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Security record

TSI

name pending profile ingest

Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025 Q4 2024 Q3 2024
26Tracked holders
0Δ holders
7.28MShares held
$32.84MReported value
+1New positions
−1Exits
Stable 4 quarters of rising tracked shares ●●●●○○ How these are computed → Explain this at the Research Desk →

Momentum inputs (comparable managers): holder breadth 0.0% · share flow +1.8% · net new positions 0.0%formula

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

Ownership over time
QuarterHoldersΔSharesReported valueNewExits
Q2 2026 26 0 7.28M $32.84M +1 −1
Q1 2026 26 +6 7.15M $32.11M +7 −1
Q4 2025 20 0 5.70M $28.17M
Q3 2025 2 -1 1.25M $6.15M −1
Q2 2025 1 0 16.28K $79,456
Q1 2025 1 0 31.12K $151,263
Q4 2024 1 0 15.96K $76,744
Q3 2024 1 +1 16.69K $85,630 +1
Holder count
Who holds it · Q2 2026
#ManagerSharesΔ sharesValueTheir weightHeld
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 ↗
3 Morgan Stanley 1.36M +0.2% $6.15M 0.0% ▲ Add 4 SEC ↗
4 Raymond James Financial Inc 1.16M +0.5% $5.21M 0.0% ▲ Add 3 SEC ↗
5 Raymond James Financial Inc 1.16M +0.5% $5.21M 0.0% ▲ Add 3 SEC ↗
6 Ameriprise Financial Inc 839.96K +6.1% $3.79M 0.0% ▲ Add 3 SEC ↗
7 National Bank Of Canada /Fi/ 394.50K 0.0% $1.78M 0.0% Held 3 SEC ↗
8 Wells Fargo & Company/Mn 201.56K -2.3% $909,060 0.0% ▼ Trim 3 SEC ↗
9 Wells Fargo & Company/Mn 201.56K -2.3% $909,060 0.0% ▼ Trim 3 SEC ↗
10 UBS Group AG 163.90K +2.2% $739,207 0.0% ▲ Add 3 SEC ↗
11 Quantinno Capital Management LP 147.98K 0.0% $667,399 0.0% Held 2 SEC ↗
12 Osaic Holdings, Inc. 77.86K +3.1% $351,151 0.0% ▲ Add 3 SEC ↗
13 HighTower Advisors, LLC 74.89K -19.9% $337,776 0.0% ▼ Trim 3 SEC ↗
14 Citadel Advisors 46.59K +97.5% $210,130 0.0% ▲ Add 2 SEC ↗
15 LPL Financial LLC 34.46K +0.2% $155,431 0.0% ▲ Add 3 SEC ↗
16 Susquehanna International Group, Llp 26.39K +60.4% $119,010 0.0% ▲ Add 3 SEC ↗
17 Pnc Financial Services Group, Inc. 23.23K -2.9% $104,764 0.0% ▼ Trim 3 SEC ↗
18 Pnc Financial Services Group, Inc. 23.23K -2.9% $104,764 0.0% ▼ Trim 3 SEC ↗
19 Mercer Global Advisors Inc /Adv 22.91K -1.8% $103,329 0.0% ▼ Trim 3 SEC ↗
20 Balyasny Asset Management L.P. 16.99K -81.4% $76,643 0.0% ▼ Trim 2 SEC ↗
21 Cetera Investment Advisers 16.78K -2.4% $75,664 0.0% ▼ Trim 3 SEC ↗
22 Bank Of America Corp /De/ 15.07K +13.6% $67,988 0.0% ▲ Add 3 SEC ↗
23 Hrt Financial Lp 13.79K -37.9% $62,000 0.0% ▼ Trim 2 SEC ↗
24 Jane Street Group, Llc 11.70K New $52,785 0.0% New 1 SEC ↗
25 Jane Street Group, Llc 11.70K New $52,785 0.0% New 1 SEC ↗
26 Stifel Financial Corp 10.85K +0.7% $48,923 0.0% ▲ Add 2 SEC ↗
27 Fifth Third Bancorp 8.00K 0.0% $36,080 0.0% Held 2 SEC ↗
28 Northwestern Mutual Wealth… 4.96K -48.5% $22,365 0.0% ▼ Trim 3 SEC ↗
29 Royal Bank Of Canada 2.36K -45.9% $11,000 0.0% ▼ Trim 3 SEC ↗
30 Rockefeller Capital Management L.P. 1.68K 0.0% $7,577 0.0% Held 2 SEC ↗
31 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%
Jane Street Group, Llc $52,785 0.0%

Exited

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.

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