Security record · archived quarter
PIE
name pending profile ingest
28Tracked holders
+1Δ holders
4.38MShares held
$146.11MReported value
+3New positions
−2Exits
Momentum inputs (comparable managers):
holder breadth +3.7% ·
share flow +30.0% ·
net new positions +3.6%
— 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 | 28 | +1 | 4.38M | $146.11M | +3 | −2 |
| Q1 2026 | 28 | +3 | 3.12M | $81.30M | +6 | −3 |
| Q4 2025 | 25 | 0 | 2.33M | $55.14M | +1 | −1 |
| Q3 2025 | 2 | +1 | 229.78K | $5.61M | +1 | — |
| Q1 2025 | 1 | 0 | 65.38K | $1.19M | — | — |
| Q4 2024 | 1 | 0 | 117.30K | $2.25M | — | — |
| Q3 2024 | 1 | 0 | 25.68K | $529,439 | — | — |
| Q2 2024 | 1 | — | 26.38K | $563,077 | — | — |
Who holds it · Q2 2026
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Morgan Stanley ✦ | 1.30M | +416.2% | $43.58M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 2 | Morgan Stanley ✦ | 1.30M | +416.2% | $43.58M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 3 | Raymond James Financial Inc | 1.08M | +10.6% | $36.08M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 4 | Raymond James Financial Inc | 1.08M | +10.6% | $36.08M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 5 | Wells Fargo & Company/Mn | 878.80K | -2.8% | $29.35M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 6 | Wells Fargo & Company/Mn | 878.80K | -2.8% | $29.35M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 7 | LPL Financial LLC | 294.69K | +9.3% | $9.84M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 8 | Royal Bank Of Canada | 264.92K | +262.8% | $8.85M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 9 | UBS Group AG | 172.96K | +3.5% | $5.78M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 10 | UBS Group AG | 172.96K | +3.5% | $5.78M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 11 | Envestnet Asset Management Inc | 75.97K | +12.3% | $2.54M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 12 | Stifel Financial Corp | 59.15K | -5.1% | $1.98M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 13 | Jane Street Group, Llc | 43.77K | -70.8% | $1.46M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 14 | Mml Investors Services, Llc | 39.29K | +32.1% | $1.31M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 15 | National Bank Of Canada /Fi/ | 21.09K | 0.0% | $702,885 | 0.0% | Held | 3 | SEC ↗ |
| 16 | Jones Financial Companies Lllp | 18.68K | +59.2% | $604,077 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 17 | Commonwealth Equity Services, Llc | 17.78K | +7.6% | $593,630 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 18 | Fifth Third Bancorp | 17.60K | +219.4% | $587,755 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 19 | Susquehanna International Group, Llp | 17.32K | New | $578,438 | 0.0% | New | 1 | SEC ↗ |
| 20 | Northwestern Mutual Wealth… | 16.95K | -1.4% | $565,896 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 21 | Blair William & Co/Il | 13.35K | +641.7% | $445,826 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 22 | Cetera Investment Advisers | 10.53K | -8.7% | $351,752 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 23 | Creative Planning | 8.00K | +1.8% | $267,256 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 24 | Osaic Holdings, Inc. | 6.92K | +19.3% | $230,992 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 25 | Citigroup Inc | 5.68K | -12.5% | $189,617 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 26 | Rockefeller Capital Management L.P. | 4.40K | +0.2% | $146,962 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 27 | Bank Of Montreal /Can/ | 1.80K | New | $60,111 | 0.0% | New | 1 | SEC ↗ |
| 28 | Qube Research & Technologies Ltd | 294 | -17.4% | $9,818 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 29 | BlackRock ✦ (passive) | 250 | New | $8,349 | 0.0% | New | 1 | SEC ↗ |
| 30 | JPMorgan Chase ✦ | 239 | 0.0% | $7,836 | 0.0% | Held | 2 | SEC ↗ |
| 31 | Fidelity (FMR) ✦ | 200 | 0.0% | $6,679 | 0.0% | Held | 2 | SEC ↗ |
| 32 | Assetmark, Inc | 106 | 0.0% | $3,540 | 0.0% | Held | 2 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| Susquehanna International… | $578,438 | 0.0% |
| Bank Of Montreal /Can/ | $60,111 | 0.0% |
| BlackRock | $8,349 | 0.0% |
Exited
| Citadel Advisors | $719,469 | was 0.0% |
| Goldman Sachs Group | $616,182 | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 62 holders, 4.30M shares, $109.87M 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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