Security record
PPT
name pending profile ingest
27Tracked holders
0Δ holders
5.84MShares held
$20.38MReported value
+1New positions
−1Exits
Momentum inputs (comparable managers): holder breadth 0.0% · share flow +0.1% · net new positions 0.0% — formula
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q2 2026
Ownership over time
Who holds it · Q2 2026
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Allspring Global Investments… | 1.37M | 0.0% | $4.77M | 0.0% | Held | 3 | SEC ↗ |
| 2 | Morgan Stanley ✦ | 1.14M | +0.2% | $3.96M | 0.0% | ▲ Add | 4 | SEC ↗ ×4 |
| 3 | Invesco Ltd. | 934.60K | +4.2% | $3.26M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 4 | Raymond James Financial Inc | 319.25K | -30.4% | $1.11M | 0.0% | ▼ Trim | 3 | SEC ↗ ×3 |
| 5 | Osaic Holdings, Inc. | 218.22K | +12.6% | $761,450 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 6 | Bank Of America Corp /De/ | 210.63K | +6.1% | $735,084 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 7 | Baird Financial Group, Inc. | 197.90K | +2.4% | $690,671 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 8 | Jones Financial Companies Lllp | 199.54K | +10.4% | $684,425 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 9 | Focus Partners Wealth | 187.99K | 0.0% | $656,101 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 10 | Royal Bank Of Canada | 157.49K | -6.9% | $549,000 | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 11 | Mml Investors Services, Llc | 135.62K | +31.1% | $473,331 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 12 | LPL Financial LLC | 128.03K | -1.7% | $446,823 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 13 | UBS Group AG | 121.24K | -19.3% | $423,134 | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 14 | Creative Planning | 82.11K | 0.0% | $286,580 | 0.0% | Held | 3 | SEC ↗ |
| 15 | Commonwealth Equity Services, Llc | 77.64K | -5.9% | $270,960 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 16 | Captrust Financial Advisors | 74.94K | -1.8% | $261,540 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 17 | Wells Fargo & Company/Mn | 74.56K | +0.5% | $260,232 | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 18 | Cetera Investment Advisers | 49.98K | +24.6% | $174,448 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 19 | Stifel Financial Corp | 49.20K | +1.6% | $171,726 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 20 | Citadel Advisors ✦ | 42.35K | +55.6% | $147,795 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 21 | Susquehanna International Group, Llp | 37.72K | +70.9% | $131,657 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 22 | Hrt Financial Lp | 21.46K | New | $74,000 | 0.0% | New | 1 | SEC ↗ |
| 23 | Mariner, LLC | 14.47K | -0.1% | $50,488 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 24 | Us Bancorp \De\ | 3.50K | 0.0% | $12,215 | 0.0% | Held | 3 | SEC ↗ |
| 25 | Pnc Financial Services Group, Inc. | 1.80K | 0.0% | $6,282 | 0.0% | Held | 3 | SEC ↗ |
| 26 | Northwestern Mutual Wealth… | 1.13K | 0.0% | $3,940 | 0.0% | Held | 3 | SEC ↗ |
| 27 | Fifth Third Bancorp | 86 | -5.5% | $300 | 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 | $74,000 | 0.0% |
Exited
| JPMorgan Chase | $5,570 | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 94 holders, 39.86M shares, $37.65M 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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