Security record · archived quarter
HEDG
name pending profile ingest
15Tracked holders
0Δ holders
7.03MShares held
$210.89MReported value
+2New positions
−2Exits
Momentum inputs (comparable managers): holder breadth 0.0% · share flow +1.2% · 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 | 15 | 0 | 7.03M | $210.89M | +2 | −2 |
| Q1 2026 | 16 | +1 | 6.95M | $201.27M | +4 | −3 |
| Q4 2025 | 15 | +2 | 6.14M | $180.02M | +2 | — |
Who holds it · Q2 2026
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | HighTower Advisors, LLC | 2.69M | +0.4% | $80.57M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 2 | UBS Group AG | 1.39M | -10.5% | $41.70M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 3 | Rockefeller Capital Management L.P. | 951.35K | +20.6% | $28.54M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 4 | Rockefeller Capital Management L.P. | 951.35K | +20.6% | $28.54M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 5 | Rockefeller Capital Management L.P. | 951.35K | +20.6% | $28.54M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 6 | Rockefeller Capital Management L.P. | 951.35K | +20.6% | $28.54M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 7 | Royal Bank Of Canada | 866.45K | +0.2% | $25.99M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 8 | Royal Bank Of Canada | 866.45K | +0.2% | $25.99M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 9 | Envestnet Asset Management Inc | 547.89K | +9.9% | $16.44M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 10 | Raymond James Financial Inc | 261.09K | +7.8% | $7.83M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 11 | Raymond James Financial Inc | 261.09K | +7.8% | $7.83M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 12 | Stifel Financial Corp | 170.69K | +1.4% | $5.12M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 13 | Commonwealth Equity Services, Llc | 60.42K | +0.3% | $1.81M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 14 | Blair William & Co/Il | 47.00K | +0.1% | $1.41M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 15 | Baird Financial Group, Inc. | 16.11K | 0.0% | $483,330 | 0.0% | Held | 3 | SEC ↗ |
| 16 | Jane Street Group, Llc | 11.47K | -25.1% | $344,190 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 17 | Gotham Asset Management ✦ | 11.23K | New | $336,840 | 0.0% | New | 1 | SEC ↗ |
| 18 | Fifth Third Bancorp | 6.40K | +19.5% | $192,010 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 19 | Wells Fargo & Company/Mn | 3.65K | New | $109,650 | 0.0% | New | 1 | SEC ↗ |
| 20 | Fidelity (FMR) ✦ | 37 | -21.3% | $1,110 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 21 | Fidelity (FMR) ✦ | 37 | -21.3% | $1,110 | 0.0% | ▼ Trim | 3 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| Gotham Asset Management | $336,840 | 0.0% |
| Wells Fargo & Company/Mn | $109,650 | 0.0% |
Exited
| Susquehanna International… | $270,905 | was 0.0% |
| Morgan Stanley | $28,516 | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 37 holders, 11.40M shares, $325.95M 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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