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Security record · archived quarter

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Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025
27Tracked holders
+2Δ holders
4.55MShares held
$187.41MReported value
+2New positions
−0Exits
Rising 4 quarters of rising tracked shares ●●●●○○ How these are computed → Explain this at the Research Desk →

Momentum inputs (comparable managers): holder breadth +8.0% · share flow +2.0% · net new positions +7.4%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 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 · Q2 2026
#ManagerSharesΔ sharesValueTheir weightHeld
1 Morgan Stanley 1.43M +2.5% $58.88M 0.0% ▲ Add 4 SEC ↗
2 Cetera Investment Advisers 879.24K +0.9% $36.21M 0.0% ▲ Add 3 SEC ↗
3 Bank Of America Corp /De/ 355.86K +5.9% $14.65M 0.0% ▲ Add 3 SEC ↗
4 Bank Of America Corp /De/ 355.86K +5.9% $14.65M 0.0% ▲ Add 3 SEC ↗
5 LPL Financial LLC 326.20K +6.0% $13.43M 0.0% ▲ Add 3 SEC ↗
6 Wells Fargo & Company/Mn 299.32K +7.1% $12.33M 0.0% ▲ Add 3 SEC ↗
7 Wells Fargo & Company/Mn 299.32K +7.1% $12.33M 0.0% ▲ Add 3 SEC ↗
8 UBS Group AG 298.82K +10.7% $12.31M 0.0% ▲ Add 3 SEC ↗
9 Ameriprise Financial Inc 284.40K +21.1% $11.71M 0.0% ▲ Add 3 SEC ↗
10 Ameriprise Financial Inc 284.40K +21.1% $11.71M 0.0% ▲ Add 3 SEC ↗
11 Ameriprise Financial Inc 284.40K +21.1% $11.71M 0.0% ▲ Add 3 SEC ↗
12 Ameriprise Financial Inc 284.40K +21.1% $11.71M 0.0% ▲ Add 3 SEC ↗
13 Royal Bank Of Canada 149.85K +2.9% $6.17M 0.0% ▲ Add 3 SEC ↗
14 Commonwealth Equity Services, Llc 115.70K +3.5% $4.76M 0.0% ▲ Add 3 SEC ↗
15 Jones Financial Companies Lllp 107.31K +28.9% $4.40M 0.0% ▲ Add 3 SEC ↗
16 Osaic Holdings, Inc. 64.79K +3.2% $2.67M 0.0% ▲ Add 3 SEC ↗
17 Raymond James Financial Inc 63.88K +2.0% $2.63M 0.0% ▲ Add 3 SEC ↗
18 Raymond James Financial Inc 63.88K +2.0% $2.63M 0.0% ▲ Add 3 SEC ↗
19 Truist Financial Corp 61.10K +11.3% $2.52M 0.0% ▲ Add 2 SEC ↗
20 Envestnet Asset Management Inc 33.64K +12.7% $1.39M 0.0% ▲ Add 3 SEC ↗
21 Baird Financial Group, Inc. 17.65K -0.2% $726,827 0.0% ▼ Trim 3 SEC ↗
22 Mariner, LLC 16.46K -47.4% $678,007 0.0% ▼ Trim 3 SEC ↗
23 Jane Street Group, Llc 10.12K -92.3% $416,742 0.0% ▼ Trim 3 SEC ↗
24 Stifel Financial Corp 8.83K +1.9% $363,573 0.0% ▲ Add 3 SEC ↗
25 Citadel Advisors 5.59K -63.8% $230,320 0.0% ▼ Trim 2 SEC ↗
26 Mml Investors Services, Llc 5.12K New $210,861 0.0% New 1 SEC ↗
27 Citigroup Inc 4.15K +28.9% $170,938 0.0% ▲ Add 3 SEC ↗
28 Northwestern Mutual Wealth… 3.41K +20.6% $140,373 0.0% ▲ Add 3 SEC ↗
29 Pnc Financial Services Group, Inc. 3.32K 0.0% $136,758 0.0% Held 3 SEC ↗
30 Pnc Financial Services Group, Inc. 3.32K 0.0% $136,758 0.0% Held 3 SEC ↗
31 Pnc Financial Services Group, Inc. 3.32K 0.0% $136,758 0.0% Held 3 SEC ↗
32 BlackRock (passive) 2.15K New $88,578 0.0% New 1 SEC ↗
33 Fidelity (FMR) 1.76K +9.8% $72,352 0.0% ▲ Add 5 SEC ↗
34 Us Bancorp \De\ 1.74K 0.0% $71,530 0.0% Held 3 SEC ↗
35 Fifth Third Bancorp 1.03K -0.2% $42,292 0.0% ▼ Trim 2 SEC ↗

“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.

New buyers

Mml Investors Services, Llc $210,861 0.0%
BlackRock $88,578 0.0%

Exited

No tracked exits this quarter.

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: Q2 2026 · Methodology · Get this via the API