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Security record

SPUS

name pending profile ingest

Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025 Q4 2024 Q3 2024
41Tracked holders
+5Δ holders
2.93MShares held
$168.07MReported value
+6New positions
−1Exits
Strongly Rising 4 quarters of rising tracked shares ●●●●○○ How these are computed → Explain this at the Research Desk →

Momentum inputs (comparable managers): holder breadth +13.9% · share flow +22.1% · net new positions +12.2%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
QuarterHoldersΔSharesReported valueNewExits
Q2 2026 41 +5 2.93M $168.07M +6 −1
Q1 2026 37 +3 2.41M $115.53M +6 −3
Q4 2025 33 +1 2.13M $108.83M +2 −1
Q3 2025 5 0 106.59K $5.27M +1 −1
Q2 2025 3 0 84.20K $3.74M +1 −1
Q1 2025 2 +1 382.57K $14.90M +1
Q4 2024 1 0 216.50K $9.29M
Q3 2024 1 -1 148.00K $6.18M −1
Q2 2024 2 45.96K $1.86M
Holder count
Who holds it · Q2 2026
#ManagerSharesΔ sharesValueTheir weightHeld
1 Manufacturers Life Insurance… 1.49M +11.4% $85.82M 0.1% ▲ Add 3 SEC ↗
2 Schroder Investment Management Group 530.00K +122.7% $30.05M 0.0% ▲ Add 2 SEC ↗
3 Tidal Investments LLC 107.50K +1.0% $6.18M 0.0% ▲ Add 3 SEC ↗
4 Bank Of America Corp /De/ 103.02K -4.5% $5.92M 0.0% ▼ Trim 3 SEC ↗
5 Bank Of America Corp /De/ 103.02K -4.5% $5.92M 0.0% ▼ Trim 3 SEC ↗
6 Envestnet Asset Management Inc 85.72K +55.2% $4.93M 0.0% ▲ Add 3 SEC ↗
7 LPL Financial LLC 70.63K +14.4% $4.06M 0.0% ▲ Add 3 SEC ↗
8 Focus Partners Wealth 57.65K 0.0% $3.32M 0.0% Held 3 SEC ↗
9 Royal Bank Of Canada 41.49K -16.5% $2.38M 0.0% ▼ Trim 3 SEC ↗
10 Royal Bank Of Canada 41.49K -16.5% $2.38M 0.0% ▼ Trim 3 SEC ↗
11 D. E. Shaw & Co. 38.63K New $2.22M 0.0% New 1 SEC ↗
12 Truist Financial Corp 38.47K +6.9% $2.21M 0.0% ▲ Add 3 SEC ↗
13 Wealth Enhancement Advisory… 38.24K +37.9% $2.21M 0.0% ▲ Add 3 SEC ↗
14 Pnc Financial Services Group, Inc. 32.52K +199.7% $1.87M 0.0% ▲ Add 3 SEC ↗
15 Cetera Investment Advisers 25.68K +6.3% $1.48M 0.0% ▲ Add 3 SEC ↗
16 Corient Private Wealth LP 24.41K 0.0% $1.40M 0.0% Held 2 SEC ↗
17 Susquehanna International Group, Llp 21.80K +5.1% $1.25M 0.0% ▲ Add 3 SEC ↗
18 Sumitomo Mitsui Trust Group, Inc. 20.65K New $1.19M 0.0% New 1 SEC ↗
19 Renaissance Technologies 20.20K New $1.16M 0.0% New 1 SEC ↗
20 Cibc World Market Inc. 19.69K -10.2% $1.13M 0.0% ▼ Trim 3 SEC ↗
21 Raymond James Financial Inc 18.74K +0.6% $1.08M 0.0% ▲ Add 3 SEC ↗
22 Raymond James Financial Inc 18.74K +0.6% $1.08M 0.0% ▲ Add 3 SEC ↗
23 Mml Investors Services, Llc 15.76K +64.2% $906,039 0.0% ▲ Add 3 SEC ↗
24 Hsbc Holdings Plc 15.40K +81.2% $885,500 0.0% ▲ Add 2 SEC ↗
25 1832 Asset Management L.P. 15.33K 0.0% $881,590 0.0% Held 3 SEC ↗
26 Creative Planning 11.93K +65.9% $685,765 0.0% ▲ Add 3 SEC ↗
27 Lido Advisors, LLC 10.62K New $610,708 0.0% New 1 SEC ↗
28 HighTower Advisors, LLC 8.68K 0.0% $499,043 0.0% Held 2 SEC ↗
29 Fifth Third Bancorp 8.14K 0.0% $468,050 0.0% Held 3 SEC ↗
30 National Bank Of Canada /Fi/ 7.82K +0.3% $449,128 0.0% ▲ Add 3 SEC ↗
31 Bank Of Montreal /Can/ 7.59K +96.4% $436,540 0.0% ▲ Add 3 SEC ↗
32 Bank Of Montreal /Can/ 7.59K +96.4% $436,540 0.0% ▲ Add 3 SEC ↗
33 Mariner, LLC 7.41K -53.8% $426,118 0.0% ▼ Trim 3 SEC ↗
34 Northwestern Mutual Wealth… 6.62K +112.5% $380,708 0.0% ▲ Add 3 SEC ↗
35 Osaic Holdings, Inc. 6.40K +50.0% $368,379 0.0% ▲ Add 3 SEC ↗
36 Commonwealth Equity Services, Llc 4.62K New $265,810 0.0% New 1 SEC ↗
37 Hrt Financial Lp 4.10K -71.7% $235,000 0.0% ▼ Trim 2 SEC ↗
38 Financial Engines Advisors L.L.C. 3.82K New $219,823 0.0% New 1 SEC ↗
39 TD Waterhouse Canada Inc. 3.39K +19.1% $192,987 0.0% ▲ Add 3 SEC ↗
40 UBS Group AG 1.79K -86.0% $103,040 0.0% ▼ Trim 3 SEC ↗
41 JPMorgan Chase 1.42K +459.1% $80,514 0.0% ▲ Add 2 SEC ↗
42 Morgan Stanley 1.05K -19.2% $60,185 0.0% ▼ Trim 4 SEC ↗
43 Morgan Stanley 1.05K -19.2% $60,185 0.0% ▼ Trim 4 SEC ↗
44 Morgan Stanley 1.05K -19.2% $60,185 0.0% ▼ Trim 4 SEC ↗
45 Fidelity (FMR) 807 +161.2% $46,431 0.0% ▲ Add 5 SEC ↗
46 UBS AM, a distinct business unit of… 13 0.0% $748 0.0% Held 2 SEC ↗
47 BlackRock (passive) 1 0.0% $41 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

D. E. Shaw & Co. $2.22M 0.0%
Sumitomo Mitsui Trust Group… $1.19M 0.0%
Renaissance Technologies $1.16M 0.0%
Lido Advisors, LLC $610,708 0.0%
Commonwealth Equity Services… $265,810 0.0%
Financial Engines Advisors… $219,823 0.0%

Exited

Two Sigma Investments $3.60M was 0.0%

Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 79 holders, 3.54M shares, $169.44M 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