Security record · archived quarter
RA
name pending profile ingest
27Tracked holders
-1Δ holders
10.37MShares held
$133.57MReported value
+1New positions
−2Exits
Momentum inputs (comparable managers):
holder breadth -3.6% ·
share flow +6.5% ·
net new positions -3.7%
— 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
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q2 2026 | 27 | -1 | 10.37M | $133.57M | +1 | −2 |
| Q1 2026 | 29 | +1 | 9.74M | $125.29M | +3 | −2 |
| Q4 2025 | 28 | +1 | 9.29M | $120.37M | +1 | — |
| Q3 2025 | 1 | -2 | 4.29M | $57.35M | — | −2 |
| Q2 2025 | 2 | +1 | 38.63K | $516,501 | +1 | — |
| Q4 2024 | 1 | 0 | 16.47K | $219,394 | — | — |
| Q3 2024 | 1 | +1 | 59.40K | $813,753 | +1 | — |
Who holds it · Q2 2026
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Morgan Stanley ✦ | 5.33M | +5.3% | $68.68M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 2 | Morgan Stanley ✦ | 5.33M | +5.3% | $68.68M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 3 | Morgan Stanley ✦ | 5.33M | +5.3% | $68.68M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 4 | Morgan Stanley ✦ | 5.33M | +5.3% | $68.68M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 5 | Morgan Stanley ✦ | 5.33M | +5.3% | $68.68M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 6 | Wells Fargo & Company/Mn | 1.67M | +6.3% | $21.55M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 7 | Wells Fargo & Company/Mn | 1.67M | +6.3% | $21.55M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 8 | Wells Fargo & Company/Mn | 1.67M | +6.3% | $21.55M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 9 | Royal Bank Of Canada | 565.21K | -12.3% | $7.28M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 10 | Royal Bank Of Canada | 565.21K | -12.3% | $7.28M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 11 | Royal Bank Of Canada | 565.21K | -12.3% | $7.28M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 12 | Royal Bank Of Canada | 565.21K | -12.3% | $7.28M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 13 | Royal Bank Of Canada | 565.21K | -12.3% | $7.28M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 14 | Bank Of America Corp /De/ | 487.30K | +15.2% | $6.28M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 15 | LPL Financial LLC | 395.19K | +32.3% | $5.09M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 16 | Envestnet Asset Management Inc | 292.22K | +9.2% | $3.76M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 17 | Raymond James Financial Inc | 279.03K | +21.3% | $3.59M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 18 | Raymond James Financial Inc | 279.03K | +21.3% | $3.59M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 19 | Raymond James Financial Inc | 279.03K | +21.3% | $3.59M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 20 | Cetera Investment Advisers | 278.10K | +7.8% | $3.58M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 21 | First Trust Advisors Lp | 193.18K | +6.5% | $2.49M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 22 | Stifel Financial Corp | 154.35K | +8.7% | $1.99M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 23 | Stifel Financial Corp | 154.35K | +8.7% | $1.99M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 24 | Commonwealth Equity Services, Llc | 113.83K | +5.8% | $1.47M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 25 | BROOKFIELD Corp /ON/ | 100.58K | 0.0% | $1.30M | 0.0% | Held | 3 | SEC ↗ |
| 26 | Osaic Holdings, Inc. | 84.27K | +24.6% | $1.09M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 27 | Osaic Holdings, Inc. | 84.27K | +24.6% | $1.09M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 28 | Osaic Holdings, Inc. | 84.27K | +24.6% | $1.09M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 29 | Ameriprise Financial Inc | 69.98K | +3.0% | $901,985 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 30 | HighTower Advisors, LLC | 66.03K | +68.1% | $850,437 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 31 | Rockefeller Capital Management L.P. | 59.39K | +1.0% | $764,908 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 32 | Rockefeller Capital Management L.P. | 59.39K | +1.0% | $764,908 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 33 | UBS Group AG | 54.84K | -19.1% | $706,327 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 34 | UBS Group AG | 54.84K | -19.1% | $706,327 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 35 | Lido Advisors, LLC | 53.40K | +124.8% | $687,831 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 36 | Susquehanna International Group, Llp | 48.57K | +11.7% | $625,543 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 37 | IMC-Chicago, LLC | 18.61K | New | $239,735 | 0.0% | New | 1 | SEC ↗ |
| 38 | Mariner, LLC | 16.63K | +1.6% | $214,250 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 39 | Nomura Holdings Inc | 10.00K | 0.0% | $128,800 | 0.0% | Held | 2 | SEC ↗ |
| 40 | Us Bancorp \De\ | 7.56K | 0.0% | $97,424 | 0.0% | Held | 3 | SEC ↗ |
| 41 | National Bank Of Canada /Fi/ | 7.23K | 0.0% | $93,169 | 0.0% | Held | 3 | SEC ↗ |
| 42 | Fifth Third Bancorp | 6.41K | +1.7% | $82,599 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 43 | TD Waterhouse Canada Inc. | 2.46K | +0.9% | $31,633 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 44 | Northwestern Mutual Wealth… | 603 | 0.0% | $7,767 | 0.0% | Held | 3 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| IMC-Chicago, LLC | $239,735 | 0.0% |
Exited
| Jane Street Group, Llc | $366,741 | was 0.0% |
| BlackRock | $17,875 | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 116 holders, 17.90M shares, $183.69M 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 ·
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