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Security record · archived quarter

TECB

name pending profile ingest

Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025 Q4 2024 Q3 2024
31Tracked holders
+4Δ holders
4.17MShares held
$299.25MReported value
+5New positions
−1Exits
Rising How these are computed → Explain this at the Research Desk →

Momentum inputs (comparable managers): holder breadth +14.8% · share flow -9.0% · net new positions +12.9%formula
Ownership fragmentation — more holders, smaller aggregate stake

All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q2 2026

Ownership over time
QuarterHoldersΔSharesReported valueNewExits
Q2 2026 31 +4 4.17M $299.25M +5 −1
Q1 2026 28 -4 4.60M $254.99M +1 −5
Q4 2025 32 +1 4.63M $282.02M +1
Q3 2025 6 0 148.17K $8.94M
Q2 2025 3 0 71.92K $4.13M
Q1 2025 2 +1 56.91K $2.78M +1
Q4 2024 1 -1 32.78K $1.74M −1
Q3 2024 2 +1 22.78K $1.17M +1
Q2 2024 1 5.12K $258,254
Holder count
Who holds it · Q2 2026
#ManagerSharesΔ sharesValueTheir weightHeld
1 Financial Engines Advisors L.L.C. 3.57M -9.7% $256.12M 0.5% ▼ Trim 3 SEC ↗
2 Bank Of America Corp /De/ 281.81K -5.3% $20.22M 0.0% ▼ Trim 3 SEC ↗
3 Bank Of America Corp /De/ 281.81K -5.3% $20.22M 0.0% ▼ Trim 3 SEC ↗
4 Bank Of America Corp /De/ 281.81K -5.3% $20.22M 0.0% ▼ Trim 3 SEC ↗
5 LPL Financial LLC 47.76K -2.2% $3.43M 0.0% ▼ Trim 3 SEC ↗
6 Osaic Holdings, Inc. 37.69K +285.7% $2.71M 0.0% ▲ Add 3 SEC ↗
7 Osaic Holdings, Inc. 37.69K +285.7% $2.71M 0.0% ▲ Add 3 SEC ↗
8 Northwestern Mutual Wealth… 36.51K -42.9% $2.62M 0.0% ▼ Trim 3 SEC ↗
9 Susquehanna International Group, Llp 27.60K +8.0% $1.98M 0.0% ▲ Add 3 SEC ↗
10 Susquehanna International Group, Llp 27.60K +8.0% $1.98M 0.0% ▲ Add 3 SEC ↗
11 Raymond James Financial Inc 22.54K +2.2% $1.62M 0.0% ▲ Add 3 SEC ↗
12 Raymond James Financial Inc 22.54K +2.2% $1.62M 0.0% ▲ Add 3 SEC ↗
13 Goldman Sachs Group 21.22K +20.4% $1.52M 0.0% ▲ Add 4 SEC ↗
14 Royal Bank Of Canada 17.34K -5.5% $1.25M 0.0% ▼ Trim 3 SEC ↗
15 Royal Bank Of Canada 17.34K -5.5% $1.25M 0.0% ▼ Trim 3 SEC ↗
16 Ameriprise Financial Inc 16.44K -0.6% $1.18M 0.0% ▼ Trim 3 SEC ↗
17 Mariner, LLC 15.64K +4.1% $1.12M 0.0% ▲ Add 3 SEC ↗
18 Citadel Advisors 12.44K -53.5% $892,498 0.0% ▼ Trim 8 SEC ↗
19 Cetera Investment Advisers 11.41K -5.3% $818,690 0.0% ▼ Trim 3 SEC ↗
20 Fidelity (FMR) 10.05K -3.1% $721,038 0.0% ▼ Trim 5 SEC ↗
21 HighTower Advisors, LLC 7.75K +13.4% $555,673 0.0% ▲ Add 3 SEC ↗
22 Envestnet Asset Management Inc 6.01K +51.0% $431,442 0.0% ▲ Add 3 SEC ↗
23 Creative Planning 4.16K +1.6% $298,318 0.0% ▲ Add 3 SEC ↗
24 Focus Partners Wealth 4.04K -10.4% $289,727 0.0% ▼ Trim 3 SEC ↗
25 JPMorgan Chase 3.93K -42.1% $278,238 0.0% ▼ Trim 4 SEC ↗
26 JPMorgan Chase 3.93K -42.1% $278,238 0.0% ▼ Trim 4 SEC ↗
27 JPMorgan Chase 3.93K -42.1% $278,238 0.0% ▼ Trim 4 SEC ↗
28 JPMorgan Chase 3.93K -42.1% $278,238 0.0% ▼ Trim 4 SEC ↗
29 Baird Financial Group, Inc. 3.67K New $263,036 0.0% New 1 SEC ↗
30 Hrt Financial Lp 3.58K New $256,000 0.0% New 1 SEC ↗
31 Rockefeller Capital Management L.P. 3.43K +106.4% $246,174 0.0% ▲ Add 3 SEC ↗
32 Morgan Stanley 2.30K -0.8% $164,767 0.0% ▼ Trim 4 SEC ↗
33 Morgan Stanley 2.30K -0.8% $164,767 0.0% ▼ Trim 4 SEC ↗
34 Morgan Stanley 2.30K -0.8% $164,767 0.0% ▼ Trim 4 SEC ↗
35 Us Bancorp \De\ 1.38K 0.0% $98,872 0.0% Held 3 SEC ↗
36 BlackRock (passive) 1.08K 0.0% $77,777 0.0% Held 3 SEC ↗
37 Bank Of Montreal /Can/ 800 0.0% $57,400 0.0% Held 3 SEC ↗
38 Wells Fargo & Company/Mn 220 New $15,785 0.0% New 1 SEC ↗
39 UBS Group AG 197 New $14,135 0.0% New 1 SEC ↗
40 Russell Investments Group, Ltd. 64 New $4,592 0.0% New 1 SEC ↗
41 Pnc Financial Services Group, Inc. 43 0.0% $3,085 0.0% Held 3 SEC ↗
42 Assetmark, Inc 32 0.0% $2,296 0.0% Held 2 SEC ↗

“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.

New buyers

Baird Financial Group, Inc. $263,036 0.0%
Hrt Financial Lp $256,000 0.0%
Wells Fargo & Company/Mn $15,785 0.0%
UBS Group AG $14,135 0.0%
Russell Investments Group… $4,592 0.0%

Exited

Two Sigma Investments $621,376 was 0.0%

Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 89 holders, 5.12M shares, $281.81M 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