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Security record

QLTY

name pending profile ingest

Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025
31Tracked holders
+2Δ holders
12.81MShares held
$533.40MReported value
+2New positions
−0Exits
Strongly Rising 4 quarters of rising tracked shares ●●●●○○ How these are computed → Explain this at the Research Desk →

Momentum inputs (comparable managers): holder breadth +6.9% · share flow +30.0% · net new positions +6.5% — 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 31 +2 12.81M $533.40M +2 —
Q1 2026 30 -2 9.68M $350.30M +2 −4
Q4 2025 32 0 8.81M $339.70M +1 −1
Q3 2025 3 0 331.74K $12.01M — —
Q2 2025 1 0 8.23K $282,028 — —
Q1 2025 1 +1 9.33K $291,718 +1 —
Holder count
Who holds it · Q2 2026
#ManagerSharesΔ sharesValueTheir weightHeld
1 Lazard Asset Management Llc 2.89M +11.1% $120.18M 0.2% ▲ Add 3 SEC ↗ ×2
2 LPL Financial LLC 2.55M +283.4% $105.99M 0.0% ▲ Add 3 SEC ↗
3 Focus Partners Wealth 2.48M +12.9% $103.35M 0.1% ▲ Add 3 SEC ↗
4 Raymond James Financial Inc 969.94K +4.1% $40.37M 0.0% ▲ Add 3 SEC ↗ ×2
5 Mml Investors Services, Llc 632.61K -15.2% $26.33M 0.1% ▼ Trim 3 SEC ↗
6 Wealth Enhancement Advisory… 484.90K +4.2% $20.34M 0.0% ▲ Add 3 SEC ↗
7 Morgan Stanley ✦ 462.95K +4076.0% $19.27M 0.0% ▲ Add 4 SEC ↗
8 First Manhattan Co. Llc. 431.23K +32.0% $17.95M 0.0% ▲ Add 3 SEC ↗
9 Envestnet Asset Management Inc 299.66K -7.6% $12.47M 0.0% ▼ Trim 3 SEC ↗
10 Osaic Holdings, Inc. 296.02K +8.8% $12.32M 0.0% ▲ Add 3 SEC ↗ ×2
11 JPMorgan Chase ✦ 221.64K +8.9% $9.17M 0.0% ▲ Add 4 SEC ↗ ×5
12 HighTower Advisors, LLC 191.65K +3.5% $7.98M 0.0% ▲ Add 3 SEC ↗
13 Bank Of America Corp /De/ 175.92K +241.7% $7.32M 0.0% ▲ Add 2 SEC ↗ ×3
14 Corient Private Wealth LP 162.84K -20.3% $6.78M 0.0% ▼ Trim 3 SEC ↗
15 Jones Financial Companies Lllp 126.38K +51.9% $5.16M 0.0% ▲ Add 3 SEC ↗
16 AQR Capital Management ✦ 100.01K +706.4% $4.16M 0.0% ▲ Add 3 SEC ↗
17 Grantham, Mayo, Van Otterloo & Co.… 98.09K +3.8% $4.08M 0.0% ▲ Add 3 SEC ↗
18 Bank of New York Mellon Corp 69.82K +2.8% $2.91M 0.0% ▲ Add 3 SEC ↗ ×2
19 Commonwealth Equity Services, Llc 63.95K -55.9% $2.66M 0.0% ▼ Trim 3 SEC ↗
20 Cibc World Market Inc. 33.23K -5.2% $1.38M 0.0% ▼ Trim 3 SEC ↗
21 Quantinno Capital Management LP 27.77K +72.3% $1.16M 0.0% ▲ Add 2 SEC ↗
22 Northwestern Mutual Wealth… 13.89K +19.5% $578,022 0.0% ▲ Add 3 SEC ↗
23 Cerity Partners LLC 8.05K 0.0% $335,252 0.0% Held 3 SEC ↗
24 UBS Group AG 7.48K -1.8% $311,234 0.0% ▼ Trim 3 SEC ↗
25 Truist Financial Corp 6.78K -1.9% $282,100 0.0% ▼ Trim 3 SEC ↗
26 D. E. Shaw & Co. ✦ 6.50K New $270,488 0.0% New 1 SEC ↗
27 Wells Fargo & Company/Mn 3.05K -68.2% $126,941 0.0% ▼ Trim 3 SEC ↗ ×2
28 Assetmark, Inc 1.79K +655.7% $74,541 0.0% ▲ Add 3 SEC ↗
29 Royal Bank Of Canada 1.27K 0.0% $53,000 0.0% Held 3 SEC ↗ ×3
30 National Bank Of Canada /Fi/ 566 0.0% $23,557 0.0% Held 3 SEC ↗
31 Fifth Third Bancorp 480 New $19,978 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

D. E. Shaw & Co. $270,488 0.0%
Fifth Third Bancorp $19,978 0.0%

Exited

No tracked exits this quarter.

Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 149 holders, 82.31M shares, $2.97B 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