Security record · archived quarter
SPHB
name pending profile ingest
40Tracked holders
+2Δ holders
2.66MShares held
$414.04MReported value
+4New positions
−2Exits
Momentum inputs (comparable managers):
holder breadth +5.3% ·
share flow +24.9% ·
net new positions +5.0%
— formula
Broad accumulation — rising shares across more 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 | 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 · Q2 2026
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Goldman Sachs Group ✦ | 929.52K | +28.1% | $144.62M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 2 | Morgan Stanley ✦ | 271.14K | +21.3% | $42.19M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 3 | Morgan Stanley ✦ | 271.14K | +21.3% | $42.19M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 4 | Morgan Stanley ✦ | 271.14K | +21.3% | $42.19M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 5 | Morgan Stanley ✦ | 271.14K | +21.3% | $42.19M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 6 | Morgan Stanley ✦ | 271.14K | +21.3% | $42.19M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 7 | LPL Financial LLC | 261.86K | +9.7% | $40.74M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 8 | Wells Fargo & Company/Mn | 223.07K | +88.8% | $34.71M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 9 | Wells Fargo & Company/Mn | 223.07K | +88.8% | $34.71M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 10 | Bank Of America Corp /De/ | 198.60K | +155.8% | $30.90M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 11 | Bank Of America Corp /De/ | 198.60K | +155.8% | $30.90M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 12 | Bank Of America Corp /De/ | 198.60K | +155.8% | $30.90M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 13 | Citadel Advisors ✦ | 102.27K | -7.1% | $15.91M | 0.0% | ▼ Trim | 9 | SEC ↗ |
| 14 | Jones Financial Companies Lllp | 96.12K | +46.2% | $14.47M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 15 | UBS Group AG | 86.80K | -6.5% | $13.51M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 16 | UBS Group AG | 86.80K | -6.5% | $13.51M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 17 | UBS Group AG | 86.80K | -6.5% | $13.51M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 18 | UBS Group AG | 86.80K | -6.5% | $13.51M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 19 | Raymond James Financial Inc | 81.95K | +16.1% | $12.75M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 20 | Raymond James Financial Inc | 81.95K | +16.1% | $12.75M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 21 | Bnp Paribas Financial Markets | 50.41K | -16.6% | $7.84M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 22 | Envestnet Asset Management Inc | 50.13K | +70.9% | $7.80M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 23 | Royal Bank Of Canada | 48.04K | -34.4% | $7.47M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 24 | Royal Bank Of Canada | 48.04K | -34.4% | $7.47M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 25 | Royal Bank Of Canada | 48.04K | -34.4% | $7.47M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 26 | Royal Bank Of Canada | 48.04K | -34.4% | $7.47M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 27 | Ameriprise Financial Inc | 36.43K | +5.5% | $5.67M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 28 | JPMorgan Chase ✦ | 34.95K | +30.1% | $5.35M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 29 | JPMorgan Chase ✦ | 34.95K | +30.1% | $5.35M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 30 | JPMorgan Chase ✦ | 34.95K | +30.1% | $5.35M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 31 | Cetera Investment Advisers | 33.49K | +13.2% | $5.21M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 32 | Mml Investors Services, Llc | 29.43K | +30.0% | $4.58M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 33 | Bank Of Montreal /Can/ | 18.48K | -17.6% | $2.88M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 34 | Osaic Holdings, Inc. | 18.10K | +6.3% | $2.82M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 35 | Osaic Holdings, Inc. | 18.10K | +6.3% | $2.82M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 36 | Commonwealth Equity Services, Llc | 16.98K | -3.8% | $2.64M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 37 | Creative Planning | 15.43K | +0.3% | $2.40M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 38 | D. E. Shaw & Co. ✦ | 9.26K | +327.1% | $1.44M | 0.0% | ▲ Add | 9 | SEC ↗ |
| 39 | Northwestern Mutual Wealth… | 8.94K | +0.2% | $1.39M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 40 | Hrt Financial Lp | 8.23K | +35.9% | $1.28M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 41 | Rockefeller Capital Management L.P. | 5.19K | +76.0% | $807,403 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 42 | Fifth Third Bancorp | 4.87K | +2.2% | $757,580 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 43 | Belvedere Trading LLC | 4.76K | +803.8% | $741,075 | 0.1% | ▲ Add | 2 | SEC ↗ |
| 44 | Stifel Financial Corp | 3.97K | +4.0% | $617,058 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 45 | Fidelity (FMR) ✦ | 3.18K | +15.4% | $494,871 | 0.0% | ▲ Add | 5 | SEC ↗ |
| 46 | Focus Partners Wealth | 2.71K | 0.0% | $420,871 | 0.0% | Held | 3 | SEC ↗ |
| 47 | Renaissance Technologies ✦ | 2.40K | New | $373,416 | 0.0% | New | 1 | SEC ↗ |
| 48 | HighTower Advisors, LLC | 1.92K | -0.1% | $298,486 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 49 | Mariner, LLC | 1.78K | -79.4% | $277,503 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 50 | Wealth Enhancement Advisory… | 1.65K | -14.8% | $246,389 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 51 | Pnc Financial Services Group, Inc. | 812 | -3.5% | $126,380 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 52 | Pnc Financial Services Group, Inc. | 812 | -3.5% | $126,380 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 53 | TD Waterhouse Canada Inc. | 796 | 0.0% | $121,231 | 0.0% | Held | 3 | SEC ↗ |
| 54 | Citigroup Inc | 726 | New | $112,958 | 0.0% | New | 1 | SEC ↗ |
| 55 | Simplex Trading, Llc | 325 | New | $50,566 | 0.0% | New | 1 | SEC ↗ |
| 56 | National Bank Of Canada /Fi/ | 124 | -87.0% | $19,282 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 57 | Us Bancorp \De\ | 10 | New | $1,556 | 0.0% | New | 1 | SEC ↗ |
| 58 | Russell Investments Group, Ltd. | 7 | -12.5% | $1,089 | 0.0% | ▼ Trim | 3 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| Renaissance Technologies | $373,416 | 0.0% |
| Citigroup Inc | $112,958 | 0.0% |
| Simplex Trading, Llc | $50,566 | 0.0% |
| Us Bancorp \De\ | $1,556 | 0.0% |
Exited
| Jane Street Group, Llc | $922,266 | was 0.0% |
| Captrust Financial Advisors | $376,159 | 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: Q2 2026 ·
Methodology ·
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