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Security record

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Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025 Q4 2024 Q3 2024
55Tracked holders
-1Δ holders
9.37MShares held
$597.22MReported value
+2New positions
−3Exits
Stable How these are computed → Explain this at the Research Desk →

Momentum inputs (comparable managers): holder breadth -1.8% · share flow +1.3% · net new positions -1.8%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
QuarterHoldersΔSharesReported valueNewExits
Q2 2026 55 -1 9.37M $597.22M +2 −3
Q1 2026 57 +7 9.29M $433.57M +10 −3
Q4 2025 49 +1 9.78M $456.62M +2 −1
Q3 2025 6 0 2.15M $102.66M
Q2 2025 3 -1 50.76K $2.32M −1
Q1 2025 2 0 47.13K $1.80M +1 −1
Q4 2024 2 +1 66.26K $2.73M +1
Q3 2024 1 0 30.61K $1.20M
Q2 2024 1 109.11K $4.07M
Holder count
Who holds it · Q2 2026
#ManagerSharesΔ sharesValueTheir weightHeld
1 LPL Financial LLC 1.55M +47.5% $98.72M 0.0% ▲ Add 3 SEC ↗
2 Morgan Stanley 1.37M +2.5% $87.16M 0.0% ▲ Add 4 SEC ↗
3 Morgan Stanley 1.37M +2.5% $87.16M 0.0% ▲ Add 4 SEC ↗
4 Morgan Stanley 1.37M +2.5% $87.16M 0.0% ▲ Add 4 SEC ↗
5 Morgan Stanley 1.37M +2.5% $87.16M 0.0% ▲ Add 4 SEC ↗
6 Bank Of America Corp /De/ 892.30K -1.3% $56.97M 0.0% ▼ Trim 3 SEC ↗
7 Bank Of America Corp /De/ 892.30K -1.3% $56.97M 0.0% ▼ Trim 3 SEC ↗
8 Bank Of America Corp /De/ 892.30K -1.3% $56.97M 0.0% ▼ Trim 3 SEC ↗
9 Wells Fargo & Company/Mn 872.80K -12.8% $55.73M 0.0% ▼ Trim 3 SEC ↗
10 Wells Fargo & Company/Mn 872.80K -12.8% $55.73M 0.0% ▼ Trim 3 SEC ↗
11 Wells Fargo & Company/Mn 872.80K -12.8% $55.73M 0.0% ▼ Trim 3 SEC ↗
12 HighTower Advisors, LLC 541.71K -8.5% $34.59M 0.0% ▼ Trim 3 SEC ↗
13 Raymond James Financial Inc 463.40K +7.9% $29.59M 0.0% ▲ Add 3 SEC ↗
14 Raymond James Financial Inc 463.40K +7.9% $29.59M 0.0% ▲ Add 3 SEC ↗
15 Raymond James Financial Inc 463.40K +7.9% $29.59M 0.0% ▲ Add 3 SEC ↗
16 UBS Group AG 412.81K -14.2% $26.36M 0.0% ▼ Trim 3 SEC ↗
17 UBS Group AG 412.81K -14.2% $26.36M 0.0% ▼ Trim 3 SEC ↗
18 JPMorgan Chase 356.56K +1.1% $22.27M 0.0% ▲ Add 4 SEC ↗
19 JPMorgan Chase 356.56K +1.1% $22.27M 0.0% ▲ Add 4 SEC ↗
20 JPMorgan Chase 356.56K +1.1% $22.27M 0.0% ▲ Add 4 SEC ↗
21 JPMorgan Chase 356.56K +1.1% $22.27M 0.0% ▲ Add 4 SEC ↗
22 JPMorgan Chase 356.56K +1.1% $22.27M 0.0% ▲ Add 4 SEC ↗
23 Creative Planning 346.36K +0.6% $22.11M 0.0% ▲ Add 3 SEC ↗
24 Creative Planning 346.36K +0.6% $22.11M 0.0% ▲ Add 3 SEC ↗
25 Royal Bank Of Canada 321.44K -4.8% $20.52M 0.0% ▼ Trim 3 SEC ↗
26 Royal Bank Of Canada 321.44K -4.8% $20.52M 0.0% ▼ Trim 3 SEC ↗
27 Osaic Holdings, Inc. 299.29K -9.3% $19.11M 0.0% ▼ Trim 3 SEC ↗
28 Osaic Holdings, Inc. 299.29K -9.3% $19.11M 0.0% ▼ Trim 3 SEC ↗
29 Osaic Holdings, Inc. 299.29K -9.3% $19.11M 0.0% ▼ Trim 3 SEC ↗
30 Commonwealth Equity Services, Llc 259.46K +1.0% $16.57M 0.0% ▲ Add 3 SEC ↗
31 Northern Trust Corp 215.49K 0.0% $13.76M 0.0% Held 2 SEC ↗
32 Goldman Sachs Group 132.54K -23.2% $8.46M 0.0% ▼ Trim 4 SEC ↗
33 Captrust Financial Advisors 115.55K -19.6% $7.38M 0.0% ▼ Trim 3 SEC ↗
34 CIBC Bancorp USA Inc. 108.94K 0.0% $6.96M 0.0% Held 2 SEC ↗
35 CIBC Bancorp USA Inc. 108.94K 0.0% $6.96M 0.0% Held 2 SEC ↗
36 Wealth Enhancement Advisory… 105.08K -2.2% $6.38M 0.0% ▼ Trim 3 SEC ↗
37 Ameriprise Financial Inc 89.98K +3.1% $5.75M 0.0% ▲ Add 3 SEC ↗
38 Ameriprise Financial Inc 89.98K +3.1% $5.75M 0.0% ▲ Add 3 SEC ↗
39 Ameriprise Financial Inc 89.98K +3.1% $5.75M 0.0% ▲ Add 3 SEC ↗
40 Ameriprise Financial Inc 89.98K +3.1% $5.75M 0.0% ▲ Add 3 SEC ↗
41 Focus Partners Wealth 78.61K -6.7% $5.02M 0.0% ▼ Trim 3 SEC ↗
42 Cetera Investment Advisers 70.99K -9.0% $4.53M 0.0% ▼ Trim 3 SEC ↗
43 Fidelity (FMR) 63.26K +7.4% $4.04M 0.0% ▲ Add 5 SEC ↗
44 Corient Private Wealth LP 59.22K +10.9% $3.78M 0.0% ▲ Add 3 SEC ↗
45 Truist Financial Corp 58.41K +28.5% $3.73M 0.0% ▲ Add 3 SEC ↗
46 Truist Financial Corp 58.41K +28.5% $3.73M 0.0% ▲ Add 3 SEC ↗
47 Mariner, LLC 53.58K +1.2% $3.42M 0.0% ▲ Add 3 SEC ↗
48 Quantinno Capital Management LP 51.10K +581.5% $3.26M 0.0% ▲ Add 3 SEC ↗
49 Envestnet Asset Management Inc 44.80K +37.1% $2.86M 0.0% ▲ Add 3 SEC ↗
50 Stifel Financial Corp 36.69K +4.1% $2.34M 0.0% ▲ Add 3 SEC ↗
51 Citadel Advisors 29.43K +70.5% $1.88M 0.0% ▲ Add 3 SEC ↗
52 Mercer Global Advisors Inc /Adv 28.40K -22.9% $1.81M 0.0% ▼ Trim 3 SEC ↗
53 Mml Investors Services, Llc 26.69K +13.5% $1.70M 0.0% ▲ Add 3 SEC ↗
54 Sei Investments Co 25.39K -0.6% $1.62M 0.0% ▼ Trim 3 SEC ↗
55 Rockefeller Capital Management L.P. 24.74K +7.5% $1.58M 0.0% ▲ Add 3 SEC ↗
56 Point72 Asset Management 21.23K +11.3% $1.36M 0.0% ▲ Add 2 SEC ↗
57 Bnp Paribas Financial Markets 20.63K -70.5% $1.32M 0.0% ▼ Trim 3 SEC ↗
58 Hrt Financial Lp 20.55K +87.4% $1.31M 0.0% ▲ Add 2 SEC ↗
59 Baird Financial Group, Inc. 20.48K +270.9% $1.31M 0.0% ▲ Add 2 SEC ↗
60 Jones Financial Companies Lllp 21.27K +1.1% $1.31M 0.0% ▲ Add 3 SEC ↗
61 Lido Advisors, LLC 20.17K 0.0% $1.29M 0.0% ▲ Add 3 SEC ↗
62 Cerity Partners LLC 19.23K -4.8% $1.23M 0.0% ▼ Trim 3 SEC ↗
63 Us Bancorp \De\ 17.53K 0.0% $1.12M 0.0% Held 3 SEC ↗
64 Blair William & Co/Il 15.26K 0.0% $974,606 0.0% Held 3 SEC ↗
65 Jane Street Group, Llc 14.74K New $940,957 0.0% New 1 SEC ↗
66 Northwestern Mutual Wealth… 13.36K +1.3% $852,762 0.0% ▲ Add 3 SEC ↗
67 AQR Capital Management 12.64K +4.0% $806,940 0.0% ▲ Add 3 SEC ↗
68 Citigroup Inc 11.59K -0.3% $740,277 0.0% ▼ Trim 3 SEC ↗
69 Pnc Financial Services Group, Inc. 11.18K 0.0% $713,971 0.0% Held 3 SEC ↗
70 Fifth Third Bancorp 8.40K -4.5% $536,148 0.0% ▼ Trim 2 SEC ↗
71 Susquehanna International Group, Llp 5.30K New $338,213 0.0% New 1 SEC ↗
72 BlackRock (passive) 5.25K +133.3% $335,213 0.0% ▲ Add 5 SEC ↗
73 Financial Engines Advisors L.L.C. 4.43K -3.5% $282,600 0.0% ▼ Trim 2 SEC ↗
74 Bank Of Montreal /Can/ 3.59K 0.0% $229,111 0.0% Held 3 SEC ↗
75 Bank Of Montreal /Can/ 3.59K 0.0% $229,111 0.0% Held 3 SEC ↗
76 Assetmark, Inc 1.88K -11.8% $119,783 0.0% ▼ Trim 3 SEC ↗
77 UBS AM, a distinct business unit of… 1.73K -22.6% $110,461 0.0% ▼ Trim 3 SEC ↗
78 National Bank Of Canada /Fi/ 400 0.0% $25,540 0.0% Held 3 SEC ↗
79 Russell Investments Group, Ltd. 265 0.0% $16,920 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

Jane Street Group, Llc $940,957 0.0%
Susquehanna International… $338,213 0.0%

Exited

Two Sigma Investments $6.80M was 0.0%
IMC-Chicago, LLC $456,089 was 0.0%
Simplex Trading, Llc $1,682 was 0.0%

Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 281 holders, 15.81M shares, $718.59M 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