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Security record

SMIN

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Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025 Q4 2024 Q3 2024
42Tracked holders
-2Δ holders
4.48MShares held
$305.43MReported value
+3New positions
−5Exits
Rising How these are computed → Explain this at the Research Desk →

Momentum inputs (comparable managers): holder breadth -4.5% · share flow +23.9% · net new positions -4.8%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 42 -2 4.48M $305.43M +3 −5
Q1 2026 45 -6 3.62M $226.89M +1 −7
Q4 2025 51 -1 4.14M $289.43M +1 −2
Q3 2025 7 +1 1.58M $113.56M +2 −1
Q2 2025 4 0 56.04K $4.33M +1 −1
Q1 2025 3 +1 145.18K $9.89M +2 −1
Q4 2024 2 -1 116.74K $8.92M −1
Q3 2024 3 0 78.58K $6.76M +1 −1
Q2 2024 3 118.39K $9.58M
Holder count
Who holds it · Q2 2026
#ManagerSharesΔ sharesValueTheir weightHeld
1 LPL Financial LLC 1.08M +928.5% $76.12M 0.0% ▲ Add 3 SEC ↗
2 Alliancebernstein L.P. 1.08M +7.4% $64.70M 0.0% ▲ Add 3 SEC ↗
3 Man Group plc 348.44K -7.1% $24.65M 0.0% ▼ Trim 3 SEC ↗
4 Goldman Sachs Group 310.44K 0.0% $21.96M 0.0% ▼ Trim 4 SEC ↗
5 Goldman Sachs Group 310.44K 0.0% $21.96M 0.0% ▼ Trim 4 SEC ↗
6 Bank Of America Corp /De/ 289.08K -27.2% $20.45M 0.0% ▼ Trim 3 SEC ↗
7 Bank Of America Corp /De/ 289.08K -27.2% $20.45M 0.0% ▼ Trim 3 SEC ↗
8 Bank Of America Corp /De/ 289.08K -27.2% $20.45M 0.0% ▼ Trim 3 SEC ↗
9 Bank Of America Corp /De/ 289.08K -27.2% $20.45M 0.0% ▼ Trim 3 SEC ↗
10 Bank Of America Corp /De/ 289.08K -27.2% $20.45M 0.0% ▼ Trim 3 SEC ↗
11 Morgan Stanley 278.71K +6.3% $19.71M 0.0% ▲ Add 4 SEC ↗
12 Morgan Stanley 278.71K +6.3% $19.71M 0.0% ▲ Add 4 SEC ↗
13 Morgan Stanley 278.71K +6.3% $19.71M 0.0% ▲ Add 4 SEC ↗
14 Morgan Stanley 278.71K +6.3% $19.71M 0.0% ▲ Add 4 SEC ↗
15 Connor, Clark & Lunn Investment… 255.00K New $18.04M 0.0% New 1 SEC ↗
16 Franklin Resources Inc 209.17K -53.1% $14.79M 0.0% ▼ Trim 3 SEC ↗
17 Franklin Resources Inc 209.17K -53.1% $14.79M 0.0% ▼ Trim 3 SEC ↗
18 Sei Investments Co 99.45K +47.5% $7.03M 0.0% ▲ Add 3 SEC ↗
19 Sei Investments Co 99.45K +47.5% $7.03M 0.0% ▲ Add 3 SEC ↗
20 American Century Companies Inc 76.44K -10.3% $5.41M 0.0% ▼ Trim 3 SEC ↗
21 UBS Group AG 64.00K +58.7% $4.53M 0.0% ▲ Add 3 SEC ↗
22 UBS Group AG 64.00K +58.7% $4.53M 0.0% ▲ Add 3 SEC ↗
23 UBS Group AG 64.00K +58.7% $4.53M 0.0% ▲ Add 3 SEC ↗
24 Aberdeen Group plc 63.81K -5.4% $4.51M 0.0% ▼ Trim 3 SEC ↗
25 Neuberger Berman Group LLC 61.32K +195.9% $4.30M 0.0% ▲ Add 3 SEC ↗
26 Raymond James Financial Inc 37.80K +0.2% $2.67M 0.0% ▲ Add 3 SEC ↗
27 Raymond James Financial Inc 37.80K +0.2% $2.67M 0.0% ▲ Add 3 SEC ↗
28 Raymond James Financial Inc 37.80K +0.2% $2.67M 0.0% ▲ Add 3 SEC ↗
29 Susquehanna International Group, Llp 35.17K -81.8% $2.49M 0.0% ▼ Trim 3 SEC ↗
30 Ameriprise Financial Inc 27.75K -12.2% $1.96M 0.0% ▼ Trim 3 SEC ↗
31 Stifel Financial Corp 23.44K +16.3% $1.66M 0.0% ▲ Add 3 SEC ↗
32 Envestnet Asset Management Inc 21.54K +9.0% $1.52M 0.0% ▲ Add 3 SEC ↗
33 Royal Bank Of Canada 19.53K +38.4% $1.38M 0.0% ▲ Add 3 SEC ↗
34 Royal Bank Of Canada 19.53K +38.4% $1.38M 0.0% ▲ Add 3 SEC ↗
35 Royal Bank Of Canada 19.53K +38.4% $1.38M 0.0% ▲ Add 3 SEC ↗
36 HighTower Advisors, LLC 16.75K -1.3% $1.18M 0.0% ▼ Trim 3 SEC ↗
37 Legal & General Group Plc 13.45K 0.0% $951,319 0.0% Held 3 SEC ↗
38 Wealthfront Advisers LLC 12.03K -12.4% $850,953 0.0% ▼ Trim 3 SEC ↗
39 Mml Investors Services, Llc 9.65K +4.7% $682,400 0.0% ▲ Add 3 SEC ↗
40 Truist Financial Corp 9.64K +4.0% $682,030 0.0% ▲ Add 3 SEC ↗
41 Creative Planning 7.63K +38.8% $539,929 0.0% ▲ Add 3 SEC ↗
42 Creative Planning 7.63K +38.8% $539,929 0.0% ▲ Add 3 SEC ↗
43 Cetera Investment Advisers 5.80K -16.0% $410,577 0.0% ▼ Trim 3 SEC ↗
44 Captrust Financial Advisors 5.64K New $399,059 0.0% New 1 SEC ↗
45 D. E. Shaw & Co. 5.35K -52.8% $378,476 0.0% ▼ Trim 6 SEC ↗
46 Pnc Financial Services Group, Inc. 3.87K -5.3% $273,371 0.0% ▼ Trim 3 SEC ↗
47 Pnc Financial Services Group, Inc. 3.87K -5.3% $273,371 0.0% ▼ Trim 3 SEC ↗
48 Pnc Financial Services Group, Inc. 3.87K -5.3% $273,371 0.0% ▼ Trim 3 SEC ↗
49 Wells Fargo & Company/Mn 3.74K +34.4% $264,227 0.0% ▲ Add 3 SEC ↗
50 Wells Fargo & Company/Mn 3.74K +34.4% $264,227 0.0% ▲ Add 3 SEC ↗
51 Commonwealth Equity Services, Llc 3.33K -8.2% $235,450 0.0% ▼ Trim 3 SEC ↗
52 Osaic Holdings, Inc. 3.06K +8.2% $216,506 0.0% ▲ Add 3 SEC ↗
53 Osaic Holdings, Inc. 3.06K +8.2% $216,506 0.0% ▲ Add 3 SEC ↗
54 Fidelity (FMR) 1.98K +7.9% $140,194 0.0% ▲ Add 5 SEC ↗
55 Fidelity (FMR) 1.98K +7.9% $140,194 0.0% ▲ Add 5 SEC ↗
56 Rockefeller Capital Management L.P. 1.90K 0.0% $134,276 0.0% Held 3 SEC ↗
57 Blair William & Co/Il 1.19K +8.1% $84,041 0.0% ▲ Add 3 SEC ↗
58 Fifth Third Bancorp 524 +1.4% $37,049 0.0% ▲ Add 2 SEC ↗
59 Northwestern Mutual Wealth… 485 -3.2% $34,298 0.0% ▼ Trim 3 SEC ↗
60 National Bank Of Canada /Fi/ 365 0.0% $25,576 0.0% Held 3 SEC ↗
61 Citigroup Inc 257 +99.2% $18,178 0.0% ▲ Add 3 SEC ↗
62 TD Waterhouse Canada Inc. 88 0.0% $6,185 0.0% Held 3 SEC ↗
63 Bnp Paribas Financial Markets 26 0.0% $1,839 0.0% Held 3 SEC ↗
64 Russell Investments Group, Ltd. 1 New $71 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

Connor, Clark & Lunn… $18.04M 0.0%
Captrust Financial Advisors $399,059 0.0%
Russell Investments Group… $71 0.0%

Exited

Loomis Sayles & Co L P $413,304 was 0.0%
Hrt Financial Lp $339,000 was 0.0%
Barclays Plc $23,984 was 0.0%
Simplex Trading, Llc $4,796 was 0.0%
Bank Of Montreal /Can/ $1,619 was 0.0%

Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 110 holders, 5.45M shares, $333.98M 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