NAD
name pending profile ingest
Momentum inputs (comparable managers): holder breadth 0.0% · share flow -1.0% · net new positions -2.5% · formula
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q2 2026
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Morgan Stanley ✦ | 6.66M | +0.4% | $80.74M | 0.0% | ▲ Add | 4 | SEC ↗ ×4 |
| 2 | Wells Fargo & Company/Mn | 2.79M | +11.6% | $33.82M | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 3 | Bank Of America Corp /De/ | 2.32M | -8.0% | $28.09M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 4 | Raymond James Financial Inc | 2.07M | -21.4% | $25.10M | 0.0% | ▼ Trim | 3 | SEC ↗ ×3 |
| 5 | Ameriprise Financial Inc | 1.38M | +12.1% | $16.67M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 6 | Royal Bank Of Canada | 990.97K | +3.0% | $12.01M | 0.0% | ▲ Add | 3 | SEC ↗ ×4 |
| 7 | Stifel Financial Corp | 757.08K | +3.6% | $9.18M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 8 | Deutsche Bank Ag\ | 416.38K | 0.0% | $5.05M | 0.0% | Held | 3 | SEC ↗ |
| 9 | Commonwealth Equity Services, Llc | 411.80K | -1.9% | $4.99M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 10 | Invesco Ltd. | 207.82K | +0.4% | $2.52M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 11 | Pnc Financial Services Group, Inc. | 85.54K | +1.9% | $1.04M | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 12 | Northwestern Mutual Wealth… | 75.61K | +0.9% | $916,410 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 13 | Mercer Global Advisors Inc /Adv | 60.83K | +155.6% | $737,242 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 14 | Fifth Third Bancorp | 50.84K | +2.9% | $616,226 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 15 | Truist Financial Corp | 15.79K | -50.9% | $191,417 | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 16 | Us Bancorp \De\ | 12.75K | 0.0% | $154,542 | 0.0% | Held | 3 | SEC ↗ ×2 |
| 17 | Bank Of Montreal /Can/ | 10.52K | New | $127,527 | 0.0% | New | 1 | SEC ↗ |
| 18 | JPMorgan Chase ✦ | 2.06K | New | $24,884 | 0.0% | New | 1 | SEC ↗ |
| 19 | Jones Financial Companies Lllp | 1.18K | New | $14,231 | 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
| Bank Of Montreal /Can/ | $127,527 | 0.0% |
| JPMorgan Chase | $24,884 | 0.0% |
| Jones Financial Companies Lllp | $14,231 | 0.0% |
Exited
| Nomura Holdings Inc | $322,000 | was 0.0% |
| First Trust Advisors Lp | $159,160 | 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.
What else this security's tracked holders most often hold: shared-ownership counts, not fundamental relationships.
Open-market purchases (P)
Other · 4.59K sh @ 10.13 · $46,466
Other · 2.50K sh @ 10.12 · $25,300
Other · 3 sh @ 10.13 · $30
Other · 0 sh @ 10.13 · $4
Open-market sales (S)
No open-market insider sales in our coverage window.
Awards, exercises and tax withholding are never counted as buys or sales here. Methodology
52.5% of class · View original SEC filing ↗
11.8% of class · View original SEC filing ↗
52.3% of class · View original SEC filing ↗
13.5% of class · View original SEC filing ↗