MMD
name pending profile ingest
Momentum inputs (comparable managers): holder breadth 0.0% · share flow +4.2% · net new positions 0.0% · formula
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q2 2026
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Raymond James Financial Inc | 676.97K | +0.2% | $10.49M | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 2 | Morgan Stanley ✦ | 483.91K | +7.1% | $7.50M | 0.0% | ▲ Add | 4 | SEC ↗ ×2 |
| 3 | Bank Of America Corp /De/ | 321.16K | +1.0% | $4.98M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 4 | Wells Fargo & Company/Mn | 281.47K | +5.5% | $4.36M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 5 | Royal Bank Of Canada | 106.33K | -28.4% | $1.65M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 6 | Invesco Ltd. | 93.88K | +49.9% | $1.46M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 7 | Envestnet Asset Management Inc | 91.38K | -2.8% | $1.42M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 8 | LPL Financial LLC | 83.45K | +32.0% | $1.29M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 9 | Rockefeller Capital Management L.P. | 64.05K | +165.9% | $992,706 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 10 | Mercer Global Advisors Inc /Adv | 52.29K | +1.3% | $810,508 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 11 | Bank of New York Mellon Corp | 49.82K | +33.7% | $772,186 | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 12 | AQR Capital Management ✦ | 42.62K | +1.3% | $660,600 | 0.0% | ▲ Add | 6 | SEC ↗ |
| 13 | UBS Group AG | 42.45K | -15.9% | $657,944 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 14 | Osaic Holdings, Inc. | 37.63K | +2.0% | $583,315 | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 15 | Ameriprise Financial Inc | 32.13K | +53.2% | $497,974 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 16 | Northwestern Mutual Wealth… | 20.08K | -18.8% | $311,209 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 17 | Stifel Financial Corp | 14.66K | -24.6% | $227,200 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 18 | Cetera Investment Advisers | 14.23K | +9.8% | $220,575 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 19 | Cerity Partners LLC | 13.89K | 0.0% | $215,357 | 0.0% | Held | 2 | SEC ↗ ×2 |
| 20 | Nomura Holdings Inc | 12.20K | -27.1% | $189,100 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 21 | Fifth Third Bancorp | 3.65K | 0.0% | $56,529 | 0.0% | Held | 2 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value: the conviction measure. ✦ = curated manager.
New buyers
| No new tracked buyers this quarter. |
Exited
| No tracked exits this quarter. |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 67 holders, 5.34M shares, $76.56M 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 · 100 sh · $1,502
Other · 1.15K sh · $17,250
Awards, exercises and tax withholding are never counted as buys or sales here. Methodology