Security record · archived quarter
PSI
name pending profile ingest
41Tracked holders
+1Δ holders
3.26MShares held
$307.66MReported value
+4New positions
−3Exits
Momentum inputs (comparable managers):
holder breadth +2.5% ·
share flow -0.9% ·
net new positions +2.4%
· formula
Ownership fragmentation: more holders, smaller aggregate stake
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q1 2026
Ownership over time
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q3 2026 | 1 | 0 | 600 | $93,798 | +1 | −1 |
| Q2 2026 | 41 | +2 | 2.89M | $541.39M | +5 | −4 |
| Q1 2026 | 41 | +1 | 3.26M | $307.66M | +4 | −3 |
| Q4 2025 | 40 | -1 | 3.29M | $259.45M | n/a | −1 |
| Q3 2025 | 5 | 0 | 261.47K | $18.39M | n/a | n/a |
| Q2 2025 | 2 | +1 | 14.97K | $897,701 | +1 | n/a |
| Q4 2024 | 1 | 0 | 4.01K | $232,259 | n/a | n/a |
| Q3 2024 | 1 | +1 | 39.36K | $2.26M | +1 | n/a |
Who holds it · Q1 2026
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | HighTower Advisors, LLC | 491.79K | -9.5% | $46.42M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 2 | Morgan Stanley ✦ | 443.39K | -14.2% | $41.85M | 0.0% | ▼ Trim | 3 | SEC ↗ ×4 |
| 3 | LPL Financial LLC | 409.60K | +0.5% | $38.66M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 4 | Bank Of America Corp /De/ | 269.95K | -5.5% | $25.48M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 5 | Raymond James Financial Inc | 204.27K | +4.2% | $19.28M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 6 | Cetera Investment Advisers | 185.68K | +2.4% | $17.52M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 7 | Captrust Financial Advisors | 142.35K | -19.6% | $13.43M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 8 | Royal Bank Of Canada | 140.43K | +5.6% | $13.25M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 9 | UBS Group AG | 112.02K | -3.6% | $10.57M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 10 | Mercer Global Advisors Inc /Adv | 101.37K | -2.0% | $9.57M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 11 | Bnp Paribas Financial Markets | 90.00K | +123.6% | $8.49M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 12 | National Bank Of Canada /Fi/ | 83.10K | -2.3% | $7.84M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 13 | Mml Investors Services, Llc | 69.75K | -8.7% | $6.58M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 14 | Osaic Holdings, Inc. | 65.79K | +5.0% | $6.21M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 15 | Goldman Sachs Group ✦ | 52.48K | New | $4.95M | 0.0% | New | 1 | SEC ↗ |
| 16 | Commonwealth Equity Services, Llc | 51.86K | -0.1% | $4.89M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 17 | Stifel Financial Corp | 45.55K | -7.3% | $4.30M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 18 | Jones Financial Companies Lllp | 45.08K | +36.5% | $4.20M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 19 | Envestnet Asset Management Inc | 44.05K | +0.1% | $4.16M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 20 | Truist Financial Corp | 43.91K | -4.5% | $4.14M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 21 | Northwestern Mutual Wealth… | 38.09K | +0.6% | $3.59M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 22 | Ameriprise Financial Inc | 31.75K | +33.5% | $3.00M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 23 | Susquehanna International Group, Llp | 18.16K | +597.1% | $1.71M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 24 | Citadel Advisors ✦ | 11.34K | +181.7% | $1.07M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 25 | Pnc Financial Services Group, Inc. | 10.89K | +7.7% | $1.03M | 0.0% | ▲ Add | 2 | SEC ↗ ×4 |
| 26 | Mariner, LLC | 9.69K | -3.0% | $914,885 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 27 | Cwm, Llc | 9.66K | 0.0% | $912,088 | 0.0% | Held | 2 | SEC ↗ |
| 28 | Creative Planning | 6.10K | -1.4% | $576,102 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 29 | Focus Partners Wealth | 5.56K | 0.0% | $524,382 | 0.0% | Held | 2 | SEC ↗ |
| 30 | Quantinno Capital Management LP | 4.66K | +55.3% | $439,658 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 31 | BlackRock ✦ (passive) | 4.56K | New | $430,373 | 0.0% | New | 1 | SEC ↗ |
| 32 | Neuberger Berman Group LLC | 4.32K | 0.0% | $408,005 | 0.0% | Held | 2 | SEC ↗ |
| 33 | JPMorgan Chase ✦ | 3.74K | +29.4% | $331,242 | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 34 | Fidelity (FMR) ✦ | 2.71K | -21.0% | $255,356 | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 35 | First Trust Advisors Lp | 2.60K | 0.0% | $244,916 | 0.0% | Held | 2 | SEC ↗ |
| 36 | Rockefeller Capital Management L.P. | 1.83K | -60.7% | $172,632 | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 37 | Wells Fargo & Company/Mn | 1.30K | -34.6% | $123,023 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 38 | Bank Of Montreal /Can/ | 768 | -38.6% | $72,484 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 39 | Fifth Third Bancorp | 274 | New | $25,860 | 0.0% | New | 1 | SEC ↗ |
| 40 | Us Bancorp \De\ | 229 | 0.0% | $21,613 | 0.0% | Held | 2 | SEC ↗ |
| 41 | Russell Investments Group, Ltd. | 11 | New | $1,038 | 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
| Goldman Sachs Group | $4.95M | 0.0% |
| BlackRock | $430,373 | 0.0% |
| Fifth Third Bancorp | $25,860 | 0.0% |
| Russell Investments Group… | $1,038 | 0.0% |
Exited
| Wealth Enhancement Advisory… | $326,356 | was 0.0% |
| Jane Street Group, Llc | $210,162 | was 0.0% |
| Blair William & Co/Il | $631 | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 179 holders, 4.61M shares, $424.28M 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: Q1 2026 ·
Methodology ·
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