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Security record

GARP

name pending profile ingest

Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q4 2024
38Tracked holders
+4Δ holders
12.16MShares held
$1.00BReported value
+5New positions
−1Exits
Strongly Rising 3 quarters of rising tracked shares ●●●○○○ How these are computed → Explain this at the Research Desk →

Momentum inputs (comparable managers): holder breadth +11.8% · share flow +30.0% · net new positions +10.5%formula
Broad accumulation — rising shares across more holders

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

Ownership over time
QuarterHoldersΔSharesReported valueNewExits
Q2 2026 38 +4 12.16M $1.00B +5 −1
Q1 2026 35 +4 7.39M $472.66M +7 −3
Q4 2025 31 +1 4.85M $330.52M +1
Q3 2025 4 0 11.96K $785,041 +1 −1
Q2 2025 1 +1 14.02K $846,407 +1
Q4 2024 1 +1 40.45K $2.28M +1
Holder count
Who holds it · Q2 2026
#ManagerSharesΔ sharesValueTheir weightHeld
1 LPL Financial LLC 3.89M +78.7% $321.27M 0.1% ▲ Add 3 SEC ↗
2 Morgan Stanley 1.83M +129.7% $151.39M 0.0% ▲ Add 4 SEC ↗
3 Morgan Stanley 1.83M +129.7% $151.39M 0.0% ▲ Add 4 SEC ↗
4 Morgan Stanley 1.83M +129.7% $151.39M 0.0% ▲ Add 4 SEC ↗
5 Morgan Stanley 1.83M +129.7% $151.39M 0.0% ▲ Add 4 SEC ↗
6 Bank Of America Corp /De/ 1.27M +132.8% $104.94M 0.0% ▲ Add 3 SEC ↗
7 Bank Of America Corp /De/ 1.27M +132.8% $104.94M 0.0% ▲ Add 3 SEC ↗
8 Bank Of America Corp /De/ 1.27M +132.8% $104.94M 0.0% ▲ Add 3 SEC ↗
9 Raymond James Financial Inc 1.12M +48.2% $92.59M 0.0% ▲ Add 3 SEC ↗
10 Raymond James Financial Inc 1.12M +48.2% $92.59M 0.0% ▲ Add 3 SEC ↗
11 Cetera Investment Advisers 674.96K +10.2% $55.72M 0.1% ▲ Add 3 SEC ↗
12 Envestnet Asset Management Inc 545.25K +8.6% $45.01M 0.0% ▲ Add 3 SEC ↗
13 Mml Investors Services, Llc 446.13K +30.6% $36.83M 0.1% ▲ Add 3 SEC ↗
14 Wealth Enhancement Advisory… 446.54K +452.2% $36.38M 0.1% ▲ Add 3 SEC ↗
15 Osaic Holdings, Inc. 414.24K +18.1% $34.20M 0.0% ▲ Add 3 SEC ↗
16 Osaic Holdings, Inc. 414.24K +18.1% $34.20M 0.0% ▲ Add 3 SEC ↗
17 Osaic Holdings, Inc. 414.24K +18.1% $34.20M 0.0% ▲ Add 3 SEC ↗
18 Northwestern Mutual Wealth… 325.45K +47.6% $26.87M 0.0% ▲ Add 3 SEC ↗
19 Commonwealth Equity Services, Llc 322.34K +8.5% $26.61M 0.0% ▲ Add 3 SEC ↗
20 Stifel Financial Corp 268.50K +13.7% $22.17M 0.0% ▲ Add 3 SEC ↗
21 HighTower Advisors, LLC 164.06K -3.0% $13.54M 0.0% ▼ Trim 3 SEC ↗
22 Truist Financial Corp 126.29K +114.3% $10.43M 0.0% ▲ Add 3 SEC ↗
23 First Trust Advisors Lp 76.46K +0.9% $6.31M 0.0% ▲ Add 3 SEC ↗
24 Royal Bank Of Canada 33.93K +0.3% $2.80M 0.0% ▲ Add 3 SEC ↗
25 Susquehanna International Group, Llp 27.49K -24.8% $2.27M 0.0% ▼ Trim 3 SEC ↗
26 Susquehanna International Group, Llp 27.49K -24.8% $2.27M 0.0% ▼ Trim 3 SEC ↗
27 Goldman Sachs Group 22.45K +105.9% $1.85M 0.0% ▲ Add 4 SEC ↗
28 JPMorgan Chase 21.71K +2302.0% $1.77M 0.0% ▲ Add 4 SEC ↗
29 JPMorgan Chase 21.71K +2302.0% $1.77M 0.0% ▲ Add 4 SEC ↗
30 Bank of New York Mellon Corp 19.20K +10.4% $1.58M 0.0% ▲ Add 3 SEC ↗
31 Bank of New York Mellon Corp 19.20K +10.4% $1.58M 0.0% ▲ Add 3 SEC ↗
32 CIBC Bancorp USA Inc. 18.00K New $1.49M 0.0% New 1 SEC ↗
33 Citadel Advisors 16.00K +100.1% $1.32M 0.0% ▲ Add 2 SEC ↗
34 Cibc World Market Inc. 14.87K +2.9% $1.23M 0.0% ▲ Add 3 SEC ↗
35 Jane Street Group, Llc 7.47K +82.2% $616,401 0.0% ▲ Add 2 SEC ↗
36 Brown Advisory Inc 7.17K -1.7% $591,718 0.0% ▼ Trim 2 SEC ↗
37 AQR Capital Management 6.44K 0.0% $531,705 0.0% Held 3 SEC ↗
38 Corient Private Wealth LP 6.01K New $495,923 0.0% New 1 SEC ↗
39 Creative Planning 5.75K -0.1% $475,075 0.0% ▼ Trim 3 SEC ↗
40 Qube Research & Technologies Ltd 5.51K New $454,603 0.0% New 1 SEC ↗
41 Us Bancorp \De\ 4.44K -4.8% $366,687 0.0% ▼ Trim 2 SEC ↗
42 Boston Partners 3.90K 0.0% $322,330 0.0% Held 2 SEC ↗
43 Fidelity (FMR) 3.37K +51.5% $278,338 0.0% ▲ Add 4 SEC ↗
44 Fifth Third Bancorp 3.33K +60.7% $274,547 0.0% ▲ Add 3 SEC ↗
45 Quantinno Capital Management LP 2.58K New $212,979 0.0% New 1 SEC ↗
46 Mercer Global Advisors Inc /Adv 2.44K -31.0% $201,835 0.0% ▼ Trim 2 SEC ↗
47 Bank Of Montreal /Can/ 348 -14.9% $28,734 0.0% ▼ Trim 3 SEC ↗
48 Pnc Financial Services Group, Inc. 142 New $11,722 0.0% New 1 SEC ↗
49 UBS Group AG 13 -48.0% $1,073 0.0% ▼ Trim 3 SEC ↗

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

Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 137 holders, 14.10M shares, $823.57M 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