NRO
name pending profile ingest
Momentum inputs (comparable managers):
holder breadth +26.7% ·
share flow -10.2% ·
net new positions +20.0%
· formula
Ownership fragmentation: more holders, smaller aggregate stake
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q1 2026
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Morgan Stanley ✦ | 1.41M | -22.2% | $4.00M | 0.0% | ▼ Trim | 3 | SEC ↗ ×4 |
| 2 | LPL Financial LLC | 368.02K | +9.5% | $1.05M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 3 | Osaic Holdings, Inc. | 326.85K | +2.9% | $928,250 | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 4 | Bank Of America Corp /De/ | 216.41K | +1.4% | $614,599 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 5 | Cetera Investment Advisers | 113.20K | -6.9% | $321,502 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 6 | Royal Bank Of Canada | 77.53K | +13.0% | $220,000 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 7 | Raymond James Financial Inc | 76.67K | +4.2% | $217,744 | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 8 | Wells Fargo & Company/Mn | 58.47K | -3.4% | $166,057 | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 9 | Envestnet Asset Management Inc | 35.82K | +11.7% | $101,724 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 10 | Jane Street Group, Llc | 21.55K | New | $61,213 | 0.0% | New | 1 | SEC ↗ |
| 11 | Commonwealth Equity Services, Llc | 20.26K | +1.1% | $57,540 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 12 | Neuberger Berman Group LLC | 17.61K | 0.0% | $50,001 | 0.0% | Held | 2 | SEC ↗ |
| 13 | Pnc Financial Services Group, Inc. | 17.60K | +133.5% | $49,996 | 0.0% | ▲ Add | 2 | SEC ↗ ×4 |
| 14 | Mercer Global Advisors Inc /Adv | 14.89K | 0.0% | $42,292 | 0.0% | Held | 2 | SEC ↗ |
| 15 | UBS Group AG | 14.24K | +14.8% | $40,436 | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 16 | Creative Planning | 10.08K | -5.9% | $28,631 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 17 | Fifth Third Bancorp | 175 | New | $497 | 0.0% | New | 1 | SEC ↗ |
| 18 | Rockefeller Capital Management L.P. | 46 | New | $131 | 0.0% | New | 1 | SEC ↗ |
| 19 | BlackRock ✦ (passive) | 1 | New | $2 | 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
| Jane Street Group, Llc | $61,213 | 0.0% |
| Fifth Third Bancorp | $497 | 0.0% |
| Rockefeller Capital… | $131 | 0.0% |
| BlackRock | $2 | 0.0% |
Exited
| No tracked exits this quarter. |
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.