Security record · archived quarter
KBWD
name pending profile ingest
23Tracked holders
+3Δ holders
4.51MShares held
$56.56MReported value
+5New positions
−2Exits
Momentum inputs (comparable managers):
holder breadth +15.0% ·
share flow +23.1% ·
net new positions +13.0%
— formula
Broad accumulation — rising shares across more holders
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 | 20 | -2 | 5.07M | $62.93M | +2 | −4 |
| Q1 2026 | 23 | +3 | 4.51M | $56.56M | +5 | −2 |
| Q4 2025 | 20 | -1 | 3.67M | $50.08M | — | −1 |
| Q3 2025 | 4 | -1 | 926.46K | $12.54M | +1 | −2 |
| Q2 2025 | 3 | -1 | 15.01K | $208,180 | — | −1 |
| Q1 2025 | 2 | 0 | 261.82K | $3.78M | — | — |
| Q4 2024 | 2 | -1 | 186.71K | $2.74M | — | −1 |
| Q3 2024 | 3 | +1 | 164.74K | $2.52M | +1 | — |
| Q2 2024 | 2 | — | 35.59K | $535,198 | — | — |
Who holds it · Q1 2026
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Wells Fargo & Company/Mn | 1.35M | +191.5% | $16.89M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 2 | Wells Fargo & Company/Mn | 1.35M | +191.5% | $16.89M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 3 | Morgan Stanley ✦ | 962.24K | +12.3% | $12.07M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 4 | Morgan Stanley ✦ | 962.24K | +12.3% | $12.07M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 5 | LPL Financial LLC | 798.37K | +0.2% | $10.01M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 6 | Bank Of America Corp /De/ | 726.42K | +2.6% | $9.11M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 7 | Bank Of America Corp /De/ | 726.42K | +2.6% | $9.11M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 8 | Raymond James Financial Inc | 187.54K | -9.9% | $2.35M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 9 | Raymond James Financial Inc | 187.54K | -9.9% | $2.35M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 10 | Envestnet Asset Management Inc | 112.78K | +52.8% | $1.41M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 11 | UBS Group AG | 94.35K | -1.2% | $1.18M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 12 | UBS Group AG | 94.35K | -1.2% | $1.18M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 13 | UBS Group AG | 94.35K | -1.2% | $1.18M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 14 | Cetera Investment Advisers | 57.60K | +10.4% | $722,286 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 15 | Mml Investors Services, Llc | 55.33K | +11.7% | $693,817 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 16 | Osaic Holdings, Inc. | 53.07K | -8.0% | $665,494 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 17 | Citadel Advisors ✦ | 22.56K | New | $282,927 | 0.0% | New | 1 | SEC ↗ |
| 18 | Bnp Paribas Financial Markets | 20.00K | New | $250,800 | 0.0% | New | 1 | SEC ↗ |
| 19 | Rockefeller Capital Management L.P. | 19.21K | +0.5% | $240,951 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 20 | Cwm, Llc | 16.22K | +4.3% | $203,411 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 21 | Jane Street Group, Llc | 10.63K | New | $133,313 | 0.0% | New | 1 | SEC ↗ |
| 22 | Fifth Third Bancorp | 9.61K | New | $120,472 | 0.0% | New | 1 | SEC ↗ |
| 23 | Pnc Financial Services Group, Inc. | 9.01K | 0.0% | $112,998 | 0.0% | Held | 2 | SEC ↗ |
| 24 | Pnc Financial Services Group, Inc. | 9.01K | 0.0% | $112,998 | 0.0% | Held | 2 | SEC ↗ |
| 25 | Pnc Financial Services Group, Inc. | 9.01K | 0.0% | $112,998 | 0.0% | Held | 2 | SEC ↗ |
| 26 | Royal Bank Of Canada | 4.47K | -50.6% | $56,000 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 27 | JPMorgan Chase ✦ | 1.47K | 0.0% | $18,005 | 0.0% | Held | 3 | SEC ↗ |
| 28 | Jones Financial Companies Lllp | 982 | 0.0% | $11,876 | 0.0% | Held | 2 | SEC ↗ |
| 29 | Simplex Trading, Llc | 888 | New | $11,135 | 0.0% | New | 1 | SEC ↗ |
| 30 | Citigroup Inc | 801 | -0.1% | $10,045 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 31 | Qube Research & Technologies Ltd | 29 | -90.2% | $364 | 0.0% | ▼ Trim | 2 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| Citadel Advisors | $282,927 | 0.0% |
| Bnp Paribas Financial Markets | $250,800 | 0.0% |
| Jane Street Group, Llc | $133,313 | 0.0% |
| Fifth Third Bancorp | $120,472 | 0.0% |
| Simplex Trading, Llc | $11,135 | 0.0% |
Exited
| Two Sigma Investments | $3.24M | was 0.0% |
| Commonwealth Equity Services… | $159,205 | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 64 holders, 7.05M shares, $86.74M 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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