Security record · archived quarter
NAC
name pending profile ingest
28Tracked holders
-1Δ holders
14.97MShares held
$181.49MReported value
+1New positions
−2Exits
Momentum inputs (comparable managers):
holder breadth -3.4% ·
share flow +5.7% ·
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 | 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 | — |
Who holds it · Q2 2026
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Morgan Stanley ✦ | 6.93M | +15.6% | $84.04M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 2 | Morgan Stanley ✦ | 6.93M | +15.6% | $84.04M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 3 | Wells Fargo & Company/Mn | 2.06M | +13.9% | $24.91M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 4 | Wells Fargo & Company/Mn | 2.06M | +13.9% | $24.91M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 5 | Wells Fargo & Company/Mn | 2.06M | +13.9% | $24.91M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 6 | Rockefeller Capital Management L.P. | 1.24M | +1.1% | $14.99M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 7 | Bank Of America Corp /De/ | 1.15M | +23.3% | $13.94M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 8 | Bank Of America Corp /De/ | 1.15M | +23.3% | $13.94M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 9 | UBS Group AG | 906.26K | -8.9% | $10.98M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 10 | LPL Financial LLC | 612.00K | +4.8% | $7.42M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 11 | Allianz Asset Management GmbH | 475.88K | 0.0% | $5.77M | 0.0% | Held | 3 | SEC ↗ |
| 12 | Ameriprise Financial Inc | 261.69K | +8.3% | $3.17M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 13 | Ameriprise Financial Inc | 261.69K | +8.3% | $3.17M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 14 | Raymond James Financial Inc | 219.11K | +21.7% | $2.66M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 15 | Raymond James Financial Inc | 219.11K | +21.7% | $2.66M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 16 | Royal Bank Of Canada | 171.67K | -4.5% | $2.08M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 17 | Quantinno Capital Management LP | 161.51K | +353.7% | $1.96M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 18 | Commonwealth Equity Services, Llc | 138.03K | -2.6% | $1.67M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 19 | Osaic Holdings, Inc. | 111.11K | +12.8% | $1.35M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 20 | Stifel Financial Corp | 77.99K | +0.3% | $945,215 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 21 | Creative Planning | 75.68K | -11.0% | $917,188 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 22 | Pnc Financial Services Group, Inc. | 59.63K | 0.0% | $722,668 | 0.0% | Held | 3 | SEC ↗ |
| 23 | Pnc Financial Services Group, Inc. | 59.63K | 0.0% | $722,668 | 0.0% | Held | 3 | SEC ↗ |
| 24 | Jane Street Group, Llc | 52.74K | -77.0% | $639,269 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 25 | Jane Street Group, Llc | 52.74K | -77.0% | $639,269 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 26 | Mariner, LLC | 51.89K | -90.2% | $628,898 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 27 | Envestnet Asset Management Inc | 50.47K | 0.0% | $611,672 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 28 | Cetera Investment Advisers | 49.95K | +2.4% | $605,405 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 29 | HighTower Advisors, LLC | 35.02K | +1.6% | $424,501 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 30 | Cerity Partners LLC | 18.13K | -67.9% | $219,708 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 31 | Corient Private Wealth LP | 16.09K | 0.0% | $195,011 | 0.0% | Held | 3 | SEC ↗ |
| 32 | Susquehanna International Group, Llp | 16.05K | -51.5% | $194,465 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 33 | Mml Investors Services, Llc | 10.83K | 0.0% | $131,229 | 0.0% | Held | 2 | SEC ↗ |
| 34 | Focus Partners Wealth | 10.46K | New | $126,836 | 0.0% | New | 1 | SEC ↗ |
| 35 | CIBC Bancorp USA Inc. | 10.00K | 0.0% | $121,200 | 0.0% | Held | 2 | SEC ↗ |
| 36 | Us Bancorp \De\ | 4.92K | -9.6% | $59,667 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 37 | Us Bancorp \De\ | 4.92K | -9.6% | $59,667 | 0.0% | ▼ Trim | 3 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| Focus Partners Wealth | $126,836 | 0.0% |
Exited
| Mercer Global Advisors Inc… | $308,597 | was 0.0% |
| Fifth Third Bancorp | $548 | 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: Q2 2026 ·
Methodology ·
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