Security record · archived quarter
FRI
name pending profile ingest
27Tracked holders
+2Δ holders
2.81MShares held
$89.07MReported value
+3New positions
−1Exits
Momentum inputs (comparable managers):
holder breadth +8.0% ·
share flow +6.7% ·
net new positions +7.4%
— formula
Broad accumulation — rising shares across more 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 | 27 | +2 | 2.81M | $89.07M | +3 | −1 |
| Q1 2026 | 26 | +1 | 2.63M | $74.95M | +2 | −1 |
| Q4 2025 | 25 | +2 | 2.72M | $74.35M | +3 | −1 |
| Q3 2025 | 3 | +1 | 791.19K | $22.24M | +1 | — |
| Q2 2025 | 1 | -1 | 581 | $15,725 | — | −1 |
| Q1 2025 | 1 | -1 | 51.53K | $1.42M | — | −1 |
| Q4 2024 | 2 | +2 | 68.88K | $1.89M | +2 | — |
Who holds it · Q2 2026
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Morgan Stanley ✦ | 856.68K | -16.1% | $27.15M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 2 | Morgan Stanley ✦ | 856.68K | -16.1% | $27.15M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 3 | Morgan Stanley ✦ | 856.68K | -16.1% | $27.15M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 4 | Morgan Stanley ✦ | 856.68K | -16.1% | $27.15M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 5 | LPL Financial LLC | 643.82K | +12.9% | $20.41M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 6 | Cetera Investment Advisers | 500.46K | +0.5% | $15.86M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 7 | UBS Group AG | 279.87K | +132.9% | $8.87M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 8 | Wells Fargo & Company/Mn | 74.76K | -3.9% | $2.37M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 9 | Wells Fargo & Company/Mn | 74.76K | -3.9% | $2.37M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 10 | Goldman Sachs Group ✦ | 64.51K | New | $2.04M | 0.0% | New | 1 | SEC ↗ |
| 11 | Envestnet Asset Management Inc | 53.54K | +7.6% | $1.70M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 12 | Bank Of America Corp /De/ | 45.41K | +1.8% | $1.44M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 13 | Bank Of America Corp /De/ | 45.41K | +1.8% | $1.44M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 14 | Citadel Advisors ✦ | 44.64K | New | $1.42M | 0.0% | New | 1 | SEC ↗ |
| 15 | Royal Bank Of Canada | 44.62K | -10.1% | $1.41M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 16 | Susquehanna International Group, Llp | 39.83K | +93.0% | $1.26M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 17 | Susquehanna International Group, Llp | 39.83K | +93.0% | $1.26M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 18 | Stifel Financial Corp | 33.22K | +175.0% | $1.05M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 19 | Raymond James Financial Inc | 20.70K | -38.3% | $656,044 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 20 | Raymond James Financial Inc | 20.70K | -38.3% | $656,044 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 21 | Ameriprise Financial Inc | 17.35K | +0.2% | $549,867 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 22 | HighTower Advisors, LLC | 16.92K | +0.2% | $536,207 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 23 | Jones Financial Companies Lllp | 16.59K | +23.0% | $534,546 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 24 | Osaic Holdings, Inc. | 16.75K | +21.3% | $531,225 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 25 | Osaic Holdings, Inc. | 16.75K | +21.3% | $531,225 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 26 | Osaic Holdings, Inc. | 16.75K | +21.3% | $531,225 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 27 | Commonwealth Equity Services, Llc | 13.36K | New | $423,585 | 0.0% | New | 1 | SEC ↗ |
| 28 | Mml Investors Services, Llc | 11.39K | +8.9% | $361,097 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 29 | Cerity Partners LLC | 8.16K | 0.0% | $258,780 | 0.0% | Held | 3 | SEC ↗ |
| 30 | Fifth Third Bancorp | 5.99K | -0.4% | $189,831 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 31 | Pnc Financial Services Group, Inc. | 546 | +215.6% | $17,307 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 32 | Pnc Financial Services Group, Inc. | 546 | +215.6% | $17,307 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 33 | Rockefeller Capital Management L.P. | 241 | +0.4% | $7,650 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 34 | Fidelity (FMR) ✦ | 240 | -37.2% | $7,593 | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 35 | Bank Of Montreal /Can/ | 142 | -94.9% | $4,501 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 36 | Northwestern Mutual Wealth… | 130 | +12900.0% | $4,121 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 37 | JPMorgan Chase ✦ | 48 | — | $1,555 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 38 | JPMorgan Chase ✦ | 48 | — | $1,555 | 0.0% | ▲ Add | 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 | $2.04M | 0.0% |
| Citadel Advisors | $1.42M | 0.0% |
| Commonwealth Equity Services… | $423,585 | 0.0% |
Exited
| Two Sigma Investments | $1.33M | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 70 holders, 3.88M shares, $109.18M 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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