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Q2 2026 Q1 2026 Q4 2025
37Tracked holders
+3Δ holders
12.24MShares held
$136.51MReported value
+3New positions
−0Exits
Strongly Rising 2 quarters of rising tracked shares ●●○○○○ How these are computed → Explain this at the Research Desk →

Momentum inputs (comparable managers): holder breadth +8.8% · share flow +19.2% · net new positions +8.1% — 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
QuarterHoldersΔSharesReported valueNewExits
Q2 2026 37 +3 12.24M $136.51M +3 —
Q1 2026 35 +1 10.37M $129.71M +5 −4
Q4 2025 34 +4 7.44M $105.21M +4 —
Holder count
Who holds it · Q2 2026
#ManagerSharesΔ sharesValueTheir weightHeld
1 Nomura Holdings Inc 3.72M +40.2% $41.47M 0.2% ▲ Add 3 SEC ↗
2 Envestnet Asset Management Inc 1.70M +6.1% $18.93M 0.0% ▲ Add 3 SEC ↗
3 Morgan Stanley ✦ 1.28M +36.6% $14.31M 0.0% ▲ Add 3 SEC ↗ ×3
4 Commonwealth Equity Services, Llc 851.27K -19.2% $9.49M 0.0% ▼ Trim 3 SEC ↗
5 Toronto Dominion Bank 700.00K +27.3% $7.80M 0.0% ▲ Add 2 SEC ↗
6 Citadel Advisors ✦ 585.01K +114.5% $6.52M 0.0% ▲ Add 3 SEC ↗
7 LPL Financial LLC 576.79K -7.2% $6.43M 0.0% ▼ Trim 3 SEC ↗
8 Cetera Investment Advisers 497.98K -11.2% $5.55M 0.0% ▼ Trim 3 SEC ↗
9 Stifel Financial Corp 428.86K +8.2% $4.78M 0.0% ▲ Add 3 SEC ↗
10 Osaic Holdings, Inc. 327.46K +22.4% $3.65M 0.0% ▲ Add 3 SEC ↗ ×3
11 Raymond James Financial Inc 317.56K +1.6% $3.54M 0.0% ▲ Add 3 SEC ↗ ×2
12 BlackRock ✦ (passive) 287.72K -3.0% $3.21M 0.0% ▼ Trim 3 SEC ↗
13 Rockefeller Capital Management L.P. 209.50K +2758.1% $2.34M 0.0% ▲ Add 3 SEC ↗ ×2
14 Mml Investors Services, Llc 95.88K +14.0% $1.07M 0.0% ▲ Add 3 SEC ↗
15 HighTower Advisors, LLC 83.98K -6.0% $936,334 0.0% ▼ Trim 3 SEC ↗
16 Mariner, LLC 76.74K -43.9% $855,618 0.0% ▼ Trim 3 SEC ↗
17 Cerity Partners LLC 76.30K +340.6% $850,792 0.0% ▲ Add 3 SEC ↗
18 Wealth Enhancement Advisory… 74.30K +4.2% $829,964 0.0% ▲ Add 3 SEC ↗
19 Bank Of America Corp /De/ 61.46K New $685,268 0.0% New 1 SEC ↗ ×2
20 UBS Group AG 44.67K +68.3% $498,115 0.0% ▲ Add 3 SEC ↗ ×2
21 Creative Planning 42.71K -25.2% $476,172 0.0% ▼ Trim 3 SEC ↗
22 Lido Advisors, LLC 33.32K +13.9% $371,549 0.0% ▲ Add 2 SEC ↗
23 Jane Street Group, Llc 31.27K -64.0% $348,616 0.0% ▼ Trim 3 SEC ↗ ×2
24 Mercer Global Advisors Inc /Adv 27.91K +1.7% $311,161 0.0% ▲ Add 2 SEC ↗
25 Empower Advisory Group, LLC 24.27K -3.4% $270,633 0.0% ▼ Trim 3 SEC ↗
26 Captrust Financial Advisors 20.55K 0.0% $229,188 0.0% Held 2 SEC ↗
27 Royal Bank Of Canada 17.82K -48.9% $199,000 0.0% ▼ Trim 3 SEC ↗ ×2
28 Focus Partners Wealth 16.02K -6.7% $178,680 0.0% ▼ Trim 2 SEC ↗
29 Truist Financial Corp 10.66K New $118,816 0.0% New 1 SEC ↗ ×2
30 Hrt Financial Lp 10.51K New $117,000 0.0% New 1 SEC ↗
31 Wells Fargo & Company/Mn 3.75K -60.7% $41,850 0.0% ▼ Trim 3 SEC ↗ ×2
32 Pnc Financial Services Group, Inc. 3.15K +568.6% $35,111 0.0% ▲ Add 3 SEC ↗
33 Northwestern Mutual Wealth… 2.36K 0.0% $26,359 0.0% Held 3 SEC ↗
34 Kayne Anderson Rudnick Investment… 1.25K 0.0% $13,893 0.0% Held 3 SEC ↗
35 Fifth Third Bancorp 470 +18.4% $5,237 0.0% ▲ Add 3 SEC ↗
36 JPMorgan Chase ✦ 441 -2.0% $4,939 0.0% ▼ Trim 3 SEC ↗
37 Assetmark, Inc 180 0.0% $2,007 0.0% Held 3 SEC ↗

“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.

New buyers

Bank Of America Corp /De/ $685,268 0.0%
Truist Financial Corp $118,816 0.0%
Hrt Financial Lp $117,000 0.0%

Exited

No tracked exits this quarter.

Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 245 holders, 30.82M shares, $328.38M 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