Security record · archived quarter
NAD
name pending profile ingest
42Tracked holders
+2Δ holders
25.57MShares held
$294.05MReported value
+3New positions
−1Exits
Momentum inputs (comparable managers):
holder breadth +5.0% ·
share flow -3.0% ·
net new positions +4.8%
— formula
Ownership fragmentation — more holders, smaller aggregate stake
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 | 41 | 0 | 25.29M | $306.54M | +3 | −3 |
| Q1 2026 | 42 | +2 | 25.57M | $294.05M | +3 | −1 |
| Q4 2025 | 40 | 0 | 26.35M | $316.56M | — | — |
| Q3 2025 | 1 | — | 7.13M | $83.38M | — | — |
| Q1 2025 | 1 | +1 | 10.80K | $124,439 | +1 | — |
| Q3 2024 | 1 | +1 | 32.03K | $396,556 | +1 | — |
Who holds it · Q1 2026
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Morgan Stanley ✦ | 6.64M | -7.6% | $76.32M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 2 | Morgan Stanley ✦ | 6.64M | -7.6% | $76.32M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 3 | Morgan Stanley ✦ | 6.64M | -7.6% | $76.32M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 4 | Morgan Stanley ✦ | 6.64M | -7.6% | $76.32M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 5 | UBS Group AG | 3.19M | -10.0% | $36.68M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 6 | UBS Group AG | 3.19M | -10.0% | $36.68M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 7 | Raymond James Financial Inc | 2.63M | -0.1% | $30.29M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 8 | Raymond James Financial Inc | 2.63M | -0.1% | $30.29M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 9 | Raymond James Financial Inc | 2.63M | -0.1% | $30.29M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 10 | Bank Of America Corp /De/ | 2.52M | -4.6% | $28.97M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 11 | Bank Of America Corp /De/ | 2.52M | -4.6% | $28.97M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 12 | Wells Fargo & Company/Mn | 2.50M | +2.3% | $28.75M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 13 | Wells Fargo & Company/Mn | 2.50M | +2.3% | $28.75M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 14 | Wells Fargo & Company/Mn | 2.50M | +2.3% | $28.75M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 15 | Ameriprise Financial Inc | 1.23M | +19.6% | $14.09M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 16 | Ameriprise Financial Inc | 1.23M | +19.6% | $14.09M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 17 | LPL Financial LLC | 1.22M | +28.2% | $14.06M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 18 | Royal Bank Of Canada | 962.55K | +7.0% | $11.07M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 19 | Royal Bank Of Canada | 962.55K | +7.0% | $11.07M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 20 | Royal Bank Of Canada | 962.55K | +7.0% | $11.07M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 21 | Stifel Financial Corp | 730.59K | +5.2% | $8.40M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 22 | Stifel Financial Corp | 730.59K | +5.2% | $8.40M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 23 | Stifel Financial Corp | 730.59K | +5.2% | $8.40M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 24 | Cetera Investment Advisers | 675.75K | +4.4% | $7.77M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 25 | Commonwealth Equity Services, Llc | 419.70K | -5.7% | $4.83M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 26 | Deutsche Bank Ag\ | 416.38K | 0.0% | $4.79M | 0.0% | Held | 2 | SEC ↗ |
| 27 | Osaic Holdings, Inc. | 369.61K | +12.5% | $4.25M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 28 | Allianz Asset Management GmbH | 300.65K | 0.0% | $3.46M | 0.0% | Held | 2 | SEC ↗ |
| 29 | Cerity Partners LLC | 210.86K | -3.6% | $2.42M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 30 | Cerity Partners LLC | 210.86K | -3.6% | $2.42M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 31 | Invesco Ltd. | 206.99K | -5.4% | $2.38M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 32 | Jane Street Group, Llc | 186.59K | -27.5% | $2.15M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 33 | Jane Street Group, Llc | 186.59K | -27.5% | $2.15M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 34 | Rockefeller Capital Management L.P. | 156.58K | -15.3% | $1.80M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 35 | Rockefeller Capital Management L.P. | 156.58K | -15.3% | $1.80M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 36 | Rockefeller Capital Management L.P. | 156.58K | -15.3% | $1.80M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 37 | Baird Financial Group, Inc. | 111.98K | -9.7% | $1.29M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 38 | Baird Financial Group, Inc. | 111.98K | -9.7% | $1.29M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 39 | HighTower Advisors, LLC | 88.37K | -81.0% | $1.02M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 40 | Pnc Financial Services Group, Inc. | 83.92K | 0.0% | $965,023 | 0.0% | Held | 2 | SEC ↗ |
| 41 | Pnc Financial Services Group, Inc. | 83.92K | 0.0% | $965,023 | 0.0% | Held | 2 | SEC ↗ |
| 42 | Pnc Financial Services Group, Inc. | 83.92K | 0.0% | $965,023 | 0.0% | Held | 2 | SEC ↗ |
| 43 | Corient Private Wealth LP | 76.68K | -14.8% | $884,352 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 44 | Northwestern Mutual Wealth… | 74.94K | -4.9% | $861,829 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 45 | Susquehanna International Group, Llp | 67.03K | +10.0% | $770,799 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 46 | Focus Partners Wealth | 57.66K | -4.8% | $663,045 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 47 | Fifth Third Bancorp | 49.43K | +416.9% | $568,495 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 48 | Bank of New York Mellon Corp | 43.27K | +23.6% | $497,665 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 49 | Bank of New York Mellon Corp | 43.27K | +23.6% | $497,665 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 50 | Quantinno Capital Management LP | 38.81K | New | $446,292 | 0.0% | New | 1 | SEC ↗ |
| 51 | Captrust Financial Advisors | 37.25K | -0.1% | $428,412 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 52 | Envestnet Asset Management Inc | 36.62K | -1.6% | $421,110 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 53 | Truist Financial Corp | 32.17K | -1.4% | $369,914 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 54 | Truist Financial Corp | 32.17K | -1.4% | $369,914 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 55 | Cwm, Llc | 32.13K | -1.5% | $369,547 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 56 | Wealth Enhancement Advisory… | 31.61K | -13.8% | $366,703 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 57 | Mariner, LLC | 28.59K | -24.8% | $328,136 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 58 | Nomura Holdings Inc | 28.00K | New | $322,000 | 0.0% | New | 1 | SEC ↗ |
| 59 | Mercer Global Advisors Inc /Adv | 23.80K | +46.3% | $273,715 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 60 | Brown Advisory Inc | 19.86K | -13.0% | $228,447 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 61 | Creative Planning | 17.15K | +17.6% | $197,216 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 62 | First Trust Advisors Lp | 13.84K | +3.8% | $159,160 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 63 | Us Bancorp \De\ | 12.75K | 0.0% | $146,637 | 0.0% | Held | 2 | SEC ↗ |
| 64 | Us Bancorp \De\ | 12.75K | 0.0% | $146,637 | 0.0% | Held | 2 | SEC ↗ |
| 65 | BlackRock ✦ (passive) | 463 | New | $5,325 | 0.0% | New | 1 | SEC ↗ |
| 66 | Assetmark, Inc | 436 | -3.8% | $5,017 | 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
| Quantinno Capital Management… | $446,292 | 0.0% |
| Nomura Holdings Inc | $322,000 | 0.0% |
| BlackRock | $5,325 | 0.0% |
Exited
| Mml Investors Services, Llc | $123,516 | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 282 holders, 45.06M shares, $502.41M 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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