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Security record · archived quarter

NAC

name pending profile ingest

Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025 Q3 2024
30Tracked holders
+4Δ holders
14.17MShares held
$165.07MReported value
+5New positions
−1Exits
Strongly Rising 3 quarters of rising tracked shares ●●●○○○ How these are computed → Explain this at the Research Desk →

Momentum inputs (comparable managers): holder breadth +15.4% · share flow +5.1% · net new positions +13.3%formula
Broad accumulation — rising shares across more holders

All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q1 2026

Ownership over time
QuarterHoldersΔSharesReported valueNewExits
Q2 2026 28 -1 14.97M $181.49M +1 −2
Q1 2026 30 +4 14.17M $165.07M +5 −1
Q4 2025 25 0 13.47M $159.04M
Q3 2025 1 -1 3.76M $43.25M −1
Q2 2025 1 0 17.65K $197,195 +1 −1
Q1 2025 1 +1 61.03K $685,966 +1
Q3 2024 1 +1 51.23K $609,113 +1
Holder count
Who holds it · Q1 2026
#ManagerSharesΔ sharesValueTheir weightHeld
1 Morgan Stanley 6.00M +16.8% $69.88M 0.0% ▲ Add 3 SEC ↗
2 Wells Fargo & Company/Mn 1.80M -9.5% $21.03M 0.0% ▼ Trim 2 SEC ↗
3 Wells Fargo & Company/Mn 1.80M -9.5% $21.03M 0.0% ▼ Trim 2 SEC ↗
4 Wells Fargo & Company/Mn 1.80M -9.5% $21.03M 0.0% ▼ Trim 2 SEC ↗
5 Rockefeller Capital Management L.P. 1.22M +2.7% $14.25M 0.0% ▲ Add 2 SEC ↗
6 UBS Group AG 995.08K -10.7% $11.59M 0.0% ▼ Trim 2 SEC ↗
7 Bank Of America Corp /De/ 932.76K +11.7% $10.87M 0.0% ▲ Add 2 SEC ↗
8 Bank Of America Corp /De/ 932.76K +11.7% $10.87M 0.0% ▲ Add 2 SEC ↗
9 LPL Financial LLC 584.09K +4.3% $6.80M 0.0% ▲ Add 2 SEC ↗
10 Mariner, LLC 531.87K -2.2% $6.20M 0.0% ▼ Trim 2 SEC ↗
11 Mariner, LLC 531.87K -2.2% $6.20M 0.0% ▼ Trim 2 SEC ↗
12 Allianz Asset Management GmbH 475.88K 0.0% $5.54M 0.0% Held 2 SEC ↗
13 Ameriprise Financial Inc 241.66K 0.0% $2.82M 0.0% ▲ Add 2 SEC ↗
14 Jane Street Group, Llc 229.67K -44.5% $2.68M 0.0% ▼ Trim 2 SEC ↗
15 Jane Street Group, Llc 229.67K -44.5% $2.68M 0.0% ▼ Trim 2 SEC ↗
16 Raymond James Financial Inc 179.98K +9.4% $2.10M 0.0% ▲ Add 2 SEC ↗
17 Raymond James Financial Inc 179.98K +9.4% $2.10M 0.0% ▲ Add 2 SEC ↗
18 Royal Bank Of Canada 179.78K -3.3% $2.10M 0.0% ▼ Trim 2 SEC ↗
19 Royal Bank Of Canada 179.78K -3.3% $2.10M 0.0% ▼ Trim 2 SEC ↗
20 Commonwealth Equity Services, Llc 141.72K +114.0% $1.65M 0.0% ▲ Add 2 SEC ↗
21 Osaic Holdings, Inc. 98.48K +21.4% $1.15M 0.0% ▲ Add 2 SEC ↗
22 Creative Planning 85.06K +1.6% $990,959 0.0% ▲ Add 2 SEC ↗
23 Stifel Financial Corp 77.72K -7.6% $905,494 0.0% ▼ Trim 2 SEC ↗
24 Pnc Financial Services Group, Inc. 59.63K 0.0% $694,642 0.0% Held 2 SEC ↗
25 Pnc Financial Services Group, Inc. 59.63K 0.0% $694,642 0.0% Held 2 SEC ↗
26 Cerity Partners LLC 56.42K +16.2% $657,595 0.0% ▲ Add 2 SEC ↗
27 Cerity Partners LLC 56.42K +16.2% $657,595 0.0% ▲ Add 2 SEC ↗
28 Envestnet Asset Management Inc 50.47K New $587,961 0.0% New 1 SEC ↗
29 Cetera Investment Advisers 48.79K -20.1% $568,366 0.0% ▼ Trim 2 SEC ↗
30 Quantinno Capital Management LP 35.60K +67.4% $414,722 0.0% ▲ Add 2 SEC ↗
31 HighTower Advisors, LLC 34.46K +1.1% $401,489 0.0% ▲ Add 2 SEC ↗
32 Susquehanna International Group, Llp 33.10K New $385,650 0.0% New 1 SEC ↗
33 Mercer Global Advisors Inc /Adv 26.49K New $308,597 0.0% New 1 SEC ↗
34 Corient Private Wealth LP 16.09K -65.9% $187,449 0.0% ▼ Trim 2 SEC ↗
35 Mml Investors Services, Llc 10.83K New $126,140 0.0% New 1 SEC ↗
36 CIBC Bancorp USA Inc. 10.00K $116,500 0.0% n/c 1 SEC ↗
37 Us Bancorp \De\ 5.45K +23.8% $63,458 0.0% ▲ Add 2 SEC ↗
38 Us Bancorp \De\ 5.45K +23.8% $63,458 0.0% ▲ Add 2 SEC ↗
39 Cwm, Llc 1.98K 0.0% $23,102 0.0% Held 2 SEC ↗
40 Fifth Third Bancorp 47 New $548 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

Envestnet Asset Management Inc $587,961 0.0%
Susquehanna International… $385,650 0.0%
Mercer Global Advisors Inc… $308,597 0.0%
Mml Investors Services, Llc $126,140 0.0%
Fifth Third Bancorp $548 0.0%

Exited

Captrust Financial Advisors $180,291 was 0.0%

Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 128 holders, 24.08M shares, $277.85M 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 · Get this via the API