Security record · archived quarter
POCT
name pending profile ingest
27Tracked holders
-2Δ holders
7.18MShares held
$327.18MReported value
+2New positions
−4Exits
Momentum inputs (comparable managers):
holder breadth -6.9% ·
share flow -19.9% ·
net new positions -7.4%
— 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 | 27 | -2 | 7.18M | $327.18M | +2 | −4 |
| Q1 2026 | 30 | +2 | 9.20M | $398.18M | +4 | −2 |
| Q4 2025 | 28 | +1 | 9.85M | $433.00M | +1 | — |
| Q3 2025 | 1 | -1 | 10.60K | $456,774 | — | −1 |
| Q2 2025 | 1 | -1 | 16.41K | $677,733 | — | −1 |
| Q1 2025 | 2 | +1 | 22.30K | $866,394 | +1 | — |
| Q4 2024 | 1 | 0 | 14.78K | $584,752 | — | — |
| Q3 2024 | 1 | 0 | 14.78K | $575,642 | +1 | −1 |
| Q2 2024 | 1 | — | 12.79K | $489,844 | — | — |
Who holds it · Q2 2026
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Alliancebernstein L.P. | 1.81M | -1.2% | $78.14M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 2 | Osaic Holdings, Inc. | 671.77K | -1.2% | $31.18M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 3 | Osaic Holdings, Inc. | 671.77K | -1.2% | $31.18M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 4 | Osaic Holdings, Inc. | 671.77K | -1.2% | $31.18M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 5 | Envestnet Asset Management Inc | 558.49K | -4.7% | $25.92M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 6 | Cerity Partners LLC | 487.45K | -68.5% | $22.62M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 7 | Cerity Partners LLC | 487.45K | -68.5% | $22.62M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 8 | Cerity Partners LLC | 487.45K | -68.5% | $22.62M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 9 | Commonwealth Equity Services, Llc | 435.83K | -40.7% | $20.23M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 10 | Focus Partners Wealth | 399.00K | -4.2% | $18.52M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 11 | Raymond James Financial Inc | 374.54K | -3.9% | $17.38M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 12 | Raymond James Financial Inc | 374.54K | -3.9% | $17.38M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 13 | Raymond James Financial Inc | 374.54K | -3.9% | $17.38M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 14 | LPL Financial LLC | 371.72K | -0.7% | $17.25M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 15 | Blair William & Co/Il | 366.56K | -1.3% | $17.01M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 16 | HighTower Advisors, LLC | 239.53K | -2.7% | $11.12M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 17 | Cetera Investment Advisers | 224.78K | -14.8% | $10.43M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 18 | Captrust Financial Advisors | 191.41K | 0.0% | $8.88M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 19 | Mml Investors Services, Llc | 189.40K | +52.5% | $8.79M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 20 | Rockefeller Capital Management L.P. | 184.21K | -3.5% | $8.55M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 21 | Us Bancorp \De\ | 176.08K | -18.5% | $8.17M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 22 | Truist Financial Corp | 140.40K | -2.2% | $6.52M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 23 | Wealth Enhancement Advisory… | 108.84K | -77.1% | $5.08M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 24 | Mercer Global Advisors Inc /Adv | 101.75K | -4.6% | $4.72M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 25 | Hrt Financial Lp | 77.02K | New | $3.57M | 0.0% | New | 1 | SEC ↗ |
| 26 | Susquehanna International Group, Llp | 30.94K | +145.0% | $1.44M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 27 | Creative Planning | 15.00K | -3.8% | $696,011 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 28 | Pnc Financial Services Group, Inc. | 11.56K | -5.1% | $536,685 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 29 | JPMorgan Chase ✦ | 4.19K | 0.0% | $193,960 | 0.0% | Held | 4 | SEC ↗ |
| 30 | JPMorgan Chase ✦ | 4.19K | 0.0% | $193,960 | 0.0% | Held | 4 | SEC ↗ |
| 31 | Assetmark, Inc | 3.06K | 0.0% | $141,783 | 0.0% | Held | 3 | SEC ↗ |
| 32 | Royal Bank Of Canada | 900 | 0.0% | $42,000 | 0.0% | Held | 3 | SEC ↗ |
| 33 | Morgan Stanley ✦ | 800 | New | $37,128 | 0.0% | New | 1 | SEC ↗ |
| 34 | Northwestern Mutual Wealth… | 182 | -42.4% | $8,447 | 0.0% | ▼ Trim | 2 | 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 | $3.57M | 0.0% |
| Morgan Stanley | $37,128 | 0.0% |
Exited
| Citadel Advisors | $357,253 | was 0.0% |
| Mariner, LLC | $294,010 | was 0.0% |
| Goldman Sachs Group | $211,584 | was 0.0% |
| Barclays Plc | $193,564 | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 250 holders, 18.84M shares, $726.01M 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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