Security record · archived quarter
SHE
name pending profile ingest
39Tracked holders
0Δ holders
420.88KShares held
$64.95MReported value
+2New positions
−2Exits
Momentum inputs (comparable managers): holder breadth 0.0% · share flow -1.1% · net new positions 0.0% — formula
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 | 39 | 0 | 420.88K | $64.95M | +2 | −2 |
| Q1 2026 | 40 | +1 | 426.01K | $54.37M | +2 | −1 |
| Q4 2025 | 39 | 0 | 484.24K | $63.98M | — | — |
| Q3 2025 | 3 | 0 | 174.98K | $22.30M | — | — |
| Q2 2025 | 1 | -1 | 2.55K | $318,548 | — | −1 |
| Q1 2025 | 1 | 0 | 9.62K | $1.10M | — | — |
| Q4 2024 | 1 | +1 | 4.49K | $520,402 | +1 | — |
Who holds it · Q2 2026
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Morgan Stanley ✦ | 93.65K | +0.5% | $14.46M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 2 | Morgan Stanley ✦ | 93.65K | +0.5% | $14.46M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 3 | Morgan Stanley ✦ | 93.65K | +0.5% | $14.46M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 4 | LPL Financial LLC | 50.34K | +2.8% | $7.78M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 5 | Bank Of America Corp /De/ | 38.57K | -15.1% | $5.96M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 6 | Bank Of America Corp /De/ | 38.57K | -15.1% | $5.96M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 7 | Bank Of America Corp /De/ | 38.57K | -15.1% | $5.96M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 8 | JPMorgan Chase ✦ | 37.50K | 0.0% | $5.76M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 9 | JPMorgan Chase ✦ | 37.50K | 0.0% | $5.76M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 10 | JPMorgan Chase ✦ | 37.50K | 0.0% | $5.76M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 11 | Cetera Investment Advisers | 28.92K | +0.9% | $4.47M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 12 | UBS Group AG | 18.68K | -2.0% | $2.88M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 13 | Susquehanna International Group, Llp | 13.47K | -34.5% | $2.08M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 14 | Royal Bank Of Canada | 13.29K | +7.8% | $2.05M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 15 | Royal Bank Of Canada | 13.29K | +7.8% | $2.05M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 16 | Commonwealth Equity Services, Llc | 12.19K | +1.0% | $1.88M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 17 | Jones Financial Companies Lllp | 12.30K | +26.9% | $1.88M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 18 | Wells Fargo & Company/Mn | 12.13K | -1.7% | $1.87M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 19 | Wells Fargo & Company/Mn | 12.13K | -1.7% | $1.87M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 20 | Osaic Holdings, Inc. | 11.74K | +19.7% | $1.81M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 21 | Osaic Holdings, Inc. | 11.74K | +19.7% | $1.81M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 22 | Osaic Holdings, Inc. | 11.74K | +19.7% | $1.81M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 23 | Osaic Holdings, Inc. | 11.74K | +19.7% | $1.81M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 24 | Raymond James Financial Inc | 11.15K | +0.1% | $1.72M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 25 | Raymond James Financial Inc | 11.15K | +0.1% | $1.72M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 26 | Raymond James Financial Inc | 11.15K | +0.1% | $1.72M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 27 | Wealthfront Advisers LLC | 6.05K | -3.6% | $934,362 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 28 | Citadel Advisors ✦ | 5.88K | New | $908,416 | 0.0% | New | 1 | SEC ↗ |
| 29 | Sei Investments Co | 5.58K | -10.1% | $861,920 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 30 | Wealth Enhancement Advisory… | 5.41K | +22.6% | $837,567 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 31 | Citigroup Inc | 5.00K | +0.5% | $771,603 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 32 | Ameriprise Financial Inc | 4.76K | +33.9% | $737,021 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 33 | Mercer Global Advisors Inc /Adv | 4.38K | -0.2% | $676,756 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 34 | Captrust Financial Advisors | 3.95K | +0.6% | $610,335 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 35 | Focus Partners Wealth | 3.74K | 0.0% | $577,915 | 0.0% | Held | 3 | SEC ↗ |
| 36 | Bank of New York Mellon Corp | 3.02K | 0.0% | $466,020 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 37 | Bank of New York Mellon Corp | 3.02K | 0.0% | $466,020 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 38 | Creative Planning | 2.44K | +8.2% | $377,395 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 39 | Envestnet Asset Management Inc | 2.41K | -0.5% | $372,277 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 40 | Fidelity (FMR) ✦ | 2.24K | -9.4% | $345,530 | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 41 | Truist Financial Corp | 2.14K | -0.7% | $330,656 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 42 | Blair William & Co/Il | 2.10K | +9.8% | $323,775 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 43 | HighTower Advisors, LLC | 1.94K | -25.5% | $300,097 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 44 | Assetmark, Inc | 1.67K | +0.1% | $257,297 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 45 | Northwestern Mutual Wealth… | 1.01K | -3.1% | $156,595 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 46 | Rockefeller Capital Management L.P. | 724 | 0.0% | $111,815 | 0.0% | Held | 3 | SEC ↗ |
| 47 | Bank Of Montreal /Can/ | 700 | 0.0% | $108,108 | 0.0% | Held | 3 | SEC ↗ |
| 48 | Fifth Third Bancorp | 617 | +0.3% | $95,288 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 49 | Russell Investments Group, Ltd. | 350 | -8.6% | $54,054 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 50 | Simplex Trading, Llc | 320 | New | $49,420 | 0.0% | New | 1 | SEC ↗ |
| 51 | Pnc Financial Services Group, Inc. | 290 | 0.0% | $44,788 | 0.0% | Held | 3 | SEC ↗ |
| 52 | Franklin Resources Inc | 118 | 0.0% | $18,224 | 0.0% | Held | 3 | SEC ↗ |
| 53 | National Bank Of Canada /Fi/ | 100 | 0.0% | $15,413 | 0.0% | Held | 3 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| Citadel Advisors | $908,416 | 0.0% |
| Simplex Trading, Llc | $49,420 | 0.0% |
Exited
| Mariner, LLC | $369,661 | was 0.0% |
| Cerity Partners LLC | $243,350 | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 126 holders, 903.45K shares, $108.67M 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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