Security record
UTF
name pending profile ingest
39Tracked holders
-1Δ holders
12.02MShares held
$331.56MReported value
+2New positions
−3Exits
Momentum inputs (comparable managers):
holder breadth -2.5% ·
share flow -0.5% ·
net new positions -2.6%
— formula
Broad distribution — falling shares and fewer holders
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 | Morgan Stanley ✦ | 2.28M | +0.8% | $62.82M | 0.0% | ▲ Add | 4 | SEC ↗ ×4 |
| 2 | Wells Fargo & Company/Mn | 1.97M | -9.2% | $54.41M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 3 | UBS Group AG | 1.51M | +5.5% | $41.68M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 4 | Royal Bank Of Canada | 929.88K | -0.7% | $25.66M | 0.0% | ▼ Trim | 3 | SEC ↗ ×3 |
| 5 | Raymond James Financial Inc | 926.28K | +3.1% | $25.56M | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 6 | Bank Of America Corp /De/ | 904.20K | +0.8% | $24.95M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 7 | LPL Financial LLC | 728.91K | +6.7% | $20.11M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 8 | Osaic Holdings, Inc. | 479.41K | +37.3% | $13.23M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 9 | Captrust Financial Advisors | 437.43K | +138.3% | $12.07M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 10 | Stifel Financial Corp | 418.19K | +0.5% | $11.54M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 11 | Ameriprise Financial Inc | 302.34K | +5.6% | $8.34M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 12 | Cetera Investment Advisers | 177.56K | +4.5% | $4.90M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 13 | Truist Financial Corp | 157.46K | -1.8% | $4.34M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 14 | First Trust Advisors Lp | 127.76K | +1.5% | $3.52M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 15 | Commonwealth Equity Services, Llc | 106.61K | -4.7% | $2.94M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 16 | Mariner, LLC | 84.58K | +18.5% | $2.33M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 17 | Goldman Sachs Group ✦ | 79.51K | 0.0% | $2.19M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 18 | HighTower Advisors, LLC | 65.81K | -7.5% | $1.82M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 19 | Creative Planning | 50.38K | -7.1% | $1.39M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 20 | Mercer Global Advisors Inc /Adv | 45.43K | +22.4% | $1.25M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 21 | Envestnet Asset Management Inc | 34.98K | -8.6% | $965,154 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 22 | Pnc Financial Services Group, Inc. | 29.21K | +5.4% | $805,849 | 0.0% | ▲ Add | 3 | SEC ↗ ×4 |
| 23 | Mml Investors Services, Llc | 23.07K | +11.7% | $636,490 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 24 | Wealth Enhancement Advisory… | 21.41K | +77.8% | $592,594 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 25 | Fifth Third Bancorp | 19.75K | +32.8% | $544,878 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 26 | Us Bancorp \De\ | 19.71K | -2.8% | $543,854 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 27 | Hrt Financial Lp | 18.68K | New | $515,000 | 0.0% | New | 1 | SEC ↗ |
| 28 | Northwestern Mutual Wealth… | 17.55K | -34.7% | $484,172 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 29 | Baird Financial Group, Inc. | 13.79K | +6.1% | $380,521 | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 30 | Citadel Advisors ✦ | 12.93K | New | $356,650 | 0.0% | New | 1 | SEC ↗ |
| 31 | Focus Partners Wealth | 9.43K | -23.2% | $260,236 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 32 | Kayne Anderson Rudnick Investment… | 6.22K | 0.0% | $171,499 | 0.0% | Held | 3 | SEC ↗ |
| 33 | Rockefeller Capital Management L.P. | 5.02K | +1.2% | $138,437 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 34 | JPMorgan Chase ✦ | 3.12K | 0.0% | $86,749 | 0.0% | Held | 4 | SEC ↗ ×2 |
| 35 | Assetmark, Inc | 709 | +19.2% | $19,561 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 36 | Russell Investments Group, Ltd. | 426 | +86.8% | $11,746 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 37 | UBS AM, a distinct business unit of… | 152 | 0.0% | $4,194 | 0.0% | Held | 2 | SEC ↗ |
| 38 | Jones Financial Companies Lllp | 90 | -89.5% | $2,496 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 39 | BlackRock ✦ (passive) | 1 | 0.0% | $18 | 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
| Hrt Financial Lp | $515,000 | 0.0% |
| Citadel Advisors | $356,650 | 0.0% |
Exited
| Nomura Holdings Inc | $10.47M | was 0.1% |
| Toronto Dominion Bank | $1.86M | was 0.0% |
| Jane Street Group, Llc | $213,872 | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 244 holders, 23.98M shares, $583.69M 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 ·
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