Security record · archived quarter
SPIP
name pending profile ingest
43Tracked holders
-1Δ holders
11.95MShares held
$306.85MReported value
+1New positions
−2Exits
Momentum inputs (comparable managers):
holder breadth -2.3% ·
share flow +0.6% ·
net new positions -2.3%
— 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 | 43 | -1 | 11.95M | $306.85M | +1 | −2 |
| Q1 2026 | 45 | +3 | 16.46M | $428.05M | +4 | −1 |
| Q4 2025 | 42 | 0 | 16.01M | $415.47M | — | — |
| Q3 2025 | 6 | 0 | 4.79M | $126.02M | — | — |
| Q2 2025 | 3 | 0 | 4.10M | $106.91M | — | — |
| Q1 2025 | 2 | 0 | 1.79M | $47.27M | — | — |
| Q4 2024 | 2 | 0 | 1.88M | $47.63M | — | — |
| Q3 2024 | 1 | 0 | 103.45K | $2.72M | — | — |
| Q2 2024 | 1 | — | 34.74K | $883,218 | — | — |
Who holds it · Q2 2026
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | State Street Global Advisors ✦ (passive) | 3.87M | +5.4% | $99.37M | 0.0% | ▲ Add | 7 | SEC ↗ |
| 2 | Charles Schwab Investment… | 2.80M | -3.8% | $71.99M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 3 | LPL Financial LLC | 848.85K | +13.2% | $21.80M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 4 | Cerity Partners LLC | 830.22K | +0.5% | $21.32M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 5 | Cerity Partners LLC | 830.22K | +0.5% | $21.32M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 6 | Bank Of America Corp /De/ | 698.10K | +0.7% | $17.93M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 7 | Bank Of America Corp /De/ | 698.10K | +0.7% | $17.93M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 8 | Bank Of America Corp /De/ | 698.10K | +0.7% | $17.93M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 9 | Morgan Stanley ✦ | 421.15K | +8.6% | $10.82M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 10 | Morgan Stanley ✦ | 421.15K | +8.6% | $10.82M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 11 | Morgan Stanley ✦ | 421.15K | +8.6% | $10.82M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 12 | Envestnet Asset Management Inc | 391.91K | -4.3% | $10.06M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 13 | Wells Fargo & Company/Mn | 284.28K | -15.6% | $7.30M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 14 | Wells Fargo & Company/Mn | 284.28K | -15.6% | $7.30M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 15 | Goldman Sachs Group ✦ | 269.52K | -39.4% | $6.92M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 16 | Financial Engines Advisors L.L.C. | 217.54K | +18.2% | $5.59M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 17 | Cetera Investment Advisers | 168.08K | +1.9% | $4.32M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 18 | Bank of New York Mellon Corp | 162.02K | +25.9% | $4.16M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 19 | Bank of New York Mellon Corp | 162.02K | +25.9% | $4.16M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 20 | Bank of New York Mellon Corp | 162.02K | +25.9% | $4.16M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 21 | Focus Partners Wealth | 142.12K | New | $3.65M | 0.0% | New | 1 | SEC ↗ |
| 22 | Raymond James Financial Inc | 119.79K | +3.9% | $3.08M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 23 | Raymond James Financial Inc | 119.79K | +3.9% | $3.08M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 24 | JPMorgan Chase ✦ | 104.03K | -12.6% | $2.68M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 25 | JPMorgan Chase ✦ | 104.03K | -12.6% | $2.68M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 26 | JPMorgan Chase ✦ | 104.03K | -12.6% | $2.68M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 27 | Truist Financial Corp | 78.46K | -6.2% | $2.01M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 28 | Mariner, LLC | 56.38K | -1.3% | $1.45M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 29 | Osaic Holdings, Inc. | 50.33K | +20.4% | $1.29M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 30 | Osaic Holdings, Inc. | 50.33K | +20.4% | $1.29M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 31 | Osaic Holdings, Inc. | 50.33K | +20.4% | $1.29M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 32 | Mml Investors Services, Llc | 39.80K | +3.6% | $1.02M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 33 | Ameriprise Financial Inc | 38.38K | +1.1% | $984,485 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 34 | Citadel Advisors ✦ | 38.23K | -55.5% | $981,695 | 0.0% | ▼ Trim | 9 | SEC ↗ |
| 35 | Fifth Third Bancorp | 37.06K | -1.9% | $951,650 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 36 | Royal Bank Of Canada | 35.00K | -4.3% | $899,000 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 37 | Royal Bank Of Canada | 35.00K | -4.3% | $899,000 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 38 | Royal Bank Of Canada | 35.00K | -4.3% | $899,000 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 39 | Royal Bank Of Canada | 35.00K | -4.3% | $899,000 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 40 | Susquehanna International Group, Llp | 34.48K | -19.2% | $885,421 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 41 | Lido Advisors, LLC | 31.00K | 0.0% | $796,029 | 0.0% | Held | 3 | SEC ↗ |
| 42 | Creative Planning | 28.34K | -6.7% | $727,636 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 43 | Hrt Financial Lp | 26.12K | -34.3% | $670,000 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 44 | Northern Trust Corp | 23.60K | +0.3% | $606,099 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 45 | UBS Group AG | 23.30K | -0.8% | $598,292 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 46 | UBS Group AG | 23.30K | -0.8% | $598,292 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 47 | Mercer Global Advisors Inc /Adv | 20.21K | +21.3% | $519,058 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 48 | Commonwealth Equity Services, Llc | 17.77K | +21.8% | $456,280 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 49 | Wealth Enhancement Advisory… | 14.66K | -4.6% | $371,641 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 50 | Fidelity (FMR) ✦ | 5.97K | +69.9% | $153,428 | 0.0% | ▲ Add | 5 | SEC ↗ |
| 51 | Rockefeller Capital Management L.P. | 4.78K | +59.8% | $122,716 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 52 | Jones Financial Companies Lllp | 4.55K | -8.5% | $117,130 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 53 | Pnc Financial Services Group, Inc. | 4.04K | 0.0% | $103,876 | 0.0% | Held | 3 | SEC ↗ |
| 54 | Us Bancorp \De\ | 1.96K | +1.0% | $50,333 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 55 | UBS AM, a distinct business unit of… | 1.47K | 0.0% | $37,698 | 0.0% | Held | 3 | SEC ↗ |
| 56 | Assetmark, Inc | 1.24K | +1096.2% | $31,950 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 57 | Citigroup Inc | 1.09K | 0.0% | $28,068 | 0.0% | Held | 3 | SEC ↗ |
| 58 | Blair William & Co/Il | 242 | 0.0% | $6,215 | 0.0% | Held | 3 | SEC ↗ |
| 59 | Bnp Paribas Financial Markets | 42 | 0.0% | $1,079 | 0.0% | Held | 3 | SEC ↗ |
| 60 | Northwestern Mutual Wealth… | 15 | 0.0% | $385 | 0.0% | Held | 3 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| Focus Partners Wealth | $3.65M | 0.0% |
Exited
| Jane Street Group, Llc | $1.31M | was 0.0% |
| Qube Research & Technologies… | $48,717 | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 207 holders, 25.41M shares, $653.66M 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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