Security record · archived quarter
OTF
name pending profile ingest
54Tracked holders
+6Δ holders
29.66MShares held
$307.98MReported value
+12New positions
−6Exits
Momentum inputs (comparable managers):
holder breadth +12.5% ·
share flow +30.0% ·
net new positions +11.1%
— formula
Broad accumulation — rising shares across more 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 | 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 · Q2 2026
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | UBS Group AG | 3.03M | -29.2% | $31.32M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 2 | UBS Group AG | 3.03M | -29.2% | $31.32M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 3 | UBS Group AG | 3.03M | -29.2% | $31.32M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 4 | Franklin Resources Inc | 2.78M | +15.4% | $28.81M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 5 | Franklin Resources Inc | 2.78M | +15.4% | $28.81M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 6 | JPMorgan Chase ✦ | 2.63M | +63.1% | $28.13M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 7 | JPMorgan Chase ✦ | 2.63M | +63.1% | $28.13M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 8 | JPMorgan Chase ✦ | 2.63M | +63.1% | $28.13M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 9 | Citadel Advisors ✦ | 2.52M | New | $26.10M | 0.0% | New | 1 | SEC ↗ |
| 10 | Citadel Advisors ✦ | 2.52M | New | $26.10M | 0.0% | New | 1 | SEC ↗ |
| 11 | BlackRock ✦ (passive) | 1.71M | -1.3% | $17.66M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 12 | BlackRock ✦ (passive) | 1.71M | -1.3% | $17.66M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 13 | BlackRock ✦ (passive) | 1.71M | -1.3% | $17.66M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 14 | BlackRock ✦ (passive) | 1.71M | -1.3% | $17.66M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 15 | BlackRock ✦ (passive) | 1.71M | -1.3% | $17.66M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 16 | Bank Of America Corp /De/ | 1.61M | +46.2% | $16.62M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 17 | Bank Of America Corp /De/ | 1.61M | +46.2% | $16.62M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 18 | Bank Of America Corp /De/ | 1.61M | +46.2% | $16.62M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 19 | Bank Of America Corp /De/ | 1.61M | +46.2% | $16.62M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 20 | Morgan Stanley ✦ | 1.49M | +228.5% | $15.43M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 21 | Morgan Stanley ✦ | 1.49M | +228.5% | $15.43M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 22 | Morgan Stanley ✦ | 1.49M | +228.5% | $15.43M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 23 | Morgan Stanley ✦ | 1.49M | +228.5% | $15.43M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 24 | Morgan Stanley ✦ | 1.49M | +228.5% | $15.43M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 25 | Morgan Stanley ✦ | 1.49M | +228.5% | $15.43M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 26 | Morgan Stanley ✦ | 1.49M | +228.5% | $15.43M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 27 | Wells Fargo & Company/Mn | 1.40M | +94.8% | $14.49M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 28 | Wells Fargo & Company/Mn | 1.40M | +94.8% | $14.49M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 29 | Wellington Management ✦ | 1.13M | New | $11.67M | 0.0% | New | 1 | SEC ↗ |
| 30 | T. Rowe Price ✦ | 1.08M | +46.3% | $11.19M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 31 | Raymond James Financial Inc | 1.01M | +44.8% | $10.44M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 32 | Raymond James Financial Inc | 1.01M | +44.8% | $10.44M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 33 | Raymond James Financial Inc | 1.01M | +44.8% | $10.44M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 34 | Royal Bank Of Canada | 1.01M | +22.1% | $10.44M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 35 | Royal Bank Of Canada | 1.01M | +22.1% | $10.44M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 36 | Royal Bank Of Canada | 1.01M | +22.1% | $10.44M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 37 | Soros Fund Management ✦ | 1.00M | 0.0% | $10.40M | 0.2% | Held | 2 | SEC ↗ |
| 38 | Rockefeller Capital Management L.P. | 883.11K | -4.3% | $9.14M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 39 | Rockefeller Capital Management L.P. | 883.11K | -4.3% | $9.14M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 40 | Balyasny Asset Management L.P. | 864.68K | +4650.2% | $8.95M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 41 | Nomura Holdings Inc | 706.76K | +5554.1% | $7.31M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 42 | First Trust Advisors Lp | 516.58K | New | $5.35M | 0.0% | New | 1 | SEC ↗ |
| 43 | HighTower Advisors, LLC | 473.49K | +110.4% | $4.90M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 44 | Susquehanna International Group, Llp | 458.97K | +1176.6% | $4.75M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 45 | Susquehanna International Group, Llp | 458.97K | +1176.6% | $4.75M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 46 | Cerity Partners LLC | 430.41K | +35.3% | $4.45M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 47 | Cerity Partners LLC | 430.41K | +35.3% | $4.45M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 48 | Sumitomo Mitsui Trust Group, Inc. | 268.47K | +3.9% | $2.78M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 49 | Bank Of Montreal /Can/ | 227.64K | +162.1% | $2.36M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 50 | Bank Of Montreal /Can/ | 227.64K | +162.1% | $2.36M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 51 | Ameriprise Financial Inc | 205.91K | +129.8% | $2.18M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 52 | Ameriprise Financial Inc | 205.91K | +129.8% | $2.18M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 53 | Ameriprise Financial Inc | 205.91K | +129.8% | $2.18M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 54 | Invesco Ltd. | 197.38K | -0.1% | $2.04M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 55 | Bank of New York Mellon Corp | 195.87K | +34.9% | $2.03M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 56 | Bank of New York Mellon Corp | 195.87K | +34.9% | $2.03M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 57 | Bank of New York Mellon Corp | 195.87K | +34.9% | $2.03M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 58 | Stifel Financial Corp | 183.36K | +7.0% | $1.90M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 59 | LPL Financial LLC | 178.38K | +18.8% | $1.85M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 60 | Focus Partners Wealth | 171.51K | +32.8% | $1.78M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 61 | Marshall Wace ✦ | 165.71K | New | $1.72M | 0.0% | New | 1 | SEC ↗ |
| 62 | Marshall Wace ✦ | 165.71K | New | $1.72M | 0.0% | New | 1 | SEC ↗ |
| 63 | Manufacturers Life Insurance… | 127.64K | +16.2% | $1.32M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 64 | Osaic Holdings, Inc. | 121.94K | +32.7% | $1.26M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 65 | Osaic Holdings, Inc. | 121.94K | +32.7% | $1.26M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 66 | Wealth Enhancement Advisory… | 113.79K | +40.3% | $1.18M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 67 | Corient Private Wealth LP | 106.63K | +253.1% | $1.10M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 68 | Jane Street Group, Llc | 104.86K | New | $1.09M | 0.0% | New | 1 | SEC ↗ |
| 69 | Jane Street Group, Llc | 104.86K | New | $1.09M | 0.0% | New | 1 | SEC ↗ |
| 70 | Capstone Investment Advisors, Llc | 98.92K | New | $1.02M | 0.0% | New | 1 | SEC ↗ |
| 71 | Hrt Financial Lp | 82.04K | New | $849,000 | 0.0% | New | 1 | SEC ↗ |
| 72 | Truist Financial Corp | 71.30K | +35.7% | $737,915 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 73 | Goldman Sachs Group ✦ | 48.77K | -47.3% | $504,770 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 74 | Goldman Sachs Group ✦ | 48.77K | -47.3% | $504,770 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 75 | Envestnet Asset Management Inc | 46.22K | -6.8% | $478,325 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 76 | Blair William & Co/Il | 31.21K | +38.0% | $323,055 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 77 | Mariner, LLC | 29.73K | +24.3% | $307,726 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 78 | Creative Planning | 27.96K | -6.9% | $289,438 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 79 | Lido Advisors, LLC | 22.40K | -10.0% | $238,036 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 80 | Squarepoint Ops LLC | 21.24K | -12.2% | $219,793 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 81 | Cetera Investment Advisers | 16.00K | New | $165,652 | 0.0% | New | 1 | SEC ↗ |
| 82 | Brown Advisory Inc | 14.24K | New | $147,374 | 0.0% | New | 1 | SEC ↗ |
| 83 | Nomura Asset Management Co Ltd | 11.63K | New | $120,391 | 0.0% | New | 1 | SEC ↗ |
| 84 | AQR Capital Management ✦ | 11.00K | 0.0% | $113,850 | 0.0% | Held | 2 | SEC ↗ |
| 85 | Northwestern Mutual Wealth… | 9.51K | 0.0% | $98,408 | 0.0% | Held | 3 | SEC ↗ |
| 86 | Bnp Paribas Financial Markets | 7.97K | +121.0% | $82,541 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 87 | Barclays Plc | 7.49K | -29.1% | $77,563 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 88 | Citigroup Inc | 5.05K | New | $52,257 | 0.0% | New | 1 | SEC ↗ |
| 89 | Us Bancorp \De\ | 1.15K | 0.0% | $11,913 | 0.0% | Held | 2 | SEC ↗ |
| 90 | TD Waterhouse Canada Inc. | 500 | New | $5,325 | 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
| Citadel Advisors | $26.10M | 0.0% |
| Citadel Advisors | $26.10M | 0.0% |
| Wellington Management | $11.67M | 0.0% |
| First Trust Advisors Lp | $5.35M | 0.0% |
| Marshall Wace | $1.72M | 0.0% |
| Marshall Wace | $1.72M | 0.0% |
| Jane Street Group, Llc | $1.09M | 0.0% |
| Jane Street Group, Llc | $1.09M | 0.0% |
| Capstone Investment Advisors… | $1.02M | 0.0% |
| Hrt Financial Lp | $849,000 | 0.0% |
| Cetera Investment Advisers | $165,652 | 0.0% |
| Brown Advisory Inc | $147,374 | 0.0% |
Exited
| Two Sigma Investments | $15.79M | was 0.0% |
| Northern Trust Corp | $1.39M | was 0.0% |
| Man Group plc | $687,521 | was 0.0% |
| Toronto Dominion Bank | $619,500 | was 0.0% |
| Quantinno Capital Management… | $184,004 | was 0.0% |
| Jones Financial Companies Lllp | $57,485 | 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: Q2 2026 ·
Methodology ·
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