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Security record

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Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025 Q4 2024 Q2 2024
34Tracked holders
+4Δ holders
11.01MShares held
$388.71MReported value
+4New positions
−0Exits
Rising How these are computed → Explain this at the Research Desk →

Momentum inputs (comparable managers): holder breadth +13.3% · share flow -4.8% · net new positions +11.8%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 34 +4 11.01M $388.71M +4
Q1 2026 32 +1 13.09M $454.78M +3 −2
Q4 2025 31 -1 15.66M $528.37M −1
Q3 2025 4 0 525.49K $16.98M
Q2 2025 3 0 35.26K $1.08M
Q1 2025 2 +1 27.02K $774,371 +1
Q4 2024 1 +1 20.07K $525,529 +1
Q2 2024 1 479.71K $12.61M
Holder count
Who holds it · Q2 2026
#ManagerSharesΔ sharesValueTheir weightHeld
1 Bank Of America Corp /De/ 8.19M +3.9% $288.92M 0.0% ▲ Add 3 SEC ↗
2 Bank Of America Corp /De/ 8.19M +3.9% $288.92M 0.0% ▲ Add 3 SEC ↗
3 Osaic Holdings, Inc. 889.63K -1.7% $31.40M 0.0% ▼ Trim 3 SEC ↗
4 Osaic Holdings, Inc. 889.63K -1.7% $31.40M 0.0% ▼ Trim 3 SEC ↗
5 Osaic Holdings, Inc. 889.63K -1.7% $31.40M 0.0% ▼ Trim 3 SEC ↗
6 Osaic Holdings, Inc. 889.63K -1.7% $31.40M 0.0% ▼ Trim 3 SEC ↗
7 Morgan Stanley 323.33K +4.8% $11.41M 0.0% ▲ Add 4 SEC ↗
8 Morgan Stanley 323.33K +4.8% $11.41M 0.0% ▲ Add 4 SEC ↗
9 Morgan Stanley 323.33K +4.8% $11.41M 0.0% ▲ Add 4 SEC ↗
10 Morgan Stanley 323.33K +4.8% $11.41M 0.0% ▲ Add 4 SEC ↗
11 LPL Financial LLC 313.38K -18.9% $11.06M 0.0% ▼ Trim 3 SEC ↗
12 Ameriprise Financial Inc 309.34K -55.1% $10.92M 0.0% ▼ Trim 3 SEC ↗
13 Ameriprise Financial Inc 309.34K -55.1% $10.92M 0.0% ▼ Trim 3 SEC ↗
14 UBS Group AG 282.69K -10.6% $9.98M 0.0% ▼ Trim 3 SEC ↗
15 Envestnet Asset Management Inc 188.20K -47.1% $6.64M 0.0% ▼ Trim 3 SEC ↗
16 Assetmark, Inc 145.24K -50.4% $5.13M 0.0% ▼ Trim 3 SEC ↗
17 Quantinno Capital Management LP 61.86K -3.3% $2.18M 0.0% ▼ Trim 3 SEC ↗
18 Royal Bank Of Canada 56.11K +6.9% $1.98M 0.0% ▲ Add 3 SEC ↗
19 Royal Bank Of Canada 56.11K +6.9% $1.98M 0.0% ▲ Add 3 SEC ↗
20 Royal Bank Of Canada 56.11K +6.9% $1.98M 0.0% ▲ Add 3 SEC ↗
21 Royal Bank Of Canada 56.11K +6.9% $1.98M 0.0% ▲ Add 3 SEC ↗
22 Royal Bank Of Canada 56.11K +6.9% $1.98M 0.0% ▲ Add 3 SEC ↗
23 Citadel Advisors 52.03K +51.0% $1.84M 0.0% ▲ Add 2 SEC ↗
24 Corient Private Wealth LP 34.12K -5.9% $1.20M 0.0% ▼ Trim 3 SEC ↗
25 Susquehanna International Group, Llp 27.41K New $967,193 0.0% New 1 SEC ↗
26 Hsbc Holdings Plc 24.11K +95.6% $850,842 0.0% ▲ Add 3 SEC ↗
27 Jane Street Group, Llc 22.28K -84.5% $786,155 0.0% ▼ Trim 2 SEC ↗
28 Hrt Financial Lp 18.21K New $642,000 0.0% New 1 SEC ↗
29 Wealthfront Advisers LLC 13.19K +4.4% $465,369 0.0% ▲ Add 3 SEC ↗
30 National Bank Of Canada /Fi/ 10.20K +12.2% $359,985 0.0% ▲ Add 3 SEC ↗
31 Rockefeller Capital Management L.P. 9.20K +15.9% $324,747 0.0% ▲ Add 3 SEC ↗
32 Mml Investors Services, Llc 8.96K -32.0% $316,228 0.0% ▼ Trim 3 SEC ↗
33 Bank of New York Mellon Corp 7.94K -48.6% $280,078 0.0% ▼ Trim 3 SEC ↗
34 Bank of New York Mellon Corp 7.94K -48.6% $280,078 0.0% ▼ Trim 3 SEC ↗
35 Bank of New York Mellon Corp 7.94K -48.6% $280,078 0.0% ▼ Trim 3 SEC ↗
36 Cetera Investment Advisers 6.32K -33.7% $222,978 0.0% ▼ Trim 3 SEC ↗
37 Fidelity (FMR) 6.25K +10.1% $220,378 0.0% ▲ Add 5 SEC ↗
38 Fidelity (FMR) 6.25K +10.1% $220,378 0.0% ▲ Add 5 SEC ↗
39 D. E. Shaw & Co. 5.78K -1.7% $204,117 0.0% ▼ Trim 6 SEC ↗
40 Raymond James Financial Inc 5.78K New $204,047 0.0% New 1 SEC ↗
41 Raymond James Financial Inc 5.78K New $204,047 0.0% New 1 SEC ↗
42 Northwestern Mutual Wealth… 2.38K +2.8% $83,885 0.0% ▲ Add 3 SEC ↗
43 Pnc Financial Services Group, Inc. 1.45K -52.9% $51,115 0.0% ▼ Trim 3 SEC ↗
44 Pnc Financial Services Group, Inc. 1.45K -52.9% $51,115 0.0% ▼ Trim 3 SEC ↗
45 UBS AM, a distinct business unit of… 974 0.0% $34,372 0.0% Held 3 SEC ↗
46 Fifth Third Bancorp 678 0.0% $23,927 0.0% Held 2 SEC ↗
47 Russell Investments Group, Ltd. 432 -12.7% $15,237 0.0% ▼ Trim 3 SEC ↗
48 Franklin Resources Inc 192 0.0% $6,776 0.0% Held 3 SEC ↗
49 Wells Fargo & Company/Mn 95 -57.0% $3,336 0.0% ▼ Trim 3 SEC ↗
50 Wells Fargo & Company/Mn 95 -57.0% $3,336 0.0% ▼ Trim 3 SEC ↗
51 JPMorgan Chase 62 New $2,191 0.0% New 1 SEC ↗
52 Us Bancorp \De\ 58 -74.7% $2,047 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

Susquehanna International… $967,193 0.0%
Hrt Financial Lp $642,000 0.0%
Raymond James Financial Inc $204,047 0.0%
Raymond James Financial Inc $204,047 0.0%
JPMorgan Chase $2,191 0.0%

Exited

No tracked exits this quarter.

Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 93 holders, 16.10M shares, $547.58M 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