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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
30Tracked holders
+4Δ holders
5.44MShares held
$35.89MReported value
+4New positions
−0Exits
Strongly Rising 4 quarters of rising tracked shares ●●●●○○ How these are computed → Explain this at the Research Desk →

Momentum inputs (comparable managers): holder breadth +15.4% · share flow +14.6% · net new positions +13.3%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 30 +4 5.44M $35.89M +4
Q1 2026 27 -4 4.75M $28.75M +1 −5
Q4 2025 31 -1 4.74M $28.58M −1
Q3 2025 3 0 1.14M $6.90M
Q2 2025 2 0 393.95K $2.28M
Q1 2025 2 +1 394.76K $2.11M +1
Q4 2024 1 -1 331.02K $1.67M −1
Q3 2024 2 -1 288.08K $1.50M −1
Q2 2024 3 296.12K $1.75M
Holder count
Who holds it · Q2 2026
#ManagerSharesΔ sharesValueTheir weightHeld
1 Morgan Stanley 1.38M +48.6% $9.08M 0.0% ▲ Add 4 SEC ↗
2 Morgan Stanley 1.38M +48.6% $9.08M 0.0% ▲ Add 4 SEC ↗
3 Morgan Stanley 1.38M +48.6% $9.08M 0.0% ▲ Add 4 SEC ↗
4 Commonwealth Equity Services, Llc 1.26M -1.5% $8.30M 0.0% ▼ Trim 3 SEC ↗
5 LPL Financial LLC 947.88K -0.2% $6.25M 0.0% ▼ Trim 3 SEC ↗
6 Osaic Holdings, Inc. 472.65K -1.5% $3.11M 0.0% ▼ Trim 3 SEC ↗
7 GAMCO Investors 331.02K 0.0% $2.18M 0.0% Held 9 SEC ↗
8 Baird Financial Group, Inc. 225.79K +501.2% $1.49M 0.0% ▲ Add 3 SEC ↗
9 Baird Financial Group, Inc. 225.79K +501.2% $1.49M 0.0% ▲ Add 3 SEC ↗
10 Cetera Investment Advisers 188.27K +6.6% $1.24M 0.0% ▲ Add 3 SEC ↗
11 Raymond James Financial Inc 125.17K -3.7% $824,881 0.0% ▼ Trim 3 SEC ↗
12 Raymond James Financial Inc 125.17K -3.7% $824,881 0.0% ▼ Trim 3 SEC ↗
13 Envestnet Asset Management Inc 100.39K +29.7% $661,566 0.0% ▲ Add 3 SEC ↗
14 Creative Planning 56.92K +0.1% $375,082 0.0% ▲ Add 3 SEC ↗
15 Mariner, LLC 51.58K +138.0% $339,877 0.0% ▲ Add 3 SEC ↗
16 Royal Bank Of Canada 47.58K -40.6% $314,000 0.0% ▼ Trim 3 SEC ↗
17 Wealth Enhancement Advisory… 37.60K +35.3% $257,558 0.0% ▲ Add 3 SEC ↗
18 Stifel Financial Corp 27.42K +7.2% $180,692 0.0% ▲ Add 3 SEC ↗
19 Bank Of America Corp /De/ 25.58K -3.9% $168,590 0.0% ▼ Trim 3 SEC ↗
20 UBS Group AG 24.95K -10.7% $164,388 0.0% ▼ Trim 3 SEC ↗
21 Nuveen, LLC 24.57K New $161,890 0.0% New 1 SEC ↗
22 Pnc Financial Services Group, Inc. 23.66K 0.0% $155,894 0.0% Held 3 SEC ↗
23 Pnc Financial Services Group, Inc. 23.66K 0.0% $155,894 0.0% Held 3 SEC ↗
24 Hrt Financial Lp 18.05K New $118,000 0.0% New 1 SEC ↗
25 Focus Partners Wealth 17.65K -37.6% $116,341 0.0% ▼ Trim 3 SEC ↗
26 Mml Investors Services, Llc 14.66K +2.0% $96,588 0.0% ▲ Add 3 SEC ↗
27 Jane Street Group, Llc 13.77K New $90,724 0.0% New 1 SEC ↗
28 Jane Street Group, Llc 13.77K New $90,724 0.0% New 1 SEC ↗
29 Mercer Global Advisors Inc /Adv 11.67K +0.9% $76,892 0.0% ▲ Add 2 SEC ↗
30 HighTower Advisors, LLC 11.35K 0.0% $74,797 0.0% Held 3 SEC ↗
31 Fifth Third Bancorp 4.76K +72.5% $31,355 0.0% ▲ Add 3 SEC ↗
32 Northwestern Mutual Wealth… 1.08K -24.6% $7,144 0.0% ▼ Trim 3 SEC ↗
33 Assetmark, Inc 730 0.0% $4,811 0.0% Held 3 SEC ↗
34 Jones Financial Companies Lllp 597 New $3,851 0.0% New 1 SEC ↗
35 Wells Fargo & Company/Mn 543 +54200.0% $3,578 0.0% ▲ Add 3 SEC ↗
36 Wells Fargo & Company/Mn 543 +54200.0% $3,578 0.0% ▲ Add 3 SEC ↗
37 Rockefeller Capital Management L.P. 405 +2.5% $2,669 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

Nuveen, LLC $161,890 0.0%
Hrt Financial Lp $118,000 0.0%
Jane Street Group, Llc $90,724 0.0%
Jane Street Group, Llc $90,724 0.0%
Jones Financial Companies Lllp $3,851 0.0%

Exited

No tracked exits this quarter.

Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 92 holders, 7.29M shares, $39.09M 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