Security record · archived quarter
MORT
name pending profile ingest
30Tracked holders
-2Δ holders
7.95MShares held
$81.50MReported value
+2New positions
−4Exits
Momentum inputs (comparable managers):
holder breadth -6.2% ·
share flow +30.0% ·
net new positions -6.7%
— formula
Concentrated accumulation — rising shares among fewer 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 | 28 | -1 | 7.97M | $82.50M | +3 | −4 |
| Q1 2026 | 30 | -2 | 7.95M | $81.50M | +2 | −4 |
| Q4 2025 | 32 | +3 | 5.78M | $60.72M | +3 | — |
| Q3 2025 | 2 | -1 | 394.00K | $4.24M | — | −1 |
| Q2 2025 | 2 | -1 | 64.43K | $680,407 | — | −1 |
| Q1 2025 | 2 | 0 | 223.05K | $2.49M | — | — |
| Q4 2024 | 2 | 0 | 46.76K | $496,591 | +1 | −1 |
| Q3 2024 | 2 | -1 | 84.78K | $1.02M | — | −1 |
| Q2 2024 | 3 | — | 80.97K | $906,099 | — | — |
Who holds it · Q1 2026
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Bank Of America Corp /De/ | 2.36M | +266.8% | $24.17M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 2 | Bank Of America Corp /De/ | 2.36M | +266.8% | $24.17M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 3 | Bank Of America Corp /De/ | 2.36M | +266.8% | $24.17M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 4 | Morgan Stanley ✦ | 1.73M | +149.7% | $17.79M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 5 | Morgan Stanley ✦ | 1.73M | +149.7% | $17.79M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 6 | Morgan Stanley ✦ | 1.73M | +149.7% | $17.79M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 7 | LPL Financial LLC | 1.31M | +7.8% | $13.40M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 8 | Bnp Paribas Financial Markets | 700.00K | New | $7.18M | 0.0% | New | 1 | SEC ↗ |
| 9 | UBS Group AG | 364.80K | +1042.1% | $3.74M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 10 | UBS Group AG | 364.80K | +1042.1% | $3.74M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 11 | UBS Group AG | 364.80K | +1042.1% | $3.74M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 12 | Cetera Investment Advisers | 285.15K | +14.0% | $2.93M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 13 | Citadel Advisors ✦ | 192.08K | +387.5% | $1.97M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 14 | Envestnet Asset Management Inc | 183.22K | +19.5% | $1.88M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 15 | Mml Investors Services, Llc | 169.62K | -36.1% | $1.74M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 16 | Royal Bank Of Canada | 95.35K | -28.8% | $978,000 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 17 | Raymond James Financial Inc | 84.23K | +44.6% | $864,218 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 18 | Raymond James Financial Inc | 84.23K | +44.6% | $864,218 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 19 | Raymond James Financial Inc | 84.23K | +44.6% | $864,218 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 20 | Jane Street Group, Llc | 83.89K | +458.3% | $860,711 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 21 | Stifel Financial Corp | 70.98K | +22.4% | $728,224 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 22 | Susquehanna International Group, Llp | 62.17K | +421.1% | $637,844 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 23 | Osaic Holdings, Inc. | 57.35K | +37.2% | $588,377 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 24 | Osaic Holdings, Inc. | 57.35K | +37.2% | $588,377 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 25 | Wealthfront Advisers LLC | 48.87K | +72.1% | $501,386 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 26 | Wealth Enhancement Advisory… | 47.24K | -29.2% | $470,993 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 27 | Hrt Financial Lp | 23.35K | -30.1% | $239,000 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 28 | Northwestern Mutual Wealth… | 20.11K | +46.5% | $206,328 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 29 | Lido Advisors, LLC | 19.03K | 0.0% | $195,248 | 0.0% | Held | 2 | SEC ↗ |
| 30 | HighTower Advisors, LLC | 14.69K | -98.8% | $150,689 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 31 | Fifth Third Bancorp | 10.76K | New | $110,357 | 0.0% | New | 1 | SEC ↗ |
| 32 | Rockefeller Capital Management L.P. | 10.43K | -16.8% | $106,981 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 33 | Fidelity (FMR) ✦ | 3.32K | -6.2% | $34,074 | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 34 | Simplex Trading, Llc | 985 | +315.6% | $10,106 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 35 | Us Bancorp \De\ | 555 | 0.0% | $5,694 | 0.0% | Held | 2 | SEC ↗ |
| 36 | Jones Financial Companies Lllp | 415 | -18.9% | $4,079 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 37 | National Bank Of Canada /Fi/ | 376 | +10.9% | $3,854 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 38 | Cwm, Llc | 141 | +984.6% | $1,447 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 39 | Wells Fargo & Company/Mn | 1 | -50.0% | $13 | 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
| Bnp Paribas Financial Markets | $7.18M | 0.0% |
| Fifth Third Bancorp | $110,357 | 0.0% |
Exited
| Two Sigma Investments | $6.71M | was 0.0% |
| Qube Research & Technologies… | $515,442 | was 0.0% |
| JPMorgan Chase | $282,677 | was 0.0% |
| Citigroup Inc | $11 | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 86 holders, 11.88M shares, $119.35M 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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