Security record
ROBO
name pending profile ingest
54Tracked holders
-1Δ holders
4.45MShares held
$380.87MReported value
+3New positions
−4Exits
Momentum inputs (comparable managers):
holder breadth -1.8% ·
share flow +7.7% ·
net new positions -1.9%
— 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 | 54 | -1 | 4.45M | $380.87M | +3 | −4 |
| Q1 2026 | 56 | +4 | 4.13M | $282.71M | +6 | −2 |
| Q4 2025 | 52 | 0 | 3.43M | $233.23M | — | — |
| Q3 2025 | 5 | -1 | 556.84K | $36.51M | — | −1 |
| Q2 2025 | 4 | 0 | 61.96K | $3.70M | — | — |
| Q1 2025 | 3 | +1 | 59.92K | $3.09M | +1 | — |
| Q4 2024 | 2 | 0 | 28.59K | $1.61M | — | — |
| Q3 2024 | 2 | -1 | 27.74K | $1.58M | — | −1 |
| Q2 2024 | 3 | — | 56.16K | $3.09M | — | — |
Who holds it · Q2 2026
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Morgan Stanley ✦ | 895.26K | +18.3% | $76.69M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 2 | Morgan Stanley ✦ | 895.26K | +18.3% | $76.69M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 3 | Morgan Stanley ✦ | 895.26K | +18.3% | $76.69M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 4 | Morgan Stanley ✦ | 895.26K | +18.3% | $76.69M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 5 | UBS Group AG | 878.15K | +3.5% | $75.22M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 6 | UBS Group AG | 878.15K | +3.5% | $75.22M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 7 | UBS Group AG | 878.15K | +3.5% | $75.22M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 8 | Northwestern Mutual Wealth… | 480.23K | -1.1% | $41.14M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 9 | LPL Financial LLC | 391.44K | +16.8% | $33.53M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 10 | Raymond James Financial Inc | 265.42K | +5.7% | $22.74M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 11 | Raymond James Financial Inc | 265.42K | +5.7% | $22.74M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 12 | Ameriprise Financial Inc | 262.46K | +130.0% | $22.47M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 13 | Ameriprise Financial Inc | 262.46K | +130.0% | $22.47M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 14 | Royal Bank Of Canada | 223.44K | +10.5% | $19.14M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 15 | Royal Bank Of Canada | 223.44K | +10.5% | $19.14M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 16 | Royal Bank Of Canada | 223.44K | +10.5% | $19.14M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 17 | Royal Bank Of Canada | 223.44K | +10.5% | $19.14M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 18 | Royal Bank Of Canada | 223.44K | +10.5% | $19.14M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 19 | Royal Bank Of Canada | 223.44K | +10.5% | $19.14M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 20 | Corient Private Wealth LP | 180.24K | -0.2% | $15.44M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 21 | Commonwealth Equity Services, Llc | 81.42K | +2.2% | $6.97M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 22 | National Bank Of Canada /Fi/ | 76.96K | +1.9% | $6.59M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 23 | Osaic Holdings, Inc. | 72.97K | +15.2% | $6.25M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 24 | Osaic Holdings, Inc. | 72.97K | +15.2% | $6.25M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 25 | Osaic Holdings, Inc. | 72.97K | +15.2% | $6.25M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 26 | Osaic Holdings, Inc. | 72.97K | +15.2% | $6.25M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 27 | Stifel Financial Corp | 68.41K | +19.0% | $5.86M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 28 | Stifel Financial Corp | 68.41K | +19.0% | $5.86M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 29 | Cetera Investment Advisers | 64.54K | +7.7% | $5.53M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 30 | Mercer Global Advisors Inc /Adv | 52.30K | -4.2% | $4.48M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 31 | Citigroup Inc | 42.65K | +0.7% | $3.65M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 32 | Rockefeller Capital Management L.P. | 41.46K | +12.1% | $3.55M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 33 | Rockefeller Capital Management L.P. | 41.46K | +12.1% | $3.55M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 34 | Rockefeller Capital Management L.P. | 41.46K | +12.1% | $3.55M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 35 | Focus Partners Wealth | 35.49K | -1.7% | $3.04M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 36 | Envestnet Asset Management Inc | 31.32K | +3.8% | $2.68M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 37 | Bank Of America Corp /De/ | 27.32K | +196.6% | $2.34M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 38 | Bank Of America Corp /De/ | 27.32K | +196.6% | $2.34M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 39 | Blair William & Co/Il | 26.01K | +108.9% | $2.23M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 40 | HighTower Advisors, LLC | 23.27K | +5.7% | $1.99M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 41 | Captrust Financial Advisors | 21.81K | +23.6% | $1.87M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 42 | Creative Planning | 15.07K | +4.8% | $1.29M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 43 | Creative Planning | 15.07K | +4.8% | $1.29M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 44 | Mml Investors Services, Llc | 13.80K | +43.1% | $1.18M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 45 | Bank of New York Mellon Corp | 13.00K | 0.0% | $1.11M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 46 | Bank of New York Mellon Corp | 13.00K | 0.0% | $1.11M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 47 | Fidelity (FMR) ✦ | 13.00K | +17.7% | $1.11M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 48 | TD Waterhouse Canada Inc. | 12.10K | -0.2% | $1.03M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 49 | Millennium Management ✦ | 11.53K | -32.5% | $987,660 | 0.0% | ▼ Trim | 6 | SEC ↗ |
| 50 | Cerity Partners LLC | 11.35K | -10.5% | $972,003 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 51 | Cerity Partners LLC | 11.35K | -10.5% | $972,003 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 52 | Cerity Partners LLC | 11.35K | -10.5% | $972,003 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 53 | Cibc World Market Inc. | 9.64K | +21.8% | $825,420 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 54 | Citadel Advisors ✦ | 9.63K | -42.1% | $825,163 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 55 | Wealth Enhancement Advisory… | 9.49K | +37.4% | $787,537 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 56 | Tidal Investments LLC | 8.70K | New | $744,899 | 0.0% | New | 1 | SEC ↗ |
| 57 | Pnc Financial Services Group, Inc. | 7.40K | 0.0% | $633,884 | 0.0% | Held | 3 | SEC ↗ |
| 58 | Pnc Financial Services Group, Inc. | 7.40K | 0.0% | $633,884 | 0.0% | Held | 3 | SEC ↗ |
| 59 | Pnc Financial Services Group, Inc. | 7.40K | 0.0% | $633,884 | 0.0% | Held | 3 | SEC ↗ |
| 60 | Mariner, LLC | 7.28K | -28.3% | $623,740 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 61 | Fifth Third Bancorp | 7.14K | +52.2% | $611,270 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 62 | JPMorgan Chase ✦ | 6.97K | -0.9% | $581,559 | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 63 | JPMorgan Chase ✦ | 6.97K | -0.9% | $581,559 | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 64 | JPMorgan Chase ✦ | 6.97K | -0.9% | $581,559 | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 65 | Brown Advisory Inc | 6.78K | New | $580,775 | 0.0% | New | 1 | SEC ↗ |
| 66 | Bnp Paribas Financial Markets | 6.10K | +91.6% | $522,183 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 67 | Lido Advisors, LLC | 5.74K | -71.6% | $491,439 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 68 | Baird Financial Group, Inc. | 4.84K | +4.6% | $414,851 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 69 | Baird Financial Group, Inc. | 4.84K | +4.6% | $414,851 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 70 | Truist Financial Corp | 4.54K | -28.1% | $388,468 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 71 | Truist Financial Corp | 4.54K | -28.1% | $388,468 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 72 | D. E. Shaw & Co. ✦ | 3.85K | -39.5% | $329,791 | 0.0% | ▼ Trim | 9 | SEC ↗ |
| 73 | Wells Fargo & Company/Mn | 3.47K | +267.1% | $297,477 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 74 | Wells Fargo & Company/Mn | 3.47K | +267.1% | $297,477 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 75 | Financial Engines Advisors L.L.C. | 2.89K | -18.0% | $247,729 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 76 | UBS AM, a distinct business unit of… | 2.29K | 0.0% | $195,990 | 0.0% | Held | 3 | SEC ↗ |
| 77 | BlackRock ✦ (passive) | 2.10K | +72.3% | $180,233 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 78 | BlackRock ✦ (passive) | 2.10K | +72.3% | $180,233 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 79 | Bank Of Montreal /Can/ | 1.59K | +2.4% | $135,943 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 80 | Bank Of Montreal /Can/ | 1.59K | +2.4% | $135,943 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 81 | Bank Of Montreal /Can/ | 1.59K | +2.4% | $135,943 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 82 | Us Bancorp \De\ | 1.46K | 0.0% | $125,406 | 0.0% | Held | 3 | SEC ↗ |
| 83 | Simplex Trading, Llc | 1.25K | +25.4% | $107,331 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 84 | Qube Research & Technologies Ltd | 697 | -97.3% | $59,705 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 85 | Assetmark, Inc | 475 | +533.3% | $40,689 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 86 | Jones Financial Companies Lllp | 150 | New | $12,300 | 0.0% | New | 1 | SEC ↗ |
| 87 | Russell Investments Group, Ltd. | 102 | -83.2% | $8,737 | 0.0% | ▼ Trim | 3 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| Tidal Investments LLC | $744,899 | 0.0% |
| Brown Advisory Inc | $580,775 | 0.0% |
| Jones Financial Companies Lllp | $12,300 | 0.0% |
Exited
| Susquehanna International… | $4.39M | was 0.0% |
| Jane Street Group, Llc | $3.32M | was 0.0% |
| Hrt Financial Lp | $913,000 | was 0.0% |
| Optiver Holding B.V. | $41,269 | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 262 holders, 7.35M shares, $487.85M 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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