Security record
TSI
name pending profile ingest
25Tracked holders
0Δ holders
7.21MShares held
$32.50MReported value
+1New positions
−2Exits
Momentum inputs (comparable managers): holder breadth 0.0% · share flow +2.1% · net new positions -4.0% — formula
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q2 2026
Ownership over time
Who holds it · Q2 2026
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Focus Partners Wealth | 2.61M | +7.0% | $11.75M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 2 | Morgan Stanley ✦ | 1.36M | +0.2% | $6.15M | 0.0% | ▲ Add | 4 | SEC ↗ ×2 |
| 3 | Raymond James Financial Inc | 1.16M | +0.5% | $5.21M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 4 | Ameriprise Financial Inc | 839.96K | +6.1% | $3.79M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 5 | National Bank Of Canada /Fi/ | 394.50K | 0.0% | $1.78M | 0.0% | Held | 3 | SEC ↗ |
| 6 | Wells Fargo & Company/Mn | 201.56K | -2.3% | $909,060 | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 7 | UBS Group AG | 163.90K | +2.2% | $739,207 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 8 | Quantinno Capital Management LP | 147.98K | 0.0% | $667,399 | 0.0% | Held | 2 | SEC ↗ |
| 9 | Osaic Holdings, Inc. | 77.86K | +3.1% | $351,151 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 10 | Citadel Advisors ✦ | 46.59K | +97.5% | $210,130 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 11 | LPL Financial LLC | 34.46K | +0.2% | $155,431 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 12 | Susquehanna International Group, Llp | 26.39K | +60.4% | $119,010 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 13 | Pnc Financial Services Group, Inc. | 23.23K | -2.9% | $104,764 | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 14 | Mercer Global Advisors Inc /Adv | 22.91K | -1.8% | $103,329 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 15 | Balyasny Asset Management L.P. | 16.99K | -81.4% | $76,643 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 16 | Cetera Investment Advisers | 16.78K | -2.4% | $75,664 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 17 | Bank Of America Corp /De/ | 15.07K | +13.6% | $67,988 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 18 | Hrt Financial Lp | 13.79K | -37.9% | $62,000 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 19 | Jane Street Group, Llc | 11.70K | New | $52,785 | 0.0% | New | 1 | SEC ↗ ×2 |
| 20 | Stifel Financial Corp | 10.85K | +0.7% | $48,923 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 21 | Fifth Third Bancorp | 8.00K | 0.0% | $36,080 | 0.0% | Held | 2 | SEC ↗ |
| 22 | Northwestern Mutual Wealth… | 4.96K | -48.5% | $22,365 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 23 | Royal Bank Of Canada | 2.36K | -45.9% | $11,000 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 24 | Rockefeller Capital Management L.P. | 1.68K | 0.0% | $7,577 | 0.0% | Held | 2 | SEC ↗ |
| 25 | JPMorgan Chase ✦ | 0 | — | $3 | 0.0% | Held | 4 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| Jane Street Group, Llc | $52,785 | 0.0% |
Exited
| HighTower Advisors, LLC | $419,595 | was 0.0% |
| Mml Investors Services, Llc | $158,325 | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 69 holders, 39.15M shares, $90.68M 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.
Sep 08
SC 13G/A — Focus Partners Wealth
Aug 14
SC 13G/A — 1607 Capital Partners, LLC
Jul 30
SC 13G/A — FIRST TRUST PORTFOLIOS LP
Jul 06
SC 13G/A — SIT INVESTMENT ASSOCIATES INC
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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