Security record · archived quarter
NBOS
name pending profile ingest
14Tracked holders
0Δ holders
8.77MShares held
$245.68MReported value
+1New positions
−1Exits
Momentum inputs (comparable managers): holder breadth 0.0% · share flow -6.6% · net new positions 0.0% — formula
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 | 14 | 0 | 8.77M | $245.68M | +1 | −1 |
| Q1 2026 | 15 | -3 | 9.56M | $255.68M | +2 | −5 |
| Q4 2025 | 18 | +1 | 9.64M | $262.97M | +1 | — |
| Q3 2025 | 3 | 0 | 26.80K | $720,001 | — | — |
| Q2 2025 | 1 | — | 32 | $833 | — | — |
Who holds it · Q2 2026
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Neuberger Berman Group LLC | 6.64M | -2.1% | $185.97M | 0.1% | ▼ Trim | 3 | SEC ↗ |
| 2 | Neuberger Berman Group LLC | 6.64M | -2.1% | $185.97M | 0.1% | ▼ Trim | 3 | SEC ↗ |
| 3 | Assetmark, Inc | 1.02M | -1.7% | $28.55M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 4 | LPL Financial LLC | 567.97K | -5.6% | $15.91M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 5 | Osaic Holdings, Inc. | 176.16K | +128.6% | $4.93M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 6 | Raymond James Financial Inc | 133.04K | +12.2% | $3.73M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 7 | Raymond James Financial Inc | 133.04K | +12.2% | $3.73M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 8 | UBS Group AG | 93.70K | +2.5% | $2.62M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 9 | Mml Investors Services, Llc | 58.49K | -89.7% | $1.64M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 10 | JPMorgan Chase ✦ | 24.33K | -64.5% | $678,031 | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 11 | JPMorgan Chase ✦ | 24.33K | -64.5% | $678,031 | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 12 | Cerity Partners LLC | 23.15K | +13.2% | $648,571 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 13 | Goldman Sachs Group ✦ | 11.61K | New | $325,244 | 0.0% | New | 1 | SEC ↗ |
| 14 | Stifel Financial Corp | 10.98K | 0.0% | $307,567 | 0.0% | Held | 3 | SEC ↗ |
| 15 | Commonwealth Equity Services, Llc | 8.59K | -2.7% | $240,630 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 16 | Pnc Financial Services Group, Inc. | 4.46K | +54.5% | $125,059 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 17 | Morgan Stanley ✦ | 213 | 0.0% | $5,967 | 0.0% | Held | 4 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| Goldman Sachs Group | $325,244 | 0.0% |
Exited
| Royal Bank Of Canada | $77,000 | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 44 holders, 11.48M shares, $305.80M 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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