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Security record

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Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025 Q4 2024 Q3 2024
28Tracked holders
0Δ holders
14.64MShares held
$541.91MReported value
+2New positions
−2Exits
Stable How these are computed → Explain this at the Research Desk →

Momentum inputs (comparable managers): holder breadth 0.0% · share flow +1.7% · net new positions 0.0%formula

All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q2 2026

Ownership over time
QuarterHoldersΔSharesReported valueNewExits
Q2 2026 28 0 14.64M $541.91M +2 −2
Q1 2026 29 +4 15.71M $534.80M +5 −1
Q4 2025 25 +1 15.74M $556.36M +1
Q3 2025 3 0 1.00M $35.94M
Q2 2025 2 0 62.77K $2.15M
Q1 2025 1 0 85.01K $2.53M
Q4 2024 1 0 20.75K $651,707
Q3 2024 1 +1 13.18K $411,480 +1
Holder count
Who holds it · Q2 2026
#ManagerSharesΔ sharesValueTheir weightHeld
1 LPL Financial LLC 5.77M +0.4% $213.45M 0.0% ▲ Add 3 SEC ↗
2 Raymond James Financial Inc 1.91M -1.7% $70.57M 0.0% ▼ Trim 3 SEC ↗
3 Raymond James Financial Inc 1.91M -1.7% $70.57M 0.0% ▼ Trim 3 SEC ↗
4 Raymond James Financial Inc 1.91M -1.7% $70.57M 0.0% ▼ Trim 3 SEC ↗
5 Cetera Investment Advisers 1.53M +2.9% $56.76M 0.1% ▲ Add 3 SEC ↗
6 Morgan Stanley 1.11M +8.0% $41.03M 0.0% ▲ Add 4 SEC ↗
7 Morgan Stanley 1.11M +8.0% $41.03M 0.0% ▲ Add 4 SEC ↗
8 Envestnet Asset Management Inc 1.09M +9.3% $40.16M 0.0% ▲ Add 3 SEC ↗
9 Osaic Holdings, Inc. 777.67K +12.2% $28.78M 0.0% ▲ Add 3 SEC ↗
10 Osaic Holdings, Inc. 777.67K +12.2% $28.78M 0.0% ▲ Add 3 SEC ↗
11 Osaic Holdings, Inc. 777.67K +12.2% $28.78M 0.0% ▲ Add 3 SEC ↗
12 Royal Bank Of Canada 541.87K +5.4% $20.05M 0.0% ▲ Add 3 SEC ↗
13 Royal Bank Of Canada 541.87K +5.4% $20.05M 0.0% ▲ Add 3 SEC ↗
14 Royal Bank Of Canada 541.87K +5.4% $20.05M 0.0% ▲ Add 3 SEC ↗
15 Assetmark, Inc 425.00K +6.9% $15.73M 0.0% ▲ Add 3 SEC ↗
16 Wells Fargo & Company/Mn 330.75K -13.0% $12.24M 0.0% ▼ Trim 3 SEC ↗
17 Wells Fargo & Company/Mn 330.75K -13.0% $12.24M 0.0% ▼ Trim 3 SEC ↗
18 Commonwealth Equity Services, Llc 314.95K -7.4% $11.65M 0.0% ▼ Trim 3 SEC ↗
19 Stifel Financial Corp 254.76K +3.6% $9.43M 0.0% ▲ Add 3 SEC ↗
20 Baird Financial Group, Inc. 200.59K +5.4% $7.42M 0.0% ▲ Add 3 SEC ↗
21 Mml Investors Services, Llc 134.17K +26.2% $4.96M 0.0% ▲ Add 3 SEC ↗
22 Bank of New York Mellon Corp 102.67K +2.4% $3.80M 0.0% ▲ Add 3 SEC ↗
23 Bank of New York Mellon Corp 102.67K +2.4% $3.80M 0.0% ▲ Add 3 SEC ↗
24 Truist Financial Corp 51.73K +47.3% $1.91M 0.0% ▲ Add 3 SEC ↗
25 Citadel Advisors 28.35K -53.5% $1.05M 0.0% ▼ Trim 8 SEC ↗
26 Susquehanna International Group, Llp 20.07K +6.2% $742,486 0.0% ▲ Add 3 SEC ↗
27 Wealth Enhancement Advisory… 16.95K +2.5% $644,503 0.0% ▲ Add 2 SEC ↗
28 Goldman Sachs Group 15.86K -22.7% $586,818 0.0% ▼ Trim 2 SEC ↗
29 First Trust Advisors Lp 5.77K New $213,465 0.0% New 1 SEC ↗
30 Creative Planning 5.49K -35.0% $203,142 0.0% ▼ Trim 2 SEC ↗
31 BlackRock (passive) 5.33K -5.0% $197,111 0.0% ▼ Trim 2 SEC ↗
32 Northwestern Mutual Wealth… 4.14K +302.0% $153,226 0.0% ▲ Add 3 SEC ↗
33 Fidelity (FMR) 2.91K -61.0% $107,653 0.0% ▼ Trim 5 SEC ↗
34 Fifth Third Bancorp 915 -61.0% $33,857 0.0% ▼ Trim 3 SEC ↗
35 Jones Financial Companies Lllp 408 -78.2% $14,991 0.0% ▼ Trim 2 SEC ↗
36 JPMorgan Chase 104 +333.3% $3,830 0.0% ▲ Add 3 SEC ↗
37 UBS Group AG 3 New $111 0.0% New 1 SEC ↗

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

New buyers

First Trust Advisors Lp $213,465 0.0%
UBS Group AG $111 0.0%

Exited

Jane Street Group, Llc $1.53M was 0.0%
Mariner, LLC $411,117 was 0.0%

Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 180 holders, 25.99M shares, $834.30M 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