Security record · archived quarter
ISCB
name pending profile ingest
31Tracked holders
0Δ holders
1.29MShares held
$84.06MReported value
+1New positions
−1Exits
Momentum inputs (comparable managers): holder breadth 0.0% · share flow -2.7% · net new positions 0.0% — formula
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 | 30 | 0 | 1.29M | $97.69M | — | — |
| Q1 2026 | 31 | 0 | 1.29M | $84.06M | +1 | −1 |
| Q4 2025 | 31 | 0 | 1.33M | $86.37M | — | — |
| Q3 2025 | 5 | 0 | 486.62K | $30.87M | — | — |
| Q2 2025 | 2 | 0 | 18.02K | $1.05M | — | — |
| Q1 2025 | 1 | 0 | 5.55K | $300,565 | — | — |
| Q4 2024 | 1 | 0 | 9.98K | $585,412 | — | — |
| Q3 2024 | 1 | 0 | 3.43K | $201,290 | — | — |
| Q2 2024 | 1 | — | 5.77K | $311,015 | — | — |
Who holds it · Q1 2026
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Morgan Stanley ✦ | 352.66K | -2.3% | $22.95M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 2 | Morgan Stanley ✦ | 352.66K | -2.3% | $22.95M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 3 | Morgan Stanley ✦ | 352.66K | -2.3% | $22.95M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 4 | Cetera Investment Advisers | 270.25K | +0.1% | $17.59M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 5 | LPL Financial LLC | 189.65K | +6.3% | $12.34M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 6 | Wells Fargo & Company/Mn | 71.70K | +0.4% | $4.67M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 7 | Wells Fargo & Company/Mn | 71.70K | +0.4% | $4.67M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 8 | Bank Of America Corp /De/ | 63.60K | -3.9% | $4.14M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 9 | Bank Of America Corp /De/ | 63.60K | -3.9% | $4.14M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 10 | Raymond James Financial Inc | 33.66K | +1.3% | $2.19M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 11 | Raymond James Financial Inc | 33.66K | +1.3% | $2.19M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 12 | Raymond James Financial Inc | 33.66K | +1.3% | $2.19M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 13 | Citadel Advisors ✦ | 31.01K | -8.6% | $2.02M | 0.0% | ▼ Trim | 8 | SEC ↗ |
| 14 | Commonwealth Equity Services, Llc | 30.35K | -12.0% | $1.98M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 15 | Rockefeller Capital Management L.P. | 29.41K | +1.4% | $1.91M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 16 | HighTower Advisors, LLC | 26.65K | +8.5% | $1.73M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 17 | Mercer Global Advisors Inc /Adv | 26.06K | -0.3% | $1.70M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 18 | UBS Group AG | 22.40K | +3.5% | $1.46M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 19 | Ameriprise Financial Inc | 22.18K | +2.1% | $1.44M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 20 | Ameriprise Financial Inc | 22.18K | +2.1% | $1.44M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 21 | Northwestern Mutual Wealth… | 21.43K | -4.1% | $1.39M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 22 | JPMorgan Chase ✦ | 17.28K | -0.7% | $1.09M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 23 | JPMorgan Chase ✦ | 17.28K | -0.7% | $1.09M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 24 | JPMorgan Chase ✦ | 17.28K | -0.7% | $1.09M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 25 | JPMorgan Chase ✦ | 17.28K | -0.7% | $1.09M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 26 | Royal Bank Of Canada | 11.63K | +6.1% | $757,000 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 27 | Royal Bank Of Canada | 11.63K | +6.1% | $757,000 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 28 | Royal Bank Of Canada | 11.63K | +6.1% | $757,000 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 29 | Susquehanna International Group, Llp | 10.71K | +94.7% | $697,309 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 30 | Osaic Holdings, Inc. | 9.47K | -25.4% | $616,463 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 31 | Pnc Financial Services Group, Inc. | 8.00K | 0.0% | $520,720 | 0.0% | Held | 2 | SEC ↗ |
| 32 | Pnc Financial Services Group, Inc. | 8.00K | 0.0% | $520,720 | 0.0% | Held | 2 | SEC ↗ |
| 33 | Fidelity (FMR) ✦ | 7.73K | +1.6% | $502,997 | 0.0% | ▲ Add | 4 | SEC ↗ |
| 34 | Jones Financial Companies Lllp | 7.17K | +79.8% | $457,186 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 35 | Mariner, LLC | 6.68K | +2.7% | $435,048 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 36 | Lido Advisors, LLC | 5.94K | +0.8% | $386,506 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 37 | Creative Planning | 3.92K | 0.0% | $255,368 | 0.0% | Held | 2 | SEC ↗ |
| 38 | Fifth Third Bancorp | 3.65K | New | $237,253 | 0.0% | New | 1 | SEC ↗ |
| 39 | Wealth Enhancement Advisory… | 3.54K | +10.2% | $232,736 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 40 | Cwm, Llc | 2.16K | +28.6% | $140,399 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 41 | Citigroup Inc | 2.10K | -0.9% | $136,467 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 42 | Assetmark, Inc | 892 | -22.3% | $58,060 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 43 | Bank Of Montreal /Can/ | 143 | 0.0% | $9,308 | 0.0% | Held | 2 | SEC ↗ |
| 44 | Russell Investments Group, Ltd. | 91 | 0.0% | $5,946 | 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
| Fifth Third Bancorp | $237,253 | 0.0% |
Exited
| Goldman Sachs Group | $2.84M | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 85 holders, 1.59M shares, $103.60M 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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