Security record · archived quarter
FNDB
name pending profile ingest
39Tracked holders
+3Δ holders
3.79MShares held
$102.82MReported value
+4New positions
−1Exits
Momentum inputs (comparable managers):
holder breadth +8.3% ·
share flow +6.0% ·
net new positions +7.7%
· formula
Broad accumulation: rising shares across more holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q1 2026
Ownership over time
Who holds it · Q1 2026
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | HighTower Advisors, LLC | 654.06K | -7.1% | $17.79M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 2 | Morgan Stanley ✦ | 439.56K | +10.1% | $11.96M | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 3 | Bank Of America Corp /De/ | 434.81K | -0.5% | $11.83M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 4 | Raymond James Financial Inc | 301.00K | +6.2% | $8.19M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 5 | Envestnet Asset Management Inc | 277.77K | +11.8% | $7.56M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 6 | Mariner, LLC | 200.96K | +82.1% | $5.47M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 7 | Mml Investors Services, Llc | 171.61K | +7.3% | $4.67M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 8 | Jones Financial Companies Lllp | 139.32K | +40.2% | $3.72M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 9 | UBS Group AG | 116.06K | +3.4% | $3.16M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 10 | Susquehanna International Group, Llp | 104.71K | New | $2.85M | 0.0% | New | 1 | SEC ↗ ×2 |
| 11 | LPL Financial LLC | 104.47K | +0.7% | $2.84M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 12 | Ameriprise Financial Inc | 87.47K | +0.3% | $2.38M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 13 | Commonwealth Equity Services, Llc | 83.82K | -0.3% | $2.28M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 14 | Osaic Holdings, Inc. | 78.02K | -40.3% | $2.12M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 15 | Cetera Investment Advisers | 53.53K | +17.4% | $1.46M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 16 | Creative Planning | 53.44K | +14.8% | $1.45M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 17 | Corient Private Wealth LP | 57.71K | -50.8% | $1.45M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 18 | Captrust Financial Advisors | 51.57K | -9.2% | $1.40M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 19 | Wealth Enhancement Advisory… | 50.91K | +11.8% | $1.39M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 20 | Quantinno Capital Management LP | 50.96K | New | $1.39M | 0.0% | New | 1 | SEC ↗ |
| 21 | AQR Capital Management ✦ | 48.83K | -11.8% | $1.33M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 22 | Mercer Global Advisors Inc /Adv | 38.94K | +290.4% | $1.06M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 23 | JPMorgan Chase ✦ | 30.66K | -19.5% | $817,422 | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 24 | Royal Bank Of Canada | 23.81K | -1.6% | $648,000 | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 25 | Fidelity (FMR) ✦ | 22.82K | +4.0% | $620,747 | 0.0% | ▲ Add | 4 | SEC ↗ ×2 |
| 26 | Goldman Sachs Group ✦ | 20.82K | -67.4% | $566,168 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 27 | Stifel Financial Corp | 19.08K | +9.3% | $519,042 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 28 | BlackRock ✦ (passive) | 11.56K | +246.8% | $314,553 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 29 | Chevy Chase Trust Holdings, LLC | 10.21K | -10.9% | $277,658 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 30 | UBS AM, a distinct business unit of… | 9.55K | 0.0% | $259,896 | 0.0% | Held | 2 | SEC ↗ |
| 31 | Northwestern Mutual Wealth… | 9.18K | +0.1% | $249,805 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 32 | Focus Partners Wealth | 8.80K | +0.2% | $239,432 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 33 | Lido Advisors, LLC | 8.70K | -29.1% | $236,652 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 34 | Pnc Financial Services Group, Inc. | 7.44K | -27.1% | $202,278 | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 35 | Rockefeller Capital Management L.P. | 4.65K | 0.0% | $126,480 | 0.0% | Held | 2 | SEC ↗ |
| 36 | Fifth Third Bancorp | 300 | New | $8,160 | 0.0% | New | 1 | SEC ↗ |
| 37 | Bank Of Montreal /Can/ | 173 | New | $4,703 | 0.0% | New | 1 | SEC ↗ |
| 38 | Russell Investments Group, Ltd. | 145 | 0.0% | $3,944 | 0.0% | Held | 2 | SEC ↗ |
| 39 | Wells Fargo & Company/Mn | 1 | 0.0% | $29 | 0.0% | Held | 2 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value: the conviction measure. ✦ = curated manager.
New buyers
| Susquehanna International… | $2.85M | 0.0% |
| Quantinno Capital Management… | $1.39M | 0.0% |
| Fifth Third Bancorp | $8,160 | 0.0% |
| Bank Of Montreal /Can/ | $4,703 | 0.0% |
Exited
| Cwm, Llc | $0 | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 169 holders, 12.18M shares, $316.40M 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: Q1 2026 ·
Methodology ·
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