Security record
ISCV
name pending profile ingest
38Tracked holders
+3Δ holders
2.07MShares held
$162.39MReported value
+3New positions
−0Exits
Momentum inputs (comparable managers):
holder breadth +8.6% ·
share flow -4.3% ·
net new positions +7.9%
— formula
Ownership fragmentation — more holders, smaller aggregate stake
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q2 2026
Ownership over time
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q2 2026 | 38 | +3 | 2.07M | $162.39M | +3 | — |
| Q1 2026 | 36 | +1 | 2.17M | $150.72M | +3 | −2 |
| Q4 2025 | 35 | +1 | 2.04M | $139.69M | +1 | — |
| Q3 2025 | 4 | -1 | 462.31K | $30.81M | — | −1 |
| Q2 2025 | 2 | -1 | 10.90K | $669,427 | — | −1 |
| Q1 2025 | 2 | +2 | 35.20K | $2.09M | +2 | — |
| Q3 2024 | 1 | 0 | 6.79K | $431,286 | — | — |
| Q2 2024 | 1 | — | 52.02K | $3.01M | — | — |
Who holds it · Q2 2026
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Morgan Stanley ✦ | 289.01K | -3.6% | $22.63M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 2 | Morgan Stanley ✦ | 289.01K | -3.6% | $22.63M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 3 | Morgan Stanley ✦ | 289.01K | -3.6% | $22.63M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 4 | Focus Partners Wealth | 279.16K | -3.1% | $21.86M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 5 | Royal Bank Of Canada | 211.19K | -9.9% | $16.54M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 6 | Royal Bank Of Canada | 211.19K | -9.9% | $16.54M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 7 | Royal Bank Of Canada | 211.19K | -9.9% | $16.54M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 8 | Royal Bank Of Canada | 211.19K | -9.9% | $16.54M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 9 | Bank Of America Corp /De/ | 195.09K | -3.4% | $15.28M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 10 | Bank Of America Corp /De/ | 195.09K | -3.4% | $15.28M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 11 | Bank Of America Corp /De/ | 195.09K | -3.4% | $15.28M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 12 | LPL Financial LLC | 190.00K | -16.3% | $14.88M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 13 | UBS Group AG | 137.10K | +3.5% | $10.74M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 14 | Envestnet Asset Management Inc | 132.34K | -1.1% | $10.36M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 15 | Raymond James Financial Inc | 109.77K | -1.7% | $8.60M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 16 | Raymond James Financial Inc | 109.77K | -1.7% | $8.60M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 17 | Cetera Investment Advisers | 102.38K | -0.2% | $8.02M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 18 | Wells Fargo & Company/Mn | 84.71K | -43.1% | $6.63M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 19 | Wells Fargo & Company/Mn | 84.71K | -43.1% | $6.63M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 20 | Commonwealth Equity Services, Llc | 51.65K | +1.1% | $4.05M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 21 | Susquehanna International Group, Llp | 48.30K | New | $3.78M | 0.0% | New | 1 | SEC ↗ |
| 22 | Susquehanna International Group, Llp | 48.30K | New | $3.78M | 0.0% | New | 1 | SEC ↗ |
| 23 | JPMorgan Chase ✦ | 45.89K | -2.1% | $3.60M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 24 | JPMorgan Chase ✦ | 45.89K | -2.1% | $3.60M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 25 | Ameriprise Financial Inc | 39.49K | +2.8% | $3.09M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 26 | Ameriprise Financial Inc | 39.49K | +2.8% | $3.09M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 27 | Captrust Financial Advisors | 34.60K | -0.4% | $2.71M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 28 | Quantinno Capital Management LP | 16.85K | +142.4% | $1.32M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 29 | Fifth Third Bancorp | 16.84K | 0.0% | $1.32M | 0.0% | Held | 2 | SEC ↗ |
| 30 | Northwestern Mutual Wealth… | 12.73K | -2.9% | $996,914 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 31 | Jones Financial Companies Lllp | 11.42K | +47.4% | $895,792 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 32 | Mariner, LLC | 8.84K | -43.5% | $691,928 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 33 | Citadel Advisors ✦ | 8.81K | New | $689,986 | 0.0% | New | 1 | SEC ↗ |
| 34 | Wealth Enhancement Advisory… | 6.67K | +2.5% | $522,865 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 35 | HighTower Advisors, LLC | 6.45K | -5.8% | $505,279 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 36 | Fidelity (FMR) ✦ | 5.10K | +3.8% | $399,361 | 0.0% | ▲ Add | 5 | SEC ↗ |
| 37 | Fidelity (FMR) ✦ | 5.10K | +3.8% | $399,361 | 0.0% | ▲ Add | 5 | SEC ↗ |
| 38 | Creative Planning | 4.52K | -8.9% | $353,860 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 39 | Osaic Holdings, Inc. | 4.51K | -7.6% | $353,507 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 40 | Osaic Holdings, Inc. | 4.51K | -7.6% | $353,507 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 41 | Citigroup Inc | 4.49K | -0.2% | $351,885 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 42 | UBS AM, a distinct business unit of… | 3.90K | 0.0% | $305,131 | 0.0% | Held | 2 | SEC ↗ |
| 43 | Rockefeller Capital Management L.P. | 3.27K | -0.8% | $256,336 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 44 | Rockefeller Capital Management L.P. | 3.27K | -0.8% | $256,336 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 45 | Stifel Financial Corp | 3.04K | +0.1% | $237,717 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 46 | Stifel Financial Corp | 3.04K | +0.1% | $237,717 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 47 | Jane Street Group, Llc | 2.80K | -68.1% | $219,605 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 48 | Pnc Financial Services Group, Inc. | 886 | +1.8% | $69,391 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 49 | Us Bancorp \De\ | 800 | 0.0% | $62,655 | 0.0% | Held | 3 | SEC ↗ |
| 50 | Bank Of Montreal /Can/ | 503 | 0.0% | $39,394 | 0.0% | Held | 3 | SEC ↗ |
| 51 | Bank Of Montreal /Can/ | 503 | 0.0% | $39,394 | 0.0% | Held | 3 | SEC ↗ |
| 52 | BlackRock ✦ (passive) | 201 | New | $15,742 | 0.0% | New | 1 | SEC ↗ |
| 53 | Assetmark, Inc | 88 | +4.8% | $6,892 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 54 | Blair William & Co/Il | 35 | -51.4% | $2,741 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 55 | Russell Investments Group, Ltd. | 4 | -95.3% | $284 | 0.0% | ▼ Trim | 3 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| Susquehanna International… | $3.78M | 0.0% |
| Susquehanna International… | $3.78M | 0.0% |
| Citadel Advisors | $689,986 | 0.0% |
| BlackRock | $15,742 | 0.0% |
Exited
| No tracked exits this quarter. |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 124 holders, 4.87M shares, $322.11M 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 ·
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