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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
26Tracked holders
0Δ holders
1.22MShares held
$85.38MReported value
+2New positions
−2Exits
Rising 4 quarters of rising tracked shares ●●●●○○ How these are computed → Explain this at the Research Desk →

Momentum inputs (comparable managers): holder breadth 0.0% · share flow +7.8% · 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 26 0 1.22M $85.38M +2 −2
Q1 2026 26 +3 1.13M $70.11M +3
Q4 2025 23 0 1.09M $62.03M
Q3 2025 4 0 171.21K $9.57M +1 −1
Q2 2025 1 -1 36.38K $1.83M −1
Q1 2025 2 0 39.21K $1.95M
Q4 2024 2 0 13.44K $739,334
Q3 2024 2 +1 53.66K $2.98M +1
Q2 2024 1 38.85K $2.01M
Holder count
Who holds it · Q2 2026
#ManagerSharesΔ sharesValueTheir weightHeld
1 LPL Financial LLC 260.10K +18.4% $18.16M 0.0% ▲ Add 3 SEC ↗
2 Morgan Stanley 185.12K -9.4% $12.92M 0.0% ▼ Trim 4 SEC ↗
3 Morgan Stanley 185.12K -9.4% $12.92M 0.0% ▼ Trim 4 SEC ↗
4 Wells Fargo & Company/Mn 178.00K +3.6% $12.43M 0.0% ▲ Add 3 SEC ↗
5 Wells Fargo & Company/Mn 178.00K +3.6% $12.43M 0.0% ▲ Add 3 SEC ↗
6 Royal Bank Of Canada 126.96K +25.4% $8.86M 0.0% ▲ Add 3 SEC ↗
7 Raymond James Financial Inc 101.00K -6.8% $7.05M 0.0% ▼ Trim 3 SEC ↗
8 Raymond James Financial Inc 101.00K -6.8% $7.05M 0.0% ▼ Trim 3 SEC ↗
9 Cetera Investment Advisers 68.40K +13.5% $4.78M 0.0% ▲ Add 3 SEC ↗
10 Truist Financial Corp 46.57K -2.5% $3.25M 0.0% ▼ Trim 3 SEC ↗
11 Commonwealth Equity Services, Llc 40.40K +14.2% $2.82M 0.0% ▲ Add 3 SEC ↗
12 Envestnet Asset Management Inc 40.03K -7.8% $2.79M 0.0% ▼ Trim 3 SEC ↗
13 UBS Group AG 34.12K -1.5% $2.38M 0.0% ▼ Trim 3 SEC ↗
14 Goldman Sachs Group 29.61K +226.5% $2.07M 0.0% ▲ Add 4 SEC ↗
15 Citadel Advisors 16.68K New $1.16M 0.0% New 1 SEC ↗
16 Osaic Holdings, Inc. 14.51K +9.2% $1.01M 0.0% ▲ Add 3 SEC ↗
17 Osaic Holdings, Inc. 14.51K +9.2% $1.01M 0.0% ▲ Add 3 SEC ↗
18 Two Sigma Investments 14.50K -6.3% $1.01M 0.0% ▼ Trim 2 SEC ↗
19 Susquehanna International Group, Llp 12.56K -37.7% $876,718 0.0% ▼ Trim 3 SEC ↗
20 Jones Financial Companies Lllp 12.41K +96.0% $869,523 0.0% ▲ Add 3 SEC ↗
21 Stifel Financial Corp 9.61K -21.4% $671,188 0.0% ▼ Trim 3 SEC ↗
22 Mml Investors Services, Llc 8.43K +10.5% $588,196 0.0% ▲ Add 3 SEC ↗
23 Baird Financial Group, Inc. 7.16K +7.5% $500,144 0.0% ▲ Add 2 SEC ↗
24 Wealth Enhancement Advisory… 5.50K +0.8% $383,658 0.0% ▲ Add 3 SEC ↗
25 JPMorgan Chase 5.28K -11.9% $368,164 0.0% ▼ Trim 4 SEC ↗
26 JPMorgan Chase 5.28K -11.9% $368,164 0.0% ▼ Trim 4 SEC ↗
27 JPMorgan Chase 5.28K -11.9% $368,164 0.0% ▼ Trim 4 SEC ↗
28 Corient Private Wealth LP 3.56K 0.0% $248,885 0.0% Held 3 SEC ↗
29 Fidelity (FMR) 867 0.0% $60,523 0.0% Held 4 SEC ↗
30 Rockefeller Capital Management L.P. 819 +0.2% $57,223 0.0% ▲ Add 3 SEC ↗
31 Fifth Third Bancorp 520 New $36,303 0.0% New 1 SEC ↗
32 Pnc Financial Services Group, Inc. 207 +0.5% $14,425 0.0% ▲ Add 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 $1.16M 0.0%
Fifth Third Bancorp $36,303 0.0%

Exited

Bank Of Montreal /Can/ $11,679 was 0.0%
Us Bancorp \De\ $8,651 was 0.0%

Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 66 holders, 1.76M shares, $96.37M 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