Security record · archived quarter
SMC
name pending profile ingest
39Tracked holders
-3Δ holders
3.59MShares held
$102.25MReported value
+3New positions
−6Exits
Momentum inputs (comparable managers):
holder breadth -7.1% ·
share flow +0.2% ·
net new positions -7.7%
— 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 | 39 | -3 | 3.59M | $102.25M | +3 | −6 |
| Q1 2026 | 43 | +5 | 3.58M | $108.35M | +5 | — |
| Q4 2025 | 38 | 0 | 3.56M | $95.08M | +1 | −1 |
| Q3 2025 | 10 | -1 | 1.87M | $38.38M | +1 | −2 |
| Q2 2025 | 9 | 0 | 1.85M | $45.47M | +1 | −1 |
| Q1 2025 | 6 | 0 | 566.31K | $19.19M | — | — |
| Q4 2024 | 6 | +2 | 327.12K | $12.36M | +2 | — |
| Q3 2024 | 3 | +3 | 122.14K | $4.28M | +3 | — |
Who holds it · Q2 2026
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Invesco Ltd. | 967.50K | -0.2% | $27.55M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 2 | Invesco Ltd. | 967.50K | -0.2% | $27.55M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 3 | Invesco Ltd. | 967.50K | -0.2% | $27.55M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 4 | Invesco Ltd. | 967.50K | -0.2% | $27.55M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 5 | Invesco Ltd. | 967.50K | -0.2% | $27.55M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 6 | BlackRock ✦ (passive) | 658.62K | +1.4% | $18.76M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 7 | BlackRock ✦ (passive) | 658.62K | +1.4% | $18.76M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 8 | BlackRock ✦ (passive) | 658.62K | +1.4% | $18.76M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 9 | BlackRock ✦ (passive) | 658.62K | +1.4% | $18.76M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 10 | BlackRock ✦ (passive) | 658.62K | +1.4% | $18.76M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 11 | Vanguard Capital Management Llc | 511.42K | +1.0% | $14.57M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 12 | Geode Capital Management ✦ (passive) | 247.64K | +6.3% | $7.05M | 0.0% | ▲ Add | 8 | SEC ↗ |
| 13 | Geode Capital Management ✦ (passive) | 247.64K | +6.3% | $7.05M | 0.0% | ▲ Add | 8 | SEC ↗ |
| 14 | State Street Global Advisors ✦ (passive) | 184.55K | +3.3% | $5.26M | 0.0% | ▲ Add | 7 | SEC ↗ |
| 15 | American Century Companies Inc | 155.12K | +26.7% | $4.42M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 16 | Charles Schwab Investment… | 122.85K | -29.5% | $3.50M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 17 | Bank Of America Corp /De/ | 118.64K | -23.2% | $3.38M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 18 | Bank Of America Corp /De/ | 118.64K | -23.2% | $3.38M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 19 | Morgan Stanley ✦ | 80.76K | -16.1% | $2.30M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 20 | Morgan Stanley ✦ | 80.76K | -16.1% | $2.30M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 21 | Morgan Stanley ✦ | 80.76K | -16.1% | $2.30M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 22 | Morgan Stanley ✦ | 80.76K | -16.1% | $2.30M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 23 | Morgan Stanley ✦ | 80.76K | -16.1% | $2.30M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 24 | Morgan Stanley ✦ | 80.76K | -16.1% | $2.30M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 25 | Morgan Stanley ✦ | 80.76K | -16.1% | $2.30M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 26 | Morgan Stanley ✦ | 80.76K | -16.1% | $2.30M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 27 | Northern Trust Corp | 75.67K | +7.7% | $2.16M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 28 | Northern Trust Corp | 75.67K | +7.7% | $2.16M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 29 | Northern Trust Corp | 75.67K | +7.7% | $2.16M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 30 | Citadel Advisors ✦ | 63.91K | +592.2% | $1.82M | 0.0% | ▲ Add | 8 | SEC ↗ |
| 31 | Citadel Advisors ✦ | 63.91K | +592.2% | $1.82M | 0.0% | ▲ Add | 8 | SEC ↗ |
| 32 | Cetera Investment Advisers | 55.43K | -1.9% | $1.58M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 33 | Susquehanna International Group, Llp | 47.86K | +107.0% | $1.36M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 34 | Franklin Resources Inc | 40.72K | +91.0% | $1.16M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 35 | JPMorgan Chase ✦ | 29.29K | +26.5% | $829,086 | 0.0% | ▲ Add | 4 | SEC ↗ |
| 36 | JPMorgan Chase ✦ | 29.29K | +26.5% | $829,086 | 0.0% | ▲ Add | 4 | SEC ↗ |
| 37 | JPMorgan Chase ✦ | 29.29K | +26.5% | $829,086 | 0.0% | ▲ Add | 4 | SEC ↗ |
| 38 | D. E. Shaw & Co. ✦ | 26.04K | +19.6% | $741,534 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 39 | Citigroup Inc | 24.50K | +12.5% | $697,903 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 40 | Citigroup Inc | 24.50K | +12.5% | $697,903 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 41 | Bank of New York Mellon Corp | 22.37K | +4.8% | $637,096 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 42 | Bank of New York Mellon Corp | 22.37K | +4.8% | $637,096 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 43 | Bank of New York Mellon Corp | 22.37K | +4.8% | $637,096 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 44 | Raymond James Financial Inc | 21.98K | -0.6% | $626,132 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 45 | Raymond James Financial Inc | 21.98K | -0.6% | $626,132 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 46 | Millennium Management ✦ | 17.86K | New | $508,596 | 0.0% | New | 1 | SEC ↗ |
| 47 | Point72 Asset Management ✦ | 17.84K | -3.2% | $508,197 | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 48 | Bnp Paribas Financial Markets | 14.43K | -12.2% | $410,881 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 49 | Nuveen, LLC | 12.47K | -34.2% | $355,089 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 50 | Nuveen, LLC | 12.47K | -34.2% | $355,089 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 51 | Rhumbline Advisers | 9.94K | +38.0% | $283,169 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 52 | Barclays Plc | 9.37K | -2.4% | $266,886 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 53 | Barclays Plc | 9.37K | -2.4% | $266,886 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 54 | Deutsche Bank Ag\ | 8.76K | +390.3% | $249,513 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 55 | Royal Bank Of Canada | 8.66K | +5.6% | $246,000 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 56 | Royal Bank Of Canada | 8.66K | +5.6% | $246,000 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 57 | Royal Bank Of Canada | 8.66K | +5.6% | $246,000 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 58 | Squarepoint Ops LLC | 8.35K | New | $237,893 | 0.0% | New | 1 | SEC ↗ |
| 59 | Wells Fargo & Company/Mn | 7.52K | +130.0% | $214,169 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 60 | Wells Fargo & Company/Mn | 7.52K | +130.0% | $214,169 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 61 | Russell Investments Group, Ltd. | 7.15K | +832.5% | $203,688 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 62 | Russell Investments Group, Ltd. | 7.15K | +832.5% | $203,688 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 63 | Russell Investments Group, Ltd. | 7.15K | +832.5% | $203,688 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 64 | MIRAE ASSET GLOBAL ETFS HOLDINGS… | 4.24K | +1.8% | $120,670 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 65 | New York State Common Retirement… | 3.90K | 0.0% | $111,072 | 0.0% | Held | 3 | SEC ↗ |
| 66 | Fidelity (FMR) ✦ | 2.03K | +128.3% | $57,735 | 0.0% | ▲ Add | 5 | SEC ↗ |
| 67 | Fidelity (FMR) ✦ | 2.03K | +128.3% | $57,735 | 0.0% | ▲ Add | 5 | SEC ↗ |
| 68 | UBS Group AG | 1.20K | -20.8% | $34,148 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 69 | UBS Group AG | 1.20K | -20.8% | $34,148 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 70 | Legal & General Group Plc | 908 | +23.4% | $25,860 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 71 | Pnc Financial Services Group, Inc. | 297 | +36.9% | $8,458 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 72 | Pnc Financial Services Group, Inc. | 297 | +36.9% | $8,458 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 73 | Pnc Financial Services Group, Inc. | 297 | +36.9% | $8,458 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 74 | UBS AM, a distinct business unit of… | 280 | 0.0% | $7,974 | 0.0% | Held | 3 | SEC ↗ |
| 75 | Jones Financial Companies Lllp | 135 | 0.0% | $3,991 | 0.0% | Held | 3 | SEC ↗ |
| 76 | Simplex Trading, Llc | 14 | New | $398 | 0.0% | New | 1 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| Millennium Management | $508,596 | 0.0% |
| Squarepoint Ops LLC | $237,893 | 0.0% |
| Simplex Trading, Llc | $398 | 0.0% |
Exited
| Jane Street Group, Llc | $1.29M | was 0.0% |
| Renaissance Technologies | $679,674 | was 0.0% |
| Hrt Financial Lp | $411,000 | was 0.0% |
| Goldman Sachs Group | $409,843 | was 0.0% |
| Hsbc Holdings Plc | $322,259 | was 0.0% |
| Sei Investments Co | $229,491 | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 72 holders, 5.44M shares, $162.67M 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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