Security record · archived quarter
HQL
name pending profile ingest
26Tracked holders
+6Δ holders
3.79MShares held
$61.64MReported value
+7New positions
−1Exits
Momentum inputs (comparable managers):
holder breadth +30.0% ·
share flow +23.8% ·
net new positions +20.0%
— formula
Broad accumulation — rising shares across more holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q1 2026
Ownership over time
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q2 2026 | 25 | 0 | 4.27M | $85.54M | +3 | −3 |
| Q1 2026 | 26 | +6 | 3.79M | $61.64M | +7 | −1 |
| Q4 2025 | 20 | 0 | 3.06M | $51.36M | — | — |
| Q3 2025 | 1 | — | 870.66K | $13.50M | — | — |
| Q1 2025 | 1 | +1 | 10.66K | $135,250 | +1 | — |
| Q3 2024 | 1 | 0 | 13.56K | $204,485 | — | — |
| Q2 2024 | 1 | — | 18.20K | $257,851 | — | — |
Who holds it · Q1 2026
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Morgan Stanley ✦ | 1.57M | +34.9% | $25.56M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 2 | Morgan Stanley ✦ | 1.57M | +34.9% | $25.56M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 3 | Morgan Stanley ✦ | 1.57M | +34.9% | $25.56M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 4 | Morgan Stanley ✦ | 1.57M | +34.9% | $25.56M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 5 | Raymond James Financial Inc | 661.31K | +10.8% | $10.76M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 6 | Raymond James Financial Inc | 661.31K | +10.8% | $10.76M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 7 | Raymond James Financial Inc | 661.31K | +10.8% | $10.76M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 8 | LPL Financial LLC | 478.80K | +6.7% | $7.79M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 9 | Allspring Global Investments… | 362.54K | +57.3% | $5.90M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 10 | Ameriprise Financial Inc | 191.76K | +0.6% | $3.11M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 11 | Ameriprise Financial Inc | 191.76K | +0.6% | $3.11M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 12 | Royal Bank Of Canada | 121.24K | +16.5% | $1.97M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 13 | Royal Bank Of Canada | 121.24K | +16.5% | $1.97M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 14 | Royal Bank Of Canada | 121.24K | +16.5% | $1.97M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 15 | Royal Bank Of Canada | 121.24K | +16.5% | $1.97M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 16 | Bank Of America Corp /De/ | 115.58K | +8.6% | $1.88M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 17 | First Trust Advisors Lp | 57.34K | +17.6% | $932,872 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 18 | Invesco Ltd. | 40.44K | +147.1% | $657,975 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 19 | Stifel Financial Corp | 40.31K | -3.3% | $655,782 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 20 | Osaic Holdings, Inc. | 36.69K | -3.4% | $596,972 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 21 | Osaic Holdings, Inc. | 36.69K | -3.4% | $596,972 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 22 | Commonwealth Equity Services, Llc | 21.25K | -17.1% | $345,790 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 23 | UBS Group AG | 19.76K | +6.2% | $321,463 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 24 | Mercer Global Advisors Inc /Adv | 16.11K | +53.0% | $262,070 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 25 | Jane Street Group, Llc | 14.94K | -10.2% | $243,025 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 26 | Jane Street Group, Llc | 14.94K | -10.2% | $243,025 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 27 | Envestnet Asset Management Inc | 14.21K | New | $231,132 | 0.0% | New | 1 | SEC ↗ |
| 28 | Wealth Enhancement Advisory… | 10.69K | New | $179,962 | 0.0% | New | 1 | SEC ↗ |
| 29 | Cwm, Llc | 10.05K | +4429.3% | $163,595 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 30 | Wells Fargo & Company/Mn | 2.06K | +175.0% | $33,466 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 31 | Northwestern Mutual Wealth… | 1.12K | +6.5% | $18,271 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 32 | Fifth Third Bancorp | 874 | New | $14,227 | 0.0% | New | 1 | SEC ↗ |
| 33 | BlackRock ✦ (passive) | 287 | New | $4,669 | 0.0% | New | 1 | SEC ↗ |
| 34 | Assetmark, Inc | 265 | 0.0% | $4,312 | 0.0% | Held | 2 | SEC ↗ |
| 35 | Rockefeller Capital Management L.P. | 37 | New | $602 | 0.0% | New | 1 | SEC ↗ |
| 36 | UBS AM, a distinct business unit of… | 13 | New | $212 | 0.0% | New | 1 | SEC ↗ |
| 37 | JPMorgan Chase ✦ | 2 | New | $32 | 0.0% | New | 1 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| Envestnet Asset Management Inc | $231,132 | 0.0% |
| Wealth Enhancement Advisory… | $179,962 | 0.0% |
| Fifth Third Bancorp | $14,227 | 0.0% |
| BlackRock | $4,669 | 0.0% |
| Rockefeller Capital… | $602 | 0.0% |
| UBS AM, a distinct business… | $212 | 0.0% |
| JPMorgan Chase | $32 | 0.0% |
Exited
| Pnc Financial Services Group… | $705 | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 85 holders, 8.29M shares, $119.66M 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: Q1 2026 ·
Methodology ·
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