RCS
name pending profile ingest
Momentum inputs (comparable managers):
holder breadth +4.2% ·
share flow -0.8% ·
net new positions +4.0%
— formula
Ownership fragmentation — more holders, smaller aggregate stake
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q2 2026
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q2 2026 | 25 | +1 | 1.93M | $10.54M | +2 | −1 |
| Q1 2026 | 24 | +2 | 1.95M | $10.45M | +6 | −4 |
| Q4 2025 | 22 | 0 | 2.64M | $14.71M | +1 | −1 |
| Q3 2025 | 2 | 0 | 823.33K | $6.25M | — | — |
| Q2 2025 | 1 | 0 | 176.79K | $1.23M | — | — |
| Q1 2025 | 1 | 0 | 174.55K | $1.09M | — | — |
| Q4 2024 | 1 | 0 | 12.69K | $96,728 | — | — |
| Q3 2024 | 1 | +1 | 40.90K | $314,506 | +1 | — |
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Morgan Stanley ✦ | 705.67K | +1.0% | $3.85M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 2 | Morgan Stanley ✦ | 705.67K | +1.0% | $3.85M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 3 | Commonwealth Equity Services, Llc | 292.91K | +1.1% | $1.60M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 4 | Osaic Holdings, Inc. | 235.28K | +2.2% | $1.28M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 5 | Osaic Holdings, Inc. | 235.28K | +2.2% | $1.28M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 6 | LPL Financial LLC | 170.37K | -39.8% | $928,492 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 7 | Bank Of America Corp /De/ | 60.84K | +47.7% | $331,599 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 8 | Cetera Investment Advisers | 59.70K | +10.9% | $325,368 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 9 | Mercer Global Advisors Inc /Adv | 58.00K | -19.1% | $316,100 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 10 | Citadel Advisors ✦ | 53.65K | New | $292,365 | 0.0% | New | 1 | SEC ↗ |
| 11 | Mariner, LLC | 51.91K | +0.1% | $282,906 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 12 | Raymond James Financial Inc | 46.36K | -6.5% | $252,641 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 13 | Raymond James Financial Inc | 46.36K | -6.5% | $252,641 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 14 | Envestnet Asset Management Inc | 32.24K | +67.1% | $175,941 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 15 | Clearbridge Investments, LLC | 22.38K | 0.0% | $121,949 | 0.0% | Held | 3 | SEC ↗ |
| 16 | HighTower Advisors, LLC | 21.66K | +4.6% | $118,058 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 17 | UBS Group AG | 20.45K | -6.8% | $111,458 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 18 | Focus Partners Wealth | 20.30K | -7.2% | $110,619 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 19 | Susquehanna International Group, Llp | 19.59K | New | $106,744 | 0.0% | New | 1 | SEC ↗ |
| 20 | Royal Bank Of Canada | 14.35K | +0.8% | $78,000 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 21 | Captrust Financial Advisors | 12.83K | 0.0% | $69,945 | 0.0% | Held | 2 | SEC ↗ |
| 22 | Truist Financial Corp | 11.78K | 0.0% | $64,223 | 0.0% | Held | 2 | SEC ↗ |
| 23 | Creative Planning | 10.43K | -3.9% | $56,849 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 24 | Northwestern Mutual Wealth… | 5.97K | +3.5% | $32,564 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 25 | Jones Financial Companies Lllp | 3.86K | +28.7% | $20,315 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 26 | Fifth Third Bancorp | 3.57K | -32.6% | $19,457 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 27 | Wells Fargo & Company/Mn | 1 | — | $4 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 28 | Pnc Financial Services Group, Inc. | 0 | — | $2 | 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 | $292,365 | 0.0% |
| Susquehanna International… | $106,744 | 0.0% |
Exited
| Mml Investors Services, Llc | $56,530 | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 62 holders, 4.72M shares, $17.85M reported. This is a different, older period than the tracked-universe figures above and the two are never mixed.
What else this security's tracked holders most often hold — shared-ownership counts, not fundamental relationships.