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Security record

QDEF

name pending profile ingest

Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025 Q4 2024 Q3 2024
30Tracked holders
+1Δ holders
4.20MShares held
$365.46MReported value
+1New positions
−0Exits
Rising 4 quarters of rising tracked shares ●●●●○○ How these are computed → Explain this at the Research Desk →

Momentum inputs (comparable managers): holder breadth +3.4% · share flow +0.1% · net new positions +3.3%formula
Broad accumulation — rising shares across more holders

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

Ownership over time
QuarterHoldersΔSharesReported valueNewExits
Q2 2026 30 +1 4.20M $365.46M +1
Q1 2026 29 0 4.19M $334.76M
Q4 2025 29 -1 4.14M $335.16M −1
Q3 2025 5 0 131.48K $10.52M
Q2 2025 2 -1 9.07K $671,631 −1
Q1 2025 2 +1 27.06K $1.89M +1
Q4 2024 1 0 8.73K $613,260
Q3 2024 1 0 20.18K $1.44M
Q2 2024 1 7.67K $502,740
Holder count
Who holds it · Q2 2026
#ManagerSharesΔ sharesValueTheir weightHeld
1 Northern Trust Corp 3.43M +0.5% $298.80M 0.0% ▲ Add 3 SEC ↗
2 Northern Trust Corp 3.43M +0.5% $298.80M 0.0% ▲ Add 3 SEC ↗
3 LPL Financial LLC 188.28K +4.1% $16.38M 0.0% ▲ Add 3 SEC ↗
4 Morgan Stanley 101.60K +47.4% $8.84M 0.0% ▲ Add 4 SEC ↗
5 Morgan Stanley 101.60K +47.4% $8.84M 0.0% ▲ Add 4 SEC ↗
6 Morgan Stanley 101.60K +47.4% $8.84M 0.0% ▲ Add 4 SEC ↗
7 Bank Of America Corp /De/ 89.02K -2.6% $7.75M 0.0% ▼ Trim 3 SEC ↗
8 Bank Of America Corp /De/ 89.02K -2.6% $7.75M 0.0% ▼ Trim 3 SEC ↗
9 Raymond James Financial Inc 80.47K -11.5% $7.00M 0.0% ▼ Trim 3 SEC ↗
10 Raymond James Financial Inc 80.47K -11.5% $7.00M 0.0% ▼ Trim 3 SEC ↗
11 Mml Investors Services, Llc 40.95K +112.6% $3.56M 0.0% ▲ Add 3 SEC ↗
12 JPMorgan Chase 30.54K +81.6% $2.64M 0.0% ▲ Add 4 SEC ↗
13 JPMorgan Chase 30.54K +81.6% $2.64M 0.0% ▲ Add 4 SEC ↗
14 JPMorgan Chase 30.54K +81.6% $2.64M 0.0% ▲ Add 4 SEC ↗
15 JPMorgan Chase 30.54K +81.6% $2.64M 0.0% ▲ Add 4 SEC ↗
16 Creative Planning 30.00K 0.0% $2.61M 0.0% Held 3 SEC ↗
17 Ameriprise Financial Inc 25.21K +7.0% $2.19M 0.0% ▲ Add 3 SEC ↗
18 Royal Bank Of Canada 23.49K -0.7% $2.04M 0.0% ▼ Trim 3 SEC ↗
19 Royal Bank Of Canada 23.49K -0.7% $2.04M 0.0% ▼ Trim 3 SEC ↗
20 Cetera Investment Advisers 19.24K +0.6% $1.67M 0.0% ▲ Add 3 SEC ↗
21 Blair William & Co/Il 18.22K +0.3% $1.59M 0.0% ▲ Add 3 SEC ↗
22 Commonwealth Equity Services, Llc 15.86K -2.4% $1.38M 0.0% ▼ Trim 3 SEC ↗
23 Goldman Sachs Group 13.42K -0.6% $1.17M 0.0% ▼ Trim 4 SEC ↗
24 Citigroup Inc 12.57K -8.3% $1.09M 0.0% ▼ Trim 3 SEC ↗
25 Bank Of Montreal /Can/ 12.44K +217.4% $1.08M 0.0% ▲ Add 3 SEC ↗
26 Jones Financial Companies Lllp 11.43K +26.1% $978,025 0.0% ▲ Add 3 SEC ↗
27 Stifel Financial Corp 8.40K +0.7% $730,822 0.0% ▲ Add 3 SEC ↗
28 UBS Group AG 7.63K -4.7% $664,152 0.0% ▼ Trim 3 SEC ↗
29 Envestnet Asset Management Inc 7.53K +2.8% $654,950 0.0% ▲ Add 3 SEC ↗
30 Fidelity (FMR) 7.44K -23.0% $647,554 0.0% ▼ Trim 5 SEC ↗
31 Quantinno Capital Management LP 7.33K -4.9% $638,303 0.0% ▼ Trim 3 SEC ↗
32 Susquehanna International Group, Llp 5.16K -12.9% $449,379 0.0% ▼ Trim 3 SEC ↗
33 Susquehanna International Group, Llp 5.16K -12.9% $449,379 0.0% ▼ Trim 3 SEC ↗
34 Osaic Holdings, Inc. 4.33K -24.7% $376,952 0.0% ▼ Trim 3 SEC ↗
35 UBS AM, a distinct business unit of… 2.04K 0.0% $177,873 0.0% Held 3 SEC ↗
36 Us Bancorp \De\ 1.70K 0.0% $147,936 0.0% Held 3 SEC ↗
37 Us Bancorp \De\ 1.70K 0.0% $147,936 0.0% Held 3 SEC ↗
38 Pnc Financial Services Group, Inc. 1.05K 0.0% $91,286 0.0% Held 3 SEC ↗
39 Northwestern Mutual Wealth… 518 -99.4% $45,077 0.0% ▼ Trim 3 SEC ↗
40 Wells Fargo & Company/Mn 300 +29900.0% $26,111 0.0% ▲ Add 3 SEC ↗
41 BlackRock (passive) 251 New $21,842 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

BlackRock $21,842 0.0%

Exited

No tracked exits this quarter.

Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 88 holders, 4.79M shares, $380.20M 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