JFR
name pending profile ingest
Momentum inputs (comparable managers):
holder breadth -13.9% ·
share flow +8.2% ·
net new positions -19.4%
— formula
Concentrated accumulation — rising shares among fewer holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q2 2026
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Morgan Stanley ✦ | 9.03M | +48.8% | $69.27M | 0.0% | ▲ Add | 4 | SEC ↗ ×6 |
| 2 | Loomis Sayles & Co L P | 2.97M | +2.6% | $22.81M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 3 | Invesco Ltd. | 2.94M | -0.3% | $22.52M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 4 | LPL Financial LLC | 2.62M | -0.1% | $20.11M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 5 | Wells Fargo & Company/Mn | 2.60M | +4.5% | $19.98M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 6 | Bank Of America Corp /De/ | 2.03M | +6.0% | $15.56M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 7 | Raymond James Financial Inc | 1.78M | +13.1% | $13.67M | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 8 | Royal Bank Of Canada | 1.30M | +1.8% | $9.99M | 0.0% | ▲ Add | 3 | SEC ↗ ×5 |
| 9 | UBS Group AG | 912.98K | -0.2% | $7.00M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 10 | Ameriprise Financial Inc | 805.51K | -3.2% | $6.18M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 11 | Rockefeller Capital Management L.P. | 722.02K | -1.1% | $5.54M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 12 | Envestnet Asset Management Inc | 691.86K | +45.9% | $5.31M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 13 | Cetera Investment Advisers | 405.97K | -10.5% | $3.11M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 14 | Baird Financial Group, Inc. | 292.97K | -4.1% | $2.25M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 15 | Commonwealth Equity Services, Llc | 234.22K | -21.4% | $1.80M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 16 | Osaic Holdings, Inc. | 204.29K | +9.4% | $1.57M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 17 | First Trust Advisors Lp | 72.75K | -1.5% | $557,977 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 18 | Cerity Partners LLC | 64.53K | -13.4% | $494,914 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 19 | Stifel Financial Corp | 56.67K | -9.7% | $434,646 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 20 | Focus Partners Wealth | 45.44K | +2.3% | $348,628 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 21 | Fifth Third Bancorp | 41.80K | +80.3% | $320,609 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 22 | Wealth Enhancement Advisory… | 27.67K | +53.4% | $213,879 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 23 | Susquehanna International Group, Llp | 22.75K | +57.0% | $174,523 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 24 | Captrust Financial Advisors | 21.84K | 0.0% | $167,471 | 0.0% | Held | 3 | SEC ↗ |
| 25 | Mariner, LLC | 20.24K | +28.7% | $155,253 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 26 | Corient Private Wealth LP | 16.09K | New | $123,428 | 0.0% | New | 1 | SEC ↗ |
| 27 | Mercer Global Advisors Inc /Adv | 13.39K | -53.1% | $102,701 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 28 | Northwestern Mutual Wealth… | 10.25K | -9.1% | $78,641 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 29 | Bnp Paribas Financial Markets | 6.20K | +18.9% | $47,562 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 30 | Pnc Financial Services Group, Inc. | 4.72K | 0.0% | $36,186 | 0.0% | Held | 3 | SEC ↗ ×3 |
| 31 | TD Waterhouse Canada Inc. | 2.00K | 0.0% | $15,380 | 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
| Corient Private Wealth LP | $123,428 | 0.0% |
Exited
| Balyasny Asset Management L.P. | $7.06M | was 0.0% |
| Jane Street Group, Llc | $2.29M | was 0.0% |
| HighTower Advisors, LLC | $725,942 | was 0.0% |
| Nomura Holdings Inc | $240,926 | was 0.0% |
| Bank of New York Mellon Corp | $96,953 | was 0.0% |
| Creative Planning | $78,914 | was 0.0% |
| Jones Financial Companies Lllp | $2,703 | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 184 holders, 59.65M shares, $383.70M reported. This is a different, older period than the tracked-universe figures above and the two are never mixed.
What else this security's tracked holders most often hold — shared-ownership counts, not fundamental relationships.
Open-market purchases (P)
No open-market insider purchases in our coverage window.
Open-market sales (S)
Other · 4.46K sh · $34,153
Awards, exercises and tax withholding are never counted as buys or sales here. Methodology