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Security record · archived quarter

STK

name pending profile ingest

Q2 2026 Q1 2026 Q4 2025 Q3 2025
24Tracked holders
+2Δ holders
1.68MShares held
$90.61MReported value
+4New positions
−2Exits
Rising 3 quarters of rising tracked shares ●●●○○○ How these are computed → Explain this at the Research Desk →

Momentum inputs (comparable managers): holder breadth +9.1% · share flow +1.5% · net new positions +8.3%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 24 +2 1.68M $90.61M +4 −2
Q1 2026 22 +1 1.66M $62.85M +2 −1
Q4 2025 21 0 1.63M $59.51M
Q3 2025 1 308.66K $10.90M
Holder count
Who holds it · Q2 2026
#ManagerSharesΔ sharesValueTheir weightHeld
1 Wells Fargo & Company/Mn 399.38K -1.2% $21.51M 0.0% ▼ Trim 3 SEC ↗
2 Wells Fargo & Company/Mn 399.38K -1.2% $21.51M 0.0% ▼ Trim 3 SEC ↗
3 Morgan Stanley 385.44K +23.7% $20.76M 0.0% ▲ Add 4 SEC ↗
4 Morgan Stanley 385.44K +23.7% $20.76M 0.0% ▲ Add 4 SEC ↗
5 Morgan Stanley 385.44K +23.7% $20.76M 0.0% ▲ Add 4 SEC ↗
6 Invesco Ltd. 205.49K -2.9% $11.07M 0.0% ▼ Trim 3 SEC ↗
7 Invesco Ltd. 205.49K -2.9% $11.07M 0.0% ▼ Trim 3 SEC ↗
8 LPL Financial LLC 196.88K +0.8% $10.61M 0.0% ▲ Add 3 SEC ↗
9 Bank Of America Corp /De/ 113.49K -31.9% $6.11M 0.0% ▼ Trim 3 SEC ↗
10 Royal Bank Of Canada 93.53K -0.5% $5.04M 0.0% ▼ Trim 3 SEC ↗
11 Royal Bank Of Canada 93.53K -0.5% $5.04M 0.0% ▼ Trim 3 SEC ↗
12 Royal Bank Of Canada 93.53K -0.5% $5.04M 0.0% ▼ Trim 3 SEC ↗
13 Raymond James Financial Inc 87.03K +11.5% $4.69M 0.0% ▲ Add 3 SEC ↗
14 Raymond James Financial Inc 87.03K +11.5% $4.69M 0.0% ▲ Add 3 SEC ↗
15 Raymond James Financial Inc 87.03K +11.5% $4.69M 0.0% ▲ Add 3 SEC ↗
16 Ameriprise Financial Inc 44.07K -1.9% $2.37M 0.0% ▼ Trim 3 SEC ↗
17 Ameriprise Financial Inc 44.07K -1.9% $2.37M 0.0% ▼ Trim 3 SEC ↗
18 Cetera Investment Advisers 33.26K -12.0% $1.79M 0.0% ▼ Trim 3 SEC ↗
19 UBS Group AG 31.23K -6.0% $1.68M 0.0% ▼ Trim 3 SEC ↗
20 UBS Group AG 31.23K -6.0% $1.68M 0.0% ▼ Trim 3 SEC ↗
21 Osaic Holdings, Inc. 24.29K -8.7% $1.31M 0.0% ▼ Trim 3 SEC ↗
22 Osaic Holdings, Inc. 24.29K -8.7% $1.31M 0.0% ▼ Trim 3 SEC ↗
23 Commonwealth Equity Services, Llc 15.90K +21.5% $856,450 0.0% ▲ Add 3 SEC ↗
24 Northwestern Mutual Wealth… 13.29K +12.7% $715,986 0.0% ▲ Add 3 SEC ↗
25 Wealth Enhancement Advisory… 10.33K +35.8% $537,813 0.0% ▲ Add 3 SEC ↗
26 Envestnet Asset Management Inc 8.16K New $439,572 0.0% New 1 SEC ↗
27 Jane Street Group, Llc 6.86K -21.5% $369,548 0.0% ▼ Trim 3 SEC ↗
28 HighTower Advisors, LLC 4.75K New $255,633 0.0% New 1 SEC ↗
29 Northern Trust Corp 3.84K New $206,915 0.0% New 1 SEC ↗
30 Pnc Financial Services Group, Inc. 3.22K -22.1% $173,246 0.0% ▼ Trim 3 SEC ↗
31 Fifth Third Bancorp 1.24K 0.0% $66,960 0.0% Held 2 SEC ↗
32 Us Bancorp \De\ 289 0.0% $15,568 0.0% Held 3 SEC ↗
33 Rockefeller Capital Management L.P. 235 0.0% $12,659 0.0% Held 3 SEC ↗
34 JPMorgan Chase 70 New $3,700 0.0% New 1 SEC ↗
35 Danske Bank A/S 4 0.0% $215 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

Envestnet Asset Management Inc $439,572 0.0%
HighTower Advisors, LLC $255,633 0.0%
Northern Trust Corp $206,915 0.0%
JPMorgan Chase $3,700 0.0%

Exited

Mariner, LLC $202,167 was 0.0%
National Bank Of Canada /Fi/ $18,960 was 0.0%

Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 79 holders, 3.03M shares, $101.40M 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