Security record · archived quarter
IEO
name pending profile ingest
48Tracked holders
+3Δ holders
1.46MShares held
$182.04MReported value
+4New positions
−1Exits
Momentum inputs (comparable managers):
holder breadth +6.7% ·
share flow +24.6% ·
net new positions +6.2%
— 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 | 47 | 0 | 1.24M | $135.65M | +3 | −3 |
| Q1 2026 | 48 | +3 | 1.46M | $182.04M | +4 | −1 |
| Q4 2025 | 45 | +2 | 1.17M | $104.36M | +2 | — |
| Q3 2025 | 6 | 0 | 464.00K | $42.97M | +1 | −1 |
| Q2 2025 | 3 | 0 | 58.42K | $5.18M | +1 | −1 |
| Q1 2025 | 2 | 0 | 73.83K | $6.98M | +1 | −1 |
| Q4 2024 | 2 | 0 | 30.87K | $2.77M | — | — |
| Q3 2024 | 2 | 0 | 23.14K | $2.12M | +1 | −1 |
| Q2 2024 | 2 | — | 41.59K | $4.14M | — | — |
Who holds it · Q1 2026
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Morgan Stanley ✦ | 309.46K | +11.6% | $38.65M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 2 | Morgan Stanley ✦ | 309.46K | +11.6% | $38.65M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 3 | Morgan Stanley ✦ | 309.46K | +11.6% | $38.65M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 4 | Morgan Stanley ✦ | 309.46K | +11.6% | $38.65M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 5 | Morgan Stanley ✦ | 309.46K | +11.6% | $38.65M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 6 | Morgan Stanley ✦ | 309.46K | +11.6% | $38.65M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 7 | Bnp Paribas Financial Markets | 201.00K | New | $25.10M | 0.0% | New | 1 | SEC ↗ |
| 8 | LPL Financial LLC | 128.19K | +35.5% | $16.01M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 9 | Bank Of America Corp /De/ | 117.07K | +23.7% | $14.62M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 10 | Bank Of America Corp /De/ | 117.07K | +23.7% | $14.62M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 11 | Wells Fargo & Company/Mn | 95.14K | -13.5% | $11.88M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 12 | Wells Fargo & Company/Mn | 95.14K | -13.5% | $11.88M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 13 | Wells Fargo & Company/Mn | 95.14K | -13.5% | $11.88M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 14 | Wells Fargo & Company/Mn | 95.14K | -13.5% | $11.88M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 15 | Royal Bank Of Canada | 61.03K | +7.7% | $7.62M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 16 | Royal Bank Of Canada | 61.03K | +7.7% | $7.62M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 17 | Royal Bank Of Canada | 61.03K | +7.7% | $7.62M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 18 | Royal Bank Of Canada | 61.03K | +7.7% | $7.62M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 19 | Envestnet Asset Management Inc | 59.22K | +2.7% | $7.40M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 20 | Commonwealth Equity Services, Llc | 54.92K | +4.8% | $6.86M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 21 | UBS Group AG | 49.89K | +15.4% | $6.23M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 22 | UBS Group AG | 49.89K | +15.4% | $6.23M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 23 | UBS Group AG | 49.89K | +15.4% | $6.23M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 24 | Ameriprise Financial Inc | 44.03K | -17.1% | $5.50M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 25 | Manufacturers Life Insurance… | 44.02K | +160.5% | $5.50M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 26 | Susquehanna International Group, Llp | 44.01K | +325.1% | $5.50M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 27 | Susquehanna International Group, Llp | 44.01K | +325.1% | $5.50M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 28 | Raymond James Financial Inc | 27.30K | -15.0% | $3.41M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 29 | Raymond James Financial Inc | 27.30K | -15.0% | $3.41M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 30 | Mariner, LLC | 22.13K | +246.3% | $2.76M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 31 | Mariner, LLC | 22.13K | +246.3% | $2.76M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 32 | Mariner, LLC | 22.13K | +246.3% | $2.76M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 33 | Stifel Financial Corp | 19.00K | +8.1% | $2.37M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 34 | Truist Financial Corp | 16.35K | +1.2% | $2.04M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 35 | Citadel Advisors ✦ | 15.96K | -10.1% | $1.99M | 0.0% | ▼ Trim | 8 | SEC ↗ |
| 36 | Northwestern Mutual Wealth… | 15.44K | -6.1% | $1.93M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 37 | HighTower Advisors, LLC | 14.70K | +66.6% | $1.84M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 38 | Osaic Holdings, Inc. | 12.87K | +3.2% | $1.61M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 39 | Osaic Holdings, Inc. | 12.87K | +3.2% | $1.61M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 40 | JPMorgan Chase ✦ | 11.76K | +5.5% | $1.49M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 41 | JPMorgan Chase ✦ | 11.76K | +5.5% | $1.49M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 42 | JPMorgan Chase ✦ | 11.76K | +5.5% | $1.49M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 43 | JPMorgan Chase ✦ | 11.76K | +5.5% | $1.49M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 44 | Cetera Investment Advisers | 11.35K | -0.5% | $1.42M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 45 | Jane Street Group, Llc | 9.56K | -1.8% | $1.19M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 46 | Jane Street Group, Llc | 9.56K | -1.8% | $1.19M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 47 | Jones Financial Companies Lllp | 9.22K | +36.8% | $1.19M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 48 | Two Sigma Investments ✦ | 9.20K | -52.0% | $1.15M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 49 | Marshall Wace ✦ | 8.97K | +113.5% | $1.12M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 50 | Marshall Wace ✦ | 8.97K | +113.5% | $1.12M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 51 | Northern Trust Corp | 7.04K | 0.0% | $879,171 | 0.0% | Held | 2 | SEC ↗ |
| 52 | Creative Planning | 6.19K | +0.4% | $772,814 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 53 | Mml Investors Services, Llc | 4.73K | -89.6% | $590,556 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 54 | TD Waterhouse Canada Inc. | 4.24K | +6.4% | $512,041 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 55 | Pnc Financial Services Group, Inc. | 3.28K | +20.1% | $409,921 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 56 | Pnc Financial Services Group, Inc. | 3.28K | +20.1% | $409,921 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 57 | Pnc Financial Services Group, Inc. | 3.28K | +20.1% | $409,921 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 58 | Qube Research & Technologies Ltd | 3.02K | -64.8% | $376,823 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 59 | Mercer Global Advisors Inc /Adv | 2.95K | +0.3% | $368,616 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 60 | Focus Partners Wealth | 2.55K | -68.2% | $318,836 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 61 | Goldman Sachs Group ✦ | 2.53K | -71.6% | $315,872 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 62 | Rockefeller Capital Management L.P. | 2.11K | -79.7% | $263,577 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 63 | Citigroup Inc | 2.11K | 0.0% | $263,539 | 0.0% | Held | 2 | SEC ↗ |
| 64 | Fidelity (FMR) ✦ | 1.11K | +1.6% | $138,561 | 0.0% | ▲ Add | 4 | SEC ↗ |
| 65 | Bank Of Montreal /Can/ | 1.02K | 0.0% | $127,023 | 0.0% | Held | 2 | SEC ↗ |
| 66 | Blair William & Co/Il | 712 | -0.1% | $88,947 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 67 | BlackRock ✦ (passive) | 526 | +163.0% | $65,756 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 68 | UBS AM, a distinct business unit of… | 368 | New | $45,963 | 0.0% | New | 1 | SEC ↗ |
| 69 | Simplex Trading, Llc | 289 | New | $36,096 | 0.0% | New | 1 | SEC ↗ |
| 70 | National Bank Of Canada /Fi/ | 275 | +120.0% | $34,348 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 71 | Fifth Third Bancorp | 124 | +148.0% | $15,488 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 72 | Us Bancorp \De\ | 91 | New | $11,366 | 0.0% | New | 1 | SEC ↗ |
| 73 | Cwm, Llc | 70 | -20.4% | $8,743 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 74 | Assetmark, Inc | 35 | 0.0% | $4,372 | 0.0% | Held | 2 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| Bnp Paribas Financial Markets | $25.10M | 0.0% |
| UBS AM, a distinct business… | $45,963 | 0.0% |
| Simplex Trading, Llc | $36,096 | 0.0% |
| Us Bancorp \De\ | $11,366 | 0.0% |
Exited
| Hrt Financial Lp | $248,000 | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 168 holders, 2.34M shares, $276.59M 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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