Security record · archived quarter
PID
name pending profile ingest
37Tracked holders
0Δ holders
11.58MShares held
$257.25MReported value
+1New positions
−1Exits
Momentum inputs (comparable managers): holder breadth 0.0% · share flow +0.5% · net new positions 0.0% — formula
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 | 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 · Q2 2026
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Morgan Stanley ✦ | 3.24M | +1.7% | $71.84M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 2 | Wells Fargo & Company/Mn | 1.58M | -1.8% | $35.00M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 3 | Wells Fargo & Company/Mn | 1.58M | -1.8% | $35.00M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 4 | Wells Fargo & Company/Mn | 1.58M | -1.8% | $35.00M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 5 | LPL Financial LLC | 1.25M | -2.4% | $27.70M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 6 | UBS Group AG | 921.75K | -1.4% | $20.46M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 7 | UBS Group AG | 921.75K | -1.4% | $20.46M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 8 | Bank Of America Corp /De/ | 913.84K | +0.6% | $20.29M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 9 | Bank Of America Corp /De/ | 913.84K | +0.6% | $20.29M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 10 | Bank Of America Corp /De/ | 913.84K | +0.6% | $20.29M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 11 | Jones Financial Companies Lllp | 809.38K | +12.8% | $18.15M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 12 | Northwestern Mutual Wealth… | 293.71K | +5.0% | $6.52M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 13 | Osaic Holdings, Inc. | 279.41K | -5.4% | $6.20M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 14 | Osaic Holdings, Inc. | 279.41K | -5.4% | $6.20M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 15 | Royal Bank Of Canada | 265.19K | -1.4% | $5.89M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 16 | Royal Bank Of Canada | 265.19K | -1.4% | $5.89M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 17 | Royal Bank Of Canada | 265.19K | -1.4% | $5.89M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 18 | Raymond James Financial Inc | 251.79K | +5.0% | $5.59M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 19 | Raymond James Financial Inc | 251.79K | +5.0% | $5.59M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 20 | Envestnet Asset Management Inc | 238.79K | +8.6% | $5.30M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 21 | Commonwealth Equity Services, Llc | 233.37K | +0.9% | $5.18M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 22 | HighTower Advisors, LLC | 199.67K | +1.4% | $4.43M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 23 | Wealth Enhancement Advisory… | 177.34K | -0.2% | $4.01M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 24 | Mariner, LLC | 115.91K | +2.1% | $2.57M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 25 | JPMorgan Chase ✦ | 111.63K | -0.1% | $2.49M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 26 | JPMorgan Chase ✦ | 111.63K | -0.1% | $2.49M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 27 | JPMorgan Chase ✦ | 111.63K | -0.1% | $2.49M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 28 | Creative Planning | 109.88K | 0.0% | $2.44M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 29 | Cetera Investment Advisers | 103.51K | -2.7% | $2.30M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 30 | Ameriprise Financial Inc | 102.53K | -7.2% | $2.28M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 31 | Ameriprise Financial Inc | 102.53K | -7.2% | $2.28M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 32 | Ameriprise Financial Inc | 102.53K | -7.2% | $2.28M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 33 | Stifel Financial Corp | 87.68K | -0.7% | $1.95M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 34 | Corient Private Wealth LP | 62.06K | 0.0% | $1.38M | 0.0% | Held | 3 | SEC ↗ |
| 35 | Mml Investors Services, Llc | 61.49K | +1.0% | $1.37M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 36 | Cerity Partners LLC | 46.21K | +1.4% | $1.03M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 37 | Rockefeller Capital Management L.P. | 24.92K | +4.4% | $553,195 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 38 | Rockefeller Capital Management L.P. | 24.92K | +4.4% | $553,195 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 39 | Fifth Third Bancorp | 16.24K | -1.7% | $360,461 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 40 | Susquehanna International Group, Llp | 15.65K | New | $347,497 | 0.0% | New | 1 | SEC ↗ |
| 41 | Two Sigma Investments ✦ | 13.90K | +3.0% | $308,580 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 42 | Captrust Financial Advisors | 13.00K | -12.8% | $288,624 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 43 | Citadel Advisors ✦ | 12.13K | -59.3% | $269,242 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 44 | Fidelity (FMR) ✦ | 9.31K | +1.2% | $206,610 | 0.0% | ▲ Add | 5 | SEC ↗ |
| 45 | National Bank Of Canada /Fi/ | 8.28K | 0.0% | $183,551 | 0.0% | Held | 3 | SEC ↗ |
| 46 | Bank Of Montreal /Can/ | 5.61K | +24.6% | $124,498 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 47 | Blair William & Co/Il | 4.56K | 0.0% | $101,232 | 0.0% | Held | 3 | SEC ↗ |
| 48 | Pnc Financial Services Group, Inc. | 2.88K | 0.0% | $63,825 | 0.0% | Held | 3 | SEC ↗ |
| 49 | Pnc Financial Services Group, Inc. | 2.88K | 0.0% | $63,825 | 0.0% | Held | 3 | SEC ↗ |
| 50 | Pnc Financial Services Group, Inc. | 2.88K | 0.0% | $63,825 | 0.0% | Held | 3 | SEC ↗ |
| 51 | Us Bancorp \De\ | 2.13K | 0.0% | $47,264 | 0.0% | Held | 3 | SEC ↗ |
| 52 | Russell Investments Group, Ltd. | 1.79K | -7.1% | $39,848 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 53 | Assetmark, Inc | 12 | -94.1% | $266 | 0.0% | ▼ Trim | 3 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| Susquehanna International… | $347,497 | 0.0% |
Exited
| Jane Street Group, Llc | $801,371 | 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: Q2 2026 ·
Methodology ·
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