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Security record

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Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025 Q4 2024 Q3 2024
53Tracked holders
0Δ holders
2.39MShares held
$435.66MReported value
+2New positions
−2Exits
Stable 7 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 +2.2% · net new positions 0.0%formula

All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q2 2026

Ownership over time
QuarterHoldersΔSharesReported valueNewExits
Q2 2026 53 0 2.39M $435.66M +2 −2
Q1 2026 54 +2 2.34M $371.11M +3 −1
Q4 2025 51 0 2.28M $378.28M
Q3 2025 6 -1 594.39K $96.58M −1
Q2 2025 4 0 55.41K $8.36M
Q1 2025 2 0 25.43K $3.46M
Q4 2024 2 +1 24.60K $3.52M +1
Q3 2024 1 0 4.01K $559,574 +1 −1
Q2 2024 1 14.54K $1.92M
Holder count
Who holds it · Q2 2026
#ManagerSharesΔ sharesValueTheir weightHeld
1 Morgan Stanley 422.36K -0.5% $76.99M 0.0% ▼ Trim 4 SEC ↗
2 Morgan Stanley 422.36K -0.5% $76.99M 0.0% ▼ Trim 4 SEC ↗
3 Morgan Stanley 422.36K -0.5% $76.99M 0.0% ▼ Trim 4 SEC ↗
4 Morgan Stanley 422.36K -0.5% $76.99M 0.0% ▼ Trim 4 SEC ↗
5 LPL Financial LLC 336.06K +10.4% $61.26M 0.0% ▲ Add 3 SEC ↗
6 Bank Of America Corp /De/ 248.72K -0.1% $45.34M 0.0% ▼ Trim 3 SEC ↗
7 Bank Of America Corp /De/ 248.72K -0.1% $45.34M 0.0% ▼ Trim 3 SEC ↗
8 Bank Of America Corp /De/ 248.72K -0.1% $45.34M 0.0% ▼ Trim 3 SEC ↗
9 Pnc Financial Services Group, Inc. 139.99K -0.2% $25.52M 0.0% ▼ Trim 3 SEC ↗
10 Pnc Financial Services Group, Inc. 139.99K -0.2% $25.52M 0.0% ▼ Trim 3 SEC ↗
11 Pnc Financial Services Group, Inc. 139.99K -0.2% $25.52M 0.0% ▼ Trim 3 SEC ↗
12 Pnc Financial Services Group, Inc. 139.99K -0.2% $25.52M 0.0% ▼ Trim 3 SEC ↗
13 Pnc Financial Services Group, Inc. 139.99K -0.2% $25.52M 0.0% ▼ Trim 3 SEC ↗
14 Wells Fargo & Company/Mn 124.31K -3.3% $22.66M 0.0% ▼ Trim 3 SEC ↗
15 Wells Fargo & Company/Mn 124.31K -3.3% $22.66M 0.0% ▼ Trim 3 SEC ↗
16 Ameriprise Financial Inc 102.63K +152.3% $18.71M 0.0% ▲ Add 3 SEC ↗
17 Ameriprise Financial Inc 102.63K +152.3% $18.71M 0.0% ▲ Add 3 SEC ↗
18 Royal Bank Of Canada 87.18K +11.9% $15.89M 0.0% ▲ Add 3 SEC ↗
19 Royal Bank Of Canada 87.18K +11.9% $15.89M 0.0% ▲ Add 3 SEC ↗
20 Royal Bank Of Canada 87.18K +11.9% $15.89M 0.0% ▲ Add 3 SEC ↗
21 Osaic Holdings, Inc. 80.78K +2.7% $14.73M 0.0% ▲ Add 3 SEC ↗
22 Osaic Holdings, Inc. 80.78K +2.7% $14.73M 0.0% ▲ Add 3 SEC ↗
23 Osaic Holdings, Inc. 80.78K +2.7% $14.73M 0.0% ▲ Add 3 SEC ↗
24 Osaic Holdings, Inc. 80.78K +2.7% $14.73M 0.0% ▲ Add 3 SEC ↗
25 Raymond James Financial Inc 70.74K -26.6% $12.89M 0.0% ▼ Trim 3 SEC ↗
26 Raymond James Financial Inc 70.74K -26.6% $12.89M 0.0% ▼ Trim 3 SEC ↗
27 Raymond James Financial Inc 70.74K -26.6% $12.89M 0.0% ▼ Trim 3 SEC ↗
28 Cetera Investment Advisers 61.83K +1.3% $11.27M 0.0% ▲ Add 3 SEC ↗
29 Commonwealth Equity Services, Llc 56.27K -43.5% $10.26M 0.0% ▼ Trim 3 SEC ↗
30 UBS Group AG 54.70K -3.2% $9.97M 0.0% ▼ Trim 3 SEC ↗
31 UBS Group AG 54.70K -3.2% $9.97M 0.0% ▼ Trim 3 SEC ↗
32 UBS Group AG 54.70K -3.2% $9.97M 0.0% ▼ Trim 3 SEC ↗
33 Envestnet Asset Management Inc 44.05K +1.2% $8.03M 0.0% ▲ Add 3 SEC ↗
34 Bank Of Montreal /Can/ 40.05K -0.6% $7.30M 0.0% ▼ Trim 3 SEC ↗
35 Bank Of Montreal /Can/ 40.05K -0.6% $7.30M 0.0% ▼ Trim 3 SEC ↗
36 Bank Of Montreal /Can/ 40.05K -0.6% $7.30M 0.0% ▼ Trim 3 SEC ↗
37 Fidelity (FMR) 38.17K +6.0% $6.96M 0.0% ▲ Add 5 SEC ↗
38 Creative Planning 37.74K -0.6% $6.88M 0.0% ▼ Trim 3 SEC ↗
39 Wealth Enhancement Advisory… 35.34K -2.8% $6.50M 0.0% ▼ Trim 3 SEC ↗
40 Bank of New York Mellon Corp 30.22K 0.0% $5.51M 0.0% ▼ Trim 3 SEC ↗
41 Bank of New York Mellon Corp 30.22K 0.0% $5.51M 0.0% ▼ Trim 3 SEC ↗
42 Bank of New York Mellon Corp 30.22K 0.0% $5.51M 0.0% ▼ Trim 3 SEC ↗
43 Goldman Sachs Group 29.70K +21.2% $5.41M 0.0% ▲ Add 4 SEC ↗
44 Goldman Sachs Group 29.70K +21.2% $5.41M 0.0% ▲ Add 4 SEC ↗
45 Fifth Third Bancorp 29.51K -0.1% $5.38M 0.0% ▼ Trim 3 SEC ↗
46 Focus Partners Wealth 29.47K +0.1% $5.37M 0.0% ▲ Add 3 SEC ↗
47 Captrust Financial Advisors 25.69K +6.1% $4.68M 0.0% ▲ Add 3 SEC ↗
48 JPMorgan Chase 25.19K 0.0% $4.56M 0.0% ▲ Add 4 SEC ↗
49 JPMorgan Chase 25.19K 0.0% $4.56M 0.0% ▲ Add 4 SEC ↗
50 JPMorgan Chase 25.19K 0.0% $4.56M 0.0% ▲ Add 4 SEC ↗
51 JPMorgan Chase 25.19K 0.0% $4.56M 0.0% ▲ Add 4 SEC ↗
52 Stifel Financial Corp 19.85K -0.9% $3.62M 0.0% ▼ Trim 3 SEC ↗
53 Stifel Financial Corp 19.85K -0.9% $3.62M 0.0% ▼ Trim 3 SEC ↗
54 Lido Advisors, LLC 19.59K -7.0% $3.57M 0.0% ▼ Trim 3 SEC ↗
55 AQR Capital Management 18.81K +40.7% $3.43M 0.0% ▲ Add 8 SEC ↗
56 Truist Financial Corp 18.55K -3.0% $3.38M 0.0% ▼ Trim 3 SEC ↗
57 Truist Financial Corp 18.55K -3.0% $3.38M 0.0% ▼ Trim 3 SEC ↗
58 Citadel Advisors 16.34K +25.8% $2.98M 0.0% ▲ Add 2 SEC ↗
59 HighTower Advisors, LLC 14.51K +1.4% $2.64M 0.0% ▲ Add 3 SEC ↗
60 Brown Advisory Inc 12.78K +42.0% $2.33M 0.0% ▲ Add 3 SEC ↗
61 Brown Advisory Inc 12.78K +42.0% $2.33M 0.0% ▲ Add 3 SEC ↗
62 Mariner, LLC 11.88K -11.9% $2.16M 0.0% ▼ Trim 3 SEC ↗
63 Mariner, LLC 11.88K -11.9% $2.16M 0.0% ▼ Trim 3 SEC ↗
64 Jones Financial Companies Lllp 11.05K +46.1% $1.97M 0.0% ▲ Add 3 SEC ↗
65 Rockefeller Capital Management L.P. 10.06K 0.0% $1.83M 0.0% ▲ Add 3 SEC ↗
66 Mercer Global Advisors Inc /Adv 9.96K -3.5% $1.82M 0.0% ▼ Trim 3 SEC ↗
67 Mml Investors Services, Llc 8.47K +4.0% $1.54M 0.0% ▲ Add 3 SEC ↗
68 Fayez Sarofim & Co 8.00K 0.0% $1.46M 0.0% Held 3 SEC ↗
69 Quantinno Capital Management LP 6.08K +114.5% $1.11M 0.0% ▲ Add 3 SEC ↗
70 CIBC Bancorp USA Inc. 5.92K +0.8% $1.08M 0.0% ▲ Add 2 SEC ↗
71 National Bank Of Canada /Fi/ 5.70K 0.0% $1.04M 0.0% Held 3 SEC ↗
72 Northern Trust Corp 5.43K -1.8% $989,780 0.0% ▼ Trim 3 SEC ↗
73 TD Waterhouse Canada Inc. 5.42K 0.0% $985,809 0.0% Held 3 SEC ↗
74 Corient Private Wealth LP 4.81K +12.5% $876,697 0.0% ▲ Add 3 SEC ↗
75 BlackRock (passive) 4.22K +327.8% $769,528 0.0% ▲ Add 5 SEC ↗
76 Baird Financial Group, Inc. 4.20K 0.0% $765,758 0.0% Held 3 SEC ↗
77 Baird Financial Group, Inc. 4.20K 0.0% $765,758 0.0% Held 3 SEC ↗
78 Northwestern Mutual Wealth… 3.91K +12.3% $712,755 0.0% ▲ Add 3 SEC ↗
79 Hrt Financial Lp 3.86K New $704,000 0.0% New 1 SEC ↗
80 Cerity Partners LLC 3.13K New $569,807 0.0% New 1 SEC ↗
81 Cerity Partners LLC 3.13K New $569,807 0.0% New 1 SEC ↗
82 Cerity Partners LLC 3.13K New $569,807 0.0% New 1 SEC ↗
83 Us Bancorp \De\ 3.07K 0.0% $559,964 0.0% Held 3 SEC ↗
84 Us Bancorp \De\ 3.07K 0.0% $559,964 0.0% Held 3 SEC ↗
85 UBS AM, a distinct business unit of… 1.79K 0.0% $325,734 0.0% Held 2 SEC ↗
86 Blair William & Co/Il 915 +0.6% $166,786 0.0% ▲ Add 3 SEC ↗
87 Assetmark, Inc 730 -6.4% $133,064 0.0% ▼ Trim 3 SEC ↗
88 Qube Research & Technologies Ltd 207 +135.2% $37,732 0.0% ▲ Add 3 SEC ↗
89 Franklin Resources Inc 200 0.0% $36,456 0.0% Held 3 SEC ↗

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

New buyers

Hrt Financial Lp $704,000 0.0%
Cerity Partners LLC $569,807 0.0%
Cerity Partners LLC $569,807 0.0%
Cerity Partners LLC $569,807 0.0%

Exited

Susquehanna International… $1.96M was 0.0%
Citigroup Inc $158 was 0.0%

Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 276 holders, 3.73M shares, $584.44M 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