | +7 | — |
| Q4 2025 | 22 | 0 | 1.94M | $140.01M | +1 | −1 |
| Q3 2025 | 3 | +1 | 195.39K | $12.02M | +1 | — |
| Q1 2025 | 1 | 0 | 9.84K | $431,965 | — | — |
| Q4 2024 | 1 | -1 | 20.86K | $826,148 | — | −1 |
| Q3 2024 | 2 | +1 | 21.26K | $918,136 | +1 | — |
| Q2 2024 | 1 | — | 7.82K | $314,478 | — | — |
Who holds it · Q2 2026
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Bank Of Nova Scotia | 2.90M | 0.0% | $242.30M | 0.4% | Held | 3 | SEC ↗ |
| 2 | Jane Street Group, Llc | 142.12K | -50.2% | $11.87M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 3 | Morgan Stanley ✦ | 138.39K | -12.7% | $11.56M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 4 | UBS Group AG | 110.67K | -18.0% | $9.24M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 5 | UBS Group AG | 110.67K | -18.0% | $9.24M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 6 | Wells Fargo & Company/Mn | 67.54K | -8.0% | $5.64M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 7 | Wells Fargo & Company/Mn | 67.54K | -8.0% | $5.64M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 8 | Citadel Advisors ✦ | 60.60K | -8.3% | $5.06M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 9 | Raymond James Financial Inc | 50.64K | -5.6% | $4.23M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 10 | Raymond James Financial Inc | 50.64K | -5.6% | $4.23M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 11 | Korea Investment CORP | 39.02K | 0.0% | $3.26M | 0.0% | Held | 3 | SEC ↗ |
| 12 | Cetera Investment Advisers | 35.19K | New | $2.94M | 0.0% | New | 1 | SEC ↗ |
| 13 | Susquehanna International Group, Llp | 29.00K | -16.6% | $2.42M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 14 | Osaic Holdings, Inc. | 17.77K | +17.1% | $1.48M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 15 | D. E. Shaw & Co. ✦ | 15.18K | +483.9% | $1.27M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 16 | LPL Financial LLC | 11.56K | -48.9% | $965,305 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 17 | Man Group plc | 7.62K | +156.4% | $635,936 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 18 | Royal Bank Of Canada | 6.97K | -4.5% | $582,000 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 19 | Royal Bank Of Canada | 6.97K | -4.5% | $582,000 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 20 | Royal Bank Of Canada | 6.97K | -4.5% | $582,000 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 21 | Bank Of America Corp /De/ | 6.16K | +146.0% | $513,930 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 22 | Bank Of America Corp /De/ | 6.16K | +146.0% | $513,930 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 23 | HighTower Advisors, LLC | 5.50K | -9.1% | $459,143 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 24 | Bank of New York Mellon Corp | 4.19K | -25.2% | $349,847 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 25 | Bank of New York Mellon Corp | 4.19K | -25.2% | $349,847 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 26 | Creative Planning | 4.00K | 0.0% | $334,167 | 0.0% | Held | 2 | SEC ↗ |
| 27 | Stifel Financial Corp | 3.04K | -10.6% | $253,598 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 28 | Focus Partners Wealth | 2.91K | 0.0% | $242,735 | 0.0% | Held | 3 | SEC ↗ |
| 29 | Envestnet Asset Management Inc | 2.44K | -55.0% | $203,330 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 30 | JPMorgan Chase ✦ | 125 | -55.8% | $10,308 | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 31 | JPMorgan Chase ✦ | 125 | -55.8% | $10,308 | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 32 | Rockefeller Capital Management L.P. | 31 | 0.0% | $2,589 | 0.0% | Held | 3 | SEC ↗ |
| 33 | Blair William & Co/Il | 28 | 0.0% | $2,338 | 0.0% | Held | 3 | SEC ↗ |
| 34 | Zurcher Kantonalbank (Zurich… | 17 | 0.0% | $1,410 | 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
| Cetera Investment Advisers | $2.94M | 0.0% |
Exited
| BlackRock | $1.52M | was 0.0% |
| Qube Research & Technologies… | $73,769 | was 0.0% |
| UBS AM, a distinct business… | $7,022 | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 63 holders, 4.40M shares, $350.38M 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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