Security record · archived quarter
RFV
name pending profile ingest
31Tracked holders
+4Δ holders
737.13KShares held
$105.37MReported value
+4New positions
−0Exits
Momentum inputs (comparable managers):
holder breadth +14.8% ·
share flow +6.6% ·
net new positions +12.9%
— 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
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q2 2026 | 31 | +4 | 737.13K | $105.37M | +4 | — |
| Q1 2026 | 28 | +1 | 691.63K | $89.87M | +3 | −2 |
| Q4 2025 | 27 | +3 | 692.86K | $88.55M | +3 | — |
| Q3 2025 | 4 | -1 | 193.24K | $24.79M | — | −1 |
| Q2 2025 | 3 | 0 | 12.37K | $1.50M | — | — |
| Q1 2025 | 2 | 0 | 13.29K | $1.52M | — | — |
| Q4 2024 | 2 | 0 | 11.14K | $1.35M | — | — |
| Q3 2024 | 2 | 0 | 10.31K | $1.22M | — | — |
| Q2 2024 | 2 | — | 13.04K | $1.46M | — | — |
Who holds it · Q2 2026
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Morgan Stanley ✦ | 183.66K | +1.2% | $26.25M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 2 | Morgan Stanley ✦ | 183.66K | +1.2% | $26.25M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 3 | Morgan Stanley ✦ | 183.66K | +1.2% | $26.25M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 4 | LPL Financial LLC | 172.39K | +3.9% | $24.64M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 5 | Royal Bank Of Canada | 77.65K | +8.6% | $11.10M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 6 | Raymond James Financial Inc | 48.96K | -1.3% | $7.00M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 7 | Raymond James Financial Inc | 48.96K | -1.3% | $7.00M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 8 | Commonwealth Equity Services, Llc | 45.18K | -0.8% | $6.46M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 9 | Cetera Investment Advisers | 36.39K | -0.3% | $5.20M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 10 | Bank Of America Corp /De/ | 27.16K | -1.7% | $3.88M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 11 | Bank Of America Corp /De/ | 27.16K | -1.7% | $3.88M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 12 | Wells Fargo & Company/Mn | 23.61K | +2.4% | $3.37M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 13 | Wells Fargo & Company/Mn | 23.61K | +2.4% | $3.37M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 14 | Northwestern Mutual Wealth… | 14.98K | +270.7% | $2.14M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 15 | Envestnet Asset Management Inc | 12.93K | -10.0% | $1.85M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 16 | Jones Financial Companies Lllp | 11.83K | +25.4% | $1.70M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 17 | Osaic Holdings, Inc. | 11.35K | -0.7% | $1.62M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 18 | Osaic Holdings, Inc. | 11.35K | -0.7% | $1.62M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 19 | Mml Investors Services, Llc | 10.78K | +25.6% | $1.54M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 20 | Ameriprise Financial Inc | 8.17K | -1.5% | $1.17M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 21 | Susquehanna International Group, Llp | 7.38K | New | $1.05M | 0.0% | New | 1 | SEC ↗ |
| 22 | Citadel Advisors ✦ | 7.24K | +37.7% | $1.04M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 23 | UBS Group AG | 5.94K | +15.3% | $849,576 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 24 | UBS Group AG | 5.94K | +15.3% | $849,576 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 25 | D. E. Shaw & Co. ✦ | 5.13K | 0.0% | $733,661 | 0.0% | Held | 9 | SEC ↗ |
| 26 | Cerity Partners LLC | 4.74K | 0.0% | $677,775 | 0.0% | Held | 2 | SEC ↗ |
| 27 | Goldman Sachs Group ✦ | 4.47K | -9.7% | $638,469 | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 28 | Two Sigma Investments ✦ | 4.40K | New | $628,893 | 0.0% | New | 1 | SEC ↗ |
| 29 | Mariner, LLC | 3.99K | New | $570,780 | 0.0% | New | 1 | SEC ↗ |
| 30 | Creative Planning | 3.53K | -3.6% | $504,813 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 31 | Mercer Global Advisors Inc /Adv | 1.89K | +0.1% | $269,499 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 32 | Fidelity (FMR) ✦ | 1.60K | +9.5% | $228,905 | 0.0% | ▲ Add | 5 | SEC ↗ |
| 33 | Bank Of Montreal /Can/ | 932 | 0.0% | $133,211 | 0.0% | Held | 3 | SEC ↗ |
| 34 | Bank Of Montreal /Can/ | 932 | 0.0% | $133,211 | 0.0% | Held | 3 | SEC ↗ |
| 35 | Us Bancorp \De\ | 300 | -40.0% | $42,879 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 36 | BlackRock ✦ (passive) | 200 | 0.0% | $28,586 | 0.0% | Held | 2 | SEC ↗ |
| 37 | JPMorgan Chase ✦ | 151 | 0.0% | $21,677 | 0.0% | Held | 3 | SEC ↗ |
| 38 | Fifth Third Bancorp | 132 | New | $18,867 | 0.0% | New | 1 | SEC ↗ |
| 39 | Rockefeller Capital Management L.P. | 37 | +2.8% | $5,303 | 0.0% | ▲ Add | 3 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| Susquehanna International… | $1.05M | 0.0% |
| Two Sigma Investments | $628,893 | 0.0% |
| Mariner, LLC | $570,780 | 0.0% |
| Fifth Third Bancorp | $18,867 | 0.0% |
Exited
| No tracked exits this quarter. |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 82 holders, 964.11K shares, $122.23M 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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