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Security record · archived quarter

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Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025
26Tracked holders
0Δ holders
4.48MShares held
$186.55MReported value
+3New positions
−3Exits
Rising 3 quarters of rising tracked shares ●●●○○○ How these are computed → Explain this at the Research Desk →

Momentum inputs (comparable managers): holder breadth 0.0% · share flow +5.8% · net new positions 0.0%formula

All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q1 2026

Ownership over time
QuarterHoldersΔSharesReported valueNewExits
Q2 2026 27 +2 4.55M $187.41M +2
Q1 2026 26 0 4.48M $186.55M +3 −3
Q4 2025 26 -1 4.24M $163.38M −1
Q3 2025 4 +1 1.30M $46.11M +1
Q2 2025 2 1.52K $51,491
Holder count
Who holds it · Q1 2026
#ManagerSharesΔ sharesValueTheir weightHeld
1 Morgan Stanley 1.40M -1.4% $58.13M 0.0% ▼ Trim 3 SEC ↗
2 Cetera Investment Advisers 871.14K -0.5% $36.28M 0.0% ▼ Trim 2 SEC ↗
3 Bank Of America Corp /De/ 335.92K +1.0% $13.99M 0.0% ▲ Add 2 SEC ↗
4 Bank Of America Corp /De/ 335.92K +1.0% $13.99M 0.0% ▲ Add 2 SEC ↗
5 LPL Financial LLC 307.87K +2.9% $12.82M 0.0% ▲ Add 2 SEC ↗
6 Wells Fargo & Company/Mn 279.49K +10.8% $11.64M 0.0% ▲ Add 2 SEC ↗
7 Wells Fargo & Company/Mn 279.49K +10.8% $11.64M 0.0% ▲ Add 2 SEC ↗
8 UBS Group AG 269.83K +4.8% $11.24M 0.0% ▲ Add 2 SEC ↗
9 Ameriprise Financial Inc 234.74K +4.0% $9.77M 0.0% ▲ Add 2 SEC ↗
10 Ameriprise Financial Inc 234.74K +4.0% $9.77M 0.0% ▲ Add 2 SEC ↗
11 Ameriprise Financial Inc 234.74K +4.0% $9.77M 0.0% ▲ Add 2 SEC ↗
12 Ameriprise Financial Inc 234.74K +4.0% $9.77M 0.0% ▲ Add 2 SEC ↗
13 Royal Bank Of Canada 145.65K +6.7% $6.07M 0.0% ▲ Add 2 SEC ↗
14 Jane Street Group, Llc 131.93K +139.1% $5.50M 0.0% ▲ Add 2 SEC ↗
15 Commonwealth Equity Services, Llc 111.74K -2.1% $4.65M 0.0% ▼ Trim 2 SEC ↗
16 Jones Financial Companies Lllp 83.25K +24.5% $3.37M 0.0% ▲ Add 2 SEC ↗
17 Osaic Holdings, Inc. 62.80K +16.7% $2.62M 0.0% ▲ Add 2 SEC ↗
18 Raymond James Financial Inc 62.65K +51.8% $2.61M 0.0% ▲ Add 2 SEC ↗
19 Raymond James Financial Inc 62.65K +51.8% $2.61M 0.0% ▲ Add 2 SEC ↗
20 Truist Financial Corp 54.90K New $2.29M 0.0% New 1 SEC ↗
21 Mariner, LLC 31.28K +79.5% $1.30M 0.0% ▲ Add 2 SEC ↗
22 Mariner, LLC 31.28K +79.5% $1.30M 0.0% ▲ Add 2 SEC ↗
23 Envestnet Asset Management Inc 29.86K +25.9% $1.24M 0.0% ▲ Add 2 SEC ↗
24 Baird Financial Group, Inc. 17.69K 0.0% $736,990 0.0% Held 2 SEC ↗
25 Cwm, Llc 17.06K -8.1% $710,447 0.0% ▼ Trim 2 SEC ↗
26 Citadel Advisors 15.44K New $643,065 0.0% New 1 SEC ↗
27 Stifel Financial Corp 8.66K -9.0% $360,813 0.0% ▼ Trim 2 SEC ↗
28 Pnc Financial Services Group, Inc. 3.32K +64.9% $138,327 0.0% ▲ Add 2 SEC ↗
29 Pnc Financial Services Group, Inc. 3.32K +64.9% $138,327 0.0% ▲ Add 2 SEC ↗
30 Pnc Financial Services Group, Inc. 3.32K +64.9% $138,327 0.0% ▲ Add 2 SEC ↗
31 Citigroup Inc 3.22K +351.1% $134,161 0.0% ▲ Add 2 SEC ↗
32 Northwestern Mutual Wealth… 2.83K +0.2% $117,724 0.0% ▲ Add 2 SEC ↗
33 Us Bancorp \De\ 1.74K 0.0% $72,350 0.0% Held 2 SEC ↗
34 Fidelity (FMR) 1.60K +22.6% $66,643 0.0% ▲ Add 4 SEC ↗
35 Fifth Third Bancorp 1.03K New $42,860 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

Truist Financial Corp $2.29M 0.0%
Citadel Advisors $643,065 0.0%
Fifth Third Bancorp $42,860 0.0%

Exited

Susquehanna International… $612,410 was 0.0%
BlackRock $8,213 was 0.0%
Russell Investments Group… $1,947 was 0.0%

Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 73 holders, 7.91M shares, $328.42M 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 · Get this via the API