Security record · archived quarter
TLTW
name pending profile ingest
30Tracked holders
0Δ holders
13.51MShares held
$305.15MReported value
+3New positions
−3Exits
Momentum inputs (comparable managers): holder breadth 0.0% · share flow +15.7% · 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 | Bank Of America Corp /De/ | 2.29M | +13.6% | $51.76M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 2 | Envestnet Asset Management Inc | 1.96M | +29.6% | $44.38M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 3 | Morgan Stanley ✦ | 1.94M | +77.6% | $43.78M | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 4 | Cetera Investment Advisers | 1.38M | +18.4% | $31.29M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 5 | LPL Financial LLC | 1.32M | +6.0% | $29.82M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 6 | UBS Group AG | 833.47K | +40.8% | $18.85M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 7 | BlackRock ✦ (passive) | 758.90K | +46.3% | $17.17M | 0.0% | ▲ Add | 4 | SEC ↗ ×3 |
| 8 | Franklin Resources Inc | 739.10K | +0.1% | $16.72M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 9 | Assetmark, Inc | 355.17K | +20.5% | $8.03M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 10 | Wealth Enhancement Advisory… | 295.48K | -70.2% | $6.65M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 11 | Bank of New York Mellon Corp | 269.93K | +144.6% | $6.11M | 0.0% | ▲ Add | 2 | SEC ↗ ×4 |
| 12 | Royal Bank Of Canada | 259.08K | +26.2% | $5.86M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 13 | Principal Financial Group Inc | 211.93K | +125.2% | $4.79M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 14 | Raymond James Financial Inc | 210.85K | +47.5% | $4.77M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 15 | Fifth Third Bancorp | 190.54K | New | $4.31M | 0.0% | New | 1 | SEC ↗ |
| 16 | Osaic Holdings, Inc. | 147.21K | -12.0% | $3.33M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 17 | Mml Investors Services, Llc | 125.76K | +17.4% | $2.84M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 18 | Stifel Financial Corp | 55.44K | -0.1% | $1.25M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 19 | Truist Financial Corp | 52.50K | -14.0% | $1.19M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 20 | Northwestern Mutual Wealth… | 36.94K | +25.2% | $835,638 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 21 | Susquehanna International Group, Llp | 22.37K | New | $505,964 | 0.0% | New | 1 | SEC ↗ |
| 22 | Mirae Asset Global Investments Co.… | 10.63K | +212.5% | $240,360 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 23 | Wells Fargo & Company/Mn | 7.52K | n/a | $170,078 | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 24 | JPMorgan Chase ✦ | 5.94K | -1.8% | $134,052 | 0.0% | ▼ Trim | 3 | SEC ↗ ×3 |
| 25 | Rockefeller Capital Management L.P. | 5.55K | +2398.7% | $125,490 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 26 | Citigroup Inc | 3.98K | New | $90,141 | 0.0% | New | 1 | SEC ↗ |
| 27 | Bank Of Montreal /Can/ | 3.14K | 0.0% | $71,027 | 0.0% | Held | 2 | SEC ↗ |
| 28 | Pnc Financial Services Group, Inc. | 2.33K | -2.3% | $52,607 | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 29 | Fidelity (FMR) ✦ | 289 | +1276.2% | $6,544 | 0.0% | ▲ Add | 4 | SEC ↗ |
| 30 | Corient Private Wealth LP | 20.97K | -50.0% | $474 | 0.0% | ▼ Trim | 2 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value: the conviction measure. ✦ = curated manager.
New buyers
| Fifth Third Bancorp | $4.31M | 0.0% |
| Susquehanna International… | $505,964 | 0.0% |
| Citigroup Inc | $90,141 | 0.0% |
Exited
| Commonwealth Equity Services… | $5.33M | was 0.0% |
| Jane Street Group, Llc | $5.28M | was 0.0% |
| Citadel Advisors | $376,231 | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 129 holders, 21.81M shares, $479.17M 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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