Security record · archived quarter
OTF
name pending profile ingest
50Tracked holders
+4Δ holders
40.91MShares held
$507.05MReported value
+13New positions
−9Exits
Momentum inputs (comparable managers):
holder breadth +8.7% ·
share flow +30.0% ·
net new positions +8.0%
— 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
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q2 2026 | 54 | +6 | 29.66M | $307.98M | +12 | −6 |
| Q1 2026 | 50 | +4 | 40.91M | $507.05M | +13 | −9 |
| Q4 2025 | 46 | +4 | 8.11M | $117.88M | +4 | — |
| Q3 2025 | 5 | +2 | 1.39M | $19.15M | +3 | −1 |
| Q2 2025 | 1 | +1 | 27.64K | $421,495 | +1 | — |
Who holds it · Q1 2026
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | California State Teachers… | 20.22M | New | $250.56M | 0.3% | New | 1 | SEC ↗ |
| 2 | UBS Group AG | 4.27M | +2798.3% | $52.93M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 3 | UBS Group AG | 4.27M | +2798.3% | $52.93M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 4 | UBS Group AG | 4.27M | +2798.3% | $52.93M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 5 | Franklin Resources Inc | 2.41M | +37.5% | $29.89M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 6 | Franklin Resources Inc | 2.41M | +37.5% | $29.89M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 7 | BlackRock ✦ (passive) | 1.73M | +92357.2% | $21.42M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 8 | BlackRock ✦ (passive) | 1.73M | +92357.2% | $21.42M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 9 | BlackRock ✦ (passive) | 1.73M | +92357.2% | $21.42M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 10 | BlackRock ✦ (passive) | 1.73M | +92357.2% | $21.42M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 11 | JPMorgan Chase ✦ | 1.61M | +443.7% | $20.19M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 12 | JPMorgan Chase ✦ | 1.61M | +443.7% | $20.19M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 13 | JPMorgan Chase ✦ | 1.61M | +443.7% | $20.19M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 14 | Two Sigma Investments ✦ | 1.27M | +204.5% | $15.79M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 15 | Bank Of America Corp /De/ | 1.10M | +54.5% | $13.61M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 16 | Bank Of America Corp /De/ | 1.10M | +54.5% | $13.61M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 17 | Bank Of America Corp /De/ | 1.10M | +54.5% | $13.61M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 18 | Soros Fund Management ✦ | 1.00M | New | $12.45M | 0.2% | New | 1 | SEC ↗ |
| 19 | Rockefeller Capital Management L.P. | 922.66K | +47.9% | $11.43M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 20 | Rockefeller Capital Management L.P. | 922.66K | +47.9% | $11.43M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 21 | Royal Bank Of Canada | 826.32K | +179.0% | $10.24M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 22 | Royal Bank Of Canada | 826.32K | +179.0% | $10.24M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 23 | T. Rowe Price ✦ | 738.85K | +86.4% | $9.15M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 24 | Wells Fargo & Company/Mn | 718.51K | +887.0% | $8.90M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 25 | Wells Fargo & Company/Mn | 718.51K | +887.0% | $8.90M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 26 | Raymond James Financial Inc | 697.03K | +76.7% | $8.64M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 27 | Raymond James Financial Inc | 697.03K | +76.7% | $8.64M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 28 | Raymond James Financial Inc | 697.03K | +76.7% | $8.64M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 29 | Morgan Stanley ✦ | 453.80K | +83.9% | $5.62M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 30 | Cerity Partners LLC | 318.19K | +42.7% | $3.94M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 31 | Cerity Partners LLC | 318.19K | +42.7% | $3.94M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 32 | Sumitomo Mitsui Trust Group, Inc. | 258.47K | New | $3.20M | 0.0% | New | 1 | SEC ↗ |
| 33 | HighTower Advisors, LLC | 225.03K | +64.5% | $2.79M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 34 | Invesco Ltd. | 197.54K | -6.0% | $2.45M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 35 | Cwm, Llc | 185.23K | +100.9% | $2.29M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 36 | Stifel Financial Corp | 171.38K | +250.4% | $2.12M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 37 | LPL Financial LLC | 150.20K | +67.0% | $1.86M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 38 | Bank of New York Mellon Corp | 145.15K | +16.7% | $1.80M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 39 | Bank of New York Mellon Corp | 145.15K | +16.7% | $1.80M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 40 | Focus Partners Wealth | 129.12K | New | $1.60M | 0.0% | New | 1 | SEC ↗ |
| 41 | Northern Trust Corp | 112.40K | +20.1% | $1.39M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 42 | Manufacturers Life Insurance… | 109.81K | +753.8% | $1.36M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 43 | Goldman Sachs Group ✦ | 92.56K | -37.9% | $1.15M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 44 | Goldman Sachs Group ✦ | 92.56K | -37.9% | $1.15M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 45 | Osaic Holdings, Inc. | 91.89K | +504.8% | $1.14M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 46 | Ameriprise Financial Inc | 89.58K | +21.9% | $1.11M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 47 | Ameriprise Financial Inc | 89.58K | +21.9% | $1.11M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 48 | Ameriprise Financial Inc | 89.58K | +21.9% | $1.11M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 49 | Bank Of Montreal /Can/ | 86.86K | New | $1.08M | 0.0% | New | 1 | SEC ↗ |
| 50 | Bank Of Montreal /Can/ | 86.86K | New | $1.08M | 0.0% | New | 1 | SEC ↗ |
| 51 | Wealth Enhancement Advisory… | 81.09K | +9.6% | $931,678 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 52 | Man Group plc | 55.49K | New | $687,521 | 0.0% | New | 1 | SEC ↗ |
| 53 | Truist Financial Corp | 52.53K | +240.7% | $650,807 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 54 | Toronto Dominion Bank | 50.00K | New | $619,500 | 0.0% | New | 1 | SEC ↗ |
| 55 | Envestnet Asset Management Inc | 49.57K | +75.3% | $614,123 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 56 | Susquehanna International Group, Llp | 35.95K | +83.6% | $445,445 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 57 | Corient Private Wealth LP | 30.20K | +29.2% | $374,178 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 58 | Creative Planning | 30.02K | New | $371,997 | 0.0% | New | 1 | SEC ↗ |
| 59 | Lido Advisors, LLC | 24.89K | +71.1% | $318,369 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 60 | Squarepoint Ops LLC | 24.18K | +2.7% | $299,528 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 61 | Mariner, LLC | 23.92K | -57.8% | $296,406 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 62 | Blair William & Co/Il | 22.62K | +52.7% | $280,212 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 63 | Balyasny Asset Management L.P. | 18.20K | -89.2% | $225,535 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 64 | Quantinno Capital Management LP | 14.85K | New | $184,004 | 0.0% | New | 1 | SEC ↗ |
| 65 | Nomura Holdings Inc | 12.50K | -14.9% | $154,875 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 66 | AQR Capital Management ✦ | 11.00K | New | $136,290 | 0.0% | New | 1 | SEC ↗ |
| 67 | Barclays Plc | 10.56K | New | $130,863 | 0.0% | New | 1 | SEC ↗ |
| 68 | Barclays Plc | 10.56K | New | $130,863 | 0.0% | New | 1 | SEC ↗ |
| 69 | Northwestern Mutual Wealth… | 9.51K | -34.1% | $117,804 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 70 | Jones Financial Companies Lllp | 4.68K | +162.3% | $57,485 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 71 | Bnp Paribas Financial Markets | 3.61K | New | $44,716 | 0.0% | New | 1 | SEC ↗ |
| 72 | Us Bancorp \De\ | 1.15K | New | $14,261 | 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
| California State Teachers… | $250.56M | 0.3% |
| Soros Fund Management | $12.45M | 0.2% |
| Sumitomo Mitsui Trust Group… | $3.20M | 0.0% |
| Focus Partners Wealth | $1.60M | 0.0% |
| Bank Of Montreal /Can/ | $1.08M | 0.0% |
| Bank Of Montreal /Can/ | $1.08M | 0.0% |
| Man Group plc | $687,521 | 0.0% |
| Toronto Dominion Bank | $619,500 | 0.0% |
| Creative Planning | $371,997 | 0.0% |
| Quantinno Capital Management… | $184,004 | 0.0% |
| AQR Capital Management | $136,290 | 0.0% |
| Barclays Plc | $130,863 | 0.0% |
Exited
| Millennium Management | $7.43M | was 0.0% |
| Jane Street Group, Llc | $3.05M | was 0.0% |
| Renaissance Technologies | $1.60M | was 0.0% |
| Citadel Advisors | $541,993 | was 0.0% |
| Cetera Investment Advisers | $522,233 | was 0.0% |
| Tudor Investment Corp Et Al | $469,584 | was 0.0% |
| Commonwealth Equity Services… | $408,650 | was 0.0% |
| Hrt Financial Lp | $348,000 | was 0.0% |
| Mercer Global Advisors Inc… | $321,756 | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 166 holders, 162.72M shares, $1.97B 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