Security record
OIA
name pending profile ingest
26Tracked holders
-2Δ holders
4.60MShares held
$28.56MReported value
+3New positions
−5Exits
Momentum inputs (comparable managers):
holder breadth -7.1% ·
share flow +0.5% ·
net new positions -7.7%
— formula
Concentrated accumulation — rising shares among fewer 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 | 26 | -2 | 4.60M | $28.56M | +3 | −5 |
| Q1 2026 | 28 | +2 | 4.58M | $28.11M | +6 | −4 |
| Q4 2025 | 26 | 0 | 4.54M | $27.36M | — | — |
| Q3 2025 | 1 | — | 442.10K | $2.67M | — | — |
| Q4 2024 | 1 | +1 | 18.05K | $106,519 | +1 | — |
Who holds it · Q2 2026
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Raymond James Financial Inc | 694.94K | -6.6% | $4.32M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 2 | Raymond James Financial Inc | 694.94K | -6.6% | $4.32M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 3 | Raymond James Financial Inc | 694.94K | -6.6% | $4.32M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 4 | Bank Of America Corp /De/ | 692.45K | -19.5% | $4.30M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 5 | Ameriprise Financial Inc | 565.99K | -0.8% | $3.52M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 6 | Morgan Stanley ✦ | 430.53K | +2.1% | $2.67M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 7 | Morgan Stanley ✦ | 430.53K | +2.1% | $2.67M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 8 | Wells Fargo & Company/Mn | 323.01K | +9.1% | $2.01M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 9 | Wells Fargo & Company/Mn | 323.01K | +9.1% | $2.01M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 10 | UBS Group AG | 267.64K | -1.1% | $1.66M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 11 | Commonwealth Equity Services, Llc | 259.11K | +4.7% | $1.61M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 12 | Pnc Financial Services Group, Inc. | 243.49K | +8.9% | $1.51M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 13 | Osaic Holdings, Inc. | 206.28K | +50.4% | $1.28M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 14 | Osaic Holdings, Inc. | 206.28K | +50.4% | $1.28M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 15 | Envestnet Asset Management Inc | 162.36K | +13.8% | $1.01M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 16 | LPL Financial LLC | 152.97K | -5.7% | $949,972 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 17 | Invesco Ltd. | 142.15K | +122.6% | $882,720 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 18 | Cetera Investment Advisers | 103.51K | +7.2% | $642,777 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 19 | Mml Investors Services, Llc | 76.12K | +8.2% | $472,687 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 20 | HighTower Advisors, LLC | 56.68K | +1.4% | $352,006 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 21 | Northwestern Mutual Wealth… | 37.98K | 0.0% | $235,850 | 0.0% | Held | 3 | SEC ↗ |
| 22 | Royal Bank Of Canada | 37.90K | +0.4% | $235,000 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 23 | Rockefeller Capital Management L.P. | 35.34K | -15.8% | $219,467 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 24 | Bank of New York Mellon Corp | 22.86K | New | $141,968 | 0.0% | New | 1 | SEC ↗ |
| 25 | Bank of New York Mellon Corp | 22.86K | New | $141,968 | 0.0% | New | 1 | SEC ↗ |
| 26 | Bank of New York Mellon Corp | 22.86K | New | $141,968 | 0.0% | New | 1 | SEC ↗ |
| 27 | Nomura Holdings Inc | 20.00K | New | $124,200 | 0.0% | New | 1 | SEC ↗ |
| 28 | Susquehanna International Group, Llp | 16.49K | New | $102,397 | 0.0% | New | 1 | SEC ↗ |
| 29 | Baird Financial Group, Inc. | 16.02K | 0.0% | $99,453 | 0.0% | Held | 3 | SEC ↗ |
| 30 | Nuveen, LLC | 15.97K | 0.0% | $99,167 | 0.0% | Held | 3 | SEC ↗ |
| 31 | Mariner, LLC | 11.18K | -26.8% | $69,441 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 32 | Jones Financial Companies Lllp | 8.68K | +582.6% | $53,618 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 33 | BlackRock ✦ (passive) | 1 | 0.0% | $5 | 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
| Bank of New York Mellon Corp | $141,968 | 0.0% |
| Bank of New York Mellon Corp | $141,968 | 0.0% |
| Bank of New York Mellon Corp | $141,968 | 0.0% |
| Nomura Holdings Inc | $124,200 | 0.0% |
| Susquehanna International… | $102,397 | 0.0% |
Exited
| Truist Financial Corp | $117,731 | was 0.0% |
| Fisher Asset Management | $78,927 | was 0.0% |
| Citadel Advisors | $77,247 | was 0.0% |
| Us Bancorp \De\ | $22,472 | was 0.0% |
| JPMorgan Chase | $6,991 | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 72 holders, 8.10M shares, $46.71M 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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