Security record · archived quarter
SRVR
name pending profile ingest
30Tracked holders
-1Δ holders
6.63MShares held
$210.74MReported value
+2New positions
−3Exits
Momentum inputs (comparable managers):
holder breadth -3.2% ·
share flow +1.6% ·
net new positions -3.3%
— 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 | 30 | -1 | 6.63M | $210.74M | +2 | −3 |
| Q1 2026 | 32 | -4 | 6.53M | $203.74M | — | −4 |
| Q4 2025 | 36 | -1 | 8.04M | $230.32M | — | −1 |
| Q3 2025 | 7 | +2 | 691.12K | $21.89M | +2 | — |
| Q2 2025 | 3 | -1 | 39.72K | $1.28M | — | −1 |
| Q1 2025 | 2 | +1 | 27.82K | $816,370 | +1 | — |
| Q4 2024 | 1 | 0 | 19.89K | $596,242 | — | — |
| Q3 2024 | 1 | 0 | 9.79K | $314,747 | — | — |
| Q2 2024 | 1 | — | 9.53K | $260,660 | — | — |
Who holds it · Q2 2026
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Bank Of America Corp /De/ | 2.33M | -2.3% | $73.87M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 2 | Bank Of America Corp /De/ | 2.33M | -2.3% | $73.87M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 3 | Northwestern Mutual Wealth… | 1.21M | -1.3% | $38.38M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 4 | Ameriprise Financial Inc | 832.91K | +8.0% | $26.51M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 5 | Ameriprise Financial Inc | 832.91K | +8.0% | $26.51M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 6 | Morgan Stanley ✦ | 533.94K | +13.3% | $16.96M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 7 | Morgan Stanley ✦ | 533.94K | +13.3% | $16.96M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 8 | Morgan Stanley ✦ | 533.94K | +13.3% | $16.96M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 9 | Morgan Stanley ✦ | 533.94K | +13.3% | $16.96M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 10 | UBS Group AG | 490.98K | +2.7% | $15.60M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 11 | UBS Group AG | 490.98K | +2.7% | $15.60M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 12 | LPL Financial LLC | 352.70K | +1.2% | $11.21M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 13 | Wells Fargo & Company/Mn | 190.11K | +19.9% | $6.04M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 14 | Wells Fargo & Company/Mn | 190.11K | +19.9% | $6.04M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 15 | Royal Bank Of Canada | 149.03K | +38.2% | $4.73M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 16 | Royal Bank Of Canada | 149.03K | +38.2% | $4.73M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 17 | Cetera Investment Advisers | 94.56K | -17.0% | $3.00M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 18 | Raymond James Financial Inc | 92.75K | -1.8% | $2.95M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 19 | Raymond James Financial Inc | 92.75K | -1.8% | $2.95M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 20 | Franklin Resources Inc | 84.55K | +0.2% | $2.69M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 21 | Franklin Resources Inc | 84.55K | +0.2% | $2.69M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 22 | Franklin Resources Inc | 84.55K | +0.2% | $2.69M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 23 | Hrt Financial Lp | 71.95K | New | $2.29M | 0.0% | New | 1 | SEC ↗ |
| 24 | Envestnet Asset Management Inc | 40.22K | -17.1% | $1.28M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 25 | Rockefeller Capital Management L.P. | 38.27K | +3.4% | $1.22M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 26 | Rockefeller Capital Management L.P. | 38.27K | +3.4% | $1.22M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 27 | Rockefeller Capital Management L.P. | 38.27K | +3.4% | $1.22M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 28 | Commonwealth Equity Services, Llc | 24.38K | +29.7% | $774,690 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 29 | Osaic Holdings, Inc. | 22.95K | +82.2% | $729,402 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 30 | Osaic Holdings, Inc. | 22.95K | +82.2% | $729,402 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 31 | HighTower Advisors, LLC | 15.19K | -1.2% | $482,612 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 32 | Citadel Advisors ✦ | 14.08K | -13.7% | $447,258 | 0.0% | ▼ Trim | 9 | SEC ↗ |
| 33 | Citigroup Inc | 13.72K | +8.0% | $435,821 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 34 | Stifel Financial Corp | 13.37K | +2.3% | $424,735 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 35 | Stifel Financial Corp | 13.37K | +2.3% | $424,735 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 36 | D. E. Shaw & Co. ✦ | 13.28K | New | $421,969 | 0.0% | New | 1 | SEC ↗ |
| 37 | Mml Investors Services, Llc | 7.89K | -38.6% | $250,812 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 38 | Blair William & Co/Il | 856 | +2213.5% | $27,208 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 39 | Fidelity (FMR) ✦ | 368 | +34.8% | $11,677 | 0.0% | ▲ Add | 5 | SEC ↗ |
| 40 | Qube Research & Technologies Ltd | 155 | -7.7% | $4,924 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 41 | Pnc Financial Services Group, Inc. | 129 | +174.5% | $4,098 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 42 | BlackRock ✦ (passive) | 70 | +12.9% | $2,224 | 0.0% | ▲ Add | 5 | SEC ↗ |
| 43 | Fifth Third Bancorp | 67 | -5.6% | $2,128 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 44 | Russell Investments Group, Ltd. | 33 | +725.0% | $1,048 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 45 | JPMorgan Chase ✦ | 2 | -33.3% | $65 | 0.0% | ▼ Trim | 4 | 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 | $2.29M | 0.0% |
| D. E. Shaw & Co. | $421,969 | 0.0% |
Exited
| Jane Street Group, Llc | $1.70M | was 0.0% |
| Susquehanna International… | $1.55M | was 0.0% |
| Simplex Trading, Llc | $5,088 | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 103 holders, 7.79M shares, $229.94M 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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