Security record · archived quarter
EQAL
name pending profile ingest
31Tracked holders
-2Δ holders
6.19MShares held
$366.66MReported value
+1New positions
−3Exits
Momentum inputs (comparable managers):
holder breadth -6.1% ·
share flow +2.4% ·
net new positions -6.5%
— formula
Concentrated accumulation — rising shares among 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 | 31 | -2 | 6.19M | $366.66M | +1 | −3 |
| Q1 2026 | 33 | +1 | 6.05M | $333.08M | +3 | −2 |
| Q4 2025 | 32 | -1 | 5.81M | $305.60M | +1 | −2 |
| Q3 2025 | 5 | 0 | 169.55K | $8.82M | — | — |
| Q2 2025 | 3 | +1 | 27.09K | $1.33M | +1 | — |
Who holds it · Q2 2026
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Stifel Financial Corp | 4.63M | -0.3% | $274.19M | 0.2% | ▼ Trim | 3 | SEC ↗ |
| 2 | Stifel Financial Corp | 4.63M | -0.3% | $274.19M | 0.2% | ▼ Trim | 3 | SEC ↗ |
| 3 | Stifel Financial Corp | 4.63M | -0.3% | $274.19M | 0.2% | ▼ Trim | 3 | SEC ↗ |
| 4 | Stifel Financial Corp | 4.63M | -0.3% | $274.19M | 0.2% | ▼ Trim | 3 | SEC ↗ |
| 5 | Stifel Financial Corp | 4.63M | -0.3% | $274.19M | 0.2% | ▼ Trim | 3 | SEC ↗ |
| 6 | Bank Of America Corp /De/ | 400.25K | +0.3% | $23.72M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 7 | Bank Of America Corp /De/ | 400.25K | +0.3% | $23.72M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 8 | LPL Financial LLC | 228.66K | +1.4% | $13.55M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 9 | Morgan Stanley ✦ | 211.84K | +7.4% | $12.55M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 10 | UBS Group AG | 155.54K | +21.1% | $9.22M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 11 | Pnc Financial Services Group, Inc. | 118.71K | -7.5% | $7.03M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 12 | Pnc Financial Services Group, Inc. | 118.71K | -7.5% | $7.03M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 13 | Pnc Financial Services Group, Inc. | 118.71K | -7.5% | $7.03M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 14 | Pnc Financial Services Group, Inc. | 118.71K | -7.5% | $7.03M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 15 | Pnc Financial Services Group, Inc. | 118.71K | -7.5% | $7.03M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 16 | Pnc Financial Services Group, Inc. | 118.71K | -7.5% | $7.03M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 17 | Goldman Sachs Group ✦ | 73.79K | New | $4.37M | 0.0% | New | 1 | SEC ↗ |
| 18 | Raymond James Financial Inc | 52.94K | +37.8% | $3.14M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 19 | Raymond James Financial Inc | 52.94K | +37.8% | $3.14M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 20 | Envestnet Asset Management Inc | 45.28K | +8.2% | $2.68M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 21 | Cetera Investment Advisers | 34.60K | +1.5% | $2.05M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 22 | Royal Bank Of Canada | 30.03K | +390.1% | $1.78M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 23 | Susquehanna International Group, Llp | 27.00K | +330.4% | $1.60M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 24 | Cerity Partners LLC | 23.96K | +0.1% | $1.42M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 25 | Baird Financial Group, Inc. | 19.98K | -0.4% | $1.18M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 26 | Commonwealth Equity Services, Llc | 18.77K | -23.5% | $1.11M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 27 | Jones Financial Companies Lllp | 15.47K | +31.1% | $914,499 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 28 | Rockefeller Capital Management L.P. | 14.69K | -0.1% | $870,484 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 29 | Rockefeller Capital Management L.P. | 14.69K | -0.1% | $870,484 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 30 | Osaic Holdings, Inc. | 13.65K | -6.8% | $809,197 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 31 | Osaic Holdings, Inc. | 13.65K | -6.8% | $809,197 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 32 | Creative Planning | 12.72K | -26.5% | $753,501 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 33 | Fidelity (FMR) ✦ | 10.53K | +45.7% | $624,198 | 0.0% | ▲ Add | 5 | SEC ↗ |
| 34 | Truist Financial Corp | 10.36K | +2.7% | $613,620 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 35 | HighTower Advisors, LLC | 8.53K | +0.2% | $505,232 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 36 | Ameriprise Financial Inc | 8.04K | -4.8% | $476,578 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 37 | Captrust Financial Advisors | 5.61K | +36.2% | $332,414 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 38 | Us Bancorp \De\ | 5.40K | 0.0% | $320,208 | 0.0% | Held | 3 | SEC ↗ |
| 39 | Quantinno Capital Management LP | 5.02K | 0.0% | $297,336 | 0.0% | Held | 3 | SEC ↗ |
| 40 | Wealth Enhancement Advisory… | 4.72K | -50.3% | $279,696 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 41 | Northwestern Mutual Wealth… | 3.41K | -56.1% | $202,132 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 42 | Blair William & Co/Il | 982 | 0.0% | $58,187 | 0.0% | Held | 3 | SEC ↗ |
| 43 | Simplex Trading, Llc | 7 | -89.4% | $414 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 44 | Wells Fargo & Company/Mn | 0 | -100.0% | $23 | 0.0% | ▼ Trim | 3 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| Goldman Sachs Group | $4.37M | 0.0% |
Exited
| JPMorgan Chase | $199,726 | was 0.0% |
| BlackRock | $16,530 | was 0.0% |
| Russell Investments Group… | $1,653 | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 86 holders, 7.05M shares, $380.96M 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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