FINS
name pending profile ingest
Momentum inputs (comparable managers): holder breadth 0.0% · share flow -5.4% · net new positions 0.0% · formula
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q1 2026
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Wells Fargo & Company/Mn | 1.27M | -2.4% | $16.19M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 2 | UBS Group AG | 740.59K | +2.8% | $9.44M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 3 | Morgan Stanley ✦ | 622.90K | -5.0% | $7.94M | 0.0% | ▼ Trim | 3 | SEC ↗ ×3 |
| 4 | Royal Bank Of Canada | 408.27K | -0.3% | $5.21M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 5 | Stifel Financial Corp | 371.50K | -11.2% | $4.74M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 6 | Envestnet Asset Management Inc | 239.40K | -34.2% | $3.05M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 7 | First Trust Advisors Lp | 203.08K | +8.4% | $2.59M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 8 | LPL Financial LLC | 177.65K | -3.0% | $2.26M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 9 | Raymond James Financial Inc | 79.00K | -1.4% | $1.01M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 10 | Focus Partners Wealth | 73.78K | +4.2% | $940,683 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 11 | Osaic Holdings, Inc. | 72.98K | +2.5% | $930,478 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 12 | Invesco Ltd. | 42.62K | +7.3% | $543,456 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 13 | Cetera Investment Advisers | 37.73K | -33.5% | $481,039 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 14 | Wealth Enhancement Advisory… | 24.37K | 0.0% | $308,281 | 0.0% | Held | 2 | SEC ↗ |
| 15 | Rockefeller Capital Management L.P. | 19.69K | +8.2% | $251,001 | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 16 | Lido Advisors, LLC | 13.47K | 0.0% | $171,704 | 0.0% | Held | 2 | SEC ↗ |
| 17 | Commonwealth Equity Services, Llc | 10.34K | +1.5% | $131,880 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 18 | Fifth Third Bancorp | 4.45K | New | $56,686 | 0.0% | New | 1 | SEC ↗ |
| 19 | Corient Private Wealth LP | 30.00K | -50.0% | $383 | 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
| Fifth Third Bancorp | $56,686 | 0.0% |
Exited
| Susquehanna International… | $150,964 | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 43 holders, 22.00M shares, $141.32M reported. This is a different, older period than the tracked-universe figures above and the two are never mixed.
What else this security's tracked holders most often hold: shared-ownership counts, not fundamental relationships.
Open-market purchases (P)
Officer · President · 418 sh @ 11.92 · $4,983
Other · 1.00K sh @ 11.90 · $11,900
Other · 1.00K sh @ 12.53 · $12,530
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