NRO
name pending profile ingest
Momentum inputs (comparable managers):
holder breadth -15.8% ·
share flow -4.0% ·
net new positions -18.8%
— formula
Broad distribution — falling shares and fewer holders
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 ✦ | 1.39M | -1.2% | $4.21M | 0.0% | ▼ Trim | 4 | SEC ↗ ×4 |
| 2 | LPL Financial LLC | 314.02K | -14.7% | $951,467 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 3 | Osaic Holdings, Inc. | 307.61K | -5.9% | $932,045 | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 4 | Bank Of America Corp /De/ | 229.30K | +6.0% | $694,791 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 5 | Cetera Investment Advisers | 113.70K | +0.4% | $344,508 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 6 | Royal Bank Of Canada | 80.97K | +4.4% | $245,000 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 7 | Raymond James Financial Inc | 74.69K | -2.6% | $226,326 | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 8 | Wells Fargo & Company/Mn | 59.97K | +2.6% | $181,703 | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 9 | Envestnet Asset Management Inc | 36.19K | +1.1% | $109,665 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 10 | Citadel Advisors ✦ | 23.19K | New | $70,275 | 0.0% | New | 1 | SEC ↗ |
| 11 | UBS Group AG | 20.66K | +45.1% | $62,594 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 12 | Pnc Financial Services Group, Inc. | 17.69K | +0.5% | $53,605 | 0.0% | ▲ Add | 3 | SEC ↗ ×4 |
| 13 | Mercer Global Advisors Inc /Adv | 14.89K | 0.0% | $45,122 | 0.0% | Held | 3 | SEC ↗ |
| 14 | Fifth Third Bancorp | 175 | 0.0% | $530 | 0.0% | Held | 2 | SEC ↗ |
| 15 | Rockefeller Capital Management L.P. | 46 | 0.0% | $139 | 0.0% | Held | 2 | SEC ↗ |
| 16 | BlackRock ✦ (passive) | 1 | 0.0% | $2 | 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
| Citadel Advisors | $70,275 | 0.0% |
Exited
| Jane Street Group, Llc | $61,213 | was 0.0% |
| Commonwealth Equity Services… | $57,540 | was 0.0% |
| Neuberger Berman Group LLC | $50,001 | was 0.0% |
| Creative Planning | $28,631 | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 65 holders, 13.65M shares, $24.56M 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.