Security record · archived quarter
PIN
name pending profile ingest
25Tracked holders
-3Δ holders
1.85MShares held
$37.19MReported value
+0New positions
−3Exits
Momentum inputs (comparable managers):
holder breadth -10.7% ·
share flow -1.7% ·
net new positions -12.0%
— formula
Broad distribution — falling shares and fewer 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 | 25 | -3 | 1.85M | $37.19M | — | −3 |
| Q1 2026 | 29 | +2 | 1.88M | $38.64M | +3 | −1 |
| Q4 2025 | 27 | 0 | 2.00M | $48.55M | — | — |
| Q3 2025 | 3 | 0 | 282.21K | $7.08M | — | — |
| Q2 2025 | 2 | 0 | 23.39K | $630,504 | — | — |
| Q1 2025 | 1 | 0 | 134.74K | $3.37M | — | — |
| Q4 2024 | 1 | -1 | 1.40K | $36,104 | — | −1 |
| Q3 2024 | 2 | +2 | 12.51K | $384,059 | +2 | — |
Who holds it · Q2 2026
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Bank Of America Corp /De/ | 590.35K | -5.0% | $11.85M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 2 | Bank Of America Corp /De/ | 590.35K | -5.0% | $11.85M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 3 | Morgan Stanley ✦ | 183.13K | -15.5% | $3.68M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 4 | Morgan Stanley ✦ | 183.13K | -15.5% | $3.68M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 5 | Morgan Stanley ✦ | 183.13K | -15.5% | $3.68M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 6 | Jane Street Group, Llc | 169.50K | +458.5% | $3.40M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 7 | Neuberger Berman Group LLC | 142.87K | +33.1% | $2.87M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 8 | Wells Fargo & Company/Mn | 131.86K | -12.8% | $2.65M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 9 | Wells Fargo & Company/Mn | 131.86K | -12.8% | $2.65M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 10 | Susquehanna International Group, Llp | 121.18K | +35.4% | $2.43M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 11 | Ameriprise Financial Inc | 120.00K | -41.9% | $2.41M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 12 | Ameriprise Financial Inc | 120.00K | -41.9% | $2.41M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 13 | LPL Financial LLC | 91.54K | -7.6% | $1.84M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 14 | Cetera Investment Advisers | 89.37K | +21.3% | $1.79M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 15 | Sei Investments Co | 55.94K | -6.0% | $1.12M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 16 | Citadel Advisors ✦ | 34.32K | -56.7% | $688,762 | 0.0% | ▼ Trim | 8 | SEC ↗ |
| 17 | Commonwealth Equity Services, Llc | 32.68K | -10.2% | $655,880 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 18 | Envestnet Asset Management Inc | 24.83K | -7.7% | $498,288 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 19 | Jones Financial Companies Lllp | 20.91K | -32.9% | $419,278 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 20 | Mml Investors Services, Llc | 17.18K | +5.3% | $344,887 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 21 | UBS Group AG | 9.73K | +3.1% | $195,281 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 22 | UBS Group AG | 9.73K | +3.1% | $195,281 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 23 | Osaic Holdings, Inc. | 5.67K | +4.8% | $113,707 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 24 | Osaic Holdings, Inc. | 5.67K | +4.8% | $113,707 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 25 | Royal Bank Of Canada | 4.67K | +7.0% | $93,000 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 26 | Royal Bank Of Canada | 4.67K | +7.0% | $93,000 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 27 | Fidelity (FMR) ✦ | 1.97K | -9.4% | $39,601 | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 28 | Northwestern Mutual Wealth… | 1.83K | 0.0% | $36,808 | 0.0% | Held | 3 | SEC ↗ |
| 29 | National Bank Of Canada /Fi/ | 1.38K | 0.0% | $27,651 | 0.0% | Held | 3 | SEC ↗ |
| 30 | Fifth Third Bancorp | 1.09K | +5.8% | $21,809 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 31 | Citigroup Inc | 659 | -67.2% | $13,226 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 32 | Rockefeller Capital Management L.P. | 200 | 0.0% | $4,014 | 0.0% | Held | 3 | SEC ↗ |
| 33 | TD Waterhouse Canada Inc. | 88 | 0.0% | $1,758 | 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
| No new tracked buyers this quarter. |
Exited
| Raymond James Financial Inc | $228,620 | was 0.0% |
| Russell Investments Group… | $1,622 | was 0.0% |
| Simplex Trading, Llc | $964 | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 70 holders, 2.96M shares, $60.52M 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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