Security record · archived quarter
PID
name pending profile ingest
38Tracked holders
+3Δ holders
11.52MShares held
$256.49MReported value
+4New positions
−1Exits
Momentum inputs (comparable managers):
holder breadth +8.6% ·
share flow -4.8% ·
net new positions +7.9%
— formula
Ownership fragmentation — more holders, smaller aggregate stake
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 | 37 | 0 | 11.58M | $257.25M | +1 | −1 |
| Q1 2026 | 38 | +3 | 11.52M | $256.49M | +4 | −1 |
| Q4 2025 | 35 | -1 | 12.10M | $266.31M | — | −1 |
| Q3 2025 | 4 | 0 | 3.54M | $75.38M | — | — |
| Q2 2025 | 2 | -1 | 23.93K | $490,664 | — | −1 |
| Q1 2025 | 2 | +2 | 74.96K | $1.43M | +2 | — |
| Q3 2024 | 1 | 0 | 18.60K | $367,908 | +1 | −1 |
| Q2 2024 | 1 | — | 31.89K | $571,540 | — | — |
Who holds it · Q1 2026
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Morgan Stanley ✦ | 3.18M | +1.4% | $70.81M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 2 | Morgan Stanley ✦ | 3.18M | +1.4% | $70.81M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 3 | Wells Fargo & Company/Mn | 1.60M | -2.8% | $35.70M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 4 | Wells Fargo & Company/Mn | 1.60M | -2.8% | $35.70M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 5 | Wells Fargo & Company/Mn | 1.60M | -2.8% | $35.70M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 6 | LPL Financial LLC | 1.28M | -3.0% | $28.44M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 7 | UBS Group AG | 934.97K | +5.4% | $20.80M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 8 | UBS Group AG | 934.97K | +5.4% | $20.80M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 9 | UBS Group AG | 934.97K | +5.4% | $20.80M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 10 | Bank Of America Corp /De/ | 908.88K | -1.8% | $20.22M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 11 | Bank Of America Corp /De/ | 908.88K | -1.8% | $20.22M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 12 | Bank Of America Corp /De/ | 908.88K | -1.8% | $20.22M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 13 | Jones Financial Companies Lllp | 717.59K | +12.8% | $15.61M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 14 | Osaic Holdings, Inc. | 295.26K | -1.1% | $6.57M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 15 | Osaic Holdings, Inc. | 295.26K | -1.1% | $6.57M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 16 | Northwestern Mutual Wealth… | 279.73K | +3.7% | $6.22M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 17 | Royal Bank Of Canada | 268.94K | -4.0% | $5.98M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 18 | Royal Bank Of Canada | 268.94K | -4.0% | $5.98M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 19 | Royal Bank Of Canada | 268.94K | -4.0% | $5.98M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 20 | Raymond James Financial Inc | 239.70K | +7.5% | $5.33M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 21 | Raymond James Financial Inc | 239.70K | +7.5% | $5.33M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 22 | Commonwealth Equity Services, Llc | 231.35K | +0.6% | $5.15M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 23 | Envestnet Asset Management Inc | 219.92K | +0.2% | $4.89M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 24 | HighTower Advisors, LLC | 196.83K | +0.8% | $4.38M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 25 | Wealth Enhancement Advisory… | 177.75K | -2.0% | $3.99M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 26 | Ameriprise Financial Inc | 110.46K | -86.3% | $3.10M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 27 | Ameriprise Financial Inc | 110.46K | -86.3% | $3.10M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 28 | Mariner, LLC | 113.53K | -5.5% | $2.53M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 29 | Creative Planning | 109.89K | +2.7% | $2.44M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 30 | JPMorgan Chase ✦ | 111.80K | +0.9% | $2.44M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 31 | JPMorgan Chase ✦ | 111.80K | +0.9% | $2.44M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 32 | JPMorgan Chase ✦ | 111.80K | +0.9% | $2.44M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 33 | Cetera Investment Advisers | 106.42K | -7.9% | $2.37M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 34 | Stifel Financial Corp | 88.31K | +0.4% | $1.96M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 35 | Corient Private Wealth LP | 62.06K | -50.0% | $1.38M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 36 | Mml Investors Services, Llc | 60.89K | -1.2% | $1.35M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 37 | Cerity Partners LLC | 45.59K | +0.9% | $1.01M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 38 | Jane Street Group, Llc | 36.02K | New | $801,371 | 0.0% | New | 1 | SEC ↗ |
| 39 | Citadel Advisors ✦ | 29.79K | New | $662,800 | 0.0% | New | 1 | SEC ↗ |
| 40 | Rockefeller Capital Management L.P. | 23.87K | -1.6% | $530,939 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 41 | Rockefeller Capital Management L.P. | 23.87K | -1.6% | $530,939 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 42 | Fifth Third Bancorp | 16.51K | New | $367,305 | 0.0% | New | 1 | SEC ↗ |
| 43 | Captrust Financial Advisors | 14.91K | +15.2% | $331,749 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 44 | Two Sigma Investments ✦ | 13.50K | New | $300,322 | 0.0% | New | 1 | SEC ↗ |
| 45 | Fidelity (FMR) ✦ | 9.20K | +16.7% | $204,614 | 0.0% | ▲ Add | 4 | SEC ↗ |
| 46 | National Bank Of Canada /Fi/ | 8.28K | -1.5% | $183,883 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 47 | Blair William & Co/Il | 4.56K | 0.0% | $101,442 | 0.0% | Held | 2 | SEC ↗ |
| 48 | Bank Of Montreal /Can/ | 4.50K | -11.9% | $100,107 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 49 | Cwm, Llc | 3.17K | -6.5% | $70,403 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 50 | Pnc Financial Services Group, Inc. | 2.88K | 0.0% | $63,957 | 0.0% | Held | 2 | SEC ↗ |
| 51 | Pnc Financial Services Group, Inc. | 2.88K | 0.0% | $63,957 | 0.0% | Held | 2 | SEC ↗ |
| 52 | Pnc Financial Services Group, Inc. | 2.88K | 0.0% | $63,957 | 0.0% | Held | 2 | SEC ↗ |
| 53 | Us Bancorp \De\ | 2.13K | -19.6% | $47,362 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 54 | Russell Investments Group, Ltd. | 1.93K | 0.0% | $42,978 | 0.0% | Held | 2 | SEC ↗ |
| 55 | Assetmark, Inc | 203 | +1591.7% | $4,516 | 0.0% | ▲ Add | 2 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| Jane Street Group, Llc | $801,371 | 0.0% |
| Citadel Advisors | $662,800 | 0.0% |
| Fifth Third Bancorp | $367,305 | 0.0% |
| Two Sigma Investments | $300,322 | 0.0% |
Exited
| Qube Research & Technologies… | $462 | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 156 holders, 17.53M shares, $381.93M 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