Security record · archived quarter
FTRB
name pending profile ingest
12Tracked holders
0Δ holders
7.96MShares held
$199.74MReported value
+1New positions
−1Exits
Momentum inputs (comparable managers): holder breadth 0.0% · share flow +30.0% · net new positions 0.0% — formula
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 | 12 | 0 | 7.96M | $199.74M | +1 | −1 |
| Q1 2026 | 12 | -3 | 6.11M | $153.56M | +1 | −4 |
| Q4 2025 | 15 | 0 | 3.75M | $95.29M | — | — |
| Q3 2025 | 1 | 0 | 102.19K | $2.59M | — | — |
| Q2 2025 | 1 | 0 | 60.97K | $1.53M | — | — |
| Q1 2025 | 1 | 0 | 20.41K | $511,245 | — | — |
| Q4 2024 | 1 | 0 | 14.65K | $361,537 | — | — |
| Q3 2024 | 1 | 0 | 11.90K | $306,968 | — | — |
| Q2 2024 | 1 | — | 17.38K | $430,602 | — | — |
Who holds it · Q2 2026
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Truist Financial Corp | 2.96M | +15.7% | $74.17M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 2 | Raymond James Financial Inc | 2.11M | +65.2% | $53.06M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 3 | Raymond James Financial Inc | 2.11M | +65.2% | $53.06M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 4 | Raymond James Financial Inc | 2.11M | +65.2% | $53.06M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 5 | Envestnet Asset Management Inc | 874.34K | +8.4% | $21.94M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 6 | Osaic Holdings, Inc. | 820.58K | +77.7% | $20.60M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 7 | Osaic Holdings, Inc. | 820.58K | +77.7% | $20.60M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 8 | Mml Investors Services, Llc | 519.58K | +17.7% | $13.04M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 9 | Wealth Enhancement Advisory… | 305.72K | +30.8% | $7.63M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 10 | Commonwealth Equity Services, Llc | 182.35K | -0.7% | $4.58M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 11 | Stifel Financial Corp | 87.31K | -6.9% | $2.19M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 12 | Goldman Sachs Group ✦ | 45.51K | +130.8% | $1.14M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 13 | Citadel Advisors ✦ | 43.30K | New | $1.09M | 0.0% | New | 1 | SEC ↗ |
| 14 | LPL Financial LLC | 11.18K | -26.9% | $280,662 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 15 | Royal Bank Of Canada | 1.09K | 0.0% | $27,000 | 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
| Citadel Advisors | $1.09M | 0.0% |
Exited
| Cetera Investment Advisers | $368,557 | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 50 holders, 16.94M shares, $423.06M 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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