Security record · archived quarter
TEI
name pending profile ingest
24Tracked holders
0Δ holders
6.24MShares held
$37.51MReported value
+4New positions
−4Exits
Momentum inputs (comparable managers): holder breadth 0.0% · share flow -1.4% · net new positions 0.0% · formula
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q1 2026
Ownership over time
Who holds it · Q1 2026
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Morgan Stanley ✦ | 2.75M | -3.8% | $16.55M | 0.0% | ▼ Trim | 3 | SEC ↗ ×3 |
| 2 | Invesco Ltd. | 801.14K | -6.5% | $4.81M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 3 | LPL Financial LLC | 573.55K | +2.9% | $3.45M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 4 | HighTower Advisors, LLC | 510.28K | +0.4% | $3.07M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 5 | Osaic Holdings, Inc. | 383.49K | +55.9% | $2.30M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 6 | Cetera Investment Advisers | 244.29K | +3.4% | $1.47M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 7 | Raymond James Financial Inc | 228.31K | +2.3% | $1.37M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 8 | Bank Of America Corp /De/ | 210.56K | -17.4% | $1.27M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 9 | Us Bancorp \De\ | 176.49K | 0.0% | $1.06M | 0.0% | Held | 2 | SEC ↗ |
| 10 | Wells Fargo & Company/Mn | 146.51K | +7.6% | $880,498 | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 11 | UBS Group AG | 50.41K | +104.6% | $302,952 | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 12 | Truist Financial Corp | 35.55K | +0.1% | $213,685 | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 13 | Stifel Financial Corp | 33.57K | +1.2% | $201,780 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 14 | Nomura Holdings Inc | 25.00K | New | $150,250 | 0.0% | New | 1 | SEC ↗ |
| 15 | Jane Street Group, Llc | 21.77K | -64.2% | $130,808 | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 16 | Envestnet Asset Management Inc | 21.36K | +0.2% | $128,365 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 17 | Royal Bank Of Canada | 10.26K | -20.3% | $62,000 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 18 | Northwestern Mutual Wealth… | 5.86K | -14.5% | $35,219 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 19 | Fifth Third Bancorp | 5.39K | New | $32,371 | 0.0% | New | 1 | SEC ↗ |
| 20 | Rockefeller Capital Management L.P. | 1.48K | -96.0% | $8,871 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 21 | Cwm, Llc | 1.47K | 0.0% | $8,829 | 0.0% | Held | 2 | SEC ↗ |
| 22 | BlackRock ✦ (passive) | 493 | New | $2,963 | 0.0% | New | 1 | SEC ↗ |
| 23 | Assetmark, Inc | 141 | 0.0% | $847 | 0.0% | Held | 2 | SEC ↗ |
| 24 | Deutsche Bank Ag\ | 79 | New | $475 | 0.0% | New | 1 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value: the conviction measure. ✦ = curated manager.
New buyers
| Nomura Holdings Inc | $150,250 | 0.0% |
| Fifth Third Bancorp | $32,371 | 0.0% |
| BlackRock | $2,963 | 0.0% |
| Deutsche Bank Ag\ | $475 | 0.0% |
Exited
| Susquehanna International… | $116,423 | was 0.0% |
| Mariner, LLC | $65,500 | was 0.0% |
| Pnc Financial Services Group… | $64,500 | was 0.0% |
| Barclays Plc | $6 | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 93 holders, 14.41M shares, $84.89M 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: Q1 2026 ·
Methodology ·
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