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Security record

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Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025 Q4 2024
36Tracked holders
-2Δ holders
7.66MShares held
$233.75MReported value
+3New positions
−5Exits
Falling How these are computed → Explain this at the Research Desk →

Momentum inputs (comparable managers): holder breadth -5.3% · share flow +0.6% · net new positions -5.6%formula
Concentrated accumulation — rising shares among fewer holders

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

Ownership over time
QuarterHoldersΔSharesReported valueNewExits
Q2 2026 36 -2 7.66M $233.75M +3 −5
Q1 2026 39 +2 7.63M $235.16M +4 −2
Q4 2025 37 -1 8.28M $262.78M −1
Q3 2025 5 0 1.34M $44.26M
Q2 2025 3 +2 57.74K $1.83M +2
Q4 2024 1 +1 5.19K $171,284 +1
Holder count
Who holds it · Q2 2026
#ManagerSharesΔ sharesValueTheir weightHeld
1 Wells Fargo & Company/Mn 1.43M +3.7% $43.66M 0.0% ▲ Add 3 SEC ↗
2 Wells Fargo & Company/Mn 1.43M +3.7% $43.66M 0.0% ▲ Add 3 SEC ↗
3 Wells Fargo & Company/Mn 1.43M +3.7% $43.66M 0.0% ▲ Add 3 SEC ↗
4 Morgan Stanley 1.12M +5.2% $34.21M 0.0% ▲ Add 4 SEC ↗
5 Morgan Stanley 1.12M +5.2% $34.21M 0.0% ▲ Add 4 SEC ↗
6 Royal Bank Of Canada 997.08K +11.7% $30.44M 0.0% ▲ Add 3 SEC ↗
7 Royal Bank Of Canada 997.08K +11.7% $30.44M 0.0% ▲ Add 3 SEC ↗
8 Royal Bank Of Canada 997.08K +11.7% $30.44M 0.0% ▲ Add 3 SEC ↗
9 Royal Bank Of Canada 997.08K +11.7% $30.44M 0.0% ▲ Add 3 SEC ↗
10 Royal Bank Of Canada 997.08K +11.7% $30.44M 0.0% ▲ Add 3 SEC ↗
11 Royal Bank Of Canada 997.08K +11.7% $30.44M 0.0% ▲ Add 3 SEC ↗
12 Bank of New York Mellon Corp 803.59K -5.8% $24.53M 0.0% ▼ Trim 3 SEC ↗
13 Bank of New York Mellon Corp 803.59K -5.8% $24.53M 0.0% ▼ Trim 3 SEC ↗
14 Bank of New York Mellon Corp 803.59K -5.8% $24.53M 0.0% ▼ Trim 3 SEC ↗
15 Envestnet Asset Management Inc 624.49K +3.8% $19.07M 0.0% ▲ Add 3 SEC ↗
16 Raymond James Financial Inc 433.91K +8.8% $13.25M 0.0% ▲ Add 3 SEC ↗
17 Raymond James Financial Inc 433.91K +8.8% $13.25M 0.0% ▲ Add 3 SEC ↗
18 LPL Financial LLC 416.66K -6.2% $12.72M 0.0% ▼ Trim 3 SEC ↗
19 Lido Advisors, LLC 266.84K -1.2% $8.15M 0.0% ▼ Trim 3 SEC ↗
20 Lido Advisors, LLC 266.84K -1.2% $8.15M 0.0% ▼ Trim 3 SEC ↗
21 UBS Group AG 265.32K +3.4% $8.10M 0.0% ▲ Add 3 SEC ↗
22 Bank Of America Corp /De/ 257.02K -0.9% $7.85M 0.0% ▼ Trim 3 SEC ↗
23 Bank Of America Corp /De/ 257.02K -0.9% $7.85M 0.0% ▼ Trim 3 SEC ↗
24 Bank Of America Corp /De/ 257.02K -0.9% $7.85M 0.0% ▼ Trim 3 SEC ↗
25 Truist Financial Corp 176.07K +2.1% $5.38M 0.0% ▲ Add 3 SEC ↗
26 Cetera Investment Advisers 141.34K -34.2% $4.32M 0.0% ▼ Trim 3 SEC ↗
27 Pnc Financial Services Group, Inc. 116.61K +3.3% $3.56M 0.0% ▲ Add 3 SEC ↗
28 Charles Schwab Investment… 93.17K -5.2% $2.84M 0.0% ▼ Trim 3 SEC ↗
29 Wealth Enhancement Advisory… 86.97K +0.9% $2.64M 0.0% ▲ Add 3 SEC ↗
30 Ameriprise Financial Inc 79.49K -1.0% $2.43M 0.0% ▼ Trim 3 SEC ↗
31 Deutsche Bank Ag\ 48.27K 0.0% $1.47M 0.0% Held 3 SEC ↗
32 Deutsche Bank Ag\ 48.27K 0.0% $1.47M 0.0% Held 3 SEC ↗
33 Deutsche Bank Ag\ 48.27K 0.0% $1.47M 0.0% Held 3 SEC ↗
34 JPMorgan Chase 48.16K +29.9% $1.47M 0.0% ▲ Add 4 SEC ↗
35 JPMorgan Chase 48.16K +29.9% $1.47M 0.0% ▲ Add 4 SEC ↗
36 Rockefeller Capital Management L.P. 44.40K -2.0% $1.36M 0.0% ▼ Trim 3 SEC ↗
37 Osaic Holdings, Inc. 41.60K +3.8% $1.27M 0.0% ▲ Add 3 SEC ↗
38 Osaic Holdings, Inc. 41.60K +3.8% $1.27M 0.0% ▲ Add 3 SEC ↗
39 Bank Of Montreal /Can/ 36.79K -6.9% $1.12M 0.0% ▼ Trim 3 SEC ↗
40 Bank Of Montreal /Can/ 36.79K -6.9% $1.12M 0.0% ▼ Trim 3 SEC ↗
41 Mml Investors Services, Llc 18.75K +10.8% $572,463 0.0% ▲ Add 3 SEC ↗
42 Us Bancorp \De\ 14.98K +3.1% $457,432 0.0% ▲ Add 3 SEC ↗
43 Us Bancorp \De\ 14.98K +3.1% $457,432 0.0% ▲ Add 3 SEC ↗
44 Fifth Third Bancorp 13.79K -4.4% $421,101 0.0% ▼ Trim 2 SEC ↗
45 Jones Financial Companies Lllp 12.84K +52.6% $391,430 0.0% ▲ Add 3 SEC ↗
46 Mariner, LLC 12.54K -43.6% $382,695 0.0% ▼ Trim 3 SEC ↗
47 Jane Street Group, Llc 10.99K New $335,616 0.0% New 1 SEC ↗
48 Cerity Partners LLC 9.40K +5.8% $287,104 0.0% ▲ Add 2 SEC ↗
49 Gotham Asset Management 9.18K +18.7% $280,174 0.0% ▲ Add 5 SEC ↗
50 Creative Planning 8.66K +1.1% $264,511 0.0% ▲ Add 3 SEC ↗
51 Susquehanna International Group, Llp 8.17K -88.4% $249,308 0.0% ▼ Trim 3 SEC ↗
52 Northwestern Mutual Wealth… 8.14K +1.6% $248,378 0.0% ▲ Add 3 SEC ↗
53 National Bank Of Canada /Fi/ 450 0.0% $13,743 0.0% Held 3 SEC ↗
54 Citigroup Inc 300 0.0% $9,159 0.0% Held 3 SEC ↗
55 Fidelity (FMR) 110 New $3,358 0.0% New 1 SEC ↗
56 Simplex Trading, Llc 13 New $396 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

Jane Street Group, Llc $335,616 0.0%
Fidelity (FMR) $3,358 0.0%
Simplex Trading, Llc $396 0.0%

Exited

Mercer Global Advisors Inc… $299,009 was 0.0%
Commonwealth Equity Services… $235,530 was 0.0%
Citadel Advisors $216,034 was 0.0%
HighTower Advisors, LLC $203,729 was 0.0%
Bnp Paribas Financial Markets $463 was 0.0%

Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 158 holders, 12.18M shares, $364.41M 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