Security record · archived quarter
FVAL
name pending profile ingest
38Tracked holders
+3Δ holders
5.72MShares held
$396.62MReported value
+6New positions
−3Exits
Momentum inputs (comparable managers):
holder breadth +8.6% ·
share flow +2.6% ·
net new positions +7.9%
— formula
Broad accumulation — rising shares across more holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q1 2026
Ownership over time
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q2 2026 | 33 | -4 | 5.92M | $461.38M | — | −4 |
| Q1 2026 | 38 | +3 | 5.72M | $396.62M | +6 | −3 |
| Q4 2025 | 35 | +1 | 5.58M | $403.19M | +1 | — |
| Q3 2025 | 6 | 0 | 2.35M | $161.73M | — | — |
| Q2 2025 | 3 | 0 | 1.85M | $117.94M | — | — |
| Q1 2025 | 2 | 0 | 248.51K | $14.81M | — | — |
| Q4 2024 | 2 | 0 | 56.02K | $3.45M | — | — |
| Q3 2024 | 2 | +2 | 46.30K | $2.81M | +2 | — |
Who holds it · Q1 2026
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Envestnet Asset Management Inc | 1.70M | +9.7% | $118.00M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 2 | Fidelity (FMR) ✦ | 1.68M | +1.7% | $116.85M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 3 | Royal Bank Of Canada | 301.38K | +0.2% | $20.91M | 0.0% | ▲ Add | 2 | SEC ↗ ×4 |
| 4 | LPL Financial LLC | 290.29K | -12.5% | $20.15M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 5 | Cetera Investment Advisers | 281.54K | +9.5% | $19.54M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 6 | Osaic Holdings, Inc. | 247.92K | -1.3% | $17.21M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 7 | Commonwealth Equity Services, Llc | 213.85K | -10.4% | $14.84M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 8 | JPMorgan Chase ✦ | 206.53K | -0.5% | $13.93M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 9 | Bank Of America Corp /De/ | 173.29K | -8.7% | $12.03M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 10 | Morgan Stanley ✦ | 131.61K | +4.4% | $9.13M | 0.0% | ▲ Add | 3 | SEC ↗ ×4 |
| 11 | Jones Financial Companies Lllp | 110.78K | +58.6% | $7.48M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 12 | Creative Planning | 106.63K | +4.0% | $7.40M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 13 | Raymond James Financial Inc | 53.90K | +7.4% | $3.74M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 14 | Rockefeller Capital Management L.P. | 41.67K | +80.3% | $2.89M | 0.0% | ▲ Add | 2 | SEC ↗ ×4 |
| 15 | Goldman Sachs Group ✦ | 31.60K | +7.2% | $2.19M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 16 | Two Sigma Investments ✦ | 22.80K | -74.4% | $1.58M | 0.0% | ▼ Trim | 7 | SEC ↗ |
| 17 | Mml Investors Services, Llc | 19.48K | -16.4% | $1.35M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 18 | BlackRock ✦ (passive) | 17.15K | New | $1.19M | 0.0% | New | 1 | SEC ↗ |
| 19 | AQR Capital Management ✦ | 12.38K | +32.3% | $859,121 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 20 | Cwm, Llc | 12.19K | +7424.7% | $845,953 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 21 | Wealth Enhancement Advisory… | 10.78K | +4.6% | $753,319 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 22 | Susquehanna International Group, Llp | 10.52K | +13.4% | $729,741 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 23 | Cerity Partners LLC | 8.04K | +0.7% | $558,122 | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 24 | Assetmark, Inc | 7.26K | +6.3% | $503,842 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 25 | Mariner, LLC | 6.31K | +38.5% | $438,169 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 26 | Quantinno Capital Management LP | 3.84K | -15.2% | $266,479 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 27 | Mercer Global Advisors Inc /Adv | 3.58K | New | $248,308 | 0.0% | New | 1 | SEC ↗ |
| 28 | Marshall Wace ✦ | 3.28K | New | $227,632 | 0.0% | New | 1 | SEC ↗ ×2 |
| 29 | Stifel Financial Corp | 3.03K | +1.2% | $210,005 | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 30 | Northwestern Mutual Wealth… | 2.56K | +18.2% | $177,643 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 31 | Fifth Third Bancorp | 2.22K | +5321.9% | $154,307 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 32 | Wells Fargo & Company/Mn | 1.02K | +127.8% | $71,106 | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 33 | UBS Group AG | 914 | -56.0% | $63,432 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 34 | UBS AM, a distinct business unit of… | 321 | New | $22,277 | 0.0% | New | 1 | SEC ↗ |
| 35 | Russell Investments Group, Ltd. | 308 | 0.0% | $21,375 | 0.0% | Held | 2 | SEC ↗ |
| 36 | Bank Of Montreal /Can/ | 273 | 0.0% | $18,946 | 0.0% | Held | 2 | SEC ↗ |
| 37 | Pnc Financial Services Group, Inc. | 251 | New | $17,419 | 0.0% | New | 1 | SEC ↗ |
| 38 | Us Bancorp \De\ | 92 | New | $6,385 | 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
| BlackRock | $1.19M | 0.0% |
| Mercer Global Advisors Inc… | $248,308 | 0.0% |
| Marshall Wace | $227,632 | 0.0% |
| UBS AM, a distinct business… | $22,277 | 0.0% |
| Pnc Financial Services Group… | $17,419 | 0.0% |
| Us Bancorp \De\ | $6,385 | 0.0% |
Exited
| Citadel Advisors | $1.03M | was 0.0% |
| Jane Street Group, Llc | $524,247 | was 0.0% |
| Blair William & Co/Il | $15,295 | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 147 holders, 8.72M shares, $595.50M 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: Q1 2026 ·
Methodology ·
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