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Security record

PSP

name pending profile ingest

Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025 Q4 2024 Q3 2024
25Tracked holders
0Δ holders
1.35MShares held
$75.27MReported value
+4New positions
−4Exits
Falling How these are computed → Explain this at the Research Desk →

Momentum inputs (comparable managers): holder breadth 0.0% · share flow -9.3% · 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 25 0 1.35M $75.27M +4 −4
Q1 2026 25 +2 1.49M $84.19M +5 −3
Q4 2025 23 0 1.27M $85.46M +1 −1
Q3 2025 4 0 428.75K $29.59M
Q2 2025 2 0 27.11K $1.87M
Q1 2025 1 0 19.64K $1.26M
Q4 2024 1 0 5.38K $358,889
Q3 2024 1 +1 10.12K $690,386 +1
Holder count
Who holds it · Q2 2026
#ManagerSharesΔ sharesValueTheir weightHeld
1 Morgan Stanley 349.51K +46.5% $19.47M 0.0% ▲ Add 4 SEC ↗
2 Morgan Stanley 349.51K +46.5% $19.47M 0.0% ▲ Add 4 SEC ↗
3 Morgan Stanley 349.51K +46.5% $19.47M 0.0% ▲ Add 4 SEC ↗
4 Bank Of America Corp /De/ 305.54K +0.3% $17.02M 0.0% ▲ Add 3 SEC ↗
5 Bank Of America Corp /De/ 305.54K +0.3% $17.02M 0.0% ▲ Add 3 SEC ↗
6 Wells Fargo & Company/Mn 152.51K +8.5% $8.50M 0.0% ▲ Add 3 SEC ↗
7 Wells Fargo & Company/Mn 152.51K +8.5% $8.50M 0.0% ▲ Add 3 SEC ↗
8 Wells Fargo & Company/Mn 152.51K +8.5% $8.50M 0.0% ▲ Add 3 SEC ↗
9 Wells Fargo & Company/Mn 152.51K +8.5% $8.50M 0.0% ▲ Add 3 SEC ↗
10 LPL Financial LLC 129.61K -3.9% $7.22M 0.0% ▼ Trim 3 SEC ↗
11 Jane Street Group, Llc 57.85K +74.2% $3.22M 0.0% ▲ Add 3 SEC ↗
12 Envestnet Asset Management Inc 54.22K -55.4% $3.02M 0.0% ▼ Trim 3 SEC ↗
13 Susquehanna International Group, Llp 53.02K +317.7% $2.95M 0.0% ▲ Add 3 SEC ↗
14 Susquehanna International Group, Llp 53.02K +317.7% $2.95M 0.0% ▲ Add 3 SEC ↗
15 Citadel Advisors 49.19K New $2.74M 0.0% New 1 SEC ↗
16 Raymond James Financial Inc 36.54K -89.6% $2.04M 0.0% ▼ Trim 3 SEC ↗
17 Raymond James Financial Inc 36.54K -89.6% $2.04M 0.0% ▼ Trim 3 SEC ↗
18 Northwestern Mutual Wealth… 29.13K +204.7% $1.62M 0.0% ▲ Add 3 SEC ↗
19 UBS Group AG 27.34K +1.9% $1.52M 0.0% ▲ Add 3 SEC ↗
20 Osaic Holdings, Inc. 22.30K +61.7% $1.24M 0.0% ▲ Add 3 SEC ↗
21 Nuveen, LLC 21.06K New $1.17M 0.0% New 1 SEC ↗
22 Royal Bank Of Canada 16.36K +44.3% $911,000 0.0% ▲ Add 3 SEC ↗
23 Royal Bank Of Canada 16.36K +44.3% $911,000 0.0% ▲ Add 3 SEC ↗
24 Royal Bank Of Canada 16.36K +44.3% $911,000 0.0% ▲ Add 3 SEC ↗
25 National Bank Of Canada /Fi/ 14.65K +13.4% $815,070 0.0% ▲ Add 3 SEC ↗
26 Mml Investors Services, Llc 13.37K -53.3% $744,735 0.0% ▼ Trim 3 SEC ↗
27 Goldman Sachs Group 5.68K New $316,376 0.0% New 1 SEC ↗
28 Hrt Financial Lp 4.89K -83.0% $272,000 0.0% ▼ Trim 2 SEC ↗
29 Cibc World Market Inc. 4.31K New $240,234 0.0% New 1 SEC ↗
30 Cetera Investment Advisers 3.63K -73.5% $202,193 0.0% ▼ Trim 3 SEC ↗
31 Fifth Third Bancorp 410 +49.1% $22,837 0.0% ▲ Add 2 SEC ↗
32 Bank Of Montreal /Can/ 155 0.0% $8,634 0.0% Held 3 SEC ↗
33 Fidelity (FMR) 84 +663.6% $4,664 0.0% ▲ Add 5 SEC ↗
34 JPMorgan Chase 57 -1.7% $3,136 0.0% ▼ Trim 4 SEC ↗
35 Rockefeller Capital Management L.P. 26 0.0% $1,448 0.0% Held 2 SEC ↗

“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.

New buyers

Citadel Advisors $2.74M 0.0%
Nuveen, LLC $1.17M 0.0%
Goldman Sachs Group $316,376 0.0%
Cibc World Market Inc. $240,234 0.0%

Exited

Commonwealth Equity Services… $283,280 was 0.0%
Belvedere Trading LLC $58,668 was 0.0%
Jones Financial Companies Lllp $28,714 was 0.0%
Simplex Trading, Llc $19,951 was 0.0%

Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 94 holders, 2.33M shares, $128.15M 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