Trade Filings
Managers Stocks Filings Superinvestors
Signals Institutional Buying Institutional Selling Insider Activity 13D & 13G Watch Sector Rotation
Tools Stock Screener Manager Screener Compare Managers Consensus Baskets All Research Tools Data API
Learn & AI Learn Ask the Data AI Agents
News ★ Saved
About About us Methodology Contact Disclaimer
Reader
DATA PLANS

Historical data downloads — coming with accounts.

API GATEWAY

Free read-only JSON access to the site's cached data.

Dark mode

🧭 Guided View
New to markets — prices, yields, YTD, market cap? We explain every term as you browse, in plain English. Same data, with the help built in.

⚡ Expert View
You already know the market. Just the data — clean, fast and compact, with no extra explanations. This is the default view.

Interface language
Security record

JUST

name pending profile ingest

Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025 Q4 2024
31Tracked holders
+1Δ holders
1.72MShares held
$182.95MReported value
+2New positions
−1Exits
Stable How these are computed → Explain this at the Research Desk →

Momentum inputs (comparable managers): holder breadth +3.3% · share flow -4.7% · net new positions +3.2%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
QuarterHoldersΔSharesReported valueNewExits
Q2 2026 31 +1 1.72M $182.95M +2 −1
Q1 2026 31 +2 1.80M $166.29M +3 −1
Q4 2025 29 0 1.79M $173.07M
Q3 2025 4 -1 1.31M $122.42M −1
Q2 2025 2 0 26.04K $2.29M
Q1 2025 1 0 47.46K $3.77M
Q4 2024 1 +1 10.62K $882,883 +1
Holder count
Who holds it · Q2 2026
#ManagerSharesΔ sharesValueTheir weightHeld
1 Goldman Sachs Group 677.94K -1.0% $72.33M 0.0% ▼ Trim 4 SEC ↗
2 Goldman Sachs Group 677.94K -1.0% $72.33M 0.0% ▼ Trim 4 SEC ↗
3 Morgan Stanley 227.23K -7.3% $24.24M 0.0% ▼ Trim 4 SEC ↗
4 Morgan Stanley 227.23K -7.3% $24.24M 0.0% ▼ Trim 4 SEC ↗
5 Morgan Stanley 227.23K -7.3% $24.24M 0.0% ▼ Trim 4 SEC ↗
6 Citigroup Inc 166.18K +23.2% $17.73M 0.0% ▲ Add 3 SEC ↗
7 Citigroup Inc 166.18K +23.2% $17.73M 0.0% ▲ Add 3 SEC ↗
8 JPMorgan Chase 79.11K -11.9% $8.38M 0.0% ▼ Trim 4 SEC ↗
9 JPMorgan Chase 79.11K -11.9% $8.38M 0.0% ▼ Trim 4 SEC ↗
10 HighTower Advisors, LLC 73.97K +1.2% $7.89M 0.0% ▲ Add 3 SEC ↗
11 Creative Planning 65.64K -1.2% $7.00M 0.0% ▼ Trim 3 SEC ↗
12 LPL Financial LLC 62.72K +23.8% $6.69M 0.0% ▲ Add 3 SEC ↗
13 Bank Of America Corp /De/ 62.65K -5.7% $6.68M 0.0% ▼ Trim 3 SEC ↗
14 Bank Of America Corp /De/ 62.65K -5.7% $6.68M 0.0% ▼ Trim 3 SEC ↗
15 Wells Fargo & Company/Mn 57.11K +2.3% $6.09M 0.0% ▲ Add 3 SEC ↗
16 Wells Fargo & Company/Mn 57.11K +2.3% $6.09M 0.0% ▲ Add 3 SEC ↗
17 UBS Group AG 43.41K -5.1% $4.63M 0.0% ▼ Trim 3 SEC ↗
18 UBS Group AG 43.41K -5.1% $4.63M 0.0% ▼ Trim 3 SEC ↗
19 Osaic Holdings, Inc. 30.93K +38.0% $3.30M 0.0% ▲ Add 3 SEC ↗
20 Osaic Holdings, Inc. 30.93K +38.0% $3.30M 0.0% ▲ Add 3 SEC ↗
21 Osaic Holdings, Inc. 30.93K +38.0% $3.30M 0.0% ▲ Add 3 SEC ↗
22 Northwestern Mutual Wealth… 25.15K -3.7% $2.68M 0.0% ▼ Trim 3 SEC ↗
23 Franklin Resources Inc 21.88K +3.1% $2.33M 0.0% ▲ Add 3 SEC ↗
24 Franklin Resources Inc 21.88K +3.1% $2.33M 0.0% ▲ Add 3 SEC ↗
25 Royal Bank Of Canada 21.30K +0.3% $2.27M 0.0% ▲ Add 3 SEC ↗
26 Cetera Investment Advisers 15.88K -34.0% $1.69M 0.0% ▼ Trim 3 SEC ↗
27 Rockefeller Capital Management L.P. 14.23K +4.5% $1.52M 0.0% ▲ Add 3 SEC ↗
28 Rockefeller Capital Management L.P. 14.23K +4.5% $1.52M 0.0% ▲ Add 3 SEC ↗
29 Susquehanna International Group, Llp 12.95K +100.3% $1.38M 0.0% ▲ Add 2 SEC ↗
30 Raymond James Financial Inc 12.52K -8.0% $1.34M 0.0% ▼ Trim 3 SEC ↗
31 Raymond James Financial Inc 12.52K -8.0% $1.34M 0.0% ▼ Trim 3 SEC ↗
32 Ameriprise Financial Inc 10.35K New $1.10M 0.0% New 1 SEC ↗
33 Envestnet Asset Management Inc 10.13K -91.0% $1.08M 0.0% ▼ Trim 3 SEC ↗
34 Corient Private Wealth LP 4.39K -0.3% $468,285 0.0% ▼ Trim 3 SEC ↗
35 Cerity Partners LLC 3.30K 0.0% $352,094 0.0% Held 3 SEC ↗
36 Cerity Partners LLC 3.30K 0.0% $352,094 0.0% Held 3 SEC ↗
37 Citadel Advisors 3.01K New $320,726 0.0% New 1 SEC ↗
38 Commonwealth Equity Services, Llc 2.60K -0.4% $277,910 0.0% ▼ Trim 3 SEC ↗
39 Baird Financial Group, Inc. 2.53K 0.0% $270,259 0.0% Held 3 SEC ↗
40 Fidelity (FMR) 2.52K +8.6% $269,117 0.0% ▲ Add 5 SEC ↗
41 Bank Of Montreal /Can/ 2.32K -20.6% $247,213 0.0% ▼ Trim 3 SEC ↗
42 Jane Street Group, Llc 2.12K -69.8% $226,727 0.0% ▼ Trim 3 SEC ↗
43 Russell Investments Group, Ltd. 901 -8.4% $96,132 0.0% ▼ Trim 2 SEC ↗
44 Assetmark, Inc 152 0.0% $16,218 0.0% Held 3 SEC ↗
45 Pnc Financial Services Group, Inc. 99 0.0% $10,563 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

Ameriprise Financial Inc $1.10M 0.0%
Citadel Advisors $320,726 0.0%

Exited

UBS AM, a distinct business… $7,400 was 0.0%

Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 90 holders, 3.57M shares, $284.60M 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: Q2 2026 · Methodology · Get this via the API