Security record
FT
name pending profile ingest
18Tracked holders
0Δ holders
2.19MShares held
$17.64MReported value
+0New positions
−0Exits
Momentum inputs (comparable managers): holder breadth 0.0% · share flow -1.5% · net new positions 0.0% — formula
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q2 2026
Ownership over time
Who holds it · Q2 2026
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 513.86K | -12.1% | $4.14M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 2 | Morgan Stanley ✦ | 427.75K | +8.3% | $3.45M | 0.0% | ▲ Add | 4 | SEC ↗ ×2 |
| 3 | Stifel Financial Corp | 380.21K | -0.8% | $3.07M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 4 | Commonwealth Equity Services, Llc | 247.48K | +1.3% | $2.00M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 5 | UBS Group AG | 125.01K | +3.0% | $1.01M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 6 | Osaic Holdings, Inc. | 113.64K | +15.4% | $916,796 | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 7 | Wells Fargo & Company/Mn | 101.30K | -5.9% | $817,014 | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 8 | Cetera Investment Advisers | 72.47K | +0.2% | $584,471 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 9 | Raymond James Financial Inc | 51.73K | +8.1% | $417,191 | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 10 | Focus Partners Wealth | 42.64K | +15.1% | $343,867 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 11 | Invesco Ltd. | 23.80K | -1.1% | $191,971 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 12 | Citadel Advisors ✦ | 19.83K | -22.1% | $159,961 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 13 | Royal Bank Of Canada | 18.09K | -0.3% | $146,000 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 14 | Ameriprise Financial Inc | 17.64K | -12.2% | $142,272 | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 15 | Goldman Sachs Group ✦ | 15.13K | -24.6% | $121,991 | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 16 | Susquehanna International Group, Llp | 12.82K | -22.9% | $103,361 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 17 | Pnc Financial Services Group, Inc. | 3.20K | 0.0% | $25,826 | 0.0% | Held | 3 | SEC ↗ |
| 18 | Northwestern Mutual Wealth… | 500 | 0.0% | $4,032 | 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
| No new tracked buyers this quarter. |
Exited
| No tracked exits this quarter. |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 53 holders, 4.54M shares, $33.98M 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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