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Security record

PKW

name pending profile ingest

Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025 Q4 2024 Q3 2024
55Tracked holders
0Δ holders
3.45MShares held
$487.71MReported value
+2New positions
−2Exits
Stable How these are computed → Explain this at the Research Desk →

Momentum inputs (comparable managers): holder breadth 0.0% · share flow -2.6% · net new positions 0.0%formula

All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q2 2026

Ownership over time
QuarterHoldersΔSharesReported valueNewExits
Q2 2026 55 0 3.45M $487.71M +2 −2
Q1 2026 56 +5 3.55M $464.36M +6 −1
Q4 2025 50 -2 3.24M $435.32M +1 −3
Q3 2025 8 +1 482.55K $63.93M +1
Q2 2025 4 0 45.08K $5.57M
Q1 2025 2 0 15.16K $1.71M
Q4 2024 2 0 11.55K $1.33M
Q3 2024 2 0 9.67K $1.11M
Q2 2024 2 3.83K $398,353
Holder count
Who holds it · Q2 2026
#ManagerSharesΔ sharesValueTheir weightHeld
1 Bank Of America Corp /De/ 832.83K -1.1% $117.98M 0.0% ▼ Trim 3 SEC ↗
2 Bank Of America Corp /De/ 832.83K -1.1% $117.98M 0.0% ▼ Trim 3 SEC ↗
3 Bank Of America Corp /De/ 832.83K -1.1% $117.98M 0.0% ▼ Trim 3 SEC ↗
4 LPL Financial LLC 465.88K +2.2% $66.00M 0.0% ▲ Add 3 SEC ↗
5 Wells Fargo & Company/Mn 360.72K -2.5% $51.10M 0.0% ▼ Trim 3 SEC ↗
6 Wells Fargo & Company/Mn 360.72K -2.5% $51.10M 0.0% ▼ Trim 3 SEC ↗
7 Morgan Stanley 322.88K -6.1% $45.74M 0.0% ▼ Trim 4 SEC ↗
8 Morgan Stanley 322.88K -6.1% $45.74M 0.0% ▼ Trim 4 SEC ↗
9 Morgan Stanley 322.88K -6.1% $45.74M 0.0% ▼ Trim 4 SEC ↗
10 Morgan Stanley 322.88K -6.1% $45.74M 0.0% ▼ Trim 4 SEC ↗
11 Raymond James Financial Inc 224.44K +1.5% $31.79M 0.0% ▲ Add 3 SEC ↗
12 Raymond James Financial Inc 224.44K +1.5% $31.79M 0.0% ▲ Add 3 SEC ↗
13 Stifel Financial Corp 202.46K +4.5% $28.69M 0.0% ▲ Add 3 SEC ↗
14 UBS Group AG 176.64K +1.6% $25.02M 0.0% ▲ Add 3 SEC ↗
15 UBS Group AG 176.64K +1.6% $25.02M 0.0% ▲ Add 3 SEC ↗
16 Royal Bank Of Canada 70.89K +40.6% $10.04M 0.0% ▲ Add 3 SEC ↗
17 Royal Bank Of Canada 70.89K +40.6% $10.04M 0.0% ▲ Add 3 SEC ↗
18 Royal Bank Of Canada 70.89K +40.6% $10.04M 0.0% ▲ Add 3 SEC ↗
19 Royal Bank Of Canada 70.89K +40.6% $10.04M 0.0% ▲ Add 3 SEC ↗
20 Royal Bank Of Canada 70.89K +40.6% $10.04M 0.0% ▲ Add 3 SEC ↗
21 Envestnet Asset Management Inc 68.60K -2.7% $9.72M 0.0% ▼ Trim 3 SEC ↗
22 Cetera Investment Advisers 62.62K +2.4% $8.87M 0.0% ▲ Add 3 SEC ↗
23 Truist Financial Corp 61.13K -11.1% $8.66M 0.0% ▼ Trim 3 SEC ↗
24 Truist Financial Corp 61.13K -11.1% $8.66M 0.0% ▼ Trim 3 SEC ↗
25 Osaic Holdings, Inc. 56.82K +8.6% $8.05M 0.0% ▲ Add 3 SEC ↗
26 Osaic Holdings, Inc. 56.82K +8.6% $8.05M 0.0% ▲ Add 3 SEC ↗
27 Ameriprise Financial Inc 51.56K +41.9% $7.30M 0.0% ▲ Add 3 SEC ↗
28 Ameriprise Financial Inc 51.56K +41.9% $7.30M 0.0% ▲ Add 3 SEC ↗
29 Ameriprise Financial Inc 51.56K +41.9% $7.30M 0.0% ▲ Add 3 SEC ↗
30 Commonwealth Equity Services, Llc 44.23K -8.6% $6.27M 0.0% ▼ Trim 3 SEC ↗
31 Northwestern Mutual Wealth… 43.45K -38.9% $6.15M 0.0% ▼ Trim 3 SEC ↗
32 Fidelity (FMR) 43.15K +0.2% $6.11M 0.0% ▲ Add 5 SEC ↗
33 Mariner, LLC 36.30K -55.7% $5.14M 0.0% ▼ Trim 3 SEC ↗
34 JPMorgan Chase 33.28K -3.3% $4.73M 0.0% ▼ Trim 4 SEC ↗
35 JPMorgan Chase 33.28K -3.3% $4.73M 0.0% ▼ Trim 4 SEC ↗
36 JPMorgan Chase 33.28K -3.3% $4.73M 0.0% ▼ Trim 4 SEC ↗
37 JPMorgan Chase 33.28K -3.3% $4.73M 0.0% ▼ Trim 4 SEC ↗
38 JPMorgan Chase 33.28K -3.3% $4.73M 0.0% ▼ Trim 4 SEC ↗
39 Focus Partners Wealth 33.41K +34.7% $4.73M 0.0% ▲ Add 3 SEC ↗
40 Jones Financial Companies Lllp 33.15K +3.6% $4.69M 0.0% ▲ Add 3 SEC ↗
41 Wealth Enhancement Advisory… 32.40K +1.7% $3.21M 0.0% ▲ Add 3 SEC ↗
42 Creative Planning 21.26K +13.7% $3.01M 0.0% ▲ Add 3 SEC ↗
43 HighTower Advisors, LLC 19.71K -0.9% $2.79M 0.0% ▼ Trim 3 SEC ↗
44 Mml Investors Services, Llc 19.64K +19.4% $2.78M 0.0% ▲ Add 3 SEC ↗
45 Bank Of Montreal /Can/ 13.60K +0.8% $1.93M 0.0% ▲ Add 3 SEC ↗
46 Bank Of Montreal /Can/ 13.60K +0.8% $1.93M 0.0% ▲ Add 3 SEC ↗
47 Citigroup Inc 10.40K -6.0% $1.47M 0.0% ▼ Trim 3 SEC ↗
48 Corient Private Wealth LP 10.36K +15.1% $1.47M 0.0% ▲ Add 3 SEC ↗
49 Susquehanna International Group, Llp 10.31K -55.4% $1.46M 0.0% ▼ Trim 3 SEC ↗
50 Susquehanna International Group, Llp 10.31K -55.4% $1.46M 0.0% ▼ Trim 3 SEC ↗
51 Bank of New York Mellon Corp 9.66K 0.0% $1.37M 0.0% ▼ Trim 3 SEC ↗
52 Bank of New York Mellon Corp 9.66K 0.0% $1.37M 0.0% ▼ Trim 3 SEC ↗
53 Mercer Global Advisors Inc /Adv 9.53K +58.6% $1.35M 0.0% ▲ Add 3 SEC ↗
54 Hrt Financial Lp 7.89K New $1.12M 0.0% New 1 SEC ↗
55 Cibc World Market Inc. 7.28K +3.6% $1.03M 0.0% ▲ Add 3 SEC ↗
56 Quantinno Capital Management LP 6.45K -3.7% $913,918 0.0% ▼ Trim 3 SEC ↗
57 Citadel Advisors 5.57K +0.4% $789,188 0.0% ▲ Add 2 SEC ↗
58 National Bank Of Canada /Fi/ 5.29K -0.5% $749,381 0.0% ▼ Trim 3 SEC ↗
59 Two Sigma Investments 4.99K -87.0% $706,600 0.0% ▼ Trim 2 SEC ↗
60 Rockefeller Capital Management L.P. 4.20K +1.0% $594,495 0.0% ▲ Add 3 SEC ↗
61 Rockefeller Capital Management L.P. 4.20K +1.0% $594,495 0.0% ▲ Add 3 SEC ↗
62 BlackRock (passive) 3.99K +230.5% $565,507 0.0% ▲ Add 5 SEC ↗
63 Pnc Financial Services Group, Inc. 3.93K 0.0% $557,256 0.0% ▲ Add 3 SEC ↗
64 Pnc Financial Services Group, Inc. 3.93K 0.0% $557,256 0.0% ▲ Add 3 SEC ↗
65 Financial Engines Advisors L.L.C. 2.91K 0.0% $411,947 0.0% Held 3 SEC ↗
66 First Manhattan Co. Llc. 2.90K 0.0% $410,814 0.0% Held 3 SEC ↗
67 Fifth Third Bancorp 2.80K -2.5% $397,214 0.0% ▼ Trim 3 SEC ↗
68 CIBC Bancorp USA Inc. 2.66K 0.0% $376,181 0.0% Held 2 SEC ↗
69 Us Bancorp \De\ 2.25K 0.0% $319,160 0.0% Held 3 SEC ↗
70 D. E. Shaw & Co. 2.14K 0.0% $303,152 0.0% Held 9 SEC ↗
71 Lido Advisors, LLC 2.07K -33.7% $292,670 0.0% ▼ Trim 3 SEC ↗
72 AQR Capital Management 1.93K +20.9% $273,970 0.0% ▲ Add 3 SEC ↗
73 Allspring Global Investments… 500 New $71,453 0.0% New 1 SEC ↗
74 Assetmark, Inc 437 0.0% $61,905 0.0% Held 3 SEC ↗
75 Barclays Plc 336 0.0% $47,598 0.0% Held 2 SEC ↗
76 Russell Investments Group, Ltd. 291 0.0% $41,223 0.0% Held 3 SEC ↗
77 TD Waterhouse Canada Inc. 250 0.0% $35,553 0.0% Held 3 SEC ↗
78 Qube Research & Technologies Ltd 45 -56.7% $6,375 0.0% ▼ Trim 3 SEC ↗
79 UBS AM, a distinct business unit of… 21 0.0% $2,975 0.0% Held 2 SEC ↗
80 Blair William & Co/Il 17 0.0% $2,408 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

Hrt Financial Lp $1.12M 0.0%
Allspring Global Investments… $71,453 0.0%

Exited

Goldman Sachs Group $1.52M was 0.0%
Jane Street Group, Llc $387,448 was 0.0%

Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 249 holders, 5.30M shares, $672.23M 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