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

PIN

name pending profile ingest

Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025 Q4 2024 Q3 2024
25Tracked holders
-3Δ holders
1.85MShares held
$37.19MReported value
+0New positions
−3Exits
Falling How these are computed → Explain this at the Research Desk →

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
QuarterHoldersΔSharesReported valueNewExits
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
Holder count
Who holds it · Q2 2026
#ManagerSharesΔ sharesValueTheir weightHeld
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 · Get this via the API