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Security record

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name pending profile ingest

Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025 Q4 2024 Q3 2024
33Tracked holders
+2Δ holders
1.91MShares held
$57.44MReported value
+5New positions
−3Exits
Rising How these are computed → Explain this at the Research Desk →

Momentum inputs (comparable managers): holder breadth +6.5% · share flow +8.5% · net new positions +6.1%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 33 +2 1.91M $57.44M +5 −3
Q1 2026 32 -1 1.77M $52.15M +3 −4
Q4 2025 33 -2 1.91M $55.42M −2
Q3 2025 6 +2 457.97K $13.38M +2
Q2 2025 1 -1 5.84K $175,058 −1
Q1 2025 1 0 41.92K $1.29M
Q4 2024 1 -1 19.51K $587,371 −1
Q3 2024 2 +1 41.63K $1.35M +1
Q2 2024 1 12.07K $369,371
Holder count
Who holds it · Q2 2026
#ManagerSharesΔ sharesValueTheir weightHeld
1 Goldman Sachs Group 320.54K +1433.8% $9.61M 0.0% ▲ Add 2 SEC ↗
2 Bank Of America Corp /De/ 295.49K -0.9% $8.86M 0.0% ▼ Trim 3 SEC ↗
3 Bank Of America Corp /De/ 295.49K -0.9% $8.86M 0.0% ▼ Trim 3 SEC ↗
4 Cetera Investment Advisers 194.13K -3.4% $5.82M 0.0% ▼ Trim 3 SEC ↗
5 Morgan Stanley 183.41K -29.0% $5.50M 0.0% ▼ Trim 4 SEC ↗
6 Morgan Stanley 183.41K -29.0% $5.50M 0.0% ▼ Trim 4 SEC ↗
7 Morgan Stanley 183.41K -29.0% $5.50M 0.0% ▼ Trim 4 SEC ↗
8 LPL Financial LLC 159.07K -2.7% $4.77M 0.0% ▼ Trim 3 SEC ↗
9 HighTower Advisors, LLC 99.02K -10.4% $2.97M 0.0% ▼ Trim 3 SEC ↗
10 Envestnet Asset Management Inc 93.14K +5.1% $2.79M 0.0% ▲ Add 3 SEC ↗
11 Ameriprise Financial Inc 92.58K -3.9% $2.78M 0.0% ▼ Trim 3 SEC ↗
12 Ameriprise Financial Inc 92.58K -3.9% $2.78M 0.0% ▼ Trim 3 SEC ↗
13 UBS Group AG 73.59K -18.4% $2.21M 0.0% ▼ Trim 3 SEC ↗
14 UBS Group AG 73.59K -18.4% $2.21M 0.0% ▼ Trim 3 SEC ↗
15 UBS Group AG 73.59K -18.4% $2.21M 0.0% ▼ Trim 3 SEC ↗
16 UBS Group AG 73.59K -18.4% $2.21M 0.0% ▼ Trim 3 SEC ↗
17 Bnp Paribas Financial Markets 70.00K New $2.10M 0.0% New 1 SEC ↗
18 Truist Financial Corp 58.05K +9.3% $1.74M 0.0% ▲ Add 3 SEC ↗
19 JPMorgan Chase 55.49K -41.6% $1.69M 0.0% ▼ Trim 4 SEC ↗
20 Osaic Holdings, Inc. 28.91K -3.5% $866,788 0.0% ▼ Trim 3 SEC ↗
21 Osaic Holdings, Inc. 28.91K -3.5% $866,788 0.0% ▼ Trim 3 SEC ↗
22 Commonwealth Equity Services, Llc 26.99K -2.0% $809,039 0.0% ▼ Trim 3 SEC ↗
23 Quantinno Capital Management LP 21.11K 0.0% $632,998 0.0% Held 3 SEC ↗
24 Wells Fargo & Company/Mn 20.60K -23.6% $617,594 0.0% ▼ Trim 3 SEC ↗
25 Wells Fargo & Company/Mn 20.60K -23.6% $617,594 0.0% ▼ Trim 3 SEC ↗
26 Lido Advisors, LLC 18.19K +23.1% $545,321 0.0% ▲ Add 3 SEC ↗
27 Stifel Financial Corp 16.13K -15.3% $483,489 0.0% ▼ Trim 3 SEC ↗
28 Royal Bank Of Canada 15.50K -25.4% $464,000 0.0% ▼ Trim 3 SEC ↗
29 Royal Bank Of Canada 15.50K -25.4% $464,000 0.0% ▼ Trim 3 SEC ↗
30 Royal Bank Of Canada 15.50K -25.4% $464,000 0.0% ▼ Trim 3 SEC ↗
31 Jones Financial Companies Lllp 12.75K +31.4% $391,446 0.0% ▲ Add 3 SEC ↗
32 D. E. Shaw & Co. 11.72K +21.6% $351,246 0.0% ▲ Add 2 SEC ↗
33 Raymond James Financial Inc 10.61K -2.7% $317,965 0.0% ▼ Trim 3 SEC ↗
34 Raymond James Financial Inc 10.61K -2.7% $317,965 0.0% ▼ Trim 3 SEC ↗
35 Aristotle Capital Management, LLC 9.03K New $270,655 0.0% New 1 SEC ↗
36 Mercer Global Advisors Inc /Adv 8.52K -13.8% $255,425 0.0% ▼ Trim 3 SEC ↗
37 Pnc Financial Services Group, Inc. 8.41K 0.0% $252,132 0.0% Held 3 SEC ↗
38 Fidelity (FMR) 5.18K +8.5% $155,274 0.0% ▲ Add 5 SEC ↗
39 Lazard Asset Management Llc 3.41K New $102,153 0.0% New 1 SEC ↗
40 Lazard Asset Management Llc 3.41K New $102,153 0.0% New 1 SEC ↗
41 Northwestern Mutual Wealth… 1.76K -28.0% $52,802 0.0% ▼ Trim 3 SEC ↗
42 Qube Research & Technologies Ltd 448 +77.8% $13,431 0.0% ▲ Add 3 SEC ↗
43 Fifth Third Bancorp 430 -11.3% $12,891 0.0% ▼ Trim 3 SEC ↗
44 Franklin Resources Inc 237 New $7,105 0.0% New 1 SEC ↗
45 Blair William & Co/Il 175 0.0% $5,247 0.0% Held 3 SEC ↗
46 Kayne Anderson Rudnick Investment… 22 New $660 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

Bnp Paribas Financial Markets $2.10M 0.0%
Aristotle Capital Management… $270,655 0.0%
Lazard Asset Management Llc $102,153 0.0%
Lazard Asset Management Llc $102,153 0.0%
Franklin Resources Inc $7,105 0.0%
Kayne Anderson Rudnick… $660 0.0%

Exited

Citadel Advisors $818,035 was 0.0%
Mariner, LLC $708,010 was 0.0%
Susquehanna International… $593,186 was 0.0%

Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 115 holders, 3.66M shares, $96.87M 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