Security record
RQI
name pending profile ingest
35Tracked holders
-1Δ holders
16.74MShares held
$206.08MReported value
+1New positions
−2Exits
Momentum inputs (comparable managers):
holder breadth -2.8% ·
share flow +5.5% ·
net new positions -2.9%
— 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 | 35 | -1 | 16.74M | $206.08M | +1 | −2 |
| Q1 2026 | 37 | 0 | 15.89M | $191.44M | +3 | −3 |
| Q4 2025 | 37 | 0 | 15.06M | $172.10M | — | — |
| Q3 2025 | 2 | — | 5.15M | $64.28M | — | — |
Who holds it · Q2 2026
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Morgan Stanley ✦ | 5.84M | +7.3% | $71.94M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 2 | Morgan Stanley ✦ | 5.84M | +7.3% | $71.94M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 3 | Morgan Stanley ✦ | 5.84M | +7.3% | $71.94M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 4 | Morgan Stanley ✦ | 5.84M | +7.3% | $71.94M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 5 | Morgan Stanley ✦ | 5.84M | +7.3% | $71.94M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 6 | Bank Of America Corp /De/ | 2.81M | +1.1% | $34.62M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 7 | Wells Fargo & Company/Mn | 1.35M | +10.7% | $16.67M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 8 | Wells Fargo & Company/Mn | 1.35M | +10.7% | $16.67M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 9 | Raymond James Financial Inc | 1.28M | +3.8% | $15.80M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 10 | Raymond James Financial Inc | 1.28M | +3.8% | $15.80M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 11 | Raymond James Financial Inc | 1.28M | +3.8% | $15.80M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 12 | UBS Group AG | 1.08M | +19.0% | $13.30M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 13 | UBS Group AG | 1.08M | +19.0% | $13.30M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 14 | LPL Financial LLC | 1.04M | +12.6% | $12.82M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 15 | Ameriprise Financial Inc | 765.43K | -6.0% | $9.42M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 16 | Ameriprise Financial Inc | 765.43K | -6.0% | $9.42M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 17 | Mariner, LLC | 370.66K | -16.2% | $4.56M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 18 | Osaic Holdings, Inc. | 350.95K | +27.1% | $4.32M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 19 | Osaic Holdings, Inc. | 350.95K | +27.1% | $4.32M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 20 | Osaic Holdings, Inc. | 350.95K | +27.1% | $4.32M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 21 | Royal Bank Of Canada | 331.43K | +0.8% | $4.08M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 22 | Royal Bank Of Canada | 331.43K | +0.8% | $4.08M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 23 | Royal Bank Of Canada | 331.43K | +0.8% | $4.08M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 24 | Royal Bank Of Canada | 331.43K | +0.8% | $4.08M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 25 | Commonwealth Equity Services, Llc | 298.09K | -1.1% | $3.67M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 26 | Cetera Investment Advisers | 169.91K | +5.9% | $2.09M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 27 | Wealth Enhancement Advisory… | 114.50K | +69.3% | $1.40M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 28 | Stifel Financial Corp | 99.83K | +14.9% | $1.23M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 29 | Stifel Financial Corp | 99.83K | +14.9% | $1.23M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 30 | Rockefeller Capital Management L.P. | 91.65K | +1.7% | $1.13M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 31 | Lido Advisors, LLC | 81.34K | +5.2% | $1.00M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 32 | Man Group plc | 76.18K | New | $937,800 | 0.0% | New | 1 | SEC ↗ |
| 33 | Focus Partners Wealth | 61.71K | +3.3% | $759,622 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 34 | Invesco Ltd. | 61.05K | -7.4% | $751,489 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 35 | JPMorgan Chase ✦ | 56.72K | +660.4% | $708,395 | 0.0% | ▲ Add | 4 | SEC ↗ |
| 36 | JPMorgan Chase ✦ | 56.72K | +660.4% | $708,395 | 0.0% | ▲ Add | 4 | SEC ↗ |
| 37 | HighTower Advisors, LLC | 53.64K | +5.8% | $660,345 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 38 | Baird Financial Group, Inc. | 53.22K | -13.2% | $655,188 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 39 | Baird Financial Group, Inc. | 53.22K | -13.2% | $655,188 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 40 | Jane Street Group, Llc | 50.78K | +40.5% | $625,126 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 41 | Creative Planning | 47.13K | +2.0% | $580,128 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 42 | Fifth Third Bancorp | 37.61K | 0.0% | $462,930 | 0.0% | Held | 2 | SEC ↗ |
| 43 | TD Waterhouse Canada Inc. | 33.00K | +3.1% | $406,560 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 44 | Mml Investors Services, Llc | 31.07K | +3.1% | $382,452 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 45 | Northwestern Mutual Wealth… | 30.10K | -48.9% | $370,558 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 46 | Brown Advisory Inc | 17.96K | +1.7% | $221,087 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 47 | Brown Advisory Inc | 17.96K | +1.7% | $221,087 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 48 | First Trust Advisors Lp | 16.50K | -81.3% | $203,053 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 49 | Susquehanna International Group, Llp | 14.11K | -82.8% | $173,731 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 50 | Us Bancorp \De\ | 5.98K | 0.0% | $73,589 | 0.0% | Held | 3 | SEC ↗ |
| 51 | Assetmark, Inc | 2.40K | +96.0% | $29,606 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 52 | Pnc Financial Services Group, Inc. | 2.40K | 0.0% | $29,544 | 0.0% | Held | 3 | SEC ↗ |
| 53 | Pnc Financial Services Group, Inc. | 2.40K | 0.0% | $29,544 | 0.0% | Held | 3 | SEC ↗ |
| 54 | Pnc Financial Services Group, Inc. | 2.40K | 0.0% | $29,544 | 0.0% | Held | 3 | SEC ↗ |
| 55 | Pnc Financial Services Group, Inc. | 2.40K | 0.0% | $29,544 | 0.0% | Held | 3 | SEC ↗ |
| 56 | UBS AM, a distinct business unit of… | 410 | 0.0% | $5,047 | 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
| Man Group plc | $937,800 | 0.0% |
Exited
| Hrt Financial Lp | $152,000 | was 0.0% |
| Citadel Advisors | $146,185 | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 199 holders, 24.59M shares, $282.40M 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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