Security record · archived quarter
NAZ
name pending profile ingest
14Tracked holders
0Δ holders
995.26KShares held
$12.43MReported value
+0New positions
−0Exits
Momentum inputs (comparable managers): holder breadth 0.0% · share flow +6.9% · net new positions 0.0% — formula
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q2 2026
Ownership over time
Who holds it · Q2 2026
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Morgan Stanley ✦ | 197.78K | -3.1% | $2.47M | 0.0% | ▼ Trim | 4 | SEC ↗ ×2 |
| 2 | Wells Fargo & Company/Mn | 195.14K | -1.2% | $2.44M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 3 | LPL Financial LLC | 187.72K | +25.0% | $2.34M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 4 | Captrust Financial Advisors | 119.95K | +0.3% | $1.50M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 5 | Cetera Investment Advisers | 102.75K | +1.4% | $1.28M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 6 | Bank Of America Corp /De/ | 50.81K | +28.2% | $634,643 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 7 | Raymond James Financial Inc | 46.34K | +24.6% | $578,750 | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 8 | Royal Bank Of Canada | 36.67K | +90.5% | $458,000 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 9 | Stifel Financial Corp | 35.13K | -11.9% | $438,811 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 10 | Commonwealth Equity Services, Llc | 14.85K | +0.2% | $185,460 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 11 | Osaic Holdings, Inc. | 6.09K | 0.0% | $76,064 | 0.0% | Held | 3 | SEC ↗ |
| 12 | UBS Group AG | 1.73K | +30.0% | $21,645 | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 13 | Fifth Third Bancorp | 250 | 0.0% | $3,123 | 0.0% | Held | 2 | SEC ↗ |
| 14 | Assetmark, Inc | 33 | 0.0% | $412 | 0.0% | Held | 2 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| No new tracked buyers this quarter. |
Exited
| No tracked exits this quarter. |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 33 holders, 1.29M shares, $15.04M 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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