FRD
name pending profile ingest
Momentum inputs (comparable managers):
holder breadth +21.9% ·
share flow +8.1% ·
net new positions +17.9%
— formula
Broad accumulation — rising shares across more holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q2 2026
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q2 2026 | 39 | +7 | 2.29M | $73.84M | +7 | — |
| Q1 2026 | 33 | +3 | 2.12M | $37.61M | +4 | −1 |
| Q4 2025 | 30 | +1 | 2.17M | $44.52M | +1 | — |
| Q3 2025 | 8 | -1 | 1.36M | $29.82M | — | −1 |
| Q2 2025 | 7 | 0 | 1.18M | $19.58M | — | — |
| Q1 2025 | 4 | +1 | 443.69K | $6.61M | +1 | — |
| Q4 2024 | 3 | 0 | 434.80K | $6.65M | — | — |
| Q3 2024 | 2 | -1 | 429.91K | $6.89M | — | −1 |
| Q2 2024 | 3 | — | 437.69K | $6.61M | — | — |
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Dimensional Fund Advisors Lp | 543.63K | +0.4% | $17.49M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 2 | Dimensional Fund Advisors Lp | 543.63K | +0.4% | $17.49M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 3 | Dimensional Fund Advisors Lp | 543.63K | +0.4% | $17.49M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 4 | Dimensional Fund Advisors Lp | 543.63K | +0.4% | $17.49M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 5 | BlackRock ✦ (passive) | 394.90K | +20.2% | $12.71M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 6 | BlackRock ✦ (passive) | 394.90K | +20.2% | $12.71M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 7 | BlackRock ✦ (passive) | 394.90K | +20.2% | $12.71M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 8 | BlackRock ✦ (passive) | 394.90K | +20.2% | $12.71M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 9 | BlackRock ✦ (passive) | 394.90K | +20.2% | $12.71M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 10 | Vanguard Capital Management Llc | 305.66K | +6.0% | $9.84M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 11 | Renaissance Technologies ✦ | 297.88K | -10.1% | $9.59M | 0.0% | ▼ Trim | 9 | SEC ↗ |
| 12 | Geode Capital Management ✦ (passive) | 172.85K | +8.4% | $5.56M | 0.0% | ▲ Add | 9 | SEC ↗ |
| 13 | Geode Capital Management ✦ (passive) | 172.85K | +8.4% | $5.56M | 0.0% | ▲ Add | 9 | SEC ↗ |
| 14 | State Street Global Advisors ✦ (passive) | 97.45K | +17.0% | $3.14M | 0.0% | ▲ Add | 7 | SEC ↗ |
| 15 | Morgan Stanley ✦ | 91.34K | -5.6% | $2.94M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 16 | Morgan Stanley ✦ | 91.34K | -5.6% | $2.94M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 17 | Morgan Stanley ✦ | 91.34K | -5.6% | $2.94M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 18 | Morgan Stanley ✦ | 91.34K | -5.6% | $2.94M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 19 | Morgan Stanley ✦ | 91.34K | -5.6% | $2.94M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 20 | Bank of New York Mellon Corp | 61.84K | +4.8% | $1.99M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 21 | Bank of New York Mellon Corp | 61.84K | +4.8% | $1.99M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 22 | Bank of New York Mellon Corp | 61.84K | +4.8% | $1.99M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 23 | Northern Trust Corp | 53.57K | -6.3% | $1.72M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 24 | Northern Trust Corp | 53.57K | -6.3% | $1.72M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 25 | Northern Trust Corp | 53.57K | -6.3% | $1.72M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 26 | Goldman Sachs Group ✦ | 49.61K | +85.9% | $1.60M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 27 | Goldman Sachs Group ✦ | 49.61K | +85.9% | $1.60M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 28 | Goldman Sachs Group ✦ | 49.61K | +85.9% | $1.60M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 29 | Bank Of America Corp /De/ | 29.02K | +190.2% | $933,896 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 30 | Bank Of America Corp /De/ | 29.02K | +190.2% | $933,896 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 31 | Corient Private Wealth LP | 26.26K | 0.0% | $844,950 | 0.0% | Held | 3 | SEC ↗ |
| 32 | Charles Schwab Investment… | 19.57K | +14.5% | $629,730 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 33 | Sei Investments Co | 19.38K | New | $623,745 | 0.0% | New | 1 | SEC ↗ |
| 34 | Citadel Advisors ✦ | 17.88K | -30.3% | $575,282 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 35 | Squarepoint Ops LLC | 17.64K | -3.1% | $567,559 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 36 | Captrust Financial Advisors | 11.72K | New | $377,302 | 0.0% | New | 1 | SEC ↗ |
| 37 | LPL Financial LLC | 11.50K | New | $370,005 | 0.0% | New | 1 | SEC ↗ |
| 38 | Nuveen, LLC | 9.61K | New | $309,153 | 0.0% | New | 1 | SEC ↗ |
| 39 | Wells Fargo & Company/Mn | 7.71K | -37.7% | $247,972 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 40 | Wells Fargo & Company/Mn | 7.71K | -37.7% | $247,972 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 41 | Wells Fargo & Company/Mn | 7.71K | -37.7% | $247,972 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 42 | Wells Fargo & Company/Mn | 7.71K | -37.7% | $247,972 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 43 | UBS Group AG | 7.27K | -10.9% | $234,013 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 44 | UBS Group AG | 7.27K | -10.9% | $234,013 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 45 | UBS Group AG | 7.27K | -10.9% | $234,013 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 46 | AQR Capital Management ✦ | 6.93K | New | $222,975 | 0.0% | New | 1 | SEC ↗ |
| 47 | AQR Capital Management ✦ | 6.93K | New | $222,975 | 0.0% | New | 1 | SEC ↗ |
| 48 | AQR Capital Management ✦ | 6.93K | New | $222,975 | 0.0% | New | 1 | SEC ↗ |
| 49 | AQR Capital Management ✦ | 6.93K | New | $222,975 | 0.0% | New | 1 | SEC ↗ |
| 50 | AQR Capital Management ✦ | 6.93K | New | $222,975 | 0.0% | New | 1 | SEC ↗ |
| 51 | Deutsche Bank Ag\ | 6.69K | +92.6% | $215,252 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 52 | Russell Investments Group, Ltd. | 5.62K | +652.0% | $181,259 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 53 | Russell Investments Group, Ltd. | 5.62K | +652.0% | $181,259 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 54 | Russell Investments Group, Ltd. | 5.62K | +652.0% | $181,259 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 55 | Rhumbline Advisers | 5.15K | -2.3% | $165,689 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 56 | JPMorgan Chase ✦ | 3.53K | -36.8% | $114,413 | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 57 | JPMorgan Chase ✦ | 3.53K | -36.8% | $114,413 | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 58 | JPMorgan Chase ✦ | 3.53K | -36.8% | $114,413 | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 59 | Barclays Plc | 3.47K | -16.2% | $111,728 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 60 | Barclays Plc | 3.47K | -16.2% | $111,728 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 61 | New York State Common Retirement… | 3.20K | 0.0% | $102,976 | 0.0% | Held | 3 | SEC ↗ |
| 62 | Citigroup Inc | 3.16K | +910.5% | $101,785 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 63 | Citigroup Inc | 3.16K | +910.5% | $101,785 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 64 | MIRAE ASSET GLOBAL ETFS HOLDINGS… | 3.15K | -3.9% | $101,496 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 65 | Royal Bank Of Canada | 2.00K | +55.1% | $65,000 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 66 | Royal Bank Of Canada | 2.00K | +55.1% | $65,000 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 67 | Jones Financial Companies Lllp | 1.81K | 0.0% | $62,318 | 0.0% | Held | 3 | SEC ↗ |
| 68 | Bnp Paribas Financial Markets | 1.07K | -24.9% | $34,465 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 69 | Fidelity (FMR) ✦ | 904 | -5.1% | $29,103 | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 70 | Fidelity (FMR) ✦ | 904 | -5.1% | $29,103 | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 71 | Legal & General Group Plc | 598 | 0.0% | $19,244 | 0.0% | Held | 3 | SEC ↗ |
| 72 | Osaic Holdings, Inc. | 360 | New | $11,584 | 0.0% | New | 1 | SEC ↗ |
| 73 | Federated Hermes, Inc. | 313 | New | $10,072 | 0.0% | New | 1 | SEC ↗ |
| 74 | Pnc Financial Services Group, Inc. | 128 | +1180.0% | $4,119 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 75 | UBS AM, a distinct business unit of… | 17 | 0.0% | $547 | 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
| Sei Investments Co | $623,745 | 0.0% |
| Captrust Financial Advisors | $377,302 | 0.0% |
| LPL Financial LLC | $370,005 | 0.0% |
| Nuveen, LLC | $309,153 | 0.0% |
| AQR Capital Management | $222,975 | 0.0% |
| AQR Capital Management | $222,975 | 0.0% |
| AQR Capital Management | $222,975 | 0.0% |
| AQR Capital Management | $222,975 | 0.0% |
| AQR Capital Management | $222,975 | 0.0% |
| Osaic Holdings, Inc. | $11,584 | 0.0% |
| Federated Hermes, Inc. | $10,072 | 0.0% |
Exited
| No tracked exits this quarter. |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 66 holders, 3.74M shares, $63.87M 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.