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Security record

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Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q4 2024
27Tracked holders
+3Δ holders
17.24MShares held
$358.51MReported value
+4New positions
−1Exits
Rising How these are computed → Explain this at the Research Desk →

Momentum inputs (comparable managers): holder breadth +12.5% · share flow -3.4% · net new positions +11.1%formula
Ownership fragmentation — more holders, smaller aggregate stake

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

Ownership over time
QuarterHoldersΔSharesReported valueNewExits
Q2 2026 27 +3 17.24M $358.51M +4 −1
Q1 2026 24 +2 17.84M $365.91M +3 −1
Q4 2025 22 -2 14.90M $307.02M −2
Q3 2025 5 +1 3.84M $78.90M +1
Q2 2025 1 683 $13,749
Q4 2024 1 +1 79.74K $1.62M +1
Holder count
Who holds it · Q2 2026
#ManagerSharesΔ sharesValueTheir weightHeld
1 Morgan Stanley 5.84M -1.2% $121.47M 0.0% ▼ Trim 4 SEC ↗
2 Morgan Stanley 5.84M -1.2% $121.47M 0.0% ▼ Trim 4 SEC ↗
3 LPL Financial LLC 3.87M -6.0% $80.56M 0.0% ▼ Trim 3 SEC ↗
4 Ameriprise Financial Inc 2.94M -12.5% $61.23M 0.0% ▼ Trim 3 SEC ↗
5 Ameriprise Financial Inc 2.94M -12.5% $61.23M 0.0% ▼ Trim 3 SEC ↗
6 Ameriprise Financial Inc 2.94M -12.5% $61.23M 0.0% ▼ Trim 3 SEC ↗
7 Bank Of America Corp /De/ 1.49M +4.8% $31.04M 0.0% ▲ Add 3 SEC ↗
8 Bank Of America Corp /De/ 1.49M +4.8% $31.04M 0.0% ▲ Add 3 SEC ↗
9 Wells Fargo & Company/Mn 1.04M +1.3% $21.58M 0.0% ▲ Add 3 SEC ↗
10 Wells Fargo & Company/Mn 1.04M +1.3% $21.58M 0.0% ▲ Add 3 SEC ↗
11 Raymond James Financial Inc 290.66K +2.9% $6.05M 0.0% ▲ Add 3 SEC ↗
12 Raymond James Financial Inc 290.66K +2.9% $6.05M 0.0% ▲ Add 3 SEC ↗
13 Commonwealth Equity Services, Llc 285.07K +0.1% $5.93M 0.0% ▲ Add 3 SEC ↗
14 Royal Bank Of Canada 246.43K +1.4% $5.13M 0.0% ▲ Add 3 SEC ↗
15 Royal Bank Of Canada 246.43K +1.4% $5.13M 0.0% ▲ Add 3 SEC ↗
16 Royal Bank Of Canada 246.43K +1.4% $5.13M 0.0% ▲ Add 3 SEC ↗
17 UBS Group AG 242.08K +9.5% $5.04M 0.0% ▲ Add 3 SEC ↗
18 UBS Group AG 242.08K +9.5% $5.04M 0.0% ▲ Add 3 SEC ↗
19 Osaic Holdings, Inc. 195.46K +7.7% $4.07M 0.0% ▲ Add 3 SEC ↗
20 Osaic Holdings, Inc. 195.46K +7.7% $4.07M 0.0% ▲ Add 3 SEC ↗
21 Captrust Financial Advisors 152.92K +7.0% $3.18M 0.0% ▲ Add 3 SEC ↗
22 Cetera Investment Advisers 125.86K -1.1% $2.62M 0.0% ▼ Trim 3 SEC ↗
23 Wealth Enhancement Advisory… 87.71K -8.1% $1.81M 0.0% ▼ Trim 3 SEC ↗
24 Goldman Sachs Group 74.79K New $1.56M 0.0% New 1 SEC ↗
25 Mariner, LLC 71.61K New $1.49M 0.0% New 1 SEC ↗
26 JPMorgan Chase 66.24K -66.8% $1.38M 0.0% ▼ Trim 4 SEC ↗
27 Envestnet Asset Management Inc 58.49K -2.2% $1.22M 0.0% ▼ Trim 3 SEC ↗
28 Focus Partners Wealth 33.67K -24.7% $700,378 0.0% ▼ Trim 3 SEC ↗
29 Fifth Third Bancorp 23.28K +2.3% $484,307 0.0% ▲ Add 2 SEC ↗
30 Mml Investors Services, Llc 19.01K +66.0% $395,480 0.0% ▲ Add 3 SEC ↗
31 Rockefeller Capital Management L.P. 15.56K +39.2% $323,648 0.0% ▲ Add 3 SEC ↗
32 Jane Street Group, Llc 14.67K -59.2% $305,115 0.0% ▼ Trim 3 SEC ↗
33 Stifel Financial Corp 14.02K New $291,678 0.0% New 1 SEC ↗
34 Truist Financial Corp 12.55K +13.0% $261,082 0.0% ▲ Add 3 SEC ↗
35 Northwestern Mutual Wealth… 10.12K +2983.8% $210,392 0.0% ▲ Add 2 SEC ↗
36 Fidelity (FMR) 9.73K +189.8% $202,319 0.0% ▲ Add 5 SEC ↗
37 Jones Financial Companies Lllp 512 New $10,581 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

Goldman Sachs Group $1.56M 0.0%
Mariner, LLC $1.49M 0.0%
Stifel Financial Corp $291,678 0.0%
Jones Financial Companies Lllp $10,581 0.0%

Exited

Citadel Advisors $509,858 was 0.0%

Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 85 holders, 21.60M shares, $441.23M 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