Security record · archived quarter
SDG
name pending profile ingest
31Tracked holders
-1Δ holders
286.35KShares held
$25.59MReported value
+1New positions
−2Exits
Momentum inputs (comparable managers):
holder breadth -3.1% ·
share flow +4.3% ·
net new positions -3.2%
— 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 | 31 | -1 | 286.35K | $25.59M | +1 | −2 |
| Q1 2026 | 33 | +5 | 493.04K | $41.39M | +5 | — |
| Q4 2025 | 28 | 0 | 479.35K | $40.39M | +1 | −1 |
| Q3 2025 | 3 | +2 | 20.41K | $1.70M | +2 | — |
| Q1 2025 | 1 | +1 | 9.10K | $658,966 | +1 | — |
| Q3 2024 | 1 | 0 | 13.72K | $1.16M | — | — |
| Q2 2024 | 1 | — | 20.60K | $1.55M | — | — |
Who holds it · Q2 2026
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Royal Bank Of Canada | 42.18K | +7.4% | $3.77M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 2 | Royal Bank Of Canada | 42.18K | +7.4% | $3.77M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 3 | Royal Bank Of Canada | 42.18K | +7.4% | $3.77M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 4 | Bank Of America Corp /De/ | 41.85K | -11.0% | $3.74M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 5 | Bank Of America Corp /De/ | 41.85K | -11.0% | $3.74M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 6 | Bank Of America Corp /De/ | 41.85K | -11.0% | $3.74M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 7 | LPL Financial LLC | 25.16K | -0.1% | $2.25M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 8 | Jane Street Group, Llc | 20.58K | +2.4% | $1.84M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 9 | Morgan Stanley ✦ | 16.15K | +15.5% | $1.44M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 10 | Morgan Stanley ✦ | 16.15K | +15.5% | $1.44M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 11 | Morgan Stanley ✦ | 16.15K | +15.5% | $1.44M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 12 | Osaic Holdings, Inc. | 13.49K | +26.1% | $1.21M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 13 | Osaic Holdings, Inc. | 13.49K | +26.1% | $1.21M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 14 | Osaic Holdings, Inc. | 13.49K | +26.1% | $1.21M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 15 | Focus Partners Wealth | 12.86K | 0.0% | $1.15M | 0.0% | Held | 3 | SEC ↗ |
| 16 | Wealth Enhancement Advisory… | 12.61K | -3.5% | $1.12M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 17 | UBS Group AG | 10.48K | -6.3% | $937,684 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 18 | Cetera Investment Advisers | 10.23K | -8.4% | $915,226 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 19 | Susquehanna International Group, Llp | 9.31K | +14.5% | $832,599 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 20 | Jones Financial Companies Lllp | 9.12K | +257.7% | $804,957 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 21 | Commonwealth Equity Services, Llc | 8.30K | +5.2% | $742,090 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 22 | Mercer Global Advisors Inc /Adv | 7.63K | New | $682,707 | 0.0% | New | 1 | SEC ↗ |
| 23 | Citigroup Inc | 6.87K | -7.6% | $614,299 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 24 | Creative Planning | 6.68K | +3.3% | $597,307 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 25 | Envestnet Asset Management Inc | 6.55K | -5.1% | $585,908 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 26 | Pnc Financial Services Group, Inc. | 5.46K | -3.6% | $487,847 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 27 | AQR Capital Management ✦ | 5.32K | +22.6% | $475,313 | 0.0% | ▲ Add | 4 | SEC ↗ |
| 28 | Us Bancorp \De\ | 5.00K | 0.0% | $447,153 | 0.0% | Held | 3 | SEC ↗ |
| 29 | Mariner, LLC | 4.32K | -2.9% | $385,849 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 30 | Northwestern Mutual Wealth… | 1.46K | -2.6% | $130,789 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 31 | Assetmark, Inc | 1.24K | +1.9% | $110,447 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 32 | Wells Fargo & Company/Mn | 927 | +9.3% | $82,872 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 33 | Wells Fargo & Company/Mn | 927 | +9.3% | $82,872 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 34 | Bank Of Montreal /Can/ | 835 | 0.0% | $74,674 | 0.0% | Held | 3 | SEC ↗ |
| 35 | Bank Of Montreal /Can/ | 835 | 0.0% | $74,674 | 0.0% | Held | 3 | SEC ↗ |
| 36 | Russell Investments Group, Ltd. | 600 | 0.0% | $53,658 | 0.0% | Held | 2 | SEC ↗ |
| 37 | TD Waterhouse Canada Inc. | 584 | 0.0% | $51,827 | 0.0% | Held | 2 | SEC ↗ |
| 38 | Fidelity (FMR) ✦ | 162 | +16100.0% | $14,488 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 39 | JPMorgan Chase ✦ | 159 | +160.7% | $14,178 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 40 | National Bank Of Canada /Fi/ | 124 | 0.0% | $11,067 | 0.0% | Held | 3 | SEC ↗ |
| 41 | UBS AM, a distinct business unit of… | 116 | 0.0% | $10,374 | 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
| Mercer Global Advisors Inc… | $682,707 | 0.0% |
Exited
| Raymond James Financial Inc | $243,349 | was 0.0% |
| Wealthfront Advisers LLC | $205,012 | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 100 holders, 793.12K shares, $59.24M 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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