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Security record · archived quarter

NYF

name pending profile ingest

Q3 2026 Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q4 2024
46Tracked holders
+3Δ holders
5.57MShares held
$295.90MReported value
+4New positions
−1Exits
Strongly Rising 4 quarters of rising tracked shares ●●●●○○ How these are computed → Explain this at the Research Desk →

Momentum inputs (comparable managers): holder breadth +7.0% · share flow +12.6% · net new positions +6.5% · formula
Broad accumulation: rising shares across more holders

All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q1 2026

Ownership over time
QuarterHoldersΔSharesReported valueNewExits
Q3 2026 2 0 324.02K $16.33M n/a n/a
Q2 2026 43 -2 6.18M $332.87M +1 −3
Q1 2026 46 +3 5.57M $295.90M +4 −1
Q4 2025 43 +1 4.95M $264.80M +1 n/a
Q3 2025 4 -1 1.18M $62.74M n/a −1
Q2 2025 2 +1 419.88K $21.89M +1 n/a
Q4 2024 1 +1 8.63K $459,342 +1 n/a
Holder count
Who holds it · Q1 2026
#ManagerSharesΔ sharesValueTheir weightHeld
1 Morgan Stanley ✦ 870.76K +59.3% $46.25M 0.0% ▲ Add 3 SEC ↗
2 Bank Of America Corp /De/ 763.21K +12.9% $40.54M 0.0% ▲ Add 2 SEC ↗ ×3
3 HighTower Advisors, LLC 579.23K +5.0% $30.77M 0.0% ▲ Add 2 SEC ↗
4 Fidelity (FMR) ✦ 466.51K -1.7% $24.78M 0.0% ▼ Trim 4 SEC ↗
5 Hsbc Holdings Plc 334.77K -48.2% $17.78M 0.0% ▼ Trim 2 SEC ↗ ×3
6 Envestnet Asset Management Inc 248.73K +15.0% $13.21M 0.0% ▲ Add 2 SEC ↗
7 Mariner, LLC 226.21K +9.3% $12.02M 0.0% ▲ Add 2 SEC ↗
8 LPL Financial LLC 205.11K +35.7% $10.90M 0.0% ▲ Add 2 SEC ↗
9 JPMorgan Chase ✦ 192.08K +9.8% $10.19M 0.0% ▲ Add 3 SEC ↗ ×2
10 Cetera Investment Advisers 166.55K +8.1% $8.85M 0.0% ▲ Add 2 SEC ↗
11 Jane Street Group, Llc 151.93K +121.0% $8.07M 0.0% ▲ Add 2 SEC ↗
12 Creative Planning 131.28K +86.8% $6.97M 0.0% ▲ Add 2 SEC ↗ ×2
13 Commonwealth Equity Services, Llc 122.01K +5.4% $6.48M 0.0% ▲ Add 2 SEC ↗
14 Alliancebernstein L.P. 113.46K +14.1% $6.07M 0.0% ▲ Add 2 SEC ↗
15 Ameriprise Financial Inc 96.27K +13.7% $5.10M 0.0% ▲ Add 2 SEC ↗
16 Assetmark, Inc 76.55K -12.0% $4.07M 0.0% ▼ Trim 2 SEC ↗
17 UBS Group AG 67.78K -15.7% $3.60M 0.0% ▼ Trim 2 SEC ↗
18 Wells Fargo & Company/Mn 67.74K -14.3% $3.60M 0.0% ▼ Trim 2 SEC ↗ ×2
19 Mercer Global Advisors Inc /Adv 64.50K +871.1% $3.43M 0.0% ▲ Add 2 SEC ↗
20 Citigroup Inc 54.32K +157.0% $2.89M 0.0% ▲ Add 2 SEC ↗
21 Osaic Holdings, Inc. 49.73K -2.6% $2.64M 0.0% ▼ Trim 2 SEC ↗
22 Cerity Partners LLC 47.04K +18.8% $2.50M 0.0% ▲ Add 2 SEC ↗
23 Focus Partners Wealth 46.64K +37.1% $2.49M 0.0% ▲ Add 2 SEC ↗
24 Wealthfront Advisers LLC 44.53K +15.1% $2.37M 0.0% ▲ Add 2 SEC ↗
25 Citadel Advisors ✦ 38.67K +641.1% $2.05M 0.0% ▲ Add 2 SEC ↗
26 Stifel Financial Corp 34.97K +111.3% $1.86M 0.0% ▲ Add 2 SEC ↗ ×2
27 Captrust Financial Advisors 31.33K +43.4% $1.66M 0.0% ▲ Add 2 SEC ↗
28 Wealth Enhancement Advisory… 27.64K +94.1% $1.47M 0.0% ▲ Add 2 SEC ↗
29 Goldman Sachs Group ✦ 27.23K +18.0% $1.45M 0.0% ▲ Add 3 SEC ↗ ×2
30 Allspring Global Investments… 25.31K New $1.35M 0.0% New 1 SEC ↗
31 Northwestern Mutual Wealth… 25.18K +73.7% $1.34M 0.0% ▲ Add 2 SEC ↗
32 Jones Financial Companies Lllp 25.22K +146.1% $1.33M 0.0% ▲ Add 2 SEC ↗
33 Corient Private Wealth LP 25.08K -43.9% $1.33M 0.0% ▼ Trim 2 SEC ↗
34 Mml Investors Services, Llc 24.38K -2.6% $1.29M 0.0% ▼ Trim 2 SEC ↗
35 Empower Advisory Group, LLC 22.29K +17.9% $1.18M 0.0% ▲ Add 2 SEC ↗
36 Sei Investments Co 15.90K +2.1% $844,713 0.0% ▲ Add 2 SEC ↗
37 Royal Bank Of Canada 15.00K +37.4% $797,000 0.0% ▲ Add 2 SEC ↗ ×3
38 Raymond James Financial Inc 14.56K -40.9% $773,200 0.0% ▼ Trim 2 SEC ↗ ×2
39 Bank of New York Mellon Corp 11.95K +2.1% $634,695 0.0% ▲ Add 2 SEC ↗ ×3
40 Rockefeller Capital Management L.P. 6.12K +2.9% $325,148 0.0% ▲ Add 2 SEC ↗ ×3
41 Baird Financial Group, Inc. 5.80K 0.0% $308,255 0.0% Held 2 SEC ↗
42 Deutsche Bank Ag\ 2.49K -13.0% $132,375 0.0% ▼ Trim 2 SEC ↗
43 Bank Of Montreal /Can/ 1.86K New $99,069 0.0% New 1 SEC ↗
44 Cwm, Llc 1.20K New $63,691 0.0% New 1 SEC ↗
45 Pnc Financial Services Group, Inc. 750 -50.0% $39,840 0.0% ▼ Trim 2 SEC ↗
46 Bnp Paribas Financial Markets 28 New $1,487 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

Exited

Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 207 holders, 12.80M shares, $667.48M 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: Q1 2026 · Methodology · Get this via the API