Security record · archived quarter
PIO
name pending profile ingest
35Tracked holders
+1Δ holders
2.00MShares held
$90.13MReported value
+3New positions
−2Exits
Momentum inputs (comparable managers):
holder breadth +2.9% ·
share flow +2.5% ·
net new positions +2.9%
— 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 | 35 | +1 | 2.00M | $90.13M | +3 | −2 |
| Q1 2026 | 34 | +3 | 1.96M | $84.91M | +4 | −1 |
| Q4 2025 | 31 | 0 | 1.97M | $87.06M | — | — |
| Q3 2025 | 3 | 0 | 373.09K | $16.75M | — | — |
| Q2 2025 | 2 | 0 | 24.85K | $1.11M | — | — |
| Q1 2025 | 1 | 0 | 34.64K | $1.39M | — | — |
| Q4 2024 | 1 | 0 | 31.45K | $1.23M | — | — |
| Q3 2024 | 1 | 0 | 27.46K | $1.18M | — | — |
| Q2 2024 | 1 | — | 24.53K | $991,215 | — | — |
Who holds it · Q2 2026
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Bank Of America Corp /De/ | 518.00K | +3.7% | $23.29M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 2 | Bank Of America Corp /De/ | 518.00K | +3.7% | $23.29M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 3 | Bank Of America Corp /De/ | 518.00K | +3.7% | $23.29M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 4 | 1832 Asset Management L.P. | 400.11K | 0.0% | $17.99M | 0.0% | Held | 3 | SEC ↗ |
| 5 | Morgan Stanley ✦ | 310.80K | -0.6% | $13.98M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 6 | Morgan Stanley ✦ | 310.80K | -0.6% | $13.98M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 7 | Wells Fargo & Company/Mn | 121.59K | +1.0% | $5.47M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 8 | Wells Fargo & Company/Mn | 121.59K | +1.0% | $5.47M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 9 | Wells Fargo & Company/Mn | 121.59K | +1.0% | $5.47M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 10 | Wells Fargo & Company/Mn | 121.59K | +1.0% | $5.47M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 11 | Osaic Holdings, Inc. | 109.71K | -0.3% | $4.93M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 12 | Osaic Holdings, Inc. | 109.71K | -0.3% | $4.93M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 13 | Osaic Holdings, Inc. | 109.71K | -0.3% | $4.93M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 14 | LPL Financial LLC | 105.83K | +6.6% | $4.76M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 15 | UBS Group AG | 103.67K | 0.0% | $4.66M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 16 | Stifel Financial Corp | 49.70K | +2.6% | $2.24M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 17 | Stifel Financial Corp | 49.70K | +2.6% | $2.24M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 18 | Cibc World Market Inc. | 46.57K | -1.3% | $2.09M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 19 | Citadel Advisors ✦ | 29.82K | +374.7% | $1.34M | 0.0% | ▲ Add | 9 | SEC ↗ |
| 20 | Citigroup Inc | 28.36K | +1.3% | $1.28M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 21 | Commonwealth Equity Services, Llc | 28.04K | -0.4% | $1.26M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 22 | Cetera Investment Advisers | 26.81K | -3.4% | $1.21M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 23 | Mercer Global Advisors Inc /Adv | 18.43K | +10.3% | $828,710 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 24 | Raymond James Financial Inc | 17.21K | +1.4% | $774,040 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 25 | Raymond James Financial Inc | 17.21K | +1.4% | $774,040 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 26 | Susquehanna International Group, Llp | 13.90K | -16.7% | $625,218 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 27 | Rockefeller Capital Management L.P. | 13.08K | -0.8% | $588,208 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 28 | Ameriprise Financial Inc | 9.25K | +2.2% | $416,035 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 29 | HighTower Advisors, LLC | 8.00K | +16.6% | $359,526 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 30 | Cerity Partners LLC | 6.38K | New | $287,050 | 0.0% | New | 1 | SEC ↗ |
| 31 | Fidelity (FMR) ✦ | 5.99K | -7.1% | $269,488 | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 32 | Bank Of Montreal /Can/ | 5.95K | 0.0% | $267,676 | 0.0% | Held | 3 | SEC ↗ |
| 33 | Bank Of Montreal /Can/ | 5.95K | 0.0% | $267,676 | 0.0% | Held | 3 | SEC ↗ |
| 34 | Bank Of Montreal /Can/ | 5.95K | 0.0% | $267,676 | 0.0% | Held | 3 | SEC ↗ |
| 35 | Royal Bank Of Canada | 5.81K | -0.1% | $261,000 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 36 | Royal Bank Of Canada | 5.81K | -0.1% | $261,000 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 37 | Royal Bank Of Canada | 5.81K | -0.1% | $261,000 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 38 | Jones Financial Companies Lllp | 5.12K | +3.9% | $231,120 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 39 | Franklin Resources Inc | 4.50K | 0.0% | $202,365 | 0.0% | Held | 3 | SEC ↗ |
| 40 | Northwestern Mutual Wealth… | 2.90K | +30.3% | $130,503 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 41 | Blair William & Co/Il | 2.11K | 0.0% | $95,026 | 0.0% | Held | 3 | SEC ↗ |
| 42 | Fifth Third Bancorp | 1.46K | -23.6% | $65,656 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 43 | BlackRock ✦ (passive) | 1.44K | 0.0% | $64,622 | 0.0% | Held | 2 | SEC ↗ |
| 44 | National Bank Of Canada /Fi/ | 1.39K | 0.0% | $62,346 | 0.0% | Held | 3 | SEC ↗ |
| 45 | Us Bancorp \De\ | 1.35K | -21.6% | $60,710 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 46 | Assetmark, Inc | 476 | New | $21,406 | 0.0% | New | 1 | SEC ↗ |
| 47 | UBS AM, a distinct business unit of… | 267 | 0.0% | $12,007 | 0.0% | Held | 3 | SEC ↗ |
| 48 | Pnc Financial Services Group, Inc. | 75 | 0.0% | $3,373 | 0.0% | Held | 3 | SEC ↗ |
| 49 | Simplex Trading, Llc | 2 | New | $89 | 0.0% | New | 1 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| Cerity Partners LLC | $287,050 | 0.0% |
| Assetmark, Inc | $21,406 | 0.0% |
| Simplex Trading, Llc | $89 | 0.0% |
Exited
| Goldman Sachs Group | $256,960 | was 0.0% |
| TD Waterhouse Canada Inc. | $12,335 | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 114 holders, 2.28M shares, $98.30M 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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