Trade Filings
Managers Stocks Filings Superinvestors
Signals Institutional Buying Institutional Selling Insider Activity 13D & 13G Watch Sector Rotation
Tools Stock Screener Manager Screener Compare Managers Consensus Baskets All Research Tools Data API
Learn & AI Learn Ask the Data AI Agents
News ★ Saved
About About us Methodology Contact Disclaimer
Reader
DATA PLANS

Historical data downloads — coming with accounts.

API GATEWAY

Free read-only JSON access to the site's cached data.

Dark mode

🧭 Guided View
New to markets — prices, yields, YTD, market cap? We explain every term as you browse, in plain English. Same data, with the help built in.

⚡ Expert View
You already know the market. Just the data — clean, fast and compact, with no extra explanations. This is the default view.

Interface language
Security record

PFFD

name pending profile ingest

Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025 Q4 2024 Q3 2024
48Tracked holders
0Δ holders
28.81MShares held
$538.41MReported value
+2New positions
−2Exits
Stable How these are computed → Explain this at the Research Desk →

Momentum inputs (comparable managers): holder breadth 0.0% · share flow -4.0% · net new positions 0.0%formula

All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q2 2026

Ownership over time
QuarterHoldersΔSharesReported valueNewExits
Q2 2026 48 0 28.81M $538.41M +2 −2
Q1 2026 49 0 30.13M $554.30M +5 −5
Q4 2025 48 +1 30.50M $577.59M +1
Q3 2025 5 -1 4.72M $91.64M +1 −2
Q2 2025 4 +1 126.08K $2.37M +1
Q1 2025 2 +1 37.90K $721,521 +1
Q4 2024 1 -1 21.30K $415,641 −1
Q3 2024 2 0 160.43K $3.33M
Q2 2024 2 27.56K $542,361
Holder count
Who holds it · Q2 2026
#ManagerSharesΔ sharesValueTheir weightHeld
1 Bank Of America Corp /De/ 5.08M -4.2% $94.99M 0.0% ▼ Trim 3 SEC ↗
2 Bank Of America Corp /De/ 5.08M -4.2% $94.99M 0.0% ▼ Trim 3 SEC ↗
3 Bank Of America Corp /De/ 5.08M -4.2% $94.99M 0.0% ▼ Trim 3 SEC ↗
4 LPL Financial LLC 3.40M -5.8% $63.55M 0.0% ▼ Trim 3 SEC ↗
5 Morgan Stanley 2.80M -2.2% $52.28M 0.0% ▼ Trim 4 SEC ↗
6 Morgan Stanley 2.80M -2.2% $52.28M 0.0% ▼ Trim 4 SEC ↗
7 Morgan Stanley 2.80M -2.2% $52.28M 0.0% ▼ Trim 4 SEC ↗
8 Morgan Stanley 2.80M -2.2% $52.28M 0.0% ▼ Trim 4 SEC ↗
9 Wells Fargo & Company/Mn 2.53M -1.3% $47.23M 0.0% ▼ Trim 3 SEC ↗
10 Wells Fargo & Company/Mn 2.53M -1.3% $47.23M 0.0% ▼ Trim 3 SEC ↗
11 Envestnet Asset Management Inc 2.52M +12.1% $47.15M 0.0% ▲ Add 3 SEC ↗
12 Lido Advisors, LLC 1.73M +5.1% $32.26M 0.1% ▲ Add 3 SEC ↗
13 Lido Advisors, LLC 1.73M +5.1% $32.26M 0.1% ▲ Add 3 SEC ↗
14 Lido Advisors, LLC 1.73M +5.1% $32.26M 0.1% ▲ Add 3 SEC ↗
15 Lido Advisors, LLC 1.73M +5.1% $32.26M 0.1% ▲ Add 3 SEC ↗
16 Cetera Investment Advisers 1.47M +17.4% $27.52M 0.0% ▲ Add 3 SEC ↗
17 Sei Investments Co 1.27M +13.6% $23.72M 0.0% ▲ Add 3 SEC ↗
18 Creative Planning 1.11M +6.5% $20.68M 0.0% ▲ Add 3 SEC ↗
19 Creative Planning 1.11M +6.5% $20.68M 0.0% ▲ Add 3 SEC ↗
20 Assetmark, Inc 943.08K +9.4% $17.63M 0.0% ▲ Add 3 SEC ↗
21 Raymond James Financial Inc 665.42K +17.7% $12.44M 0.0% ▲ Add 3 SEC ↗
22 Raymond James Financial Inc 665.42K +17.7% $12.44M 0.0% ▲ Add 3 SEC ↗
23 UBS Group AG 663.80K -1.8% $12.41M 0.0% ▼ Trim 3 SEC ↗
24 Mml Investors Services, Llc 640.24K +54.0% $11.97M 0.0% ▲ Add 3 SEC ↗
25 Royal Bank Of Canada 571.98K -0.6% $10.69M 0.0% ▼ Trim 3 SEC ↗
26 Royal Bank Of Canada 571.98K -0.6% $10.69M 0.0% ▼ Trim 3 SEC ↗
27 Royal Bank Of Canada 571.98K -0.6% $10.69M 0.0% ▼ Trim 3 SEC ↗
28 Royal Bank Of Canada 571.98K -0.6% $10.69M 0.0% ▼ Trim 3 SEC ↗
29 MIRAE ASSET GLOBAL ETFS HOLDINGS… 476.03K +8.1% $8.90M 0.0% ▲ Add 3 SEC ↗
30 Ameriprise Financial Inc 394.59K +4.7% $7.37M 0.0% ▲ Add 3 SEC ↗
31 Ameriprise Financial Inc 394.59K +4.7% $7.37M 0.0% ▲ Add 3 SEC ↗
32 Mercer Global Advisors Inc /Adv 365.71K -57.6% $6.84M 0.0% ▼ Trim 3 SEC ↗
33 HighTower Advisors, LLC 265.58K +14.1% $4.96M 0.0% ▲ Add 3 SEC ↗
34 Bnp Paribas Financial Markets 262.36K -14.1% $4.90M 0.0% ▼ Trim 3 SEC ↗
35 Osaic Holdings, Inc. 209.23K +14.4% $3.91M 0.0% ▲ Add 3 SEC ↗
36 Osaic Holdings, Inc. 209.23K +14.4% $3.91M 0.0% ▲ Add 3 SEC ↗
37 Osaic Holdings, Inc. 209.23K +14.4% $3.91M 0.0% ▲ Add 3 SEC ↗
38 Cibc World Market Inc. 206.18K +138.1% $3.85M 0.0% ▲ Add 3 SEC ↗
39 Baird Financial Group, Inc. 179.60K -1.1% $3.36M 0.0% ▼ Trim 2 SEC ↗
40 CIBC Bancorp USA Inc. 116.97K +3.2% $2.19M 0.0% ▲ Add 2 SEC ↗
41 CIBC Bancorp USA Inc. 116.97K +3.2% $2.19M 0.0% ▲ Add 2 SEC ↗
42 JPMorgan Chase 109.71K -22.1% $2.05M 0.0% ▼ Trim 4 SEC ↗
43 JPMorgan Chase 109.71K -22.1% $2.05M 0.0% ▼ Trim 4 SEC ↗
44 JPMorgan Chase 109.71K -22.1% $2.05M 0.0% ▼ Trim 4 SEC ↗
45 Wealth Enhancement Advisory… 102.38K +3.8% $1.91M 0.0% ▲ Add 3 SEC ↗
46 Citadel Advisors 80.51K +255.7% $1.50M 0.0% ▲ Add 2 SEC ↗
47 Rockefeller Capital Management L.P. 79.86K +33.9% $1.49M 0.0% ▲ Add 3 SEC ↗
48 Susquehanna International Group, Llp 74.86K -95.3% $1.40M 0.0% ▼ Trim 3 SEC ↗
49 Commonwealth Equity Services, Llc 57.46K +3.8% $1.07M 0.0% ▲ Add 3 SEC ↗
50 Captrust Financial Advisors 56.25K +5.8% $1.05M 0.0% ▲ Add 3 SEC ↗
51 Fifth Third Bancorp 54.58K +78.6% $1.02M 0.0% ▲ Add 2 SEC ↗
52 Mirae Asset Global Investments Co.… 47.45K -7.3% $886,766 0.0% ▼ Trim 3 SEC ↗
53 AQR Capital Management 45.36K +108.8% $847,816 0.0% ▲ Add 4 SEC ↗
54 Northwestern Mutual Wealth… 39.07K -45.0% $730,256 0.0% ▼ Trim 3 SEC ↗
55 Wealthfront Advisers LLC 33.66K +94.9% $629,031 0.0% ▲ Add 3 SEC ↗
56 Mariner, LLC 27.11K -51.1% $506,683 0.0% ▼ Trim 3 SEC ↗
57 Gotham Asset Management 26.72K +4.6% $499,472 0.0% ▲ Add 9 SEC ↗
58 Corient Private Wealth LP 26.70K New $499,123 0.0% New 1 SEC ↗
59 First Manhattan Co. Llc. 26.34K -14.9% $492,220 0.0% ▼ Trim 2 SEC ↗
60 Focus Partners Wealth 21.04K -13.8% $393,168 0.0% ▼ Trim 3 SEC ↗
61 Stifel Financial Corp 13.26K -11.2% $247,778 0.0% ▼ Trim 3 SEC ↗
62 Pnc Financial Services Group, Inc. 12.56K 0.0% $234,690 0.0% Held 3 SEC ↗
63 Pnc Financial Services Group, Inc. 12.56K 0.0% $234,690 0.0% Held 3 SEC ↗
64 Pnc Financial Services Group, Inc. 12.56K 0.0% $234,690 0.0% Held 3 SEC ↗
65 Blair William & Co/Il 5.25K 0.0% $98,123 0.0% Held 3 SEC ↗
66 Bank Of Montreal /Can/ 1.94K -39.3% $36,203 0.0% ▼ Trim 3 SEC ↗
67 Bank Of Montreal /Can/ 1.94K -39.3% $36,203 0.0% ▼ Trim 3 SEC ↗
68 Fidelity (FMR) 891 +45.6% $16,644 0.0% ▲ Add 5 SEC ↗
69 Simplex Trading, Llc 879 +76.2% $16,428 0.0% ▲ Add 3 SEC ↗
70 Us Bancorp \De\ 250 New $4,673 0.0% New 1 SEC ↗
71 National Bank Of Canada /Fi/ 95 0.0% $1,773 0.0% Held 3 SEC ↗

“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.

New buyers

Corient Private Wealth LP $499,123 0.0%
Us Bancorp \De\ $4,673 0.0%

Exited

Jane Street Group, Llc $2.21M was 0.0%
TD Waterhouse Canada Inc. $36,760 was 0.0%

Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 278 holders, 64.59M shares, $1.15B 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 · Get this via the API