Security record · archived quarter
NBSD
name pending profile ingest
27Tracked holders
+3Δ holders
14.99MShares held
$756.70MReported value
+5New positions
−2Exits
Momentum inputs (comparable managers):
holder breadth +12.5% ·
share flow +30.0% ·
net new positions +11.1%
— formula
Broad accumulation — rising shares across more 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 | 27 | +3 | 14.99M | $756.70M | +5 | −2 |
| Q1 2026 | 25 | +5 | 11.46M | $581.19M | +5 | — |
| Q4 2025 | 20 | 0 | 9.61M | $491.92M | +1 | −1 |
| Q3 2025 | 3 | +1 | 545.15K | $27.89M | +1 | — |
Who holds it · Q2 2026
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Morgan Stanley ✦ | 5.20M | +30.2% | $262.43M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 2 | Morgan Stanley ✦ | 5.20M | +30.2% | $262.43M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 3 | LPL Financial LLC | 2.06M | +28.8% | $103.91M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 4 | Raymond James Financial Inc | 1.95M | +49.0% | $98.67M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 5 | Raymond James Financial Inc | 1.95M | +49.0% | $98.67M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 6 | Raymond James Financial Inc | 1.95M | +49.0% | $98.67M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 7 | Neuberger Berman Group LLC | 1.89M | -0.3% | $95.64M | 0.1% | ▼ Trim | 3 | SEC ↗ |
| 8 | Neuberger Berman Group LLC | 1.89M | -0.3% | $95.64M | 0.1% | ▼ Trim | 3 | SEC ↗ |
| 9 | Bank Of America Corp /De/ | 1.74M | +47.0% | $88.04M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 10 | Bank Of America Corp /De/ | 1.74M | +47.0% | $88.04M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 11 | Ameriprise Financial Inc | 449.67K | New | $22.45M | 0.0% | New | 1 | SEC ↗ |
| 12 | UBS Group AG | 318.93K | +0.9% | $16.11M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 13 | Wealth Enhancement Advisory… | 298.05K | -0.6% | $15.08M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 14 | Osaic Holdings, Inc. | 252.49K | +14.7% | $12.75M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 15 | Osaic Holdings, Inc. | 252.49K | +14.7% | $12.75M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 16 | Osaic Holdings, Inc. | 252.49K | +14.7% | $12.75M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 17 | Jane Street Group, Llc | 186.12K | +114.1% | $9.40M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 18 | Commonwealth Equity Services, Llc | 144.71K | +23.7% | $7.31M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 19 | Jones Financial Companies Lllp | 126.22K | +138.2% | $6.37M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 20 | Citadel Advisors ✦ | 84.81K | -33.7% | $4.28M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 21 | HighTower Advisors, LLC | 51.70K | -7.9% | $2.61M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 22 | Goldman Sachs Group ✦ | 44.54K | New | $2.25M | 0.0% | New | 1 | SEC ↗ |
| 23 | Gotham Asset Management ✦ | 39.34K | 0.0% | $1.99M | 0.0% | Held | 3 | SEC ↗ |
| 24 | Stifel Financial Corp | 36.97K | -4.4% | $1.87M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 25 | Rockefeller Capital Management L.P. | 28.65K | +195.8% | $1.45M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 26 | Quantinno Capital Management LP | 22.74K | New | $1.15M | 0.0% | New | 1 | SEC ↗ |
| 27 | Hrt Financial Lp | 13.55K | New | $684,000 | 0.0% | New | 1 | SEC ↗ |
| 28 | Cetera Investment Advisers | 12.80K | +41.4% | $646,347 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 29 | Envestnet Asset Management Inc | 12.60K | +38.5% | $636,377 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 30 | Northwestern Mutual Wealth… | 12.50K | +6308.2% | $631,123 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 31 | Fifth Third Bancorp | 4.03K | 0.0% | $203,691 | 0.0% | Held | 2 | SEC ↗ |
| 32 | Royal Bank Of Canada | 1.74K | -27.5% | $88,000 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 33 | Royal Bank Of Canada | 1.74K | -27.5% | $88,000 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 34 | Wells Fargo & Company/Mn | 1.21K | New | $61,163 | 0.0% | New | 1 | SEC ↗ |
| 35 | JPMorgan Chase ✦ | 35 | -99.9% | $1,770 | 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
| Ameriprise Financial Inc | $22.45M | 0.0% |
| Goldman Sachs Group | $2.25M | 0.0% |
| Quantinno Capital Management… | $1.15M | 0.0% |
| Hrt Financial Lp | $684,000 | 0.0% |
| Wells Fargo & Company/Mn | $61,163 | 0.0% |
Exited
| Susquehanna International… | $2.69M | was 0.0% |
| Cerity Partners LLC | $334,635 | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 67 holders, 13.93M shares, $698.49M 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 ·
Get this via the API