Security record
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6Tracked holders
0Δ holders
336.02KShares held
$11.64MReported 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 | 6 | 0 | 336.02K | $11.64M | +1 | −1 |
| Q1 2026 | 7 | +2 | 1.06M | $31.95M | +4 | −2 |
| Q4 2025 | 5 | -1 | 811.23K | $25.01M | — | −1 |
| Q3 2025 | 1 | +1 | 7.70K | $232,246 | +1 | — |
| Q1 2025 | 1 | 0 | 9.75K | $250,945 | — | — |
| Q4 2024 | 1 | 0 | 23.94K | $617,276 | — | — |
| Q3 2024 | 1 | 0 | 68.27K | $1.81M | — | — |
| Q2 2024 | 1 | — | 100.00K | $2.50M | — | — |
Who holds it · Q2 2026
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Truist Financial Corp | 131.34K | +499.1% | $4.55M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 2 | Raymond James Financial Inc | 122.41K | -2.5% | $4.24M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 3 | Envestnet Asset Management Inc | 44.57K | +150.8% | $1.54M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 4 | Cetera Investment Advisers | 15.65K | New | $542,272 | 0.0% | New | 1 | SEC ↗ |
| 5 | Royal Bank Of Canada | 14.02K | +36.3% | $485,000 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 6 | Citadel Advisors ✦ | 8.03K | +5.4% | $277,977 | 0.0% | ▲ Add | 2 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| Cetera Investment Advisers | $542,272 | 0.0% |
Exited
| Susquehanna International… | $761,230 | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 13 holders, 1.24M shares, $35.15M 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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