Security record · archived quarter
SMB
name pending profile ingest
31Tracked holders
+3Δ holders
7.45MShares held
$128.94MReported value
+3New positions
−0Exits
Momentum inputs (comparable managers):
holder breadth +10.7% ·
share flow -3.2% ·
net new positions +9.7%
— formula
Ownership fragmentation — more holders, smaller aggregate stake
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q1 2026
Ownership over time
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q2 2026 | 29 | -1 | 7.41M | $128.49M | +1 | −2 |
| Q1 2026 | 31 | +3 | 7.45M | $128.94M | +3 | — |
| Q4 2025 | 28 | 0 | 7.70M | $134.04M | — | — |
| Q3 2025 | 3 | 0 | 1.56M | $27.10M | — | — |
| Q2 2025 | 1 | — | 31 | $531 | — | — |
Who holds it · Q1 2026
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Bank Of America Corp /De/ | 1.61M | -22.5% | $27.84M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 2 | Bank Of America Corp /De/ | 1.61M | -22.5% | $27.84M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 3 | Bank Of America Corp /De/ | 1.61M | -22.5% | $27.84M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 4 | Raymond James Financial Inc | 1.04M | +10.9% | $18.04M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 5 | Raymond James Financial Inc | 1.04M | +10.9% | $18.04M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 6 | Raymond James Financial Inc | 1.04M | +10.9% | $18.04M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 7 | Morgan Stanley ✦ | 833.42K | +15.4% | $14.42M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 8 | Morgan Stanley ✦ | 833.42K | +15.4% | $14.42M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 9 | JPMorgan Chase ✦ | 634.85K | +15.7% | $10.98M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 10 | JPMorgan Chase ✦ | 634.85K | +15.7% | $10.98M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 11 | Wells Fargo & Company/Mn | 569.65K | +2.8% | $9.86M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 12 | Wells Fargo & Company/Mn | 569.65K | +2.8% | $9.86M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 13 | LPL Financial LLC | 556.68K | -12.4% | $9.63M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 14 | Ameriprise Financial Inc | 434.43K | +4.0% | $7.56M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 15 | Stifel Financial Corp | 371.43K | +7.1% | $6.43M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 16 | Stifel Financial Corp | 371.43K | +7.1% | $6.43M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 17 | Stifel Financial Corp | 371.43K | +7.1% | $6.43M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 18 | UBS Group AG | 332.01K | +13.6% | $5.74M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 19 | UBS Group AG | 332.01K | +13.6% | $5.74M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 20 | Sei Investments Co | 294.61K | -2.2% | $5.10M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 21 | Cerity Partners LLC | 232.91K | -2.2% | $4.03M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 22 | Cerity Partners LLC | 232.91K | -2.2% | $4.03M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 23 | Mml Investors Services, Llc | 88.48K | -28.6% | $1.53M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 24 | Jones Financial Companies Lllp | 78.52K | +44.5% | $1.36M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 25 | Envestnet Asset Management Inc | 66.41K | +4.5% | $1.15M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 26 | Cetera Investment Advisers | 51.92K | +2.2% | $898,211 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 27 | Fifth Third Bancorp | 46.39K | New | $802,486 | 0.0% | New | 1 | SEC ↗ |
| 28 | Osaic Holdings, Inc. | 36.66K | -77.5% | $634,176 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 29 | Osaic Holdings, Inc. | 36.66K | -77.5% | $634,176 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 30 | Mariner, LLC | 29.37K | New | $508,116 | 0.0% | New | 1 | SEC ↗ |
| 31 | Jane Street Group, Llc | 23.51K | -45.9% | $406,688 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 32 | Commonwealth Equity Services, Llc | 22.01K | +0.3% | $380,770 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 33 | HighTower Advisors, LLC | 16.07K | -15.2% | $278,034 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 34 | Truist Financial Corp | 15.55K | +12.3% | $269,031 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 35 | Wealth Enhancement Advisory… | 14.01K | -30.9% | $242,072 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 36 | Royal Bank Of Canada | 13.43K | -4.6% | $233,000 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 37 | Royal Bank Of Canada | 13.43K | -4.6% | $233,000 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 38 | Cwm, Llc | 10.58K | +0.3% | $183,056 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 39 | Rockefeller Capital Management L.P. | 10.47K | 0.0% | $181,120 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 40 | UBS AM, a distinct business unit of… | 7.41K | -13.7% | $128,107 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 41 | Fidelity (FMR) ✦ | 6.89K | +3.8% | $119,155 | 0.0% | ▲ Add | 4 | SEC ↗ |
| 42 | Us Bancorp \De\ | 686 | 0.0% | $11,868 | 0.0% | Held | 2 | SEC ↗ |
| 43 | Blair William & Co/Il | 609 | New | $10,536 | 0.0% | New | 1 | SEC ↗ |
| 44 | Pnc Financial Services Group, Inc. | 253 | 0.0% | $4,377 | 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
| Fifth Third Bancorp | $802,486 | 0.0% |
| Mariner, LLC | $508,116 | 0.0% |
| Blair William & Co/Il | $10,536 | 0.0% |
Exited
| No tracked exits this quarter. |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 100 holders, 12.06M shares, $204.77M 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: Q1 2026 ·
Methodology ·
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