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Security record · archived quarter

RWX

name pending profile ingest

Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025 Q4 2024 Q3 2024
33Tracked holders
-1Δ holders
3.25MShares held
$87.74MReported value
+1New positions
−2Exits
Stable How these are computed → Explain this at the Research Desk →

Momentum inputs (comparable managers): holder breadth -2.9% · share flow +5.3% · net new positions -3.0%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 33 -1 3.25M $87.74M +1 −2
Q1 2026 34 +2 3.08M $82.10M +3 −1
Q4 2025 32 0 3.26M $91.34M
Q3 2025 5 0 1.62M $45.11M +1 −1
Q2 2025 3 +2 2.29M $62.74M +2
Q1 2025 1 0 717.75K $17.57M +1 −1
Q4 2024 1 0 13.68K $315,279
Q3 2024 1 +1 8.31K $229,107 +1
Holder count
Who holds it · Q2 2026
#ManagerSharesΔ sharesValueTheir weightHeld
1 State Street Global Advisors (passive) 1.04M +86.0% $28.08M 0.0% ▲ Add 6 SEC ↗
2 Northern Trust Corp 721.45K -2.6% $19.49M 0.0% ▼ Trim 3 SEC ↗
3 Northern Trust Corp 721.45K -2.6% $19.49M 0.0% ▼ Trim 3 SEC ↗
4 Morgan Stanley 644.21K -6.2% $17.40M 0.0% ▼ Trim 4 SEC ↗
5 Morgan Stanley 644.21K -6.2% $17.40M 0.0% ▼ Trim 4 SEC ↗
6 Morgan Stanley 644.21K -6.2% $17.40M 0.0% ▼ Trim 4 SEC ↗
7 Wells Fargo & Company/Mn 217.94K -11.4% $5.89M 0.0% ▼ Trim 3 SEC ↗
8 Wells Fargo & Company/Mn 217.94K -11.4% $5.89M 0.0% ▼ Trim 3 SEC ↗
9 Wells Fargo & Company/Mn 217.94K -11.4% $5.89M 0.0% ▼ Trim 3 SEC ↗
10 Wells Fargo & Company/Mn 217.94K -11.4% $5.89M 0.0% ▼ Trim 3 SEC ↗
11 Susquehanna International Group, Llp 107.56K -65.7% $2.91M 0.0% ▼ Trim 3 SEC ↗
12 UBS Group AG 100.52K +11.3% $2.71M 0.0% ▲ Add 3 SEC ↗
13 UBS Group AG 100.52K +11.3% $2.71M 0.0% ▲ Add 3 SEC ↗
14 Assetmark, Inc 89.51K -3.7% $2.42M 0.0% ▼ Trim 3 SEC ↗
15 Bank Of America Corp /De/ 62.11K -3.1% $1.68M 0.0% ▼ Trim 3 SEC ↗
16 Bank Of America Corp /De/ 62.11K -3.1% $1.68M 0.0% ▼ Trim 3 SEC ↗
17 Bank Of Montreal /Can/ 41.93K +16.7% $1.13M 0.0% ▲ Add 3 SEC ↗
18 Royal Bank Of Canada 29.40K +50.0% $794,000 0.0% ▲ Add 3 SEC ↗
19 Royal Bank Of Canada 29.40K +50.0% $794,000 0.0% ▲ Add 3 SEC ↗
20 Royal Bank Of Canada 29.40K +50.0% $794,000 0.0% ▲ Add 3 SEC ↗
21 Royal Bank Of Canada 29.40K +50.0% $794,000 0.0% ▲ Add 3 SEC ↗
22 Rockefeller Capital Management L.P. 28.23K 0.0% $762,546 0.0% Held 3 SEC ↗
23 LPL Financial LLC 20.30K 0.0% $548,441 0.0% ▼ Trim 3 SEC ↗
24 Cetera Investment Advisers 15.17K +4.6% $409,681 0.0% ▲ Add 2 SEC ↗
25 Fifth Third Bancorp 14.72K +5.6% $397,692 0.0% ▲ Add 3 SEC ↗
26 Focus Partners Wealth 12.39K -15.2% $334,768 0.0% ▼ Trim 3 SEC ↗
27 Ameriprise Financial Inc 11.91K -8.5% $321,689 0.0% ▼ Trim 3 SEC ↗
28 Ameriprise Financial Inc 11.91K -8.5% $321,689 0.0% ▼ Trim 3 SEC ↗
29 Bank of New York Mellon Corp 11.25K New $303,921 0.0% New 1 SEC ↗
30 Bank of New York Mellon Corp 11.25K New $303,921 0.0% New 1 SEC ↗
31 Northwestern Mutual Wealth… 9.94K +39.5% $268,410 0.0% ▲ Add 3 SEC ↗
32 Citadel Advisors 9.39K -19.8% $253,759 0.0% ▼ Trim 2 SEC ↗
33 Wealth Enhancement Advisory… 9.14K -16.3% $248,376 0.0% ▼ Trim 3 SEC ↗
34 Bank Of Nova Scotia 9.18K +9.9% $247,952 0.0% ▲ Add 3 SEC ↗
35 Mercer Global Advisors Inc /Adv 8.96K -12.5% $241,983 0.0% ▼ Trim 3 SEC ↗
36 Jane Street Group, Llc 8.85K -79.5% $239,039 0.0% ▼ Trim 3 SEC ↗
37 D. E. Shaw & Co. 7.89K 0.0% $213,190 0.0% Held 5 SEC ↗
38 Us Bancorp \De\ 6.83K 0.0% $184,586 0.0% Held 3 SEC ↗
39 Us Bancorp \De\ 6.83K 0.0% $184,586 0.0% Held 3 SEC ↗
40 Citigroup Inc 2.39K 0.0% $64,581 0.0% Held 3 SEC ↗
41 Pnc Financial Services Group, Inc. 1.99K 0.0% $53,750 0.0% Held 3 SEC ↗
42 Pnc Financial Services Group, Inc. 1.99K 0.0% $53,750 0.0% Held 3 SEC ↗
43 Osaic Holdings, Inc. 1.81K -34.2% $48,806 0.0% ▼ Trim 3 SEC ↗
44 Osaic Holdings, Inc. 1.81K -34.2% $48,806 0.0% ▼ Trim 3 SEC ↗
45 JPMorgan Chase 1.74K -43.5% $47,393 0.0% ▼ Trim 4 SEC ↗
46 JPMorgan Chase 1.74K -43.5% $47,393 0.0% ▼ Trim 4 SEC ↗
47 Jones Financial Companies Lllp 1.04K +163.2% $28,360 0.0% ▲ Add 3 SEC ↗
48 Blair William & Co/Il 436 +0.5% $11,776 0.0% ▲ Add 3 SEC ↗
49 Franklin Resources Inc 184 0.0% $4,970 0.0% Held 3 SEC ↗
50 Fidelity (FMR) 83 0.0% $2,239 0.0% Held 4 SEC ↗

“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.

New buyers

Bank of New York Mellon Corp $303,921 0.0%
Bank of New York Mellon Corp $303,921 0.0%

Exited

Goldman Sachs Group $325,110 was 0.0%
Qube Research & Technologies… $2,848 was 0.0%

Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 115 holders, 6.35M shares, $167.01M 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