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Security record

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Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q4 2024 Q2 2024
38Tracked holders
+10Δ holders
24.98MShares held
$109.92MReported value
+10New positions
−0Exits
Strongly Rising 4 quarters of rising tracked shares ●●●●○○ How these are computed → Explain this at the Research Desk →

Momentum inputs (comparable managers): holder breadth +30.0% · share flow +30.0% · net new positions +20.0%formula
Broad accumulation — rising shares across more holders

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

Ownership over time
QuarterHoldersΔSharesReported valueNewExits
Q2 2026 38 +10 24.98M $109.92M +10
Q1 2026 28 +1 9.84M $45.46M +2 −1
Q4 2025 27 +1 9.76M $45.37M +1
Q3 2025 1 -1 2.88M $13.77M −1
Q2 2025 1 +1 14.52K $68,263 +1
Q4 2024 1 +1 14.56K $68,268 +1
Q2 2024 1 12.14K $56,806
Holder count
Who holds it · Q2 2026
#ManagerSharesΔ sharesValueTheir weightHeld
1 Morgan Stanley 12.79M +393.6% $56.30M 0.0% ▲ Add 4 SEC ↗
2 Morgan Stanley 12.79M +393.6% $56.30M 0.0% ▲ Add 4 SEC ↗
3 Morgan Stanley 12.79M +393.6% $56.30M 0.0% ▲ Add 4 SEC ↗
4 Morgan Stanley 12.79M +393.6% $56.30M 0.0% ▲ Add 4 SEC ↗
5 Allspring Global Investments… 5.73M +65.9% $25.19M 0.0% ▲ Add 3 SEC ↗
6 Raymond James Financial Inc 1.29M +14.5% $5.68M 0.0% ▲ Add 3 SEC ↗
7 Raymond James Financial Inc 1.29M +14.5% $5.68M 0.0% ▲ Add 3 SEC ↗
8 Focus Partners Wealth 904.78K +3058.6% $3.98M 0.0% ▲ Add 3 SEC ↗
9 Invesco Ltd. 663.27K +2.4% $2.92M 0.0% ▲ Add 3 SEC ↗
10 LPL Financial LLC 610.94K +19.0% $2.69M 0.0% ▲ Add 3 SEC ↗
11 Bank Of America Corp /De/ 548.78K +3569.0% $2.41M 0.0% ▲ Add 3 SEC ↗
12 Commonwealth Equity Services, Llc 369.12K +101.7% $1.62M 0.0% ▲ Add 3 SEC ↗
13 Wells Fargo & Company/Mn 286.81K +1114.6% $1.26M 0.0% ▲ Add 3 SEC ↗
14 Wells Fargo & Company/Mn 286.81K +1114.6% $1.26M 0.0% ▲ Add 3 SEC ↗
15 Stifel Financial Corp 277.33K +85.2% $1.22M 0.0% ▲ Add 3 SEC ↗
16 UBS Group AG 254.37K +58.7% $1.12M 0.0% ▲ Add 3 SEC ↗
17 UBS Group AG 254.37K +58.7% $1.12M 0.0% ▲ Add 3 SEC ↗
18 UBS Group AG 254.37K +58.7% $1.12M 0.0% ▲ Add 3 SEC ↗
19 Northwestern Mutual Wealth… 235.83K 0.0% $1.04M 0.0% Held 3 SEC ↗
20 Osaic Holdings, Inc. 189.49K +109.0% $833,771 0.0% ▲ Add 3 SEC ↗
21 Osaic Holdings, Inc. 189.49K +109.0% $833,771 0.0% ▲ Add 3 SEC ↗
22 Royal Bank Of Canada 161.61K +35.8% $711,000 0.0% ▲ Add 3 SEC ↗
23 Royal Bank Of Canada 161.61K +35.8% $711,000 0.0% ▲ Add 3 SEC ↗
24 Cetera Investment Advisers 102.87K -42.2% $452,640 0.0% ▼ Trim 3 SEC ↗
25 HighTower Advisors, LLC 98.06K New $431,451 0.0% New 1 SEC ↗
26 Jane Street Group, Llc 95.05K +424.7% $418,216 0.0% ▲ Add 3 SEC ↗
27 Jane Street Group, Llc 95.05K +424.7% $418,216 0.0% ▲ Add 3 SEC ↗
28 Mariner, LLC 84.56K +499.9% $372,043 0.0% ▲ Add 3 SEC ↗
29 Susquehanna International Group, Llp 34.46K -19.5% $151,628 0.0% ▼ Trim 3 SEC ↗
30 Lazard Asset Management Llc 31.62K 0.0% $139,129 0.0% Held 3 SEC ↗
31 Goldman Sachs Group 26.12K New $114,924 0.0% New 1 SEC ↗
32 Franklin Resources Inc 23.59K +14.5% $103,805 0.0% ▲ Add 3 SEC ↗
33 Rockefeller Capital Management L.P. 22.49K +12.0% $98,974 0.0% ▲ Add 3 SEC ↗
34 Ameriprise Financial Inc 20.95K -16.1% $92,187 0.0% ▼ Trim 3 SEC ↗
35 Citadel Advisors 19.61K +28.2% $86,284 0.0% ▲ Add 3 SEC ↗
36 Hrt Financial Lp 16.77K New $73,000 0.0% New 1 SEC ↗
37 Envestnet Asset Management Inc 14.70K -87.0% $64,660 0.0% ▼ Trim 2 SEC ↗
38 Captrust Financial Advisors 13.46K -30.1% $59,224 0.0% ▼ Trim 3 SEC ↗
39 Creative Planning 12.31K New $54,164 0.0% New 1 SEC ↗
40 AQR Capital Management 11.84K New $52,092 0.0% New 1 SEC ↗
41 Baird Financial Group, Inc. 11.11K New $48,888 0.0% New 1 SEC ↗
42 Wealth Enhancement Advisory… 10.74K New $47,241 0.0% New 1 SEC ↗
43 Pnc Financial Services Group, Inc. 8.52K +1184.3% $37,468 0.0% ▲ Add 3 SEC ↗
44 Pnc Financial Services Group, Inc. 8.52K +1184.3% $37,468 0.0% ▲ Add 3 SEC ↗
45 Pnc Financial Services Group, Inc. 8.52K +1184.3% $37,468 0.0% ▲ Add 3 SEC ↗
46 Fifth Third Bancorp 4.60K +408.2% $20,233 0.0% ▲ Add 2 SEC ↗
47 Us Bancorp \De\ 3.00K 0.0% $13,200 0.0% Held 3 SEC ↗
48 Jones Financial Companies Lllp 927 New $4,107 0.0% New 1 SEC ↗
49 JPMorgan Chase 380 New $1,680 0.0% New 1 SEC ↗
50 Citigroup Inc 2 New $9 0.0% New 1 SEC ↗

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

New buyers

HighTower Advisors, LLC $431,451 0.0%
Goldman Sachs Group $114,924 0.0%
Hrt Financial Lp $73,000 0.0%
Creative Planning $54,164 0.0%
AQR Capital Management $52,092 0.0%
Baird Financial Group, Inc. $48,888 0.0%
Wealth Enhancement Advisory… $47,241 0.0%
Jones Financial Companies Lllp $4,107 0.0%
JPMorgan Chase $1,680 0.0%
Citigroup Inc $9 0.0%

Exited

No tracked exits this quarter.

Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 87 holders, 14.64M shares, $62.14M 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