Security record · archived quarter
MORT
name pending profile ingest
28Tracked holders
-1Δ holders
7.97MShares held
$82.50MReported value
+3New positions
−4Exits
Momentum inputs (comparable managers):
holder breadth -3.4% ·
share flow +0.3% ·
net new positions -3.6%
— formula
Concentrated accumulation — rising shares among fewer holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q2 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 · Q2 2026
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Bank Of America Corp /De/ | 2.46M | +4.6% | $25.53M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 2 | Bank Of America Corp /De/ | 2.46M | +4.6% | $25.53M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 3 | Bank Of America Corp /De/ | 2.46M | +4.6% | $25.53M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 4 | LPL Financial LLC | 1.39M | +6.3% | $14.38M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 5 | Morgan Stanley ✦ | 1.27M | -26.6% | $13.19M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 6 | Morgan Stanley ✦ | 1.27M | -26.6% | $13.19M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 7 | Bnp Paribas Financial Markets | 1.05M | +50.0% | $10.88M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 8 | Cetera Investment Advisers | 308.50K | +8.2% | $3.20M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 9 | Mml Investors Services, Llc | 292.13K | +72.2% | $3.03M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 10 | UBS Group AG | 225.31K | -38.2% | $2.33M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 11 | UBS Group AG | 225.31K | -38.2% | $2.33M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 12 | Envestnet Asset Management Inc | 202.90K | +10.7% | $2.10M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 13 | Royal Bank Of Canada | 130.77K | +37.1% | $1.35M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 14 | Stifel Financial Corp | 118.47K | +66.9% | $1.23M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 15 | Captrust Financial Advisors | 80.00K | New | $828,800 | 0.0% | New | 1 | SEC ↗ |
| 16 | Raymond James Financial Inc | 69.95K | -17.0% | $724,648 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 17 | Raymond James Financial Inc | 69.95K | -17.0% | $724,648 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 18 | Citadel Advisors ✦ | 64.45K | -66.5% | $667,671 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 19 | Osaic Holdings, Inc. | 60.10K | +4.8% | $622,654 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 20 | Osaic Holdings, Inc. | 60.10K | +4.8% | $622,654 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 21 | D. E. Shaw & Co. ✦ | 48.57K | New | $503,154 | 0.0% | New | 1 | SEC ↗ |
| 22 | Wealth Enhancement Advisory… | 47.24K | 0.0% | $470,520 | 0.0% | Held | 3 | SEC ↗ |
| 23 | Wealthfront Advisers LLC | 35.00K | -28.4% | $362,559 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 24 | Susquehanna International Group, Llp | 22.83K | -63.3% | $236,498 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 25 | Northwestern Mutual Wealth… | 20.37K | +1.3% | $211,055 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 26 | Lido Advisors, LLC | 19.03K | 0.0% | $197,151 | 0.0% | Held | 3 | SEC ↗ |
| 27 | JPMorgan Chase ✦ | 17.54K | New | $181,033 | 0.0% | New | 1 | SEC ↗ |
| 28 | Fifth Third Bancorp | 10.86K | +1.0% | $112,530 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 29 | Rockefeller Capital Management L.P. | 10.44K | +0.1% | $108,182 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 30 | Fidelity (FMR) ✦ | 3.52K | +6.1% | $36,500 | 0.0% | ▲ Add | 5 | SEC ↗ |
| 31 | Us Bancorp \De\ | 555 | 0.0% | $5,750 | 0.0% | Held | 3 | SEC ↗ |
| 32 | Jones Financial Companies Lllp | 415 | 0.0% | $4,275 | 0.0% | Held | 3 | SEC ↗ |
| 33 | National Bank Of Canada /Fi/ | 376 | 0.0% | $3,892 | 0.0% | Held | 3 | SEC ↗ |
| 34 | Wells Fargo & Company/Mn | 1 | 0.0% | $7 | 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
| Captrust Financial Advisors | $828,800 | 0.0% |
| D. E. Shaw & Co. | $503,154 | 0.0% |
| JPMorgan Chase | $181,033 | 0.0% |
Exited
| Jane Street Group, Llc | $860,711 | was 0.0% |
| Hrt Financial Lp | $239,000 | was 0.0% |
| HighTower Advisors, LLC | $150,689 | was 0.0% |
| Simplex Trading, Llc | $10,106 | 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: Q2 2026 ·
Methodology ·
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