Security record · archived quarter
SPHB
name pending profile ingest
39Tracked holders
-1Δ holders
2.13MShares held
$247.26MReported value
+5New positions
−6Exits
Momentum inputs (comparable managers):
holder breadth -2.5% ·
share flow -15.5% ·
net new positions -2.6%
— formula
Broad distribution — falling shares and fewer holders
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 | 40 | +2 | 2.66M | $414.04M | +4 | −2 |
| Q1 2026 | 39 | -1 | 2.13M | $247.26M | +5 | −6 |
| Q4 2025 | 40 | 0 | 2.53M | $295.35M | — | — |
| Q3 2025 | 7 | 0 | 1.52M | $167.22M | — | — |
| Q2 2025 | 4 | 0 | 128.44K | $12.53M | — | — |
| Q1 2025 | 3 | 0 | 79.47K | $6.22M | — | — |
| Q4 2024 | 3 | +1 | 44.69K | $3.96M | +1 | — |
| Q3 2024 | 2 | -1 | 48.24K | $4.30M | — | −1 |
| Q2 2024 | 3 | — | 119.97K | $10.13M | — | — |
Who holds it · Q1 2026
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Goldman Sachs Group ✦ | 725.50K | +2.2% | $84.12M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 2 | LPL Financial LLC | 238.64K | +7.6% | $27.67M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 3 | Morgan Stanley ✦ | 223.57K | +8.6% | $25.92M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 4 | Morgan Stanley ✦ | 223.57K | +8.6% | $25.92M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 5 | Morgan Stanley ✦ | 223.57K | +8.6% | $25.92M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 6 | Morgan Stanley ✦ | 223.57K | +8.6% | $25.92M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 7 | Morgan Stanley ✦ | 223.57K | +8.6% | $25.92M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 8 | Morgan Stanley ✦ | 223.57K | +8.6% | $25.92M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 9 | Wells Fargo & Company/Mn | 118.18K | -69.0% | $13.70M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 10 | Wells Fargo & Company/Mn | 118.18K | -69.0% | $13.70M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 11 | Wells Fargo & Company/Mn | 118.18K | -69.0% | $13.70M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 12 | Citadel Advisors ✦ | 110.06K | +32.9% | $12.76M | 0.0% | ▲ Add | 8 | SEC ↗ |
| 13 | UBS Group AG | 92.80K | +29.8% | $10.76M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 14 | UBS Group AG | 92.80K | +29.8% | $10.76M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 15 | UBS Group AG | 92.80K | +29.8% | $10.76M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 16 | UBS Group AG | 92.80K | +29.8% | $10.76M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 17 | Bank Of America Corp /De/ | 77.64K | -25.3% | $9.00M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 18 | Bank Of America Corp /De/ | 77.64K | -25.3% | $9.00M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 19 | Bank Of America Corp /De/ | 77.64K | -25.3% | $9.00M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 20 | Royal Bank Of Canada | 73.24K | -12.0% | $8.49M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 21 | Royal Bank Of Canada | 73.24K | -12.0% | $8.49M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 22 | Royal Bank Of Canada | 73.24K | -12.0% | $8.49M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 23 | Raymond James Financial Inc | 70.56K | +4.4% | $8.18M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 24 | Raymond James Financial Inc | 70.56K | +4.4% | $8.18M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 25 | Jones Financial Companies Lllp | 65.75K | +118.3% | $7.46M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 26 | Bnp Paribas Financial Markets | 60.42K | -45.3% | $7.01M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 27 | Ameriprise Financial Inc | 34.55K | -81.9% | $4.01M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 28 | Cetera Investment Advisers | 29.59K | +29.9% | $3.43M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 29 | Envestnet Asset Management Inc | 29.33K | +35.9% | $3.40M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 30 | JPMorgan Chase ✦ | 26.87K | -46.3% | $2.99M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 31 | JPMorgan Chase ✦ | 26.87K | -46.3% | $2.99M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 32 | Mml Investors Services, Llc | 22.65K | -4.7% | $2.63M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 33 | Bank Of Montreal /Can/ | 22.44K | +6.1% | $2.60M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 34 | Commonwealth Equity Services, Llc | 17.64K | +3.1% | $2.05M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 35 | Osaic Holdings, Inc. | 17.02K | +26.1% | $1.97M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 36 | Osaic Holdings, Inc. | 17.02K | +26.1% | $1.97M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 37 | Creative Planning | 15.38K | +1.2% | $1.78M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 38 | Northwestern Mutual Wealth… | 8.93K | -40.2% | $1.03M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 39 | Mariner, LLC | 8.67K | +1.2% | $1.01M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 40 | Mariner, LLC | 8.67K | +1.2% | $1.01M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 41 | Jane Street Group, Llc | 7.95K | +59.0% | $922,266 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 42 | Hrt Financial Lp | 6.06K | New | $702,000 | 0.0% | New | 1 | SEC ↗ |
| 43 | Fifth Third Bancorp | 4.76K | New | $552,511 | 0.0% | New | 1 | SEC ↗ |
| 44 | Stifel Financial Corp | 3.81K | -1.1% | $441,984 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 45 | Captrust Financial Advisors | 3.24K | +4.5% | $376,159 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 46 | Rockefeller Capital Management L.P. | 2.95K | New | $341,829 | 0.0% | New | 1 | SEC ↗ |
| 47 | Fidelity (FMR) ✦ | 2.76K | +67.4% | $319,550 | 0.0% | ▲ Add | 4 | SEC ↗ |
| 48 | Focus Partners Wealth | 2.71K | 0.0% | $313,665 | 0.0% | Held | 2 | SEC ↗ |
| 49 | D. E. Shaw & Co. ✦ | 2.17K | -18.7% | $251,380 | 0.0% | ▼ Trim | 8 | SEC ↗ |
| 50 | Cwm, Llc | 2.11K | +1438.7% | $244,409 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 51 | Wealth Enhancement Advisory… | 1.94K | New | $226,223 | 0.0% | New | 1 | SEC ↗ |
| 52 | HighTower Advisors, LLC | 1.92K | +5.4% | $222,615 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 53 | National Bank Of Canada /Fi/ | 951 | +3862.5% | $110,306 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 54 | Pnc Financial Services Group, Inc. | 841 | +0.1% | $97,505 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 55 | Pnc Financial Services Group, Inc. | 841 | +0.1% | $97,505 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 56 | TD Waterhouse Canada Inc. | 796 | 0.0% | $93,259 | 0.0% | Held | 2 | SEC ↗ |
| 57 | Belvedere Trading LLC | 527 | New | $61,106 | 0.0% | New | 1 | SEC ↗ |
| 58 | Russell Investments Group, Ltd. | 8 | 0.0% | $928 | 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
| Hrt Financial Lp | $702,000 | 0.0% |
| Fifth Third Bancorp | $552,511 | 0.0% |
| Rockefeller Capital… | $341,829 | 0.0% |
| Wealth Enhancement Advisory… | $226,223 | 0.0% |
| Belvedere Trading LLC | $61,106 | 0.0% |
Exited
| Susquehanna International… | $3.21M | was 0.0% |
| Renaissance Technologies | $444,486 | was 0.0% |
| Mercer Global Advisors Inc… | $249,815 | was 0.0% |
| Citigroup Inc | $66,439 | was 0.0% |
| Qube Research & Technologies… | $11,931 | was 0.0% |
| Group One Trading Llc | $11,697 | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 134 holders, 3.26M shares, $353.36M 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 ·
Get this via the API