Security record · archived quarter
IBTM
name pending profile ingest
30Tracked holders
+6Δ holders
5.52MShares held
$126.56MReported value
+6New positions
−0Exits
Momentum inputs (comparable managers):
holder breadth +25.0% ·
share flow +10.3% ·
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 | 28 | 0 | 5.26M | $119.34M | +2 | −3 |
| Q1 2026 | 30 | +6 | 5.52M | $126.56M | +6 | n/a |
| Q4 2025 | 24 | 0 | 5.00M | $115.43M | n/a | n/a |
| Q3 2025 | 4 | +1 | 963.46K | $22.28M | +1 | n/a |
| Q2 2025 | 1 | +1 | 90.22K | $2.08M | +1 | n/a |
| Q4 2024 | 1 | 0 | 42.91K | $952,558 | n/a | n/a |
| Q3 2024 | 1 | 0 | 74.36K | $1.75M | n/a | n/a |
| Q2 2024 | 1 | n/a | 34.15K | $766,371 | n/a | n/a |
Who holds it · Q1 2026
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | UBS Group AG | 995.71K | +4.2% | $22.83M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 2 | Morgan Stanley ✦ | 848.98K | +2.7% | $19.47M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 3 | Raymond James Financial Inc | 527.22K | +7.2% | $12.09M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 4 | Truist Financial Corp | 373.68K | +4.2% | $8.57M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 5 | Envestnet Asset Management Inc | 352.82K | New | $8.09M | 0.0% | New | 1 | SEC ↗ |
| 6 | Wells Fargo & Company/Mn | 351.07K | +7.3% | $8.05M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 7 | Ameriprise Financial Inc | 282.76K | -25.3% | $6.48M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 8 | HighTower Advisors, LLC | 279.94K | +4.4% | $6.42M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 9 | Mercer Global Advisors Inc /Adv | 199.07K | +6.9% | $4.56M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 10 | Citadel Advisors ✦ | 192.88K | +95.6% | $4.42M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 11 | Bank Of America Corp /De/ | 187.99K | -0.7% | $4.31M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 12 | LPL Financial LLC | 182.76K | +8.2% | $4.19M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 13 | Royal Bank Of Canada | 145.27K | +1.5% | $3.33M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 14 | Stifel Financial Corp | 128.21K | +23.6% | $2.94M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 15 | Goldman Sachs Group ✦ | 83.53K | 0.0% | $1.92M | 0.0% | Held | 3 | SEC ↗ |
| 16 | Cetera Investment Advisers | 78.50K | -60.3% | $1.80M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 17 | Cwm, Llc | 53.03K | +1.5% | $1.22M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 18 | Jane Street Group, Llc | 52.37K | New | $1.20M | 0.0% | New | 1 | SEC ↗ |
| 19 | Commonwealth Equity Services, Llc | 35.95K | +5.8% | $824,361 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 20 | Captrust Financial Advisors | 29.52K | +0.4% | $676,911 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 21 | Financial Engines Advisors L.L.C. | 26.66K | +2.7% | $611,279 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 22 | Northwestern Mutual Wealth… | 22.47K | +17.1% | $515,177 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 23 | AQR Capital Management ✦ | 18.95K | 0.0% | $434,577 | 0.0% | Held | 3 | SEC ↗ |
| 24 | Mml Investors Services, Llc | 18.77K | -7.2% | $430,526 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 25 | Susquehanna International Group, Llp | 14.36K | New | $329,372 | 0.0% | New | 1 | SEC ↗ |
| 26 | Osaic Holdings, Inc. | 13.60K | -14.1% | $311,811 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 27 | Lido Advisors, LLC | 10.03K | +3.4% | $229,877 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 28 | Hrt Financial Lp | 8.83K | New | $202,000 | 0.0% | New | 1 | SEC ↗ |
| 29 | Fifth Third Bancorp | 2.77K | New | $63,632 | 0.0% | New | 1 | SEC ↗ |
| 30 | Us Bancorp \De\ | 1.75K | New | $40,014 | 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 | $8.09M | 0.0% |
| Jane Street Group, Llc | $1.20M | 0.0% |
| Susquehanna International… | $329,372 | 0.0% |
| Hrt Financial Lp | $202,000 | 0.0% |
| Fifth Third Bancorp | $63,632 | 0.0% |
| Us Bancorp \De\ | $40,014 | 0.0% |
Exited
| No tracked exits this quarter. |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 114 holders, 14.97M shares, $319.57M 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: Q1 2026 ·
Methodology ·
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